Dashboard
KMI Construction bid pipeline
Recent bid opportunities
Bid decisions
Monthly opportunities
Activity feed
My projects
Projects you're assigned to
Project
Submittals
Across all my projects
Submittal
Procurement
Daily Production
Open on desktop
This feature isn't available on mobile yet
Mobile is currently focused on T&M ticket capture, submittal review, and project directory access. For everything else, please open the CRM on a desktop or laptop.
Bid Inbox
Incoming bid invitations parsed from bids@kmi-construction.com
Bid Opportunities
Track and manage all incoming bid opportunities
New bid opportunity
Opportunity details
Vendor assignments
Assign vendors and (optionally) a vendor contact to this bid. Pick a vendor first; the contact dropdown then filters to that vendor's contacts. Multiple vendors and contacts allowed.
Addenda
Scope checklist
RFQs & vendor pricing
Solicit line-by-line pricing from vendors. Each RFQ pulls its own scope lines and vendor list \u2014 multiple RFQs per opportunity are allowed.
Request for quote
RFQ details
Scope lines
Cost code and class stay internal \u2014 vendors only see description, unit, and estimated quantity.
Description
Type
Unit
Est. qty
Cost code
Class
Vendors
Vendors carried over from the opportunity's assignments. Pick a vendor, then optionally a contact. Sending emails each one a private link to submit their quote.
Vendor
Contact
Status
Bid comparison
Read-only comparison of submitted quotes. Lowest per line and lowest total are highlighted. Awarding happens at the project stage.
Create proposal
Project details
Project inclusions
Project exclusions
Cost breakdown
Description
Qty
Unit
Bid Amount
Total Bid Proposal$0
Alternate pricing
Optional additions the customer can accept \u00b7 priced separately, not part of the base bid total
Description
Bid Amount
VE pricing
Value-engineering alternatives that could replace scope in the base bid \u00b7 priced separately
Description
Bid Amount
Projects
Awarded and active construction projects
| Job # | Name | Customer | PM | Contract | Est. cost | Est. gross profit | Est. GP % | % complete | Cost to date | Labor earned vs actual |
|---|
New project
Overview
Project Details
Project Directory
Budget
Submittals
PO's & Subs
Procurement
Drawings
T&M Tickets
Change Orders
Production
Schedule
Project details
Foundation set-up
Fields used when exporting this project's Job File CSV to Foundation Software. Additional fields (geographical area, project class, retainage, etc.) will be added here as needed.
Pulled from the Foundation customer master imported on the Templates page. Required for CSV export.
When checked, the Job File CSV writes "Y" for A/P Tax Exempt; otherwise "N". You can also toggle this from the Send Project Kickoff modal.
Default cost codes for Change Order exports
All labor on a CO posts to this code, class 1.
Fallback for materials not in the project list. Class 2.
Fallback for subs not in the project budget. Class 3.
Labor rate template
Change Order settings
COR form template, Overhead & Profit percentages, and Bond rate for this project. Labor doesn't get marked up.
Some customers require their own COR form. Pick "Hunzinger Construction" for Hunzinger projects — the COR PDF will be rendered in their format with their layout, labels, Reg/T&H/DT columns, and Added/Omitted scope sections.
Applied to the COR subtotal as a separate "Bond Cost" line. Leave at 0 if not bonded.
Project material list
Project parameters
Answers reused to auto-fill submittal forms (block sizes, finishes, wire sizes, etc.)
Attached files
Vendor quotes, drawings, photos — anything you want kept with the project
New purchase order
Purchase order header
Auto-generated as
{projectNumber}-NNN. Editable if needed.Short vendor code (optional). Auto-fills from vendor record if set.
Project informationPulled from the project record — edit on the Project Details tab
Line items
| Qty | Unit | Description | Item # | Class | Unit price | Line total |
|---|
Totals
Default 0%. Enter the rate applicable to the delivery location.
Subtotal:$0.00
Sales tax:$0.00
Total:$0.00
Equipment
Big equipment across active jobs — machines, rentals, scaffold & winter
Cost jobs
Internal cost-tracking jobs for equipment and overhead. Hidden from the Projects list and every project picker — equipment jobs appear on the Equipment board; both stay codeable in AP.
Customers
Construction companies and organizations
Project Managers
KMI project team directory
Vendors
From Foundation · synced nightly
Vendor Contacts
People at vendor companies
Analytics
Bid pipeline and proposal performance
Overview
By customer
By project type
Bid decisions
Outcome pipeline
Users
KMI internal staff — estimators and team members
AP Invoices
Receive → Code → Approve → Export. Upload invoices and let the reader code them.
📧 Email-to-inbox
Forward invoices to:
ap@inbound.kmi.build
Inbound auto-intake arrives in Session 5 — for now, upload above.
Financial Statements
Compiled from the Foundation general ledger.
Rental Review
Equipment & scaffold on rent
Check Register
Import the Foundation A/P Check Register and tie check payments back to AP invoices.
Import register
In Foundation, run A/P > Check Register and export to CSV. Re-importing the
same register updates the existing rows rather than duplicating them, so a corrected export
is safe to run again.
Production Review
Approve last week's production job by job, then release the packet to PMs and superintendents.
AP Approvals
Review coded invoices, verify coding, and approve for export — or reject back to coding.
