The public bid is branded with your logo and mission statement, clean on any phone, and needs no login. Play the customer below.
- Read through the bid exactly as your customer would: line items, totals, deposit, terms.
- Type your full name to e-sign and Accept the bid. On a real acceptance, the deposit invoice auto-generates the moment this happens.
- Decline with a reason so the owner knows why the job was lost.
- Send a question through the built-in chat; it lands in the company's Messages inbox.
Interactive public bid lesson loads here.
{{callout type=”warning”}} Once a bid is accepted you can convert it to a job without re-typing anything. For billing in draws, retention, and close-out, see Progressive Billing and Retention. Your company’s logo and mission statement shown to the customer come from Company Settings; set them up once and they show on every bid, PDF, and invoice payment page automatically.
That’s bids. Next: Plans and Takeoff for the visual measurement tools.