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Procore Management Techniques to Scale Your Estimate Operations

procore management

Is your commercial pre-construction company growing as you expect?

As a commercial pre-construction company, the last thing you want to face is your books being in the red. Can you pinpoint any reasons why? You have to ask yourself if your company isn’t growing as you expect it to and what you can do to get yourself into a position to scale.

Scaling is what it’s all about

As a commercial pre-construction company, you have to be prepared for growth. There are automated solutions that can help you grow, as you proactively seek out new opportunities to grow your business.

What stands in the way of your growth? Successful estimates and a way to manage them.

Move your winning estimates into a project management environment for even more visibility across your projects. There are solutions that help you scale your estimate operations and keep your projects on track.


Chances are if your estimates are off, they could result from your unreliable spreadsheets. According to recent research, up to 90% of spreadsheets hold significant errors. Although they’re widely used, spreadsheets are a thing of the past.

In the construction industry, a single data entry error can lose your company thousands—or millions—of dollars with the cost of that mistake multiplying exponentially over time.

Data integration

More often than not, data is scattered across different individuals, devices, and platforms. This makes it difficult for anyone to receive up-to-date information. This makes it important to access data whenever it’s required, even more so when working on an estimate.


Because you’re always working, whether it’s in the office or on the job site, you never have enough time to produce a proper report. You need to report on project numbers, deliveries, workforce, conditions on-site, safety, and anything that impacts potential legal issues.

ProEst for your pre-construction estimating

Cloud-based ProEst software handles all aspects of your pre-construction company, and lets you respond quickly to bid requests with accurate and competitive estimates that will win those bids. Winning bids leads to increased profit margins and sets you up to scale as more projects come in.

It creates detailed digital cost estimates for any project, reduces estimation errors, and increases overall accuracy. Gone are the days of manual estimates with spreadsheets or pencils and papers.

ProEst improves your ability to perform digital blueprint takeoffs, removes the need for performing manual takeoffs, and reduces takeoff time by 50%. You no longer have to deal with the time-consuming nature of manual takeoffs.

You’re also able to store your project drawings and retrieve them, and other project data, within seconds. That way, you won’t have to search for a missing estimate or drawing file. You can also search by an estimate code, description, estimator, or the type of work.

ProEst also enables you to obtain an estimate sheet for all of the costs associated with your project, on any digital takeoffs performed on an estimate, and a summary of the markups applied to the estimate.

ProEst has helped numerous commercial pre-construction companies realize significant results such as:

  • Two-fold bid production increase
  • Savings of 800 staff hours per year
  • 50% reduction in bid creation time
  • Enhanced productivity resulting in 43% revenue growth in one year

Procore takes projects to the next level

ProEst can automatically integrate into Procore. After your bid is awarded, it’s automatically populated into Procore for complete project management. You can move your projects directly into the Procore management platform and keep your projects up-to-date. Your team is always in the loop so any changes don’t go unnoticed.

Procore brings project management to the forefront to help you manage multiple projects—in one place—with ultimate project visibility.

Even if your teams aren’t together, you can still keep them on the same page with mobile accessibility. All of the project information is stored in one place—and with real-time updates. There’s also instantaneous tracking, so information is always available. All of this spells better teamwork—and more efficient projects since no one is chasing data.

With Procore, you can keep your drawings central to your project. Procore is a drawing-centric application. If everyone from your team isn't on the same page, important details get missed. That costs money and time. Procore puts everything your team needs in one place including submittals, RFIs, punch lists, photos, spec management and more into the current drawing set so that everyone has what they need, when they need it.

You can also easily upload important ProEst data to create a project budget within Procore management capabilities. You build quality projects safely, on time, and within budget. Its project budget shows where you’re at, so you can access real-time job cost data from the field to the office. You’ll be able to view project data and costs for scaling.

Procore management capabilities help with reporting, giving you the ability to better manage and gain visibility into all stages of your company's Procore projects. There’s access-integrated, on-demand reporting across your project or portfolio. You’re able to communicate more effectively by sharing visual reports.

You can develop customized dashboards to optimize your day-to-day priorities and let you react quickly to actionable insights.

When you work within Procore management, you can also automatically schedule distributions of reports to owners, project stakeholders, and collaborators.

Tools in place to scale

Commercial pre-construction company owners benefit from cloud-based solutions like ProEst and Procore because of their time-saving features, improved communications abilities, and the ability to quickly create estimates that win bids and complete project management once a bid is won.

Preparing to scale your commercial pre-construction company is important. You shouldn’t leave it to chance. Taking your ProEst estimates and integrating them into Procore for total project management lets you make the move to scale your company.

To learn more about ProEst for your pre-construction estimating needs, schedule a 1-on-1 demo with one of our specialists. To learn more about Procore project management techniques to scale your business, reach out and schedule a free 1-on-1 demo today!