Bids & Takeoff

Build a proposal from your pricebook, send it to the customer, track lifecycle, and convert to a job when accepted. Deposit invoices auto-generate.

Break a large bid into billable sections, track progress invoices, and manage held retention through final release.

Upload PDF plans, AI-detect sections by trade, calibrate scale, and prepare for measurements and markups.

Set your logo, brand color, and email footer once on the company profile, and see exactly how they show up on a bid and an invoice.

Customize the logo, colors, fields, and layout on your bid and invoice PDFs, pick a template per document or per customer, and add your own custom fields.