Dashboard
KMI Construction bid pipeline
Recent bid opportunities
Bid decisions
Monthly opportunities
Activity feed
Bid Opportunities
Track and manage all incoming bid opportunities
New bid opportunity
Opportunity details
Scope checklist
Create proposal
Project details
Project inclusions
Project exclusions
Cost breakdown
Description
Qty
Unit
Rate $
Total proposal value$0
Projects
Awarded and active construction projects
New project
Project details
KMI team members
Assign KMI staff to this project. Role auto-fills from the user's profile but can be overridden for this project.
Customer contacts
Customer-side contacts for this project, pulled from the Project Managers directory.
Customers
Construction companies and organizations
Project Managers
KMI project team directory
Analytics
Bid pipeline and proposal performance
Overview
By customer
By project type
Bid decisions
Outcome pipeline
Users
KMI internal staff — estimators and team members
Templates
Manage clarifications, exclusions, and cost templates
Company types
Project types
Project roles
Inclusions
Exclusions
Clarification groups
Cost item templates
Labor rates
Import Data
Upload CSV files to import customers, project managers, users, or opportunities
How to use: Download the template CSV for each record type, fill in your data following the column format, then upload the file below. Existing records will not be duplicated if the same company name / email already exists.
Customers
Required: Company Name. Optional: Contact Name, Type, Address, City/State/ZIP, Email, Phone.
Columns:
Company Name, Contact Name, Company Type, Street Address, City State ZIP, Email, Phone
Project managers
Required: First Name, Last Name, Company Name. Company must already exist in the CRM.
Columns:
First Name, Last Name, Title, Company Name, Email, Cell Phone, Office Phone
Users
Required: First Name, Last Name, Email, Role. Role must be: Estimator, Project Manager, Project Executive, Superintendent, Admin, or Other.
Columns:
First Name, Last Name, Email, Phone, Role
Bid opportunities
Required: Project Name, Customer Company Name. Customer must already exist. Estimator matched by email. PM matched by first + last name.
Columns:
Opportunity ID, Project Name, Customer Company Name, Project Type, Bid Due Date, Estimated Value, Assigned Estimator Email, Customer PM First Name, Customer PM Last Name, Project Address, City, State, Zip Code, Notes, Decision, No-Bid Reason
Import log
No imports yet.
Supabase Connection
Connect to a shared database so all team members see the same data
Connection status
Not connected
How to set up
- Go to supabase.com and create a free project
- In the SQL Editor, run the kmi_crm_supabase_schema.sql file
- Go to Project Settings → API
- Copy your Project URL and anon public key
- Paste them below and click Connect & sync
Connection settings
Data migration
After connecting for the first time, click Push local data to cloud to upload any data you already entered.
Once connected, all saves happen automatically in real time — any team member opening the app will see the same data.
Once connected, all saves happen automatically in real time — any team member opening the app will see the same data.