PreconSuite

• Demo & Needs Assessment
  • Initial consultation to understand your company's bidding workflow.

  • Live demo showcasing relevant modules like Bid Solicitation, Prequalification, and Bid Tabulation.

• Account Setup & Configuration
  • Customization of user roles, permissions, and email settings.

  • Integration with your company’s email system so bid invitations come from your own domain.

• Data Import & Vendor Directory Setup
  • Import existing subcontractor/vendor data.

  • Set up favorites lists and custom filters for bidder lists.

• Training & Onboarding
  • Guided training sessions for estimators and project engineers.

  • Tutorials on using features like the Bid Form Wizard, Prequal workflows, and inline editing.

• Go-Live & Support
  • Launch your first project using PreconSuite.
  • Ongoing support via chat, email, or phone, with a reputation for responsive customer service.

PreconSuite offers a wide range of customization features tailored to construction bidding and prequalification workflows:

• Branded Bid Invitations
  • Bid invites are sent from your company’s email domain.

  • Subcontractors can respond without needing to log in, simplifying the process.

• Trade Code Flexibility

  • Supports custom trade code formats or even projects without trade codes.

• Custom Reporting

  • Generate unlimited reports, including Good Faith Effort and minority participation tracking.

• Bid Phasing & Rebidding

  • Enables phased bidding and one-click rebidding for evolving project scopes.

• Bid Form Wizard

  • Create templated or fully customized bid forms for different project types.

• Prequalification Forms

  • Build industry-standard or tailored forms to collect subcontractor data.

• Software Integrations

  • Offers bi-directional integration with platforms like HCSS HeavyBid and Procore.

• Subcontractor Database Control

  • Manage your vendor directory with features like “Do Not Invite” flags, group assignments, and favorites lists.

• Feature Requests
  • Users report that the development team is responsive to requests for new features or tweaks.

PreconSuite offers hands-on onboarding and ongoing support to ensure users get up to speed quickly:

• Guided Setup Assistance The support team helps configure your first prequalification form and can even embed it into your company website.

• Live Walkthroughs Users receive step-by-step guidance on sending forms, managing responses, and integrating workflows.

• Email & Phone Support Known for responsive customer service—users consistently praise the team’s availability and helpfulness.

• Knowledge Base & Tutorials Includes detailed instructions on form creation, database management, and best practices for email deliverability.

• Optional Data Cleanup Services If your team is too busy to update subcontractor records, PreconSuite offers a service to clean and verify your database for you.

• Data Ownership You retain full control over your subcontractor database—PreconSuite does not share or resell your data.

• Inline Editing & Access Control Only authorized users can edit or resend bid invitations, helping prevent unauthorized changes.

• Secure Email Delivery Bid invitations are sent from your own domain, reducing phishing risks and improving deliverability.

• Integration Security Bi-directional sync with platforms like Procore suggests adherence to secure API protocols and data handling standards.

PreconSuite is known for its agile development and frequent feature enhancements:

• Continuous Improvements The development team regularly refines workflows to reduce clicks and improve efficiency.

• User-Driven Enhancements Feature requests from users are often implemented quickly, reflecting a customer-first philosophy.

• Embedded Updates Updates are rolled out seamlessly within the platform—no manual downloads or disruptions.

• Versioning While specific version numbers aren’t publicly tracked, integrations like the one with Procore list version history, indicating active maintenance.

PreconSuite emphasizes user control over data, particularly subcontractor and vendor information:

• You Own Your Data: The subcontractor database you build within PreconSuite remains entirely under your control. The platform does not share, sell, or repurpose your data.

• Editable & Exportable: Users can edit, organize, and flag vendors (e.g., “Do Not Invite”) and export data as needed for reporting or migration.

• Portability Support: While specific export formats aren’t listed publicly, platforms like PreconSuite typically support CSV or Excel exports to facilitate data portability if you ever choose to migrate systems.

• No Vendor Lock-In: The emphasis on user-managed data and flexible reporting suggests that PreconSuite avoids restrictive practices that would prevent you from taking your data elsewhere.

PreconSuite is designed to accommodate changing organizational needs, whether you're expanding or streamlining:

• Per-User Pricing: The subscription model is based on active users, starting around $150/month per user. This makes scaling up or down straightforward—just adjust the number of licenses.

• No Long-Term Lock-In: There’s no indication of rigid contracts or penalties for reducing user count, which is ideal for seasonal or project-based teams.

• Modular Features: You can adopt only the modules you need—Bid Solicitation, Prequalification, Bid Tabulation—allowing you to scale functionality as your workflow evolves.

• Support for Growth: The platform supports phased bidding, rebidding, and large subcontractor databases, making it suitable for both small firms and large general contractors.

• Custom Feature Requests: As your needs grow, you can request new features or tweaks—many users report that the development team is responsive and accommodating.

PreconSuite’s Master Subscription Agreement outlines several key points regarding renewal and cancellation:

• License Agreement Structure Contracts are governed by a written License Agreement or acceptance of terms during the online ordering process. This agreement defines the scope of services and usage rights.

• Automatic Renewal While specific renewal intervals aren’t publicly listed, SaaS agreements like PreconSuite’s often include automatic renewal clauses unless notice of cancellation is provided within a defined period (typically 30–60 days before the term ends).

• Cancellation Policy Users may cancel by providing written notice, but the exact notice period and refund eligibility (if any) are not specified online. It’s advisable to confirm these terms directly with PreconSuite’s support or sales team.

• 30-Day Satisfaction Guarantee PreconSuite offers a 30-day satisfaction guarantee, which may allow for early cancellation or refund if the platform doesn’t meet expectations during initial use.

• User License Flexibility Licenses are non-transferable but can be reassigned to new users within the same company. This supports internal role changes without requiring new contracts.

• Modification Rights PreconSuite reserves the right to modify its services over time, which may affect renewal terms or feature availability.

• Data Ownership Users retain full control over their subcontractor and vendor data. PreconSuite does not share or resell user data.

• Privacy & Data Handling The platform supports secure email delivery from your own domain, reducing risks of phishing and unauthorized access.

• Customizable Prequalification Forms These forms can collect sensitive data such as insurance certificates, W-9s, and bonding limits, implying that PreconSuite follows secure data collection protocols.

• User Access Controls Inline editing and role-based permissions help ensure that only authorized users can modify or resend bid invitations.

• Compliance with Local Laws Users are responsible for ensuring their use of the platform complies with applicable laws, including data privacy and anti-spam regulations.