BidBuild Training Center
Video tutorials and documentation to help you get the most out of BidBuild.
Building Our Training Library— missing something?Reach out
Start Here
BidBuild Dashboard Overview and Navigation
Take a guided tour of the BidBuild Dashboard and learn how to navigate every module from one central command center. This video walks through Lead Activity, Sales Budget & Income, Job Activity, Financial Activity, Profit & Contingency, and the left-hand navigation menu so you can quickly find leads, jobs, finances, settings, and admin tools.
Related Documents
How to Customize Your Intranet Hub
Learn how to build and customize your Company Intranet Hub in BidBuild using the Intranet Hub Editor. This walkthrough covers adding new sections (Welcome, Announcements, Documents, Company Calendar, Team Directory, Resources, and more), designing each section with text, images, videos, iFrames, link cards, calendars, and dividers, choosing one- or two-column layouts, setting page visibility by role (Everyone, Admin, User, or Technician), previewing your hub, and saving changes.
Related Documents
How to Add a New Lead
Step-by-step walkthrough of adding a new lead in BidBuild. Learn how to create a new client, enter contact and address details, fill out the lead opportunity form (title, territory, type, source, status, pipeline, and division), assign primary and secondary sales agents, add forecasted revenue, tags, notes, and save the lead to your pipeline.
Related Documents
Manage Proposal Templates
Learn how to build and customize proposal templates in BidBuild so every estimate looks professional and consistent. This walkthrough covers navigating to Settings > Lead Related > Proposal Templates, opening the Proposal Template Editor, adding and renaming tabs, arranging sections such as Introduction, Project Summary, Your Investment, Payment Terms, and Next Steps, inserting rich content blocks (text, images, videos, iFrames, link cards, dividers, and spacers), configuring one- or two-column layouts, customizing the generated PDF cover image and included sections, and setting a template as the default for new proposals.
Related Documents
Product Catalog Management
Learn how to manage your product catalog in BidBuild so estimates always use accurate, up-to-date pricing. This walkthrough covers the Catalog page in card and table views, filtering products by status, category, subcategory, manufacturer, vendor, and cost code, reading product cards with photos, descriptions, sell price, margin, internal/Heritage/market costs, and stock status, and using the Heritage Update Tool to review and accept synchronized cost changes from Heritage Pool Products. You'll also see how to create a new product, set cost codes, unit cost, default quantity, and contingency, and organize products so your entire team quotes consistently.
Related Documents
Managing Group Templates
Learn how to build and manage product group templates in BidBuild so your most common equipment, material, and labor bundles are easy to add to any proposal or job. This walkthrough covers navigating to Settings > Configuration > Group Templates, creating a new group template, naming and organizing product packages, adding individual items with quantities and unit costs, building multi-item bundles such as pool equipment or lighting packages, and saving templates for quick reuse across estimates and change orders.
Related Documents
Creating Client Product Credits
Learn how to create and send a client credit for purchased products on a job. This walkthrough covers selecting the budget item, configuring the credit amount and markups, sending it for client review, and confirming the approved credit in invoices and the job budget.
Related Documents
How to Create and Share Scenes
Learn how to build and share interactive project galleries in BidBuild Scenes — your Virtual Showroom. This walkthrough covers creating a scene with photos and videos, adding before/after sliders, placing product hotspots that link to catalog items, arranging a carousel of project highlights, and sharing the finished scene with clients through a generated link or live presentation mode.
Related Documents
Order Heritage Products
Learn how to order Heritage products from a BidBuild job. This walkthrough covers selecting products, reviewing order details, and completing the purchase workflow.
Related Documents
Import Heritage Products and Purchase
Learn how to search the Heritage catalog, import individual products or a CSV, map product details, and purchase in-stock items for a BidBuild job. This walkthrough covers cost codes, phases, manufacturers, vendors, contingency, quantities, purchase orders, shipping, and approval options.
Connect the Heritage Pool Supply Integration
Learn how to connect Heritage Pool Supply with BidBuild. This walkthrough shows the integration setup process so your team can bring Heritage product and pricing information into its BidBuild workflow.
SignNow Integration Setup
Learn how to connect SignNow to BidBuild so you can send proposals, contracts, and change orders for electronic signature without leaving your workflow. This walkthrough covers linking your SignNow account in BidBuild settings, choosing a document to send, placing signature and initial fields, sending the envelope to clients, and tracking signature status right from the lead or job record.
Related Documents
Connect BidBuild to Viktor via MCP
Learn how to connect Viktor to BidBuild using the BidBuild MCP server. This walkthrough shows where to add a custom integration in BidBuild Admin, entering the BidBuild MCP server URL, and adding your BidBuild API key in Viktor so it can work with your leads, jobs, and other BidBuild records.
Managing Roles & Permissions
Learn how to control what each team member can see and do in BidBuild. This walkthrough covers the Roles & Permissions settings page, where you manage role baselines (Admin, User, Technician) across every resource — Users, Leads, Activities, Products, Vendors, Proposals, and more — plus how per-user permission customizations live on each user's profile for fine-grained access control.
Related Documents
Settings Overview: Admin & General Configuration
Walk through BidBuild's Settings area and learn how admins configure the platform. This video covers company settings (Basic Information, Company Logo, Business Type, Company Details, Integrations, AI Configuration, and Client Portal) plus the full Configuration menu — Lead Related options (Lead Sources, Territories, Opportunity Types, Activity Types, Lead Boards), Manage Catalog, Group & Proposal Templates, Questionnaires, Job Related settings, Job Phases, Payment & Financial Terms, Vendor Settings, Markups, Manage Tags, and Roles & Permissions.
Related Documents
Still stuck?
Customers can open a ticket from Support inside the BidBuild app.
Get in Touch
Talk to a Real Person
Questions about training, setup, or your account? Reach us directly or book a one-on-one training session.