Manage Leads, Jobs & Clients in One Place
The BidBuild App is your all-in-one platform for managing leads, jobs, inventory, proposals, and everything in between. Built specifically for contractors who want to grow without the chaos.
Your customizable dashboard — everything you need, one click away.
Everything Connects to The App
The App is the hub that powers all other modules. Every piece of data flows through seamlessly, ensuring consistency and eliminating silos.
What's Included in The App
Everything you need to manage your contracting business from one powerful platform.
Lead Management
Capture, qualify, and nurture leads from first contact to closed deal. Track every interaction, set follow-up reminders, and never let a hot lead slip through the cracks.
Job Management
Track every project from initial estimate to final payment. Manage timelines, milestones, crews, and deliverables with complete visibility into progress and profitability.
Inventory & Asset Manager
Track equipment, materials, and assets across all job sites. Monitor stock levels, schedule maintenance, and know exactly where every tool and piece of equipment is located.
Proposal Questionnaires
Streamline your sales process with smart questionnaires that gather all the information you need upfront. Generate accurate estimates faster with pre-built templates and conditional logic.
Scheduling & Dispatch
Plan your crew's week, schedule site visits, and coordinate subcontractors. Everyone sees the same calendar in real-time with automatic notifications.
Estimating & Bidding
Build professional estimates with itemized line items, labor costs, and material pricing. Save templates for common job types and win more bids.
From Lead to Payment
See how The App manages the complete lifecycle of every job.
Lead Comes In
Engage captures and qualifies the lead
Estimate Created
Build proposals directly in The App
Job Activated
Convert approved estimates to projects
Work Executed
Manage crews, schedules, and materials
Payment Collected
Invoice and track payments in Finance
Why The App Changes Everything
Stop juggling multiple tools that don't talk to each other.
One Source of Truth
All your business data lives in one place. No more reconciling spreadsheets or hunting for the latest version.
No Duplicate Entry
Enter data once, use it everywhere. Information flows automatically between modules without re-entry.
Real-Time Updates
Changes sync instantly across the system. Your team always has the most current information.
Mobile Access
Access everything from the field. Update jobs, check schedules, and communicate with clients from anywhere.
Your Company's Intranet Hub
Keep your entire team on the same page with a private company intranet. Store documents, share announcements, manage calendars, and centralize resources — all inside BidBuild.
Build It Your Way with the Hub Editor
Admins get a full drag-and-drop editor to design every page of the Intranet Hub. Add text, images, videos, iframes, link cards, calendars, and dividers — no coding required. Each page can be customized to fit your company's unique workflows and culture.
- Drag-and-drop page builder with rich content blocks
- Live preview before publishing changes to the team
- Page-level visibility controls: Everyone, Admin, User, or Technician
- Add unlimited custom pages like CRM Process, Warranty Process & more
Shared Calendar for the Whole Team
Manage vacations, company events, holidays, and custom events in one shared calendar. Filter by category, toggle between month, week, and day views, and keep everyone aligned on what's coming up next.
- Month, Week, and Day views with upcoming events sidebar
- Color-coded event types: Vacation, Company Event, Holiday & more
- Team-wide visibility so nobody misses a beat
- Quick-add events with category tagging
Announcements
Pin important updates and company news. Everyone sees the latest the moment they log in.
Document Storage
Centralize handbooks, forms, SOPs, and compliance docs. Always the latest version, always accessible.
Team Directory
Browse your entire roster with roles, contact info, and departments at a glance.
Resources Library
Organize training materials, vendor contacts, and reference guides in one searchable hub.
Process Pages
Document your CRM, Jobs, Warranty, and On/Off Boarding workflows so everyone follows the same playbook.
Role-Based Access
Restrict sensitive pages to Admins only or open them up to the full team — your call.
One Login, Multiple Companies
Own or manage more than one business? BidBuild lets you run multiple organizations from a single account. Switch between companies instantly with the built-in Organization Selector — no logging out, no separate accounts.
- Instant Switching
Jump between companies in one click. Each org has its own CRM, jobs, finances, and team.
- Complete Data Isolation
Every organization is fully separated — leads, jobs, documents, and financials stay independent.
- Role Per Organization
Be an Admin in one company and a Manager in another. Permissions are set per organization.
- Centralized Access
Manage all your businesses from one dashboard without juggling multiple logins or platforms.
Create Estimates in Minutes, Not Hours
Stop spending hours crafting custom proposals. With BidBuild's customized questionnaires, you simply answer a few questions about the project and our system generates a professional estimate instantly.
Answer Simple Questions
Walk through tailored questionnaires designed for your specific trade — pool size, materials, timeline, and more.
Instant Estimate Generation
BidBuild automatically calculates costs, labor, and materials based on your answers — generating a detailed proposal in seconds.
Review with Your Client
Present professional, itemized estimates to prospects immediately — in person, via email, or through the client portal.
Customized questionnaires gather all project details with conditional logic and automatic pricing.
Build Custom Proposals That Win Jobs
Create stunning, professional proposals with our drag-and-drop Proposal Template Editor. Customize every section to match your brand and services — no design skills needed.
