One system, from the first site visit to the final invoice
The bid, the job and the books stop living in different places — which is what makes the margin figure trustworthy while the job is still running.
Start freeAnalysis
Money in vs out
$22,000.00 cash positionWhat's in it
Win the work
Structured questionnaires turn a site visit into a priced proposal from your own catalog.
- Questionnaires built per trade
- Proposal templates you control
- Priced options the client picks from
- E-signature without leaving the page
- Contingency set per line item, at bid time
- Scenes — interactive project showcases with before/after, hotspots and video
Run the job
Every purchase order, bill, change order and commission lands in one ledger, scored against the budget as it happens.
- Cost to complete and job float
- Contingency tracked as a live swing
- Change orders in the same ledger
- Purchase orders and bills
- Schedule, to-dos, RFIs and work orders
- Time tracking against the job
- Service requests after handover
- Inventory, assets and equipment logs
Keep the client close
Homeowners answer their own questions in a branded portal instead of calling you.
- Schedule and selections they can see
- Photos and progress updates
- Invoices and online payment
- Documents and approvals
Buy well, and get found
Contractor pricing on materials from day one, and a Marketplace listing that puts you in front of homeowners already shopping.
- 20% off materials, on every plan including Free
- Order from your supplier's catalog inside BidBuild
- A listing homeowners can find and enquire through
- Affiliate commissions on referred product
Run the company
The parts that aren't a single job — what the crew needs to know, and where the paperwork lives.
- Intranet hub for announcements, policies and how-we-do-it
- Documents in one place, not five inboxes
- Map view of the day's work
- Roles and permissions per person
Tie it to your books
It reconciles to QuickBooks rather than fighting it, so the number you act on is the number you file.
- QuickBooks Online and Desktop
- Divisions and cost codes
- Commissions and payroll exports
- Reporting across every job
Show the work before you've built it
Scenes are client-facing presentations you assemble from your own photos and product data — sizes, finishes, features. Drop in a before-and-after slider, pin hotspots on the detail that sells the upgrade, embed a walkthrough video. Send a link; they scroll it on the couch.
- Before-and-after sliders on your own project photos
- Hotspots pinned to the detail that justifies the price
- Video, galleries and spec sheets in the same presentation
- One link, no attachment, works on a phone
Labor lands in the job cost, not a spreadsheet
Crews punch in against the job from the field. Hours flow straight into that job's cost, so the labor line moves with the work instead of arriving with the payroll run — which is the difference between a margin figure you can act on and one you find out about.
- Punch in and out against a specific job or service call
- Live view of who is on the clock and where
- Hours roll into job cost automatically
- Time entries and reports for payroll
Time Tracking
Currently clocked in (4)
R. Alvarez
OAKFIELD 06-26-014 · Started 07:41 a.m.
T. Whitfield
OAKFIELD 06-26-014 · Started 08:02 a.m.
M. Okafor
RIDGELINE SERVICE · ELECTRICAL · Started 08:38 a.m.
J. Behrens
RIDGELINE GENERAL · Started 09:10 a.m.
Callbacks stop living in someone's texts
Clients raise service calls and warranty claims from the portal. Each one gets a number, a status and a job it belongs to — so warranty work is tracked like any other work rather than absorbed as a favor nobody costed.
- Raised by the client from their own portal
- Warranty and out-of-warranty separated
- Tied to the original job and product
- Service logs kept against the asset
Service Requests
Callbacks and warranty work raised from the client portal
Total
12
Pending
2
In warranty
7
Completed
3
Business intelligence you can ask, that does the work
BidBuild IQ is business intelligence pointed at your own data — which jobs are drifting under margin, what's outstanding, what changed this week. It drafts proposals, logs hours and raises purchase orders through chat. Or bring your own model and connect over MCP.
Start freeIt talks to what you already run
Your books, your supplier and your signatures stay where they are.
QuickBooks Online
Two-way sync for invoices, bills and job costing
QuickBooks Desktop
Job costing and financial reporting, without leaving Desktop
Heritage Pool Supply Group
Search their catalog and pricing from inside your own
VistaFi
Homeowner financing offered on the proposal
SignNow
E-signature on proposals and contracts
Gmail
Client email tracked against the job
Google Calendar
Schedule and site visits in sync
Microsoft Outlook
Client email tracked against the job
Microsoft Calendar
Schedule and site visits in sync