BasisBoard Features

BasisBoard

Bid management software for subcontractors

4.82/5 (17 reviews)

Competitor Feature Comparison

Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Bid Management
Bidder Management
Billing & Invoicing
Budget Tracking/Job Costing
CRM
Calendar Management
Calendar/Reminder System
Change Order Management
Client Portal
Client Tracking
Collaboration Tools
Commercial
Communication Management
Contact Management
Contract/License Management
Contractor Management
Cost Database
Cost Tracking
Customer Database
Customer Management
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Document Management
Document Storage
Electronic Payments
Electronic Signature
Email Marketing
Estimating
Expense Tracking
File Sharing
For AEC Industry
Gantt/Timeline View
Historical Database
Historical Reporting
Incident Reporting
Invoice Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Lead Management
Mobile Access
Mobile Alerts
Monitoring
Multiple Projects
Multiple User Accounts
Permit Management
Progress Tracking
Project Accounting
Project Estimating
Project Management
Project Scheduling
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Projections
Proposal Generation
Proposal Management
Purchase Order Management
QuickBooks Integration
Quotes/Estimates
RFI & Submittals
RFP Management
Real Time Monitoring
Real-time Updates
Reporting/Analytics
Rescheduling
Residential
Sales Pipeline Management
Scheduling
Search/Filter
Status Tracking
Subcontractor Management
Supplier Management
Task Management
Task Progress Tracking
Task Scheduling
Third Party Integrations
Time & Expense Tracking
Timesheet Management
Vendor Management
Version Control
Warranty Tracking
Workflow Management
Visit WebsiteCompare App
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Bid Management
Bidder Management
Billing & Invoicing
Budget Tracking/Job Costing
CRM
Calendar Management
Calendar/Reminder System
Change Order Management
Client Portal
Client Tracking
Collaboration Tools
Commercial
Communication Management
Contact Management
Contract/License Management
Contractor Management
Cost Database
Cost Tracking
Customer Database
Customer Management
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Document Management
Document Storage
Electronic Payments
Electronic Signature
Email Marketing
Estimating
Expense Tracking
File Sharing
For AEC Industry
Gantt/Timeline View
Historical Database
Historical Reporting
Incident Reporting
Invoice Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Lead Management
Mobile Access
Mobile Alerts
Monitoring
Multiple Projects
Multiple User Accounts
Permit Management
Progress Tracking
Project Accounting
Project Estimating
Project Management
Project Scheduling
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Projections
Proposal Generation
Proposal Management
Purchase Order Management
QuickBooks Integration
Quotes/Estimates
RFI & Submittals
RFP Management
Real Time Monitoring
Real-time Updates
Reporting/Analytics
Rescheduling
Residential
Sales Pipeline Management
Scheduling
Search/Filter
Status Tracking
Subcontractor Management
Supplier Management
Task Management
Task Progress Tracking
Task Scheduling
Third Party Integrations
Time & Expense Tracking
Timesheet Management
Vendor Management
Version Control
Warranty Tracking
Workflow Management
Visit WebsiteCompare App
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Bid Management
Bidder Management
Billing & Invoicing
Budget Tracking/Job Costing
CRM
Calendar Management
Calendar/Reminder System
Change Order Management
Client Portal
Client Tracking
Collaboration Tools
Commercial
Communication Management
Contact Management
Contract/License Management
Contractor Management
Cost Database
Cost Tracking
Customer Database
Customer Management
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Document Management
Document Storage
Electronic Payments
Electronic Signature
Email Marketing
Estimating
Expense Tracking
File Sharing
For AEC Industry
Gantt/Timeline View
Historical Database
Historical Reporting
Incident Reporting
Invoice Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Lead Management
Mobile Access
Mobile Alerts
Monitoring
Multiple Projects
Multiple User Accounts
Permit Management
Progress Tracking
Project Accounting
Project Estimating
Project Management
Project Scheduling
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Projections
Proposal Generation
Proposal Management
Purchase Order Management
QuickBooks Integration
Quotes/Estimates
RFI & Submittals
RFP Management
Real Time Monitoring
Real-time Updates
Reporting/Analytics
Rescheduling
Residential
Sales Pipeline Management
Scheduling
Search/Filter
Status Tracking
Subcontractor Management
Supplier Management
Task Management
Task Progress Tracking
Task Scheduling
Third Party Integrations
Time & Expense Tracking
Timesheet Management
Vendor Management
Version Control
Warranty Tracking
Workflow Management
Visit WebsiteCompare App

BasisBoard Feature Reviews

17 reviewers had the following to say about BasisBoard's features:

Rob H.

BAsisboard

2021-09-23

We are no longer tracking our bid analytics in a spread sheet.

Pros

I like the bid management functionality

Cons

there seem to be hidden fields, they reveal themselves as you hover the cursor over them.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris R.

