The Sales module in INNERGY covers everything from initial contact management through to winning a job and converting it into a project. Understanding how each component connects helps your team move efficiently through the sales pipeline.
The Sales Pipeline at a Glance
INNERGY structures the sales process across five interconnected areas:
Contacts — Store and manage companies, offices, and individual contacts. These are the customers, contractors, architects, and vendors your business works with.
Opportunities — Create an Opportunity for every job you are actively bidding on. Opportunities track the status of a potential job from first contact through to won or lost.
Bids — Each Opportunity can have one or more Bids. A Bid is a revision of your estimate. As the scope evolves, you create additional Bids to capture updated pricing.
Takeoff — The Takeoff Application is where you perform the actual quantity and cost estimation for a Bid. You place products on architectural sheets and INNERGY calculates materials, labor, and overheads.
Forecaster — The Forecaster gives you a forward-looking view of revenue by combining Opportunity projections with confirmed work order data, helping leadership plan for the months ahead.
How the Workflow Connects
A typical sales workflow in INNERGY follows this sequence:
Create an Opportunity for the job you are bidding. Fill out all fields before generating your opportunity
Add your general contractor, architect, and any other project teams to your Project Tab.
Upload, organize, and tag all files to the Files Tab.
Make notes, create tasks, finishes, and send RFI's as needed.
Upload sheets and tag them under the Sheets Tab
Ready Takeoff which creates a snapshot of your libraries and then Open Takeoff.
Once inside of Takeoff various setups will take place such as Tax Setup, Adding Project Materials, Overheads, and Adjusting Global Groups as needed. Then the takeoff is performed.
Generate a Bid Proposal and send it to the customer.
Update the Opportunity status as the bid progresses (e.g., Bid Submitted, Under Review).
Push the Opportunity to the Forecaster to include projected revenue in your financial planning.
When the job is awarded, convert the Opportunity to a Project. Remove it from the Forecaster — revenue will then flow automatically from work orders.
Key Concepts
An Opportunity is a potential job — it lives in Sales until it is won (and converted to a Project) or lost.
A Bid is always tied to an Opportunity. You can have multiple Bids per Opportunity to track different estimate revisions.
The primary (current) Bid is marked with a star and is the one used in Takeoff.
Contacts assigned to an Opportunity carry over automatically when the Opportunity is converted to a Project.
Where to Go Next
What is the Contacts Library? — Understand how Companies, Offices, and People are organized.
What is an Opportunity? — Learn what an Opportunity is and when to create one.
What is a Bid? — Understand the role of Bids in the estimating process.
What is the Takeoff Application? — Get started with building estimates in Takeoff.
Forecaster Overview — Learn how to project revenue using the Forecaster.