My Projects — Agentic BidBoard Manager

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Your daily preconstruction brief · March 12, 2026 Inbox

planIQ Agent <noreply@planhub.com>

to jane.doe@petersonplumbing.com arrow_drop_down

6:02 AM (3 hours ago)

planIQ Agent

noreply@planhub.com

Thursday, March 12, 2026
6:02 AM

Good morning, Jane.

Busy night. I went through your BuildingConnected, ConstructConnect, and PlanHub notifications — 18 in total — and took care of 7 things automatically. Here's what matters today.

Open in planIQ arrow_forward

New Opportunities

4 projects came through overnight — 2 I added to your board, 2 need your call.

check_circle Added to your board

Caltrans District 7 HVAC Retrofit

McCarthy Building invited you for the domestic water + drainage scope. 14,000 SF, roughly $85K. I responded to Turner Construction's scope clarification overnight — confirmed Peterson handles domestic water and drainage. Strong project.

McCarthy Buildingdue Mar 22

View project →

Download files

check_circle Added to your board

Mission Hills Elementary MEP

Clark Construction needs plumbing on a K-8 campus MEP. This one looks a lot like your Chula Vista Elementary job from 2023 — I went ahead and pre-staged a draft bid using that template. Estimated around $110K.

Clark Constructiondue Mar 21

Review draft bid arrow_forward

View project

Your call

Commercial Retail East Rancho

Balfour Beatty sent an invite — retail plumbing with grease interceptors and restroom rough-in. Reminds me of your Rancho Cucamonga Costco job. This is your first time with Balfour Beatty. 38 miles out, due Mar 17. They look low on bids — could be a good way to get your foot in the door.

Balfour Beattydue Mar 17

View project arrow_forward

Intend to Bid · Decline

Your call

Children & Family Services West

Hensel Phelps needs healthcare-grade plumbing — medical gas and domestic water. Strong scope match, but it's 68 miles from your shop, outside your usual 40-mile radius. I didn't add it automatically because of the distance. Your call.

Hensel Phelpsdue Mar 19

View project arrow_forward

Intend to Bid · Decline

Projects in Flight

⚠ Due today

Air Handler Unit Replacement

Heads up — bid due got moved up to today (was Mar 15). I already set a text reminder for 8 AM. This one needs to go out.

Submit bid arrow_forward

F.E. Weymouth Water Treatment

Swinerton posted RFI #3 — plumbing fixture spec clarification. Response due tomorrow. Also, McCarthy Building joined, so 3 GCs are now inviting you on this one.

Southwestern College Science Bldg

Addendum #2 dropped. I already downloaded and filed the MEP scope clarification in your project documents.

This week

Today · Mar 12	Air Handler Unit Replacement	Submit bid
Mar 14	F.E. Weymouth Water Treatment	Intend to Bid ✓
Mar 17	Commercial Retail East Rancho	Decision pending
Mar 19	Children & Family Services West	Decision pending
Mar 21	Mission Hills Elementary MEP	On board
Mar 22	Caltrans District 7 HVAC Retrofit	On board

Comms

Pacific Highway Medical Center — lost

I followed up with DPR Construction. They confirmed it went to another sub — I've removed it from your board.

Superior Grocers Remodel — waiting

Swinerton got back to us. No award decision yet — they'll have an answer by Mar 14. I'll check back then.

Networking

New contact: Mike Reyes, McCarthy Building

I saved a new contact — Mike Reyes, estimator at McCarthy Building. He's on the Weymouth project and McCarthy is also bidding your Caltrans job. Could be worth a quick intro.

View contact →

Balfour Beatty — new GC relationship

This is your first invite from Balfour Beatty — they're a Tier 1 GC active in the Inland Empire. If you bid on Commercial Retail, that's a solid foot in the door.

One More Thing

I'm noticing projects in your area that need a backflow prevention certification. Do you have it? Upload it and I'll start routing those your way.

