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OmniTakeoff for Owners & Leadership

See bid quality, win rate, and capacity at a glance.

Owners need three numbers: are we bidding enough, are we winning enough, are the bids profitable when we win. Most estimating software gives you raw bid lists. OmniTakeoff gives you the executive dashboard — bid count by quarter, win rate by trade, profit margin variance by estimator — so you can make capacity decisions on data.

Primary pain

No executive view across the estimating org.

Primary outcome

Make hiring + capacity decisions on data, not gut.

Use cases

What owners & leadership actually do with the platform

  1. 01

    Executive dashboard

    Bids in pursuit, win rate, gross margin, by-quarter trend. One screen.

  2. 02

    Capacity heat map

    Workload per estimator + utilization %. Hire when the heat-map turns red on >2 estimators for 30+ days.

  3. 03

    Margin trend by trade

    Quarter-over-quarter margin. See which trades are tightening (pricing pressure) vs. holding.

  4. 04

    Audit-ready reporting

    Every bid's evidence trail is preserved indefinitely. Generate audit-ready reports for customer audits and regulatory disclosures (specific framework attestations are tracked on /trust-center; we don't claim certifications we haven't earned).

Where to start

Platform pillars + trades that match this role

Ready to pilot?

Apply now — pilot tuned for owners & leadership.

Four-week pilots run on real bids. We commit to specific outcome targets up front.

OmniTakeoff for Owners & Leadership