01 / BID PIPELINE
Every bid, tracked start to finish.
A full bid list, not a kanban board — stages run A to Z, columns reorder by drag, and unit columns (SF, LF, tons) toggle on per trade.
- Stage tracking — Undecided through Accepted, at a glance.
- Custom columns — Reorder and show only what your team needs.
- Fast filtering — Estimator, customer, job type, and more.
02 / BID HISTORY & FILES
Nothing gets buried in an inbox again.
Every bid keeps its own quote PDFs, drawings, and addenda, plus the estimating emails tied to it — in order, in one place.
- Files tab — Quotes, drawings, and spec sheets per bid.
- Emails tab — The estimating-inbox thread for that job.
- Bid IDs — Every job numbered chronologically.
03 / ANALYTICS
See the patterns hidden in your own history.
Win-rate trends and job-type breakdowns pulled straight from real bid data — not a guess, not a gut feeling.
- By job type — Category rollups and top performers.
- Trend views — Track changes across your bid history.
- Opportunity signals — Surface what's worth a second look.
04 / SCORECARDS
Know exactly where you stand with every customer.
One row per customer — bids submitted, bids won, hit ratio — with a type-ahead filter to drill into any single relationship.
- Consolidated view — Every customer, one row each.
- Hit ratio — Win rate at a glance, by customer.
- Quick filter — Isolate one customer instantly.
05 / BUDGET CALCULATOR
Price with confidence, backed by your own numbers.
Benchmark $/sq ft, $/lb, and $/ton against comparable jobs you've already bid — filtered by job type, size, and location.
- Real comparables — Pulled from your own bid history, not a spreadsheet.
- Smart filters — Job type, building size, and tolerance range.
- Built-in guidance — A walkthrough for how to use it.
06 / TEAM & PERMISSIONS
Built for a real estimating team, not just one person.
Role-based access for owners, admins, estimators, and standard users — outsourcing partners work in the same board as full team members.
- Unlimited users — One subscription covers your whole team — estimators, admins, and outsourcing partners alike.
- Granular permissions — Control who sees and edits what.
- Deactivate, don't delete — Turn off access when an estimator leaves — their history stays, and reactivating later takes one click.
07 / SMART BID INTAKE
Bid invites, captured the way they actually arrive.
Excel bid calendars, PDF invite emails, plain-text invites, or a quick manual entry — every intake path feeds the same board.
- Excel imports — Bid-calendar attachments read straight in.
- Email invites — PDF or plain-text, captured either way.
- Inbox integration — Auto-extracting job, date, and customer as it lands.
08 / CUSTOMER RECORDS
Every customer, one record, full history.
A dedicated customer tab is next — matched to the same alias system already driving your scorecards.
- Linked history — Every bid tied to its customer record.
- Alias matching — The same customer-code system as your scorecards.
- One source of truth — No more separate contact lists.
09 / SECURE, PASSKEY-READY LOGIN
Built to skip the password, not the security.
Role-based access today, with Face ID and passkey sign-in on the way so the team isn't retyping passwords to get to the board.
- Deactivation-aware — Turn off access instantly when someone leaves.
- Passkey / Face ID — Sign in without typing a password.
- One login — Same account across desktop and the installed app.
