Industry
Commercial Construction
Location
California
Dan Greeson,
Chief Operating Officer
“Grace has transformed how our estimating and account management teams work. We can track bids, stay connected with customers, and secure our information like never before. Its flexibility gives us an intuitive CRM, lets us estimate service repairs, full construction or retrofit bids with the same precision.”
Before Grace, estimators managed bids in personal spreadsheets, causing silos, missed opportunities, lost accounts, and accidental double bidding across branches. A few individuals had to manually consolidate bids from 20+ sales team members and communicate updates.
With Grace’s flexible, centralized bid tracking, the team now manages over 4,000 HVAC, plumbing, and controls bids—across construction, service, and maintenance—on one platform. Bid assignments are tracked in real time, creating clear ownership and top-down visibility.
“We can now track multiple Trades on the same project without confusion. Live bid statuses show who’s accepting or declining and why. When a customer calls, we can quickly pull up the bid, update its status, and share real-time pricing.”
Brittany Myers, Sales Coordination Lead
The team relied on a bulky, rigid Excel workbook that was hard to customize, struggled with multi-trade scopes, and made tracking scope changes difficult. It had a steep learning curve and was prone to errors and omissions.
With Grace, the team easily tailors each estimate while staying standardized and mapped to the right accounting codes. They select job-specific templates, build flexible assemblies, format bids to match customer requests, and reconcile estimates against proposals. Documents and revisions are now centrally tracked as estimates evolve.
“Estimating in Grace is quicker than Excel. Instead of a generic template with thousands of rows and tabs, there is no fluff in Grace. Every line item is meaningful. I can tell a story with each estimation.”
Matt Ramirez, Estimator
Before Grace, critical context—site history, bid history, relationships, and documents—was scattered or lost, especially during team transitions. As a result, deciding which bids to prioritize relied mostly on intuition.
Now, with Grace connecting data across bids, sites, contacts, and customers, the team can instantly surface the context they need. When a new bid invite comes in, they quickly identify existing relationships, find site-specific documents, and gauge their likelihood of winning. This has become valuable when juggling multiple bids or onboarding new team members.
“Adopting Grace as our CRM and Estimating platform has been a game changer. We’ve upgraded how we log and track bids, and now use a quick, assembly-driven approach to estimating. It’s a true step forward for how we do business at Matrix.”
Ruben Perez, Head of Construction Sales
