Estimating & bid skills

Hugo skills for preconstruction estimating — bid tracking, leveling, scope sheets, buyout, RFIs, and change orders.

Note

Reference catalog. New here? Read What is Surfaice? and Skills first.

These skills support estimators and preconstruction teams on commercial and retail build programs. They are common in general-contractor and program-estimating workspaces with CSI trade folder structures, Outlook bid inboxes, and scope-sheet Excel workflows.

Daily estimator workflow

Skill	What it does
`estimator-briefing`	Morning bid inbox digest — deadlines, coverage gaps, follow-ups
`start-my-day`	Chief-of-staff morning briefing across email, Wrike, and active bids
`bid-tracking`	Scan Outlook for sub bid responses — filed vs still in email
`proposal-filer`	Download bid attachments from email into CSI trade folders
`gap-detection`	Cross-reference scope sheet vs CSI folders for missing trades

Bid packages & review

Skill	What it does
`project-setup`	Create new project folder cloned from similar historical job
`bid-package-for-subcontractor`	Assemble sub-facing bid package with share link
`bid-package-review`	Document-abstraction App flow for scope-to-bid checklist + blue sheet
`bid-leveler`	Side-by-side trade bid comparison from PDF/DOCX proposals
`bid-letter-generator`	Generate client bid scope letter from internal estimate
`dutch-bros-form-filler`	Map scope sheet to client proprietary bid form (customer-specific)

Scope sheets (blue sheet)

Skill	What it does
`scope-sheet-reader`	Parse existing Estimator Scope Sheet — divisions, amounts, status
`scope-sheet-filler`	Populate scope sheet from collected bid PDFs (writes Excel — requires approval)

GRO / Walmart remodel (Singleton-style)

Skill	What it does
`gro-reader`	Parse GRO `.xlsm` from Box — trade divisions and amounts
`gro-filler`	Build/populate GRO Excel from project inputs
`scope-anomaly-detection`	Blueprint/bid package scope anomalies
`scope-completeness`	Initiatives starting soon with no scope items defined

ITB & subcontractor outreach

Skill	What it does
`itb-distribution`	Generate and send Invitation to Bid emails to subs
`itb-bounce-analysis`	Analyze bounced ITB delivery failures
`find-subcontractor`	Find subs by trade/location with quality scoring
`recommendation-by-trade`	Ranked sub recommendations with project history
`regional-coverage`	Trade coverage strength by region
`similar-project-package`	Bid package based on subs from similar past projects
`cross-project-analysis`	Sub pricing trends and rotation across projects
`program-activity`	Program-wide sub activity summary

Post-award & execution

Skill	What it does
`award-kickoff`	Post-award kickoff brief — baseline from Sage + buyout to-do
`buyout`	Post-award sub buyout tracking vs target savings
`project-mobilization`	Award → construction readiness — folders, sub packages
`letter-of-intent`	Post-bid award LOI communications to subs
`change-orders`	In-flight CO status, amounts, approvals
`rfi`	Open RFIs, routing, overdue responses
`rfc-analysis`	Request for Contract change-order document analysis
`daily-log`	Field activity digest from superintendent daily logs
`daily-notes-check`	Superintendent daily note compliance in Wrike

Financials & portfolio (estimating)

Skill	What it does
`project-financials`	Job P&L and margin from connected accounting / treasury systems (read-only)
`open-treasury-financial-layer`	Financial queries via connected treasury data
`portfolio-triage`	Cross-project risk ranking — margin, COs, buyout, closeout gaps
`portfolio-dashboard`	Active remodel projects with RED/YELLOW/GREEN schedule status

Compliance & closeout (GC)

Skill	What it does
`closeout`	As-builts, lien waivers, billing gaps before job close
`waiver-tracker`	Outstanding final lien waivers from subs
`compliance-tracker`	Safety/compliance document acknowledgments
`blacklist-status`	Sub blacklist checks before award

Engineering proposals (Slate DG)

Skill	What it does
`proposal-generation`	Structural engineering proposals with fee calculations
`billing-draft-invoice`	QuickBooks billing scan for completed Wrike projects
`invoice-approval`	Chat-based invoice approval workflow

Example prompts

estimator-briefing — start my day

gap-detection on Buffalo Grove

bid-leveler — compare HVAC bids

scope-sheet-reader for Project Riverside

buyout status on Holt

Who hasn't responded to our ITBs for concrete?

Construction & closeout use case
Store development skills
Apps & automations — bid-package-review uses document-abstraction App