CreteBase features

Win more bids. Run jobs more efficiently. Learn from every project.

CreteBase gives your concrete-flooring operation one intelligent base for opportunity intake, construction-document intelligence, product/PDS knowledge, structured quotes, proposals, projects, jobs, purchasing context, and AI-assisted operations.

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01 · Opportunities & ITB inbox

Get bid opportunities out of the inbox.

Group invitations, GC messages, deadlines, files, and addenda around the real project. Track whether the opportunity was received, accepted, screened, taken off, quoted, or archived without relying on individual inbox memory.

  • ITB email ingestion & linked-message history
  • Project & bidder matching / merging
  • Due dates & pursuit status
  • Files, plan-room snapshots & addenda
  • Notes for general, screening, takeoff & pricing context
app.cretebase.com / ITB pursuit detail
02 · Construction-document screening

Find the flooring scope before you spend hours taking it off.

AI-assisted screening searches plans and specifications for polished concrete, resinous/epoxy flooring, sealed concrete, preparation, and related scope. It prioritizes finish schedules and plan evidence, corroborates against specifications, and can send an ambiguous result to human review.

  • Plan-first, spec-corroborated screening
  • Scope present, absent, or human-review outcome
  • Finish-code, sheet/page & specification evidence
  • Document coverage & provenance

Disclosure: CreteBase currently performs trade-scope screening. Quantitative automated takeoff is not a current advertised capability.

app.cretebase.com / screening detail
03 · Product & PDS intelligence

Build a technical product library without typing every datasheet.

Upload a manufacturer PDS PDF. CreteBase extracts a structured product record, links the original source, and makes the product available to your quoting system.

  • AI PDS ingestion
  • Create/update by product code
  • Manufacturer, category & type
  • Unit & spread rate
  • Recommended thickness
  • Pot life, cure & recoat window
  • Linked datasheets, SDS & warranty
  • Optional PandaDoc sync
app.cretebase.com / ingest datasheet
04 · Quote builder

Build complete concrete-flooring quotes in a reviewable structure.

Price the project the way your company performs it: areas and quantities, system options, preparation and application steps, products, labor, equipment, materials, supplies, markup, notes, alternates, and exclusions.

Multiple options & alternates
Reusable systems & work steps
Products assigned to each step
Coverage & quantity calculations
Labor / equipment / material pricing
Notes, qualifications & exclusions
Historical quote context
Reviewable draft & save boundary
AI drafting

Draft a complete quote from a pricing note.

Paste or load a contractor pricing note. CreteBase drafts structured options, line items, systems, steps, notes, and matched products. Your estimator reviews and edits the result before saving.

05 · Bids, revisions & proposals

Handle the way commercial work is actually bid.

Keep one underlying project while managing separate bids for a facility owner or multiple general contractors. Preserve the right company, contact, CRM relationship, active quote, and revision history for each bidder.

Project → bid → quote revision model
Direct-owner & multi-GC scenarios
Company / contact records
Active quote & revision history
Branded PDF proposal generation
PandaDoc & HubSpot sync when configured
06 · Awarded jobs & operations

Move from sold scope to operational work without starting over.

Award the appropriate bid and create the job from the accepted commercial record. Keep job status, project manager, dates, contract value, files, and activity connected to what was quoted.

Controlled award workflow
Job creation from awarded work
Status, PM & schedule dates
Linked project, bid & quote context
Operations attention queues
Reviewable copilot proposals
07 · Purchasing & actual-cost feedback

Know what was purchased, what was charged, and what should change next time.

Process vendor invoices, statements, and receipts. Review prices, discounts, fees, taxes, missing documents, employee-card attribution, job/PO context, and supplier statement coverage. Human-approved actual costs can update product or supply history.

app.cretebase.com / invoice review
Invoice, statement & receipt extraction
Vendor SKU → product/supply mapping
Price-change proposals & history
Fee, tax & price-anomaly findings
Statement / invoice reconciliation
Payment-card & employee attribution
Missing-receipt detection
Human approval before catalog-cost update
08 · AI & control model

Automation with clear human boundaries.

01

Structured output

AI fills known product, quote, project, and review contracts rather than returning only prose.

02

Source context

Keep original emails, construction documents, PDS files, and purchase documents linked to the result.

03

Human decisions

Estimators save quotes, users approve cost changes, and operators approve supported operational changes.

04

Auditable runs

Record status, timing, model/version, progress, errors, and relevant actor/source data.

Show us how your team bids one real project.

We will map your current workflow and demonstrate where CreteBase can reduce repeated document and quote work.

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