Building Success: How Coastal Edge Construction Transformed Their Business with All-in-One Project Management Software
Before: Coastal Edge Construction, a mid-sized general contracting firm in Southern California, had grown rapidly—but their backend processes hadn’t kept up.
They juggled spreadsheets, siloed software tools, endless email chains, and even handwritten notes. Estimating jobs was slow, client communication lacked transparency, and project timelines frequently derailed because nothing was connected.
Then They Found the Solution: An End-to-End Project Management Suite
Here’s how Coastal Edge Construction now runs their business—from lead to project closeout—on a single, powerful platform:
📥 Lead Capture + CRM Pipeline
It all starts on their website. The Estimate Request form is directly tied into the Leads module, automatically generating a new record when a prospect submits a form. No more manual entry. A sales rep is instantly notified and follows up through the integrated Sales pipeline.
📑 Estimating + Proposals
Once a lead is qualified, they move the deal forward in the Sales pipeline. The estimator prepares a detailed breakdown in the Estimate Request tool, pulling from preset templates and cost databases.
With one click, it turns into a branded Proposal for client approval, which can be digitally signed—triggering a contract creation step.
🧾 Contracts, Invoicing & Subscriptions
After acceptance, the system auto-generates a formal Contract, stored securely and accessible to the client through their dashboard.
Depending on the project type, Coastal Edge can now issue a single invoice or set up a recurring subscription model for longer-term service work.
🛠 Project Launch & Tracking
Each signed deal becomes a new Project:
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A detailed Gantt chart lays out milestones and dependencies
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Teams are assigned via Tasks
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Clients can view real-time progress, uploaded documents, and completion percentages through their own dashboard
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Coastal Edge can even assign recurring or phase-based Tasks and monitor them inside the project hub
🧰 Field Support & Ticketing
Things go wrong on-site? No problem. Clients or field teams can open a Support Ticket, which gets routed to the right supervisor. Responses are logged, and issues are tracked to resolution—ensuring nothing slips through the cracks.
📘 Knowledge Base + Communication
Both employees and clients benefit from a central Knowledge Base where FAQs, guides, and SOPs are stored. New hires are trained faster, and clients get answers without waiting for a callback.
📊 Reporting & Accountability
From the Reports tab, Coastal Edge pulls live data on:
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Time spent per project
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Sales conversion rates
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Expense tracking
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Pipeline volume
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Staff performance
No more end-of-month surprises. Stakeholders see everything—when they need it.
The Impact
From Disjointed to Dialed-In
Before:
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Excel spreadsheets
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Lost emails
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Separate software for CRM, proposals, support, and task management
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Lack of visibility
After:
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All-in-one dashboard
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Automated workflows
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Clear team accountability
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Happier clients
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Faster cashflow
A Final Word
Coastal Edge Construction didn’t just upgrade software—they rewired their entire business to be more efficient, client-friendly, and scalable. What once took hours and several tools now happens in one ecosystem—with total transparency.
This is the blueprint for modern construction management.