Case Study: Roberts Onsite achieves centralized bid management and improved visibility with Maximizer CRM

Construction Leader Builds Business with Maximizer CRM

Roberts Onsite, founded in 1938, is one of Ontario’s largest multi‑trade construction contractors, providing 24/7 project, maintenance and energy installation services with several hundred skilled tradespeople and four Canadian offices. The company relied on Excel spreadsheets and disparate filing systems, which made tracking bids, win/loss metrics, subcontractor work and remote‑site activity difficult and time‑consuming, and limited management visibility into performance.

To address this, Roberts Onsite implemented Maximizer CRM in early 2011, using professional services and targeted training to configure dashboards, reports and a centralized bids/documents database. The CRM automated daily bid schedules, consolidated estimates and communications, and delivered real‑time visibility into bids, win/loss metrics and estimator/site performance—reducing reliance on spreadsheets, cutting reporting and admin time, improving forecasting, and increasing operational efficiency.

Roberts Onsite

Dan Moore

Senior Vice President