Upload certification →

You've bid on 12 projects this quarter — 3 more than last quarter. Win rate trending up. Nice work. 💪

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Status

Project

Source

Due Date

GCs

New

Southwestern College Science Bldg

Chula Vista · 14 mi

hubPlanIQ

Mar 14

3 GCs

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GC Invitations

General Contractor	Due	Source	Bid Form

Turner Construction

Mar 14

hubPlanIQ

descriptionAttached

McCarthy Building Companies

Mar 16

constructionConstructConnect

remove_circle_outlineNo form

Webcor Builders

Mar 19

hubPlanIQ

descriptionAttached

Activity

Addendum #2 posted — scope clarification on MEP routing

Mar 10 · Agent logged

Site walk scheduled for 9:00 AM on campus

Mar 11

Webcor invitation added to project

Mar 9

ITB from McCarthy detected in inbox

Mar 8 · Agent

ITB from Turner received on PlanHub

Mar 6

New

Commercial Retail East Rancho

Rancho Cucamonga · 38 mi

domainBuildingConnected

Mar 17

1 GC

expand_more

GC Invitations

General Contractor	Due	Source	Bid Form

Balfour Beatty

Mar 17

constructionConstructConnect

remove_circle_outlineNo form

Activity

ITB email detected and parsed from inbox

Mar 9 · Agent

Agent awaiting your intent confirmation

Mar 9 · Pending

New

Children and Family Services West

Los Angeles · 68 mi

domainBuildingConnected

Mar 19

1 GC

expand_more

GC Invitations

General Contractor	Due	Source	Bid Form

Hensel Phelps

Mar 19

businessBC

descriptionAttached

Activity

Agent flagged: 68 mi exceeds your usual 40-mi radius

Mar 10 · Agent

Received via BuildingConnected

Mar 3

New

2026 Summer Flooring Package

Newport Beach · 29 mi

hubPlanIQ

Mar 21

2 GCs

expand_more

GC Invitations

General Contractor	Due	Source	Bid Form

DPR Construction

Mar 21

hubPlanIQ

descriptionAttached

Kitchell Contractors

Mar 21

hubPlanIQ

descriptionAttached

Activity

Invitation received from DPR

Mar 8

Invitation received from Kitchell

Mar 7

Intend to Bid

Air Handler Unit Replacement

El Segundo · 22 mi

constructionConstructConnect

Mar 12

1 GC

expand_more

GC Invitations

General Contractor	Due	Source	Bid Form

Swinerton Builders

Mar 12 ⚠

constructionConstructConnect

remove_circle_outlineNo form

Activity

Agent: bid due tomorrow — action required

Mar 11 · Today

Intent to bid marked

Mar 5

ITB detected from Swinerton email

Feb 28 · Agent

Intend to Bid

F.E. Weymouth Water Treatment

La Verne · 31 mi

hubPlanIQ

Mar 14

2 GCs

expand_more

GC Invitations

General Contractor	Due	Source	Bid Form

Walsh Construction

Mar 14

hubPlanIQ

descriptionAttached

Aecom Hunt

Mar 14

hubPlanIQ

descriptionAttached

Activity

Intent to bid marked

Mar 8

Invitations received on PlanHub

Mar 4

Submitted

Superior Grocers Remodel

Rosemead · 18 mi

constructionConstructConnect

Feb 28

1 GC

expand_more

GC Invitations

General Contractor	Due	Source	Bid Form

Swinerton Builders

Feb 28 · Submitted

constructionConstructConnect

check_circleSubmitted

Activity

Agent drafted follow-up for award status — awaiting approval

Mar 10 · Agent

Bid submitted via email to Swinerton

Feb 27

Submitted

BLDG 26A Tenant Improvement

Mountain View · 410 mi

hubPlanIQ

Feb 25

2 GCs

expand_more

GC Invitations

General Contractor	Due	Source	Bid Form

Clark Construction

Feb 25 · Submitted

hubPlanIQ

check_circleSubmitted

Suffolk Construction

Feb 25 · Submitted

hubPlanIQ

check_circleSubmitted

Activity

Bids submitted to Clark and Suffolk

Feb 24

Bid packages downloaded

Feb 18

New 6

Southwestern College Science Bldg

scheduleMar 14

hubPlanIQ

Commercial Retail East Rancho

scheduleMar 17

domainBuildingConnected

Caltrans District 7 HVAC Retrofit

scheduleMar 18

domainBuildingConnected

Children and Family Services West

scheduleMar 19

domainBuildingConnected

Mission Hills Elementary MEP

scheduleMar 21

domainBuildingConnected

2026 Summer Flooring Package

scheduleMar 21

