BidBuild for your industry
Keep customers comfortable. Keep the business connected.
From emergency repairs to full system installations, manage seasonal demand, equipment, maintenance and job financials in BidBuild.
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Propose
Order equipment
Schedule
Install
Maintain
Built for heating and cooling contractors
Coordinate repairs and installations during peak demand, and keep maintenance contracts organized during slower periods. Plan crews and project phases in one connected schedule.
Learn moreKeep customer equipment, warranty dates and service history together. Give technicians the installed-product information they need before the next visit.
Learn moreBuild recurring revenue with service agreements and seasonal reminders, keeping maintenance visits connected to the customer and their equipment.
Learn moreConnect VistaFi applications to proposals for major installations. Clients fill out the application to start the process, and financing status stays updated inside BidBuild.
Learn moreProtect the margin
Quick repairs and full system replacements share the same calendar, but have very different costs. On a large installation, equipment can account for most of the price—and unexpected ductwork or another day of labor can change the margin.
BidBuild connects current catalog pricing, distributor orders and actual job costs. Review what each replacement, repair and add-on costs while it is happening, so you can adjust pricing before the next heating or cooling season.
Use current catalog costs when preparing proposals instead of discovering distributor increases after the unit arrives.
Track extra materials and labor against the job when existing ducts are undersized, damaged or poorly routed.
Build system choices from shared catalog items rather than recreating each option and risking pricing mistakes.
Match bills and invoices to the job as the season unfolds, instead of waiting weeks to find out which installs made money.
Workflow 01
Catalog bidding
Keep equipment, line sets, duct materials, accessories and labor in one catalog. Assemble proposals with different equipment choices from the same current items and prices, keeping good, better and best options consistent even in peak season.
Explore catalogsWorkflow 02
Purchase orders, bills & contingency
Issue purchase orders to your distributor against job budget lines and match bills as units and materials arrive. Contingency starts with product items, flows into the proposal and carries into the job. When ductwork or labor runs over, see how it affects the remaining buffer while the install is underway.
Explore contingency trackingWorkflow 03
Client portal & QuickBooks
Keep the chosen system, project details and changes available through the client portal, with written homeowner approvals. Connect job financial records with QuickBooks instead of entering supplier bills and customer invoices twice. Check Pricing for integration availability.
Explore the client portalWith VistaFi connected, the homeowner’s application begins from the proposal. Once they fill it out, BidBuild stays updated with where their financing stands—including submitted, approved and funded.
Explore project financingBidBuild Connect gives clients access to installed equipment, schedules, payments due and service requests. Scanning the barcode on their equipment panel takes them directly to their products.
Explore BidBuild ConnectBidBuild’s proprietary AI specialists help draft estimates, prepare equipment orders, organize schedules and follow up on leads. They operate inside BidBuild and through Slack. You review and approve before anything goes out.
Meet the six specialistsYes. Catalog-based proposals can present different equipment choices so customers can compare options priced from the same current numbers.
Keep equipment prices current in your catalog, issue purchase orders against the job and match incoming bills. Review costs and the remaining contingency while the installation is still underway.
Record extra material and labor against the job so the impact on contingency is visible. If the added scope needs approval, document and price the change and share it with the customer.
BidBuild connects with QuickBooks so job financial records can sync without double entry. Visit Pricing for plan details.
Yes. VistaFi financing applications connect to client proposals, and BidBuild keeps the application status updated. Availability depends on your plan and lender setup; check Pricing or talk to our team.
Bring system proposals, equipment purchasing, schedules and customer approvals together in BidBuild.
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