AI Bid Prep

Email us the bid set. Get marked up plans and specs in 15 minutes.

Drive more bids with the same headcount.

Streamline Ops reads your P&IDs, control narrative, and I/O list, pulls the equipment, instruments, and points into a structured takeoff, and marks up the process drawing with tags and counts. Your estimator opens a prepped bid instead of a blank sheet.

[email protected]Your estimating team
Marked-up P&ID showing an influent pump station tagged P-101, a flow meter tagged FIT-302, and an actuated valve tagged XV-104Imports into Bluebeam

A bid set lands. The clock starts. Most of it goes to markup, not estimating.

If your team estimates water and wastewater controls work, bid prep is costing you speed, deadlines, and bids won — and it has nothing to do with how good your application engineers are.

Most of the time goes to markup, not estimating

Before anyone can price a job, someone walks the P&ID counting pumps, valves, and instruments, then cross-references the control narrative and I/O list against the equipment schedule. That reading and cross-referencing consumes the estimator before the estimate even starts.

Reconciliation gaps get missed

A pump on the P&ID with no controls scope. A sequence that needs tank level with no instrument assigned. A start command with no run-status feedback. A fault in the I/O list that never reaches the alarm schedule. Miss one and you find out in the FAT — or after the number is already in.

Prep time caps how many jobs you can bid

Manual prep doesn't compress, no matter how experienced your engineers are. When three bid sets land the same week, one gets rushed or passed on. Those are invisible losses that compound over a quarter.

Your best application engineers spend hours on the most routine part

The person who can catch a missing interlock and price a pump station correctly is also the one counting I/O points and reconciling tags across the P&ID, equipment schedule, and I/O list. That's where the day goes, before the expertise even kicks in.

Bid set in. Takeoff out. Your estimator prices the job, not the drawings.

Streamline Ops learns your equipment lines and how engineers write P&IDs, control narratives, and I/O lists. It handles the markup so your team can focus on the price.

Email us your bid set

Forward the P&ID, control narrative, I/O list, and equipment schedule the way you'd send them to a coworker. No new software, no new login.

P&ID, control narrative, and I/O list arriving in an Outlook inbox

We reply in 15 minutes

Marked-up drawings ready for Bluebeam, plus a draft takeoff workbook with equipment, instruments, valves, and I/O points reconciled across the P&ID, equipment schedule, and I/O list.

Reply email from Streamline Ops listing the equipment and I/O found in the bid set

Your P&IDs, marked up and ready

Pumps, valves, and instruments tagged right on the drawing. Open in Bluebeam and verify at a glance. Nothing goes out the door unchecked.

Marked-up P&ID open in Bluebeam

Review, price, send

Everything we found is already in your workbook. Check it against the drawings, drop in your numbers, and the bid's out. Same judgment, a fraction of the hours.

Controls takeoff workbook in Excel
  • I/O Points

    Point counts by type, kept separate from device counts and matched to the control narrative.

  • Equipment & Instrument Schedules

    Every pump, valve, and instrument with tag, quantity, and basis of design, reconciled across the P&ID and equipment schedule.

  • Product Details

    Basis of design, approved equals, submittals, and standards, cited to the spec page.

See Streamline Ops on your next bid

Book a 15-minute demo and we'll show you what your next bid set looks like prepped and ready to quote.

Where Streamline Ops changes the work

The same bottleneck shows up at different points in the bid workflow. Here's what it looks like in practice.

Your engineers spend hours on markup before pricing starts

The situation

A P&ID, control narrative, I/O list, and equipment schedule land. Before anyone can price, someone walks the P&ID counting pumps, valves, instruments, and I/O points, then cross-references the control narrative against the I/O list and equipment schedule. On a full water/wastewater bid set, that's hours before pricing even begins.

What Streamline Ops does

  • Reads the P&ID, PFD, control narrative, I/O list, and equipment schedule, extracting what's in your scope
  • Pulls equipment, instruments, valves, and I/O points into a structured takeoff with tags and quantities
  • Keeps device counts and point counts separate — one pump is a start command, run status, fault, speed command, and feedback
  • Marks up the process drawing with identified equipment and counts

The result

Your estimator opens a structured takeoff instead of a blank sheet. The prep is done. They review, price, and submit.

15 min

Average time from bid set to prepped takeoff — no manual markup.

Built for how controls bids actually move

Streamline Ops reads the same P&IDs, control narratives, and I/O lists your team works from every day — and reconciles them across documents the way a reviewer would.

Takeoff prepped in 15 min
Basis-of-design flagged
P&ID, schedule & I/O reconciled

Why controls integrators choose Streamline Ops

Implementation is handled by our team, not yours. We learn your systems, your takeoff and bid templates, and how your engineers write P&IDs and control narratives.

We do the work to get you live

You don't configure Streamline Ops yourself. Our team learns how your application engineers work, maps your P&ID conventions and tag formats, and builds the integration. No internal IT project, no months of setup.

Built around your systems, not a generic template

Streamline Ops is trained on your equipment lines, your takeoff and bid templates, and the P&ID conventions and tag formats your engineers actually use. A pump station bid looks nothing like a filtration job — and it won't treat them the same.

Fits into how your team already works

Your engineers don't change their workflow. Bid sets still arrive the same way. Bids still go out the same way. Streamline Ops handles the markup in between.

Your data stays in your environment

Deploy on your infrastructure — on-prem, private cloud, or your VPC. Your bid documents, your pricing, your customer data — none of it leaves your environment.

See Streamline Ops on your next bid

Book a 15-minute demo and we'll show you what your next bid set looks like prepped and ready to quote.