Pipeline visibility
Drag and drop to update bid status
Move bids between pipeline stages in seconds so your whole team has an accurate, real-time view of what is open, in progress, or closed.
Features
Stop letting good jobs slip through the cracks
These four workflows keep your team on top of bid status, job scheduling, and human follow-up so fewer opportunities are forgotten.
No missed follow-ups
Schedule and log follow-ups on the bid record
Capture call notes, assign the next step, and schedule follow-ups right where the bid lives so your team always knows who owns the next conversation and when it is due.
Faster scheduling
Drag a bid onto the calendar to schedule the job
Schedule work directly from your pipeline by dragging accepted bids into your calendar and assigning jobs without extra back-and-forth.
Customer confidence
Send a clean, branded bid page
Give customers a clean, branded bid experience with clear pricing and a simple way to review, accept, or decline.
Turn more bids into booked jobs
Use these workflows to keep bids moving, schedule and log follow-ups consistently, and book accepted work sooner so more opportunities turn into closed jobs.