Intake

New Project

Answer the dropdowns. Your answers drive which bid template Kanopi uses downstream. Required: name, primary contact, received date. Everything else can be filled in later — but the more you set now, the cleaner the auto-bid.

Identity

Project Name *

Project Number

Primary Contact *

Address

Received Date *

Square Footage

Units

Sector & Type

Drives which bid template applies — residential calibration vs. commercial vs. hotel.

Sector *

Project Type *

Contract Type

Drives bid verbiage. Fixed = binding bid. Cost-Plus = estimate (ACG default 20%). T&M = preliminary estimate (ACG default 10%+10%).

Contract Type *

Scope & System

Scope classification controls which CSI sections AXIOM builds. System type drives SABS vs conventional framing.

Scope Class *

System Type

Plan Stage & Finish Tier

Stage drives margin-of-error band. Finish tier drives rate-catalog promotion (premium custom pulls upgraded rates).

Plan Stage *

Finish Tier *

Scope Summary

Describe the project in 2-3 sentences

On submit: project lands in INTAKE status. Drop the plan-set PDF on the project page next to spawn AXIOM bid generation.