BidBuild × VistaFi integrationFinancing on the proposal, status on the lead
Connect your VistaFi account to BidBuild and every proposal you send gives the homeowner a way to apply for financing on the spot. Applications, decisions and loan status live on the lead — right next to the proposal and the job.
How the integration works
From connecting your account to funded jobs, in four steps.
Connect your VistaFi account
Link VistaFi to BidBuild once in your integration settings. No developer work, no spreadsheets — your financing offer travels with every proposal you send.
Clients apply from the proposal
Every proposal you send includes a financing option. The homeowner fills out the VistaFi application directly from the proposal — no separate emails, no portals to chase.
Watch application statuses live
See the moment a client starts, submits and gets a decision on their application. Status updates flow back into BidBuild automatically, so you always know where the money stands.
Applications attach to the lead
Each financing application is filed against the lead and the job in BidBuild. Loan status is one click away from the proposal, the schedule and the job ledger — no digging through a second system.
A financed proposal is a signed proposal
Sticker shock kills more outdoor-living projects than competition does. When the monthly payment sits next to the project price — and the application is a click away inside the proposal — homeowners say yes on the first conversation instead of "let me think about it." You see the application come in, track the decision, and schedule the job the moment it funds.
The platform behind the financing button
VistaFi handles the funding. BidBuild runs everything around it — leads, proposals, jobs and the numbers on every one of them.
Know your numbers on every job
Live job costing with contingency tracked separately, cost to complete, and profit with and without contingency — reconciled to QuickBooks Online or Desktop.
Proposals that close
Trade-specific questionnaires price the job from your own catalog, and the proposal goes out with your branding, e-signature and financing built in.
A client portal that answers for you
Homeowners see the schedule, selections, photos and a button to pay — the status calls stop before they start.
BidBuild IQ
Ask your business anything. IQ flags jobs drifting under margin, drafts proposals and logs hours — business intelligence pointed at your own data.
Plus the client portal, supplier catalog pricing from Heritage Pool Supply, e-signature with SignNow, and two-way QuickBooks sync — one system from first call to final payment.
Put financing on your next proposal
Connect VistaFi, send a proposal today, and let your next client apply before they hang up.
Start freeNo credit card. Bidding in under a week.