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SPECIALIST #03Active now

Bid Support

Drafts your quotes

Quotes drafted in minutes — not hours between jobs

Drafts quotes on your own cost baselines and flags any thin-margin job before it ever leaves the office.

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Included on
CorePlusPro
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Drafts your quotes
What it does

Meet your Bid Support Agent

Generates quotes from your labor rate, material markup, and margin targets

Flags jobs below your target margin before they are sent

Proposes line-item adjustments when a bid is too aggressive or too light

Tracks which quotes were accepted or declined alongside the margin you set on each

Routes customer questions about a quote back through Customer Communication

How it supports you, in action

From a qualified lead to a quote you can stand behind

User flow · Bid Support
Hand-offLead arrives from SalesA qualified job, scoped and ready to price
SpecialistPulls your cost baselinesLabor, materials, and your target margins
SpecialistDrafts an itemized quoteConsistent line items, every time
SpecialistChecks the marginFlags thin-margin jobs before they go out
Your callYou approve the priceNothing firm leaves without your sign-off
Hand-offHands to Customer CommsSent and followed up automatically
Works with the team

Where it sits in the line

Bid Support sits between the lead and the close — it takes the qualified job from Sales, prices it, and passes it on to be sent and followed up.

Feeds in
Sales
hands over the qualified lead
Hands off to
Customer Comms
sends & follows up
Cash Flow & AR
invoices the won job
Value to the business

What it’s worth to the shop

Quotes stop being the bottleneck — and the margin-killer. Every estimate goes out fast, consistent, and priced to actually make money, with you on the final number.

Consistent quotes, fast

Itemized estimates priced on your real baselines — minutes between jobs, not an hour at the desk after dark.

Protects your margin

Flags thin-margin work before it leaves the office, so you stop winning jobs that quietly lose money.

You set the final price

It drafts; you approve. No firm number ever reaches a customer without your sign-off.

Minutes
to a clean quote between jobs
Every bid
margin-checked before it's sent
Your call
on the final price, always
You stay in charge

What runs automatically vs. needs your approval

Runs automatically
  • Drafting itemized quotes on your cost baselines
  • Checking margin against your targets
  • Flagging thin-margin jobs for review
Waits for you
  • The final price on every quote
  • Any job below your margin threshold
  • Discounts or non-standard terms

Bid Support drafts and checks — it never sends a firm price to a customer without your approval.

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