Platform / Bid pipeline and client email
Track every bid you are chasing in one list.
Follow-ups, reminders and client email, next to each estimate.
Sample job
Bid pipeline · 4 open
- Kingsbury CommonsBase bid due Nov 12, 2026Estimating
- Halsted LoftsProposal delivered Oct 28, 2026Sent
- Ashland Medical OfficeFollow-up due today · Sam OkaforFollow-up
- Riverside StorageAwarded Oct 9, 2026Awarded
What it does.
One entry per bid
Each bid has its client, due date, stage and estimate in one place.
Follow-ups and reminders
Set a follow-up on any bid. You get a reminder when it is due.
Email from BuilderSite
Send email from the job or the bid. The message is saved with it.
Saved templates
Save email templates that fill in names, jobs and dates for you.
Delivery tracking
See which emails arrived and which ones bounced.
Contact list
Keep clients, subs and suppliers in one list, with each sub's insurance papers. Import contacts from a spreadsheet.
Coming soon.
- Coming soonA bid calendar with every due date and walk-through.
- Coming soonWin rates by client and by estimator.
- Coming soonA request-a-bid form for your own website.
See it on a job like yours.
One of us will walk you through it on a call. Tell us who you are, and we'll email you a time.