hubPlanIQ

Intend to Bid 2

Air Handler Unit Replacement

scheduleMar 12 ⚠

constructionConstructConnect

F.E. Weymouth Water Treatment

scheduleMar 14

hubPlanIQ

Submitted 2

Superior Grocers Remodel

check_circle_outlineFeb 28

constructionConstructConnect

BLDG 26A Tenant Improvement

check_circle_outlineFeb 25

hubPlanIQ

Outcome 5

Pacific Highway Medical Center

closeLost

2026 Summer Flooring Package

emoji_eventsWon

Superior Grocers Remodel

emoji_eventsWon

Southwestern College Science Bldg

emoji_eventsWon

F.E. Weymouth Water Treatment

closeLost

March 2026

Sun

Mon

Tue

Wed

Thu

Fri

Sat

Air Handler Unit

Southwestern (Turner)

F.E. Weymouth

Southwestern (McCarthy)

Commercial Retail

Southwestern (Webcor)

Children & Family

Summer Flooring

Your shop

Air Handler · El Segundo

Superior Grocers · Rosemead

Summer Flooring · Newport Beach

F.E. Weymouth · La Verne

Commercial Retail · Rancho Cucamonga

CFS West · Los Angeles

SW College Science · Chula Vista

north BLDG 26A · Mountain View · 410 mi — not shown

Status

New

Intend to Bid

Submitted

Needs decision

auto_awesome Agent

auto_mode Thursday, March 12

I took 7 actions overnight. Here's your morning brief.

⚠ Due Today

priority_high

Air Handler Unit Replacement

Bid due moved up from Mar 15 to today. Text reminder set for 8 AM.

Needs Your Call

help_outline

Commercial Retail East Rancho

Balfour Beatty invite. Retail plumbing, similar to your Costco job. First time with this GC. 38 mi, due Mar 17.

location_off

Children & Family Services West

Hensel Phelps invite. Healthcare plumbing, strong scope match. 68 mi — outside your radius.

Added to Your Board

add_circle

Caltrans District 7 HVAC Retrofit

McCarthy Building, domestic water + drainage. $85K est. Responded to Turner's scope clarification overnight.

add_circle

Mission Hills Elementary MEP

Clark Construction, K-8 campus plumbing. $110K est. Draft bid pre-staged from your Chula Vista 2023 template.

Updates

help_outline

F.E. Weymouth Water Treatment

RFI #3 posted — plumbing fixture spec. Response due tomorrow. McCarthy joined — 3 GCs now inviting you.

description

Southwestern College Science Bldg

Addendum #2 dropped. Downloaded and filed the MEP scope clarification automatically.

Comms

cancel

Pacific Highway Medical — lost

Followed up with DPR Construction. Awarded to another sub. Removed from your board.

schedule

Superior Grocers Remodel — waiting

Swinerton says Mar 14. I'll check back then.

Networking

person_add

Mike Reyes — McCarthy Building

Estimator on Weymouth + Caltrans. Two projects in common — worth a quick intro.

expand_more 7 actions taken automatically

mark_email_read

Followed up with DPR Construction on Pacific Highway Medical — asked for award status

Mar 10, 7:00 AM

cancel

DPR confirmed Pacific Highway Medical was awarded to another sub — removed from board

Mar 10, 3:44 PM

description

Pre-staged bid for Mission Hills Elementary using Chula Vista Elementary template (2023)

Today, 5:49 AM

sms

Set text reminder for Air Handler — 8:00 AM today, bid due same day

Today, 5:50 AM

Responded to Turner Construction scope clarification — confirmed Peterson handles domestic water + drainage

Today, 5:55 AM

download

Downloaded and filed Addendum #2 — Southwestern College MEP scope clarification

Mar 10, 11:18 AM

person_add

Saved contact — Mike Reyes, McCarthy Building estimator, added to your network

Mar 10, 8:50 AM

Scheduled automatic actions

schedule_send

Text reminder — Air Handler bid

Sending at 8:00 AM today (Mar 12) — bid due same day.

auto_awesome

Daily bid board digest

Your morning summary every day at 6:00 AM. Next: Mar 13.

handshake

Follow up with Turner Construction

Check award status for Caltrans District 7 — scheduled Mar 15 if no response.

request_quote

Request material estimate — F.E. Weymouth

Reaching out to Ferguson Waterworks for pipe and fitting estimates before Mar 14 deadline.