Pipeline and Job Tracking
Track every bid from estimate to invoiced and manage active jobs with phases, subs, and change orders.
Pipeline view — what each status means
My Bids is your sales pipeline. Every job lives in one of seven stages: Estimate means your estimate is ready and you are preparing to send a proposal. Proposal Sent means the customer has the proposal and you are waiting on their signature. Follow-Up means you are actively following up with a customer who has not yet signed. Booked means the customer signed and the job is won. In Progress means work has started. Complete means all work is finished. Invoiced means you have sent the customer an invoice.
My Jobs — needs action items
My Jobs shows the jobs that need your attention right now. Draft means the job was created but you have not started the walkthrough yet — tap Start Walkthrough. Walkthrough means the walkthrough is in progress — tap Complete Walkthrough to finish it. Estimate means your estimate is ready to review and send — tap Review and Send Estimate. Proposal Sent means the proposal is out and you are waiting — tap Send Reminder to follow up with the customer by email.
Job Manager — phases, Gantt, change orders, materials, photos
Open any active job from In Progress to reach the Job Manager. The Phases tab shows every phase of the job with status, notes, change orders, materials, and photos. The Gantt Chart tab shows a visual timeline of all phases that have start and end dates set — add dates to phases from the Phases tab to populate the chart. The summary cards at the top track total change orders, materials cost, and photos across all phases.
Assigning phases to subs — how the sub portal works
On any phase in the Phases tab, tap Assign Sub to assign a subcontractor or crew member. Enter their name, phone number, and email address. BidForeman generates a private link unique to that sub and that phase. Tap Save and Get Link to get the link. Send the link to the sub via text or email. The sub does not need an account — they access the phase directly from the link.
Sub portal — what the sub sees and how they update status
When a sub opens their link, they see the phase name, job address, your notes, and their current status. They can update their status — Not Started, Started, or Complete — and the update appears instantly in your Job Manager. They can also send photos by uploading from their phone, and send you messages through the built-in thread. You receive all sub updates directly in the sub thread on the phase card. The sub never sees pricing, customer information, or any other phases.
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