### Documentation

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

```

<code class="prose-module__c8L9oW__code">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?

</code>

```

- [Store development skills](/docs/skills/store-development/ai)

- [Apps & automations](/docs/skills/apps-and-automations/ai), bid-package-review uses document-abstraction App

- [Store development skills Previous](/docs/skills/store-development/ai)

- [Reporting & briefing skills Next](/docs/skills/reporting/ai)

### Documentation

# Estimating & bid skills

## Daily estimator workflow

## Bid packages & review

## Scope sheets (blue sheet)

## GRO / Walmart remodel (Singleton-style)

## ITB & subcontractor outreach

## Post-award & execution

## Financials & portfolio (estimating)

## Compliance & closeout (GC)

## Engineering proposals (Slate DG)

## Example prompts

## Related