Great way to keep track of bids

2020-07-07

Pros

The overview board allows you to easily see each project you have bid along with information of each bid and it's current status.

Cons

Still lacking some features but customer support is rapidly expanding on this and listens to user suggestions.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Matthew W.

Great Product - Customer Service is Top Notch

2020-09-11

The product has been huge asset to the company, the intergration of the technology was seamless and [SENSITIVE CONTENT HIDDEN] were extremely responsive to all my teams questions and suggestions.

Pros

the biggest pro was the ability for all members of the team being able to access all the information in the one location.

Cons

the email scraper works well but manually linking projects is required when you have multiple contractor on the same project.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Construction company, 51-200 employees)

Saves me 5 hours of manual entry a day

2020-08-21

Pros

I no longer have to manually type in bid deadlines and track my projects.

Cons

Sometimes I need to link projects together.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Drew D.

Better control of bids for subcontractors

2020-07-01

Extremely happy and looking forward to what new features they come up with.

Pros

This product better helps subcontractors control the work flow of their bidding process along with helping to analyze their bid data.

Cons

Nothing I am overall satisfied and there are no other products available similar to Basis.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jesus V.

BasisBoard Review

2021-10-05

One of the benefits of using BasisBoard is removing one more task having to go through the emails finding bids and having to organize them.

Pros

My favorite feature while using this software is the automatic organization for incoming bid invitations.

Cons

There were a few things in the beginning when I first started using the software but with great communication from the support team we solved these issues over time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Tom S.

Great tool for subs and suppliers looking to keep their bids organized.

2020-06-29

Overall, a great product that I would recommend to all of our subcontractors and suppliers, especially those that may be struggling to keep their bid efforts organized and timely.

Pros

The best part is that it allows you to route all your bid-related emails through a single email address, where the software will then intelligently scrape the information and bring it into the app for easy organization and collaboration.

Cons

It is a little tricky to figure out the filters, but once you know how to do it it becomes more natural.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Michael A.

Excellent solution to our Estimating tracking needs.

2020-09-10

Pros

The software is excellent at keeping track of all of our bid requests and our proposals.

Cons

I can't say there are any negatives. Any time we had an issue or question, Customer Service was very prompt and quickly addressed it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Caroline S.

Promising Software

2020-09-09

I love it. I think it has helped us become more organized which has made us all better estimators.

Pros

The possibility and potential of this software for our estimating department.

Cons

It is a work in progress. Kinks are getting worked out and it can slow down my productivity. I know they are doing the best they can.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
norm t.

1st day use of basis

2020-07-06

saves time instead of looking for multiple gc's to bid to they are all there linked together.

Pros

this helps me keep my bidding accurate and organized all on 1 page

Cons

learning new software is never fun, but this has been very easy so far

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Matthew R.

Good way to track

2020-06-30

I am appreciating have our submitted bids tracked and logged and having reminders sent to me to follow up.

Pros

Being able to just about auto-populate our bid schedule and then be able to log and track it all once submitted is great.

Cons

Sometimes the email forwarding to basis can create confusion in the system.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris T.

Imperial Ductwork Services Ltd - BasisBoard Review

2021-08-25

The free trial was a great way to allow us to get the system up and running before rolling out to the Estimating team.

Pros

The software was extremely simple to use and saves us a lot of time with the vast amount of enquiries that come in.

Cons

There were no Cons in regards to the BasisBoard software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Stacy E.

BasisBoard was a great choice!

2021-10-08

Pros

BasisBoard combines bid invite emails from several estimators into one convenient location which cleans up our normal email inboxes and avoids duplication and forwarding of bid invites throughout the office.

Cons

We have only been using BasisBoard for a few weeks. No dislikes at this time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Kathleen D.

Amazing software!!

2020-07-08

Designers have made the software super easy to use and follow and it provides the opportunity to have everything organized in front of you.

Pros

I love that you can customize your view and filter it making it easier to see who is bidding on a specific project. It is also super handy that you can add a search bar to quickly find any project just by entering it in.

Cons

Honestly, I have not found anything negative with this software. I have been using it for a year now and everything has worked as it should.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Erich R.

Better with BasisBoard

2021-10-15

Pros

There is constantly new features being added and most tasks can be completed in multiple ways making it easy for all types of users.

Cons

The analytics are currently being redesigned and that was the only area I had issues with so I am excited to see what they develop.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Construction company, 51-200 employees)

Best BidBoard in the market

2020-07-06

Basis's customer support is unlike any other software company we'eve seen. They take the time to set things up with the team, host free trainings, and also take your feedback into the product.

Pros

BasisBoard is extremely easy to use.

Cons

None that I can think of. So far it's been great.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Nick G.

Great Software!

2020-09-09

BasisBoard has been a huge help to our daily operation.

Pros

This software is very clean, organized, and user friendly which makes it easy for everyone to learn and operate quickly!

Cons

There are no cons for this software that I currently can think of.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more