Bid Calendar Tool, Notifications, and Reporting

Real-Time access to every detail on every job – get access to the information and reporting you need to run your business on any device at any time day or night.

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Our Bid Calendar Tool

In sales management, staying organized and maximizing opportunities is essential. That’s where ROM’s Bid Calendar Tool excels. Designed to streamline workflows, provide real-time updates, and empower your team. With the Bid Calendar Tool, you get more than just date tracking. You gain a complete, visual representation of your sales pipeline, ensuring you have the insights needed to make informed decisions and outperform the competition.

The Bid Calendar Tool Provides

Your Month at a Glance

Gain instant visibility into your entire month’s workflow. ROM’s Bid Calendar Tool provides real-time tracking and reporting, helping you monitor total bids, margins, and job values at a glance. This feature ensures you’re always prepared, making planning more efficient and keeping tasks on track.

Company-Wide Bid Calendar

Collaboration drives success. The company-wide bid calendar fosters teamwork with a unified view of tasks and deadlines, accessible to everyone, no matter their location. This feature keeps your team aligned and synchronized, ensuring smooth communication and effective collaboration.

Drag-and-Drop Bid Management

Simplify your workflow with an intuitive drag-and-drop interface. Easily adjust bid dates directly on the calendar, saving time and effort while keeping your schedule updated. It’s a flexible and efficient way to manage bids with minimal hassle.

Access Job Details Instantly

Information at your fingertips. A simple mouse-over reveals a quick overview of any job, while a single click dives deeper into critical details like bidders, salespeople, margins, and notes. Get the insights you need without delays.

Integration with Quote Builder

Streamline your quoting process with seamless integration between the Bid Calendar Tool and AccuQuote. View and manage quotes in real-time, enabling faster responses and reducing manual work. It’s efficiency built into every step.

Automatic Change Notifications

Stay informed with automatic email updates. Whether it’s a change in bid dates, team updates, or status shifts, you’ll always know what’s happening, allowing your team to act proactively to ongoing changes.

Benefits of ROM’s Opportunity Tracker

Real-Time Visibility

Stay informed with up-to-the-minute updates on every bid. The Bid Calendar Tool provides a centralized view of your pipeline, ensuring you can monitor progress, deadlines, and changes with ease.

Seamless Collaboration

Align your team with a company-wide bid calendar. Everyone stays updated on tasks, deadlines, and priorities, no matter where they are, ensuring every project runs smoothly.

Simplified Scheduling

Easily adjust schedules with the drag-and-drop feature. Reschedule bids in seconds to accommodate changes without disrupting your workflow.

Enhanced Efficiency

Eliminate manual tracking and tedious updates with automatic notifications and integration across ROM’s platform. Access key data, manage quotes, and oversee projects all from one place.

Comprehensive Insights

Review past bid performance directly within the calendar to identify trends and improve future strategies. This feature helps your team refine their approach and learn from previous successes and challenges.

Customizable Views and Filters

Tailor the Bid Calendar Tool to your team’s specific needs with customizable views and filters. Focus on key metrics like bid type, region, or team member responsibility.

The Ease of Integration

Our opportunity tracker integrates seamlessly into ROM’s comprehensive platform, working effortlessly with AccuQuote and AccuTrack. Manage bids, quotes, and projects in one place, with data flowing smoothly between tools.

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Frequently Asked Questions