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Managing construction from RFP to invoice in one system

Tamarc delivers multi-trade construction projects across the region. The team handles a flood of RFPs, qualifies site walks, coordinates subs, and balances cash flow with razor precision. Hoop gave them a single environment where estimating, field crews, and finance see the same story from day one.
- Faster bids: Proposal turnaround shrank from three days to a few hours.
- No missed walks: Site inspections book themselves and sync to every crew calendar.
- Change orders in minutes: Approvals route instantly, keeping fabrication on schedule.
- Predictable cash: Progress billing and retainers fire automatically when crews hit milestones.
 
     
     
    “ Hoop gives us one operating picture from RFP to closeout, so crews, subs, and finance stay aligned without emergency calls. ”
Bringing order to the front of the funnel
Every RFP now enters through branded pages built on Website Builder, Landing Pages, and Forms. Prospects upload drawings and photos directly, so intake teams start with context rather than chasing attachments.
As soon as an opportunity looks real, Customer Agent handles basic scope questions, coordinates clarifications, and books site walks through Meeting Scheduler. Estimators arrive prepared because every note, photo, and measurement already lives inside the account record.
| Phase | How Hoop keeps crews aligned | 
|---|---|
| RFP received | Client view: Submit scope, drawings, and timelines in one form. Tamarc view: Intake auto-tags the project and sends it to the correct sector lead. | 
| Qualification | Client view: Rapid answers and a booked site walk. Tamarc view: Customer Agent and Meeting Scheduler keep calendars full without phone tag. | 
| Estimating | Client view: Detailed quote and contract templates. Tamarc view: Quotes and Price Lists & Contracts produce polished bids with traceable revisions. | 
| Execution | Client view: Transparent updates and site photos. Tamarc view: Project Management and Workflows coordinate subs, change orders, and safety notices. | 
| Billing & aftercare | Client view: Progress invoices with secure payment links. Tamarc view: Invoices, Payment Links, and Service Agent keep finance and warranty teams in sync. | 
The operations team reviews this journey every Wednesday, spotting bottlenecks before they turn into jobsite surprises. Those conversations fuel weekly tweaks to crew rosters, procurement plans, and communication scripts.
Mapping the delivery playbook
The improvement agent diagram keeps estimating, field crews, and finance on the same story before work begins.
 
         
  This diagram became the default onboarding slide for new subs. It clarifies who does what, when approvals fire, and how payments flow. Crews appreciate the transparency because they know exactly how their work connects to cash and client satisfaction.
Field teams and finance stay connected
Project managers orchestrate phases inside Project Management. Subs and in-house crews pull the latest drawings through Document Tracking, while Workflows chase safety sign-offs and change-order approvals without inbox drama.
Finance teams rely on Invoices, Payment Links, and Accounting Integrations to reconcile cash daily. Leadership monitors risk and margin through Data Studio, pairing those insights with site photos and notes to keep the entire company confident.
Every project type uses the same rails
- Fit-outs: Retail and hospitality jobs run as multi-location programs with phased billing handled by Commerce Tools.
- Restoration: Heritage projects keep historic records safe inside Document Tracking so teams always work from the latest drawings.
- Maintenance programs: Facilities contracts push recurring tasks through Workflows and Service Agent.
 
     
    Scaling multi-trade excellence
Tamarc handles everything from commercial renovations to infrastructure maintenance. Every project type finally flows through the same Hoop-powered system, ensuring consistent quality and transparent communication whether the job lasts two weeks or two years.
 
     
    











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