Still running your bid desk from a spreadsheet and your inbox?
Invites get missed, follow-ups don’t happen, and win rate lives in your head. Here’s what changes when the busywork runs itself.
One platform, from first invite to final invoice.
Never miss an invitation
Watches your Gmail or Outlook and logs every bid invite and form submission automatically. Connect an AI phone agent like Retell and inbound calls get answered, qualified, and captured too — zero manual entry, and duplicate emails get auto-merged into the same bid.
Always know where every bid stands
Every bid moves through a clear pipeline — pending, approved, merged, or rejected — so you always know where things stand without reconstructing it from memory or old emails.
Start from a finished draft, not a blank page
Assembles branded proposals from your scopes and pricing, ready to review and send. You start from a finished draft instead of building one from scratch on every job.
Nothing goes cold while you're on the jobsite
Quick follow-up drafting for every submitted bid, organized by project and by client — so nothing goes cold just because you were on-site instead of in your inbox.
The work doesn't stop when you win
Once you win, the work continues here — schedule of values, lookahead schedules, change orders, and materials tracking, all in one place instead of scattered across tools.
Close the loop on every dollar
Syncs with QuickBooks and your other tools so invoices, costs, and project financials flow through without double-entry or spreadsheet gymnastics.
Connecting your email is what makes the automation work.
We never request permission to send email on your behalf automatically — proposal and follow-up emails are created as drafts that you review and send yourself.
We don't train on your data
Your bids, pricing, and correspondence are used to run your account — never to train models for anyone else.
Your data is isolated
Every record is scoped to your organization at the database level, so one company's pipeline is never visible to another.
Disconnect whenever
Email access is revocable from Settings or straight from your Google or Microsoft account. Revoking stops all scanning immediately.
Export everything, anytime
One click gives you an .xlsx of your estimating pipeline, contacts, clients, and scopes library. Your data leaves with you.
See it running on your own bids.
Every account starts loaded with a sample project, so you can walk the whole flow before connecting a thing.
See plans & pricing