Getting Started
Set up your account and send your first proposal in 30 minutes.
Creating your account
Go to bidforeman.com and click Get Started. Enter your email and create a password. You will be taken through a short onboarding where you select your trade. Your trade is set once and cannot be changed without contacting support — this ensures every estimate and proposal is built specifically for how you work.
Setting up your company profile
Go to Settings from the main menu. Under Company Information, add your company name, phone number, email, website, business address, contractor license number, and insurance information. This information appears on every proposal you send to customers. Your customers see your brand — not BidForeman. Save your company info before sending your first proposal.
Setting your labor rates
Go to My Labor Rates from the main navigation. You will see a list of rate items specific to your trade. Each rate has a default value — these are market averages for your area. Update them to match what you actually charge. Your rates are used to calculate every estimate automatically. The more accurate your rates, the more accurate your estimates. You can update your rates anytime and they will apply to all future estimates.
Adding your first customer
From your Home screen, tap the green New Lead button. Enter the customer name, phone number, email, and property address. Select the job type from the dropdown. Add a quick note about what they need. Tap Save Customer. BidForeman creates the customer record, property record, and a new job automatically. You are ready to start the walkthrough.
Your first walkthrough to proposal
After adding a customer, go to My Jobs and find the new job. Tap Start Walkthrough. Walk through the job site and fill in the measurements, work types, and notes for each area. When you are done, tap Next to generate your estimate. Review the line items, then tap Generate Proposal. Select how you want pricing displayed — itemized, grouped by area, or total only. Tap Generate and your professional proposal is ready in about 30 seconds. Send it directly to your customer by email from the proposal page.
Still have questions?
Email support