BidBook
by BidBook
The AI Cloud Operating System for Construction
Highlights
Media
bidbooksoft.com
About This Product
BidBook is a modular, AI-enhanced construction CRM built on Salesforce, designed specifically for general contractors and specialty trade contractors to manage bids, track projects, and unify sales, estimation, operations, and finance.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Not available
- Free trial
- No
- Free tier
- No
- Public API
- No
- Deployment
- Cloud
FSH Score Breakdown
Ease of Use 5.0
Features 8.0
Support 5.0
Value 5.5
Integrations 7.0
AI Capabilities 1.5
Customer Reviews
Features
88 features confirmed across
14categories· Showing confirmed capabilities only
Platform & Customization18features
Custom API AccessCustom integrationsCustom IntegrationIntegration ServicesCustom Software ProgrammingApplication DevelopmentData ImportData ImportModular DesignModular designProfessional ServicesSalesforce Professional ServicesTeam CollaborationCollaboration toolsCustomizable GUIsPoint-and-click customization of fields, screens, dashboards, and workflows
Show 10 more
Import and Export DataPayroll import/export templatesImport from Access, Excel, or Delimited FilesOperations ManagementOrganization ManagementSandbox AccountMulti-Company ManagementMulti-company, multi-region, and multi-currency supportProcess ManagementSales process managementKanban ViewKanban boards for estimation production visualizationNo-Code Integration PlatformApex code developmentDepartments And Permissions
Estimating & Quoting12features
Quoting & EstimatesProposal generationBid Capture and ManagementBid capture and managementChange OrdersChange order managementCosting Catalogue with CSI Cost CodesCosting catalogue with CSI cost codesBid Calendar ManagementColor-coded bid and project calendarsAutomated Estimating and Proposal ProcessesProposal generation and managementCustomizable Labor and Material DatabaseDigital Takeoff
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Estimation with Custom Pricing and Cost CodesProposal ManagementProposal generation with version controlBid Management Tools for Tracking Subcontractor Bids and Scope LevelingLive collaboration on bids and projectsLabor and Material Cost CalculationCost control
Reporting & Analytics11features
AnalyticsPerformance metricsReportingCustomizable ReportsDepartmentalized Performance TrackingPerformance AnalyticsGeomappingGeoMappingReporting ForecastingForecastingRevenue and Backlog ForecastingRevenue forecastingJob Productivity and Labor TrackingMobile time-cards for labor trackingBid Analytics and Reporting
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Customizable Financial and Operational Data ViewsWin/Loss and Key Metrics ReportingLost Project ReportingWin/loss analysis
CRM & Sales10features
CRMClient relationship managementAdvanced Bidding StrategiesAdvanced Supplier BiddingGeomappingBidBook GeoMappingGeomapping of Projects and RelationshipsGeo-mapping of projects and relationshipsLead ManagementITB trackingDedicated Success ManagerDedicated US-based Business AnalystContractor and Vendor CollaborationOutlook 365 Integration with AI Analysis
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Geo Coordinates and Mini Maps for Job SitesGeoMappingSales AutomationWorkflow automation using Salesforce Flow
AI & Automation9features
AI Powered Scheduling and DispatchAutomated crew scheduling and smart resource recommendationsAI SupportAI AgentsAutomation RulesWorkflow automationAI Agents for SalesAI Based Data CollectionAI Email AssistantAI Bid & QuoteAI-enhanced bid analysisAI Driven Workflows with TemplatesAI-powered workflows
Show 1 more
Create, Design and Manage Workflows for Repetitive TasksWorkflow automation using Salesforce Flow for construction tasks
Scheduling & Dispatch5features
SchedulingCalendar IntegrationJob Assignment and DispatchingSMS crew assignments and notificationsMap Based SchedulingGPS mapping for delivery schedulingProject ManagementProject lifecycle trackingCalendar Board
Inventory Management5features
Expiration Date TrackingCertification expiration trackingPurchase OrdersTakeoff lists and purchase ordersSupplier ManagementSupplier bid managementMaterial Procurement and CostingPurchase Order and ProcurementSupplier quote requests and purchase order generation
Technician Management5features
Skills & Availability DashboardSkills & Availability dashboardTime TrackingActivity and task trackingDesktop Activity TrackingCertification ManagementCertification expiration trackingCandidate Pipeline Management
Customer Communication4features
Client PortalSecure client portal for request submissionSMS MessagingSMS integrationSMS TextingBidBook SMS TextingEmail IntegrationEmail integration with AI
Mobile & Field Tools3features
Technician Mobile AppMobile accessMobile Task Routing and ManagementAuto Data EntryAI-driven data capture
Invoicing & Payments2features
InvoicingInvoicingFlat Rate Pricing and CRM Data Import
Equipment & Asset Management2features
Asset ManagementBid visibility and managementAir Quality MonitoringITB tracking
Accounting Integration1feature
Accounting IntegrationAccounting Integration
Compliance & Safety1feature
Automated Permit Status TrackingAutomated bid queues with status tracking
Integrations 5 across 3 categories
Accounting 2
Acumatica
Acumatica
QuickBooks Online
QuickBooks
Productivity 2
Google Maps
Google Maps
Microsoft 365
Outlook 365
CRM 1
Salesforce
Salesforce
Pricing
- Model
- Custom
- Starting at
- Contact for pricing
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