BasisBoard vs. CertChase Comparison


BasisBoard Basis	CertChase CertChase (gocertchase.com)	+	+
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		Related Products Bidtracer Bidtracer has been built specifically for the MEP/BAC industry for both construction and service side including but not limited to CRM, Bid Management, Invitation to Bid, BAC Estimating, BAC Engineering, Project Management, Service Agreement, Service Work Orders, Service Repair, Service Projects all built natively in the cloud. Estimating/engineering established live pricing with numerous manufacturers such as JCI, Distech Controls, ABB, Carrier, ALC and many peripheral distributors such as Kele, Alps, Belimo, Siral, Bray. If you haven’t imported it yet, we can import it multiple times throughout the year. Our system caters to businesses of all sizes and accommodates users from various roles such as: estimators, engineers, PMs, sales, executive, and field workers. It includes rich reporting features with customizable reports, charts, and graphs to enable companies to analyze their data in real-time. 39 Ratings Visit Website KonstructIQ KonstructIQ is an AI-powered construction and financial platform designed for residential general contractors, remodeling firms, and home builders. It consolidates the full project lifecycle, from fast, professional estimates to budgeting, invoicing, payments, change-order management, cost tracking, subcontractor coordination, and real-time reporting, into a single interface. Its estimating module enables contractors to build detailed bids quickly, using customizable cost codes, markup or margin calculations, and either cost-plus or fixed-price models. Once an estimate is approved, it becomes the project budget; every subsequent bill, invoice, or change order automatically updates the budget so contractors maintain accurate job costing and profitability oversight. Payments to subcontractors or suppliers are built in, and support methods like ACH, checks, debit/credit cards, virtual cards, or Zelle, and invoices can be paid directly by clients through a portal to speed up cash flow. 7 Ratings Visit Website WERX 30 DAY FREE TRIAL! No credit card required. Plans as low as $49/m. Professional construction management software designed for all size contractors, Werx streamlines your business with flexible estimates, AIA-Style billing, QuickBooks integration, and real-time labor tracking. Get paid faster with online payments via Stripe. Werx empowers contractors to save time, stay organized, and boost profitability. Manage projects, track time in the field, and send professional invoices all in one platform. Perfect for general contractors, electricians, plumbers, and more. Simplify your operations with the software that works as hard as you do—without breaking the bank. It just WERX! 35 Ratings Visit Website STACK Bid Faster, Win More, and Build Smarter with STACK Takeoff & Estimate and STACK Build & Operate. From office to field, STACK speeds up your processes so you can stay competitive and eliminate uncertainty. Save time with STACK's powerful, time-saving AI features. Accelerated by AI. Driven by You. Features: - Fast, Accurate Takeoffs Powered by AI and Your Expertise - Regional Cost Data & Detailed Estimates - Streamlined Workflows & Document Control Create a free account or schedule a demo today! 1,496 Ratings Visit Website Buildxact Buildxact is an easy-to-use construction management and estimating platform built for residential builders and remodelers. From takeoffs to quoting to scheduling, streamline your entire workflow in one cloud-based tool. Now featuring Blu, your AI-powered digital assistant trained on real residential projects. Blu helps you quote faster, avoid errors, and work hands-free using natural language. Key tools include: Assembly Assistant - Use real-time pricing and templates to build smarter estimates Estimate Reviewer - Catch mistakes and common errors before they cost you Takeoff Assistant - Measure and scale digital plans in minutes Estimate Generator - Create full estimates and complete quotes from scratch Stay on schedule with drag-and-drop timelines, real-time material pricing, and a customer portal that keeps everyone in sync—from the office to the job site. 264 Ratings Visit Website SharpeSoft Estimator Ideal for civil construction, heavy/highway, utility, grading, excavating, paving, and pipeline contractors, this comprehensive yet user-friendly program flows like an estimator thinks. Efficient - Flexible - Detailed Estimating with an Ease of Use. Bid the way you want when you want with the SharpeSoft Cloud. Advanced features include Item Masters for saving entire bid items for easy reuse, importing DOT job bid items, the Trench Profiler for quick and accurate underground utility material takeoffs, and Material/Subcontractor Comparison sheets for quick and effortless importing and analyzing vendor pricing. Summary Sheet to easily see cost and apply markup by % or $ amount; our SharpeSoft Estimator has a robust rounding sheet to close out your bid, automatically re-allocate money, or move money where you want. The Estimator offers imports and exports and reports on demand. 48 Ratings Visit Website InEight InEight offers integrated project controls software built for capital construction. The modular platform supports flexible implementation and scales from large, complex projects to billion-dollar capital project portfolios. Purpose-built applications manage every project phase, from pre-planning to predictable execution and completion. By connecting cost, schedule, contracts, and project information in one platform, teams gain real-time visibility and advanced analytics to make smarter decisions. Used in more than 60 countries to manage over $1 trillion in projects, InEight supports industries including mining, nuclear, power and renewables, transportation, water, and oil, gas, and chemical. With InEight, teams improve project delivery, modernize operations, standardize best practices, manage budgets and forecasts, control scope changes, strengthen collaboration, and keep even the most complex capital projects on track. 