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Category · 06

Bids & Takeoff

Quoting work, plans, and AI-assisted bid generation.

3 guides
  1. 01 Creating a Bid
    Build a proposal from your pricebook, send it to the customer, track lifecycle, and convert to a job when accepted. Deposit invoices auto-generate.
  2. 02 Plans and Takeoff
    Upload PDF plans, AI-detect sections by trade, calibrate scale, and prepare for measurements and markups.
  3. 03 Branding Your Bids
    Add your company logo and a mission statement so they appear on the bid PDF, the public bid link your customer opens, invoices, and the customer payment portal.