Service Requests
Clients scan a QR code on their equipment panel to reach their installed products and ask for service or warranty work, which lands in a queue you can track.
Explore Service RequestsBuilt for pool, landscape and specialty contractors
BidBuild is construction management software for pool builders, landscapers and specialty contractors: proposals, job costing, purchase orders, scheduling and built-in AI. Ask IQ to price a pool, order materials or chase leads — you approve before anything goes out.


BidBuild is construction management software for pool, landscape and specialty contractors, with IQ, our AI specialists, built in.
The Buyer
“Order the coping for the Oakfield job”
Trigger
PO request in Slack
slack_mention
Tool
Match job budget lines
BidBuild
AI step
Draft purchase order
Vendor, ship-to, price each item
Post to Slack
Ready for review
#purchasing
The Estimator
“Price the Oakfield pool + deck”
Trigger
Plan uploaded
oakfield_plan.pdf
AI step
Run takeoff
Shell, coping, decking qty
Tool
Price from catalog
Supplier pricing
Post to Slack
Proposal drafted · $24,870
#estimating
The Scheduler
“Plan tomorrow's crews”
Trigger
Every day at 4pm
schedule
Tool
Read the schedule
BidBuild
Post to Slack
Crew plan ready for approval
#scheduling
The Closer
“Follow up with every open lead”
Trigger
Every morning 6:30
schedule
Tool
Rank active leads
BidBuild CRM
Condition
Contacted recently?
Skip if < 5 days
Post to Slack
12 follow-ups to approve
#sales
The Bookkeeper
“Match today's receipts”
Trigger
Receipt emailed in
receipts@
AI step
Read & match to job
Job + budget line
Tool
Draft bill
QuickBooks
Post to Slack
14 bills ready
#accounting
The Foreman
“Log today's walkthrough”
Trigger
Walkthrough video
3:42 · jobsite
AI step
Draft daily log
Progress + issues
Tool
Create to-dos
4 punch-list items
Post to Slack
Client update ready
#oakfield-pool
The Buyer
“Order the coping for the Oakfield job”
Trigger
PO request in Slack
slack_mention
Tool
Match job budget lines
BidBuild
AI step
Draft purchase order
Vendor, ship-to, price each item
Post to Slack
Ready for review
#purchasing
The Estimator
“Price the Oakfield pool + deck”
Trigger
Plan uploaded
oakfield_plan.pdf
AI step
Run takeoff
Shell, coping, decking qty
Tool
Price from catalog
Supplier pricing
Post to Slack
Proposal drafted · $24,870
#estimating
The Scheduler
“Plan tomorrow's crews”
Trigger
Every day at 4pm
schedule
Tool
Read the schedule
BidBuild
Post to Slack
Crew plan ready for approval
#scheduling
The Closer
“Follow up with every open lead”
Trigger
Every morning 6:30
schedule
Tool
Rank active leads
BidBuild CRM
Condition
Contacted recently?
Skip if < 5 days
Post to Slack
12 follow-ups to approve
#sales
The Bookkeeper
“Match today's receipts”
Trigger
Receipt emailed in
receipts@
AI step
Read & match to job
Job + budget line
Tool
Draft bill
QuickBooks
Post to Slack
14 bills ready
#accounting
The Foreman
“Log today's walkthrough”
Trigger
Walkthrough video
3:42 · jobsite
AI step
Draft daily log
Progress + issues
Tool
Create to-dos
4 punch-list items
Post to Slack
Client update ready
#oakfield-pool
Every skill, step by step
PO entry
15 min → under 1 min
Proposal draft
hours → seconds
Receipts
Matched automatically
✦ BidBuild IQ · Meet the crew
AI specialists for estimating, ordering, billing, scheduling and follow-up — running and operating right inside BidBuild, and reachable from Slack. Each one hands off to your team for approval.
The Estimator
Reads the plan, checks scope and quantities against the proposal, and flags exposure before you sign.
Every specialist runs a workflow on a canvas. Change any step and re-run from there.
Specialists run inside BidBuild on your live jobs — and post under their own names in the Slack channels you choose.
Specialists draft the work, then hand off to your team before anything goes out.
Morning lead rankings, daily receipt matching, end-of-day crew plans.
QuickBooks, your CRM, supplier portals and more — specialists work from real data.
See credits and cost by specialist. Change plans or add specialists any time.
The prompts, approval rules and daily routines contractors use to put IQ to work in week one.
Dave G.
@BidBuild how’s the Oakfield job tracking?
Foreman APP
Oakfield pool + deck is 68% complete. Cost to date $17,420 of $21,700 budget. Contingency at $1,090 (−$310). Margin 16.8%.
68% complete · 3 open to-dos
Maria R.
@BidBuild order the coping for it
Buyer APP
Drafted PO #1048 — 42 lf travertine coping, $3,420 from Pool Supply Co. Approve?
In BidBuild · and in Slack
Specialists run and operate inside BidBuild itself, on your live leads, jobs and financials. And because crews live in Slack, they answer there too — ask about jobs, approve POs and chase leads from either place.
Your data, finally talking back
Leads, jobs, purchase orders, bills and margins — IQ reads all of it, so the answer is a question away instead of a spreadsheet away.
“Which leads are going cold?”
7 leads, no touch in 14+ days
“Most profitable job type this year?”
Pool + deck · 21.4% avg margin
“Where are we leaking money?”
Coping & freight running 9% over
Integrations that matter and move your business forward





































