Responsive
Quote a job on your iPad at the job site or review margins on your desktop at home.
Win More Work. With Less Work.
Simple proposals.Simple CRM.Built for real businesses.
BidCopilot is the all-in-one platform to build precision cost-plus bids, capture e-signatures, and master change orders; all from one mobile-responsive dashboard.
Who is BidCopilot for?
General Construction
The ultimate hub for managing multiple trade bids and change orders.
Roofing
Manage recurring maintenance bids or one-time installs.
Paving
Manage recurring maintenance bids or one-time installs.
Concrete
Manage recurring maintenance bids or one-time installs.
Plumbing
Quick calculations for materials and square footage.
Electrical
Detailed line items for tear-offs, materials, and labor.
HVAC
Manage recurring maintenance bids or one-time installs.
Excavation
Manage recurring maintenance bids or one-time installs.
Roofing
Manage recurring maintenance bids or one-time installs.
Plumbing
Quick calculations for materials and square footage.
Painting
Manage recurring maintenance bids or one-time installs.
Electrical
Detailed line items for tear-offs, materials, and labor.
HVAC
Manage recurring maintenance bids or one-time installs.
Landscaping
Manage recurring maintenance bids or one-time installs.
Pool Companies
Manage recurring maintenance bids or one-time installs.
Exterior/Interior Design
Manage recurring maintenance bids or one-time installs.
Core Features
Every step of the bid, on one screen.
From the first quote to the signed contract to the change order on day eighteen, BidCopilot keeps the paper trail tight and the margin protected.
01
Professional Proposals in Minutes
Stop wrestling with Excel. Use your custom Service Catalog to pull in line items instantly. Whether it's a square-foot paving job or a flat-rate roofing repair, your bids will be accurate, transparent, and branded.
- Branded, transparent proposals
- Cost-plus markup logic built in
- Re-use templates across customers
02
Integrated E-Signatures via DocuSeal
Don't let a hot lead go cold waiting for a scanner. Send proposals directly to your customer's inbox. They can sign from their phone in seconds, and you get notified the moment the deal is closed.
- Mobile-first signing — no scanner, no fax
- Push notification when viewed and signed
- Audit trail attached to every contract
03
Pipeline Tracking
See exactly where your money is. Our visual Pipeline Board lets you drag and drop bids from "Sent" to "Signed." Never let a follow-up slip through the cracks again.
- Drop down to change stage in sales process
- Stage-aware automatic reminders
- Forecast revenue by stage
04
Bulletproof Change Orders
Scope creep kills margins. When the project changes, generate a Change Order instantly. Keep the paper trail clean and ensure you get paid for every extra hour of work.
- Two-tap change order generation
- Customer signs the delta on the spot
- Auto-adjusted margin & total
05
Advanced Growth Tracking & Analytics
Transform your project history into a powerful roadmap for growth, giving you data to stop guessing and start scaling.
- 12-month running totals
- Real-time win-loss ratios
- Volume by stage
06
Centralized Client Relationship Management
Keep your entire service history organized with a dedicated CRM hub for every customer.
- Complete project history
- Contextual notes and files
- Active follow-up alerts
A tool that respects how you actually work
Built for the Field & The Office
From the iPad on the job site to the desktop at home, BidCopilot is built around the way contractors really run a business.
Dark Mode
Easy on the eyes for those late-night admin sessions.
Workspace Settings
Manage your opportunities and workflow, set default contract terms, and update your pricing catalog in one spot.
Cost-Plus Accuracy
Built-in logic for line-item breakdowns ensures your overhead is always covered.
Watch a quick walkthrough of our platform
From Bid to Done in Seconds
See how effortlessly you can create, send, and manage your construction and service bids from start to finish.