Templates
Manage clarifications, exclusions, and cost templates
Company types
Project types
Project roles
Vendor types
Spec sections
Master list used by Submittals and Product Library — edits propagate everywhere
Document types
Attachment / submittal types for Product Library documents
Product categories
Categories for products in the Product Library
Project parameters
Questions answered once per project — drive auto-fill on submittal forms
Inclusions
Exclusions
Clarification groups
Cost item templates
Labor rates
Crews
Production items
Production Categories
Material templates
Global libraries of common materials, applied to projects as snapshots
Build named libraries (e.g. "KMI Standard Masonry 2026") that can be applied to a project's material list with one click. Each row references a Foundation cost code (only
isBudgetable codes are selectable). Templates are snapshotted when applied — editing a template later does not disturb projects already using it. Multiple templates can be applied to the same project.
Foundation master dataUsed by the budget feature for CSV exports back to Foundation Software
Upload exports from Foundation to keep cost codes, cost classes, the customer master, GL accounts, and the vendor master in sync.
Each upload replaces the corresponding table after a confirmation prompt (vendors reconcile rather than replace).
The budgetable flag on cost codes — which controls whether a code is selectable in the budget UI — is preserved when re-importing.
Cost codes
Required columns:
cost_code_no, description. Other columns are ignored.
Cost classes
Required columns:
cost_class_no, description. Other columns are ignored.
Customer list
Required:
customer_no, name. Optional: address_1, address_2, city, state, zip_code, sort_name.
GL accounts
Required:
gl_account_no, description. Optional: account_type. Used by AP overhead coding & export.
Vendor master
Synced automatically every night from Foundation. No upload needed — manage vendors on the Vendors page.
BPR Classification → Cost Code MapPre-fills the cost code when importing procurement items from a Bid Price Report
Each entry maps a BPR classification (and optionally a specific material code within it) to a Foundation cost code.
When the picker resolves a row, project overrides beat global, and material-specific entries beat class-only entries.
Entries are usually populated automatically via the "Remember these cost codes?" prompt after a BPR import — use the manual editor below only when you want to set defaults up-front.
Budget template linesThe default 31-row skeleton populated when extracting a bid price report
Each line maps a Foundation cost-code/class to a source on the bid price report.
manual lines start at zero and stay there unless the user enters a value.
Inline editing of source mappings will be added in a follow-on chunk.
Budget settings
Equipment cost split (%)
PDF equipment total is divided into these four cost classes. Should sum to 100. Class 4 (Small tools) defaults to zero per current procedure.
Quantity conversions
Convert PDF raw units into Foundation budget quantities.
Auto-routing rules
When a PDF extraction includes an item that doesn't match a configured budget template line, these rules try to route it to a known cost code/class.
Items that match a rule are added to the budget automatically; items that don't match appear in the unmapped panel for manual review.
Two match types: classification matches a 2-3 letter classification code on the PDF (DEM, PA, etc.); misc_other matches a case-insensitive substring in the misc-line label (e.g. matching "sealant" catches "Joint Sealants").
Two match types: classification matches a 2-3 letter classification code on the PDF (DEM, PA, etc.); misc_other matches a case-insensitive substring in the misc-line label (e.g. matching "sealant" catches "Joint Sealants").
Budget
Project budgets — upload bid price reports, generate Foundation CSV exports
T&M Tickets
Daily Time & Material field tickets — captured by foremen, signed by customer superintendents, rolled into Change Order Requests
New T&M ticket
Ticket details
Labor / Personnel
One row per worker. Hours captured in three buckets: ST (straight time), OT (1.5×), and DT (2.0×). Premium-time CORs will use the OT and DT columns; standard T&M CORs use all three.
| Name | Classification | ST hrs | OT hrs | DT hrs |
|---|
Equipment used
| Type / Manufacturer / Capacity | Hours |
|---|
Materials used
Free-text entry for now. In Round 2, the Description field will become a dropdown sourced from the project's material list (Material Templates on the Templates page).
| Description | Quantity |
|---|
Construction Manager comments
Attachments
Photos or documents that back up this ticket. Each one prints after the ticket in the ticket PDF and the COR packet, captioned with its description.
Change Order Requests
Roll up approved T&M tickets, capture premium time and fixed fee changes, and send formal change orders to your customers
New Change Order Request
COR header
Used to match this COR when the owner’s CO comes in.
Pick an owner CO already on this project or type a new number — the COR is linked to it when you save.
The owner CO’s date. It applies to every COR on that CO.
Rolled-up T&M tickets
Labor breakdown
Materials
Equipment
Subcontractors
Unit Pricing
Grand total
Email log
Audit history of emails sent through the CRM
Email settings
Configure outbound email behavior
Product Library
Manufacturers, products, and the data sheets / test reports we submit
Products
Manufacturers
Add product
New product in the master library
Product details
Configure form
Detected PDF fields
Questions
Group PDF fields into questions the user answers per submittal
Submittals
Per-project tracking list — what we owe the customer and where each item stands
Meeting Minutes
Internal weekly meeting — organized by project. Unchecked action items carry over to the next week automatically.
Drawings
Sheet log, revision history, and field markups
Tasks
Action items by job — drag a task to another job to reassign, click its status to advance.
Add submittal
New submittal item
Submittal details
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
Active sessions
Every open tab reports in once a minute. A tab on an older build can overwrite
current data, so anything flagged here should hard-refresh.
Click Refresh to load.
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.