Case Study: Innovative Mechanical achieves streamlined bid tracking and saves a full workday per week with PlanGrid Build

How Innovative Mechanical erased inefficiencies by moving its bid board online

Innovative Mechanical, a Bay Area HVAC subcontractor with more than 30 years of experience, struggled to manage bids and preconstruction tasks using office whiteboards and manual processes. That system made it hard to keep teams aligned, led to missed or unclear notes, and created time-consuming, error-prone workflows that hindered productivity.

By adopting BuildingConnected’s Bid Board Pro, Innovative Mechanical moved bid tracking online into a single, visible platform where teams can assign work, monitor progress, and follow key milestones. The digital bid board reduced mistakes, improved communication, freed up time for higher‑value work (saving roughly a full workday per week), and gave the company greater visibility to respond faster to opportunities and deliver more reliable results for clients.

Innovative Mechanical

Kevin Frederick

Vice President of Business Development