168 Ratings Visit Website Roofr Roofr is the only CRM built exclusively for roofing contractors. Roofr brings your entire business into one place – so you can stop duct-taping together five different tools and start running a tighter operation. It's currently loved by tens of thousands of Roofrs across North America. Roofr handles the entire job lifecycle in one place. From the moment a lead comes in, contractors can manage contacts and follow-ups in the built-in CRM, order Roofr Measurement Reports, create a proposal, communicate with homeowners, and even order materials with our supplier integrations. You can also send invoices and collect payment in Roofr, too. 146 Ratings Visit Website Nasdaq Boardvantage The board portal platform and collaboration solution for boards and senior executives. Learn how Nasdaq Boardvantage helps make board processes paperless and can reduce meeting preparation from hours to minutes. Create single or multi-day meetings in seconds, add details, attach files, track board member attendance, and initiate remote meetings. Protect information with encryption and multiple layers of defense to protect the confidentiality, integrity, and availability of data. Quickly build and distribute Board and Committee Evaluations, Conflict of Interest, and general questionnaires. Manage files, contacts, approvals, signatures, unanimous written consents, and more. Manage collaboration with notifications, annotations, unanimous consent votes, e-signatures, and in-app email with added security. Available on any device, desktop, tablet or smartphone, anytime, anywhere with seamless online/offline auto sync. 319 Ratings Visit Website WEX Field Service Management WEX FSM is a cloud-based, all-in-one field service management platform built to streamline every aspect of a contractor’s business, from scheduling and dispatch to invoicing, payments, reporting, and customer management. It consolidates workflow tasks so technicians, office staff, and customers all operate from a single system: real-time location tracking, drag-and-drop scheduling, optimized route dispatching, and customer history (jobs, equipment, notes, photos) are combined with quote/proposal generation, price-book management, and on-the-spot mobile invoicing and payment options. WEX FSM supports recurring service plans, flexible financing, and integrated payment processing, enabling faster cash flow by reducing delays in invoicing and collections. It includes built-in connectivity to accounting systems (e.g., QuickBooks sync), robust reporting and analytics for business insight, and a mobile app for field technicians so they can manage jobs and get paid directly. 67 Ratings Visit Website
About BasisBoard helps you track bids without any data entry Built for subcontractors and material vendors to track all bids in one collaborative workspace — with no manual data entry. From small mom & pops, to billion dollar businesses, the estimating teams of all sizes use BasisBoard to power their bidding process. Still tracking bid invites with a spreadsheet? GCs bombarding you with bid invites from iSQFT, BuildingConnected, Procore, and more? Our bid board connects to your inbox, recognizes bid invite emails, and pulls the data into a dashboard instantly (deadlines, bidders, addendas) with zero data entry. All your bid invites in one place. Basis connects with your inbox, finds your bid invites, and intelligently sorts the emails into opportunities on a simple to use dashboard. Why online bid boards are the future. Most subcontractors are wasting hours each week on repetitive, administrative tasks. By adopting an automated online bid board, jobs won't slip through the cracks.	About CertChase is a self-serve web application for general contractors and remodelers to track subcontractor certificates of insurance (COIs) and trade licenses. Teams can paste subcontractor details from a spreadsheet or upload a CSV, set need-by dates, and invite subcontractors to submit documents through individual upload links without creating accounts. CertChase extracts key fields from uploaded PDFs for review, identifies missing, expired, or insufficient coverage documents, and sends scheduled email reminders until requirements are addressed. A status board summarizes which subcontractors are current, expiring, or need follow-up, while a shareable view and weekly digest help project and operations teams monitor paperwork. The service is designed for teams that manage vendor compliance themselves rather than outsourcing certificate review.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Subcontractors, suppliers, and material vendors looking for an automated bid tracking system & analytics platform	Audience General contractors and remodelers
Support Phone Support Supported 24/7 Live Support Not Supported Online Not Supported	Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Not Supported	Pricing Freemium — Free / $49 / $99 Free for up to 25 subcontractors. Pro is $49/month for up to 100 subcontractors or $490/year. Business is $99/month for up to 300 subcontractors or $990/year. Annual plans are priced at two months less than equivalent monthly billing. Free Version Supported Free Trial Not Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Training Documentation Supported Webinars Not Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Not Supported
Company Information Basis Founded: 2019 United States www.basisboard.com	Company Information CertChase (gocertchase.com) United States gocertchase.com
Alternatives Bidtracer	Alternatives TradeGuard
ConWize Estimating and Bid Management ConWize	Wardly
Methvin	ZOQENA
Contractor Foreman	HoundDog
JobNimbus View All	RiskPartner View All
Categories Construction Bid Management Supported Construction CRM Supported Construction Estimating Supported Electrical Estimating Supported	Categories Certificate of Insurance (COI) Tracking Supported
Show More Features Construction Bid Management Features Bidder Management Not Supported Building Product Database Not Supported Cost Database Not Supported File Sharing Supported Proposal Management Supported Quotes / Estimates Supported RFP Management Supported Subcontractor Management Not Supported Takeoff Not Supported Version Control Supported Construction CRM Features Client Tracking Supported Contract Management Not Supported Forecasting Not Supported Project Management Not Supported Quote Management Supported Sales Management Supported Scheduling Not Supported Time Management Not Supported Construction Estimating Features Accounting Integration Not Supported Audit Trail Not Supported Bid Management Supported Billing & Invoicing Not Supported Building Product Database Not Supported Calculators Not Supported Change Orders Not Supported Contract Management Not Supported Cost Database Supported Customer Management Supported Customizable Templates Not Supported Electrical Estimating Not Supported Historical Database Supported HVAC Estimating Not Supported Job Costing Not Supported Plumbing Estimating Not Supported Price Data / Price Books Not Supported Project Management Supported Quote Management Supported Reporting/Analytics Supported Scheduling Not Supported Subcontractor Management Supported Takeoff Not Supported What-if Analysis Not Supported
Integrations No info available.	Integrations No info available.
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