Rich Text Blocks
Add headings, paragraphs, lists, and formatted text anywhere in your proposal.
Photos & Videos
Embed project photos, before/after galleries, and product videos to showcase your work.
iFrames & Link Cards
Insert interactive content, embed maps, or link to external resources seamlessly.
Product Selections
Let clients choose materials, upgrades, and options directly inside the proposal.
- Dynamic Investments — auto-calculate totals as clients select options
- Payment Terms & Financial Terms built right into every proposal
- Child Safety Disclosures and legal sections with one click
- Save templates and reuse for faster proposal turnaround
Built-In AI That Works For You
BidBuild's AI assistant is trained on your company's own documents and data — so it understands your processes, products, and pricing. Use it to automate responses, create logs, and get instant answers across your entire operation.
Train Your AI with Your Own Documents
Upload your vendor lists, warranties, employee handbooks, process documents, sales drafts, and more into the AI Configuration panel. BidBuild's AI learns from these documents so it can answer questions, draft responses, and assist your team with company-specific knowledge — not generic answers.
- Upload PDFs — vendor lists, handbooks, process docs, certificates
- AI indexes your documents for instant retrieval and context
- Your data stays private — only your organization can access it
- Update documents anytime and AI re-learns automatically
AI That Responds, Logs & Automates
BidBuild's AI assistant lives inside your Messages & Logs, ready to help at any moment. Ask it questions about your data, have it draft email and text responses to customers, and let it automatically create activity logs — saving your team hours every week.
- AI-drafted email & text responses to leads and customers
- Automatic activity log creation from conversations and actions
- Natural language queries — ask anything about your CRM & job data
- Smart summaries of customer interactions and project status
AI-Powered Cameras
Monitor job sites with intelligent cameras that detect progress, safety violations, and equipment usage. AI vision that watches so you don't have to.
AI Estimating & Scheduling
Let AI generate estimates from past job data and auto-schedule crews based on availability, skill sets, and project timelines — reducing manual work across the board.
Want to Automate More of Your Business with AI?
Our team can help you identify the best AI opportunities for your operation — from automated customer communication to predictive job costing and beyond.
Learn More & Speak with a SpecialistKnow Your Numbers, Know Your Business
From lead activity to job progress to financial health — get instant visibility into every corner of your operation with powerful, built-in reporting dashboards.
Lead Activity
- Total Leads & Conversion Rate
- Top Lead Sources & Tags
- Agent Performance Rankings
- Proposals Sent vs Sold
Job Insights
- Active vs Completed Jobs
- Jobs by Stage Breakdown
- Avg Days Under Construction
- Top Producing Project Managers
Financial Activity
- Income vs Expenses by Division
- Expected Net Profit
- Bill vs PO Expense Tracking
- Contingency Utilization
Budget Tracking
- Monthly Budget by Division
- Budget vs Actual Comparison
- Revenue Forecasting
- Variance & Difference Analysis
Lead Activity Dashboard
Top Lead Sources
Top 5 Agents — Leads Assigned
Job Activity
Jobs by Stage
Financial Activity
Income vs Expense by Division
Sales Budget & Income
| Income Source | January | February | March | April | May | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| Budget | Actual | Budget | Actual | Budget | Actual | Budget | Actual | Budget | Actual | |
| Concrete Construction | $999 | $442K | $0 | $121K | $500K | $208K | $1M | $0 | $1M | $0 |
| Pool Service | $0 | $0 | $0 | $36K | $10K | $0 | $10K | $0 | $10K | $0 |
| Pool Remodel | $0 | $0 | $0 | $0 | $100K | $40K | $100K | $0 | $50K | $0 |
| Total | $999 | $442K | $0 | $157K | $610K | $247K | $1.1M | $0 | $1.06M | $0 |
| Difference | +$441K | +$157K | -$363K | -$1.1M | -$1.06M | |||||
Job Finances Overview
Live Product Catalog with Heritage Pool Products
Your product pricing stays current with automatic syncing from Heritage Pool Products. Build accurate quotes and let clients see exactly what they are getting.
Product Catalog
Synced Pricing
Product prices automatically update from Heritage Pool Products so your quotes are always accurate.
Client Visibility
Clients can view every product being quoted—including photos, descriptions, and full catalogs—in their portal.
Rich Product Details
Each product includes high-quality photos, detailed descriptions, and category tags for easy browsing.
Profit Protection
Set contingencies on products and services to track buffers and protect your margins on every job.
Track Contingencies to Maintain Your Profits
Every product and service in your catalog can include contingency amounts. Whether it is a buffer for unexpected material costs or labor overruns, BidBuild tracks it all so you stay profitable on every job.
- Set percentage or fixed-dollar contingencies per line item
- Automatically roll up contingencies into job totals
- Compare estimated vs. actual costs in real time
- Protect margins without surprising clients
Example Quote Breakdown
Ready to Run Your Business Smarter?
See how The BidBuild App can unify your entire operation and give you complete visibility.