Verso Manager
The office's desk over every estimator's work: assign, follow up, award, keep every bid.
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Verso Manager is the company's desk over every estimator's Verso Plans: every opportunity on one server, who has it, where it stands, what went out, what was won.
One job, two desks
An opportunity comes in as a cover sheet with its contractor, bid date and key dates. The office assigns it to an estimator with their workload in view; their Verso Plans shows the hand-over within a minute. Every save pushes the cover and the takeoff file to the company server, so the office always sees the current bid, and every proposal is filed with its revision and outcome.
Award and production
When the job is won, the award freezes the sold version for good, records the contract and the contractor, keeps the job cost line by line, and hands whoever runs the job a full open copy of the sold bid for buyout and savings. The Awarded page shows sold against production, and Verso Build reads the same rows.
The record of the company
- Dashboard: due this week, in play, waiting on a contractor, who has what on the desk.
- Calendar and workload: bid dates, pre-bid meetings, RFI deadlines, every desk over the coming weeks, vacations included.
- Go or no-go scoring on the company's own rules, dated on the record.
- Win analytics by contractor, sector and estimator, with where the price landed.
- Backups: every version of every bid in the company file store; restore any to any estimator.
- Users, roles, computers, support files, an audit trail.
The server is yours
SQL Server in the office or Azure SQL, with a shared folder or an Azure storage container for the files. The Manager creates and upgrades the schema; Verso Plans never needs to. Master tables published once are adopted on every desk.
Requirements
Windows 10 or 11, 64-bit, on the office computer. SQL Server 2016 or later (Express included) or Azure SQL. One Manager licence per company; it works with any number of Verso Plans seats. Free with five or more Verso Plans seats.
Videos, screenshots and help at versosuite.com/manager.
- First public release of Verso Manager, the office's desk over every estimator's Verso Plans
- Dashboard: due this week, in play, waiting on a contractor, who has what on the desk
- Opportunities on one company server with stage, estimator, contractor and padlock
- Assign to an estimator with their workload in view; their Verso Plans shows it within a minute
- Calendar, key dates, go or no-go scoring and workload across every desk
- Every proposal filed with its revision, contractor and outcome; win analytics by contractor, sector and estimator
- Award: the sold version frozen, the contract and job cost kept, a production copy handed to whoever runs the job
- Awarded page shows sold against production, with change orders and Price again
- Backups of every version of every bid in the company file store; restore any to any estimator
- Master tables published once and adopted on every desk
- Users, roles, computers, support files and an audit trail
- SQL Server in the office or Azure SQL, with a shared folder or an Azure storage container for the files
- Company database schema version 15, created and upgraded from the Manager; Verso Plans never changes it
- Excel exports now use an open-source library
