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For portfolio operators

Run a month of projects under one process

You run work across a large portfolio — many properties, several people placing work, a steady stream of projects every month — and every award has to survive an owner's or a board's question later. The problem is no longer one bad bid; it is that each project gets levelled its own way, so the file looks different from one property to the next.

What goes wrong today

  • Every person placing work compares bids differently, so two projects in the same month produce two kinds of file and no way to compare across them.
  • Scopes get revised as owners weigh in, and each revision is a fresh round of "which version did you price?" with every bidder.
  • A vendor who bids some of the properties and not others can look cheapest for reasons that have nothing to do with price.
  • The report that reaches an owner carries someone else's branding, or none, and reads as a spreadsheet rather than a recommendation.

What Quotrium does about it

  • Fifteen projects a month on the Portfolio plan, with up to 100 contractor invites on each, so a busy month is not rationed against a quota.
  • Unlimited scope edits per project: re-issue the scope as owner feedback comes in, and each contractor who has already quoted is asked to confirm or revise against the new version.
  • Multi-property projects where each vendor's per-property breakdown must reconcile to their total, and a partial bid is ranked as a partial bid instead of quietly topping the list.
  • Branded reports: the bid-leveling PDF carries your own name on the masthead and footer, with the Quotrium mark reduced to a credit line — the document an owner receives is yours.

Portfolio — $299/mo

Portfolio operators and larger teams

  • 15 projects per month
  • Unlimited scope edits per project
  • 100 contractor invites per project
  • Unlimited contractors and properties
  • Multi-property projects
  • Branded reports
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Questions this raises

Terms worth knowing

  • Bid leveling — Bid leveling is the process of adjusting competing contractor bids onto a common basis so their prices can be compared directly — adding in what one bidder excluded, stripping out what another included, until every number covers the same work.
  • Three-bid rule — The three-bid rule is the common practice — and, for many property managers and HOA boards, a written policy — of collecting at least three competing bids before awarding work above a certain value.
  • Apples-to-apples comparison — An apples-to-apples comparison is one where every bid covers identical work under identical conditions, so the only variable left between them is price. Achieving it requires a single shared scope; without one, the phrase is aspirational.
  • General conditions — General conditions are the costs of running a job that are not part of any single task — supervision, dumpsters, portable toilets, temporary protection, permits, site cleanup, insurance and mobilisation.