The Bids page is where every proposal lives. Search checks the full list across bid numbers, titles, descriptions, messages and terms, status, customer and project details, the converted job’s site and technicians, line items, sub-bid references, custom values, and money amounts. Search ignores capitalization and requires every word to match somewhere on the same bid, so you can combine details such as Alvarez camera; amounts work with or without a dollar sign. Filter by lifecycle status, see how bids group under projects (or stand alone), and bring archived bids back into view when you need an old number.
- Click any status filter (Draft, Sent, Viewed, Accepted, Declined, Expired) to narrow the list to that status, then click All to clear it back.
- Flip the Archived toggle to see bids you have archived, and flip it back to return to your active list.
- Notice how standalone bids and bids grouped under a project are laid out differently: project bids sit under their project heading while one-off bids appear in the standalone list.
Switch to Board view with the list/board toggle next to New Bid to see every bid laid out as a kanban board, one column per status (Drafts, Sent, Viewed, Accepted, Declined, Converted, Closed), with each column showing its count and, for Sent, Viewed, and Accepted, the total dollar value in that column. Your choice of view is remembered the next time you open Bids. A Viewed status filter sits between Sent and Accepted for bids the customer has actually opened, and a Sort control lets you switch between Newest and Recently viewed so you can see which bids need a follow up first. Drag a Sent or Viewed card onto Accepted or Declined to record the outcome directly from the board; every other move (like sending a draft) still happens from the bid page itself.