Under the hood
Every inquiry captured, scored and followed up — automatically.
Schedules, crews, to-dos and photos from dig to final walk.
Homeowners see schedule, selections and photos. Fewer calls.
POs, bills and change orders reconcile to Online or Desktop.
BidBuild Core · Leads & jobs
Every lead and every job lives on one board. See where each one stands, how long it's been there, and who needs a call today.
Drag from New Lead to Signed — no spreadsheets, no sticky notes.
Days-in-stage on every card, plus automatic follow-up texts and emails.
Win the proposal and it becomes a job with budget, schedule and crew.
Phases, photos, to-dos and client updates for every build.
Leads
New Lead43
Harper — Concrete Pool
2 days old
1418 Palm Heron Dr, Sarasota, FL
Jenna Harper
Delgado — Spa Add-on
5 days old
77 Coral Reef Ln, Naples, FL
Marco Delgado
Client Outreach18
Whitfield — Fiberglass
11 days old
2205 Sandpiper Way, Clearwater, FL
Dana Whitfield
Site Visit9
Okafor — Paver Deck
8 days old
930 Mangrove Bend, Fort Myers, FL
Chris Okafor
Design & Proposal12
Brennan — Outdoor Kitchen
14 days old
4610 Seagrape Ct, Venice, FL
Tess Brennan
Sample names and addresses.
BidBuild Core
BidBuild tracks contingency on every job so overruns get caught early — and the profit you bid is the profit you keep.
Every PO and bill is scored against the buffer you set at bid, so you see how much cushion is left before it's gone.
Know what's budgeted, what's on order, and what's been billed — per job, in real time.
Invoiced and collected next to paid out, with your live cash position on every job.
See if a job is funding itself or eating your cash, and catch margin slips mid-job.
On track — 0% of contingency still available
Contract value
$0
Profit
$0
18% margin
Complete
0%
Contingency
$6,420
from $6,420 start
Money in vs out
$0 cash position
In
Out
Job float
+$0
Illustrative figures.
BidBuild Core · Global Catalog
Get started fast by importing products from the manufacturers you already buy from — pools, pavers, heaters, outdoor kitchens and more.
Skip typing in hundreds of SKUs — import a manufacturer's line in one click.
Products land in your catalog, ready for proposals, POs and the Estimator.
Set your own pricing and markup, and add your local suppliers on top.

