Pipeline and Job Tracking
Track every bid from estimate to invoiced and manage active jobs in progress.
Understanding My Bids
My Bids is your sales board. Every job you are actively trying to win lives here. Jobs move from left to right as they progress through your sales process. Estimate means you have a walkthrough done and an estimate ready. Proposal Sent means you have sent the proposal and are waiting on the customer. Follow-Up means BidForeman is automatically following up with the customer on your behalf. Booked means the customer has signed and the job is won. In Progress, Complete, and Invoiced track the job through to payment.
Moving jobs through stages
On desktop, drag a job card from one column to another to move it. On mobile, tap the Move button on any job card and select the new stage from the list. BidForeman saves the change instantly. When a job moves to Complete, BidForeman automatically sends a review request email to your customer asking them to leave a Google review. When a job moves to Booked, the automated follow-up sequence stops — there is no need to keep following up once the job is won.
In Progress — managing active jobs
In Progress is your operations board for jobs that are currently being worked. Access it from My Bids or directly from the In Progress link in the navigation. Here you can track job phases, add progress notes, manage change orders, track materials, and share a progress link with your customer. The customer progress page shows them what phases are complete and what is coming next — without showing any pricing.
Job phases and progress tracking
When you open a job in the In Progress section, you can add phases specific to that job. Each phase has a status — Not Started, In Progress, or Complete. As you update phases, the overall job progress percentage updates automatically. You can add daily progress notes to each phase documenting what was done, who was on site, and what is coming next. These notes protect you in disputes and keep the customer informed without requiring a phone call.
Change orders and materials
When scope changes on an active job, add a change order from the job detail page. Enter the description of the change, the additional cost, and submit it for customer approval. The change order is logged with a timestamp. Under the Materials section, track every material ordered for the job — item name, quantity, cost, supplier, and delivery status. This gives you real job costing data and ensures nothing falls through the cracks on complex projects.
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