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FirstBit Contracting ERP facilitates this process through the following straightforward steps:

Project Workflow

  1. Lead

    • The initial client inquiry or opportunity is identified.

  2. Projects (Register the Project)

    • Create a new project entry based on the lead.

  3. Project Estimates (Estimate cost of services, resources, materials)

    • Assess and input expected costs for services, manpower, materials, etc.

  4. Quotation (Generate quotation with markups)

    • Prepare a client-facing quotation, applying necessary markups to the estimates.

  5. Revision (Refine and resubmit if needed)

    • Adjust and resend the quotation based on client feedback or internal updates.

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