AquacalImported
6 products · Pool Heaters

Artistic Pavers
14 products · Coping, Patios

Aviva Pools
32 products · Fiberglass Pools

BelgardImported
8 products · Patios, Coping

Blaze
4 products · Outdoor Kitchens

EVO Pools
33 products · Fiberglass Pools

Harmony Stone
8 products · Coping, Veneer

HaywardImported
54 products · Heaters, Filters, Chlorination
BidBuild Core · Inventory & assets
Manage your stock and equipment right inside BidBuild. See what it's all worth today, hold items for sold jobs, and move things between people in seconds.
Know exactly what's on your shelves — and what it's worth — at any moment.
Equipment, trailers and tools with their value and who has them.
Reserve items for a signed job so nobody else grabs them.
Move items or equipment to another user, crew or location.
Inventory value
$0
On hold for jobs
$0
Asset value
$0
| Item | Available | On hold | Unit cost | Value | |
|---|---|---|---|---|---|
| Cartridge filter, 200 sq ft | 18 | — | $797 | $14,346 | |
| Salt chlorinator kit, 35k gal | 18 | — | $1,003 | $18,053 | |
| RGBW LED pool light, 100' | 3 | — | $485 | $1,455 | |
| Variable-speed pump, 2.7 HP | 6 | — | $1,850 | $11,100 | |
| Pool & spa automation bundle | 12 | — | $1,330 | $15,960 | |
| Maintenance kit w/ 35' hose | 29 | — | $140 | $4,060 |
Try it — hold an item or transfer an asset. Illustrative figures.
Clients scan a QR code on their equipment panel to reach their installed products and ask for service or warranty work, which lands in a queue you can track.
Explore Service RequestsCreate customer presentations with before-and-after photos, 360-degree views and hotspots connected to the BidBuild catalog. Share by link or QR code and see engagement insights.
Explore ScenesBidBuild integrates with VistaFi to connect financing applications to the proposals you send to clients. When a client fills out the application, the financing process begins. Status updates stay connected inside BidBuild, so your team can follow where each customer’s financing stands — from submitted to approved to funded.
Explore Project FinancingCollect legally binding signatures on proposals and contracts right inside BidBuild.
Explore SignaturesTrack every lead source, campaign and dollar spent so you can see what actually turns into signed work.
Explore MarketingThe core: contingency
Most tools only count contingency down. BidBuild scores it against real POs and bills, so the buffer is a live number — and the margin is one you can trust while there’s still job left to run.
Oakfield pool + deck · $25,900 contract
Set at bid
$0
Swing
0
Now
$1,400
Margin restated 18.0% from 18.0% — flagged mid-job, not at month-end.
Illustrative figures.
Create your account. No card needed on Free.
Bring your products, pricing and proposal templates.
Tell IQ to bid your first job — and watch it go.
BidBuild is construction management software for pool builders, landscapers and specialty contractors: proposals, job costing, purchase orders, scheduling and built-in AI.
Pool builders, landscapers and specialty contractors — teams that sell, build and service projects and want leads, jobs and financials in one place.
Yes. The Free plan is free forever with no card required. Paid plans add more specialists and IQ credits, and carry a 30-day money-back guarantee.
BidBuild IQ is a team of AI specialists built into BidBuild. They prepare estimates, orders, schedules and follow-ups, then hand the work to your team — nothing sends without your approval.
Each specialist task uses credits. Every plan includes some, and you can see usage by specialist and change plans any time.
No. Specialists draft proposals, POs and messages, then hand them to your team. You choose who approves what, and every action is logged.
Your data stays in your BidBuild account and is only used to do your work. It is not used to train public AI models.
Install the BidBuild app in your workspace, pick the channels, then @mention a specialist. It takes a few minutes, and the same specialists also run inside BidBuild.
Yes. BidBuild syncs with QuickBooks Online and Desktop.
