AI Bidding Chat

Business or higher Web App New

AI Bid Chat turns the bid-building process into a conversation. You describe the job, the AI asks the questions it needs, and a complete bid — with personnel, equipment, milestones, and a quote — appears on the right as you go. It uses your company’s own data, so it suggests your actual crew and equipment, not generic placeholders.

Before you start

• You need at least one customer in your customer list.
• The AI pulls from your personnel, equipment, materials, and vendors — make sure those are set up first for the best results.
• AI Bid Chat is only available on the web app.

Creating a bid

From scratch

1. Go to Bids → New AI Bid in the left sidebar.
2. Pick an existing customer, or enter a new one inline.
3. Start describing the project in the chat — what kind of work, size, timeline, site conditions.
4. Answer the clarifying questions the AI sends back. Each question appears as a clickable pill — click it to answer inline, then the answer appends to the main chat input as a bullet.
5. When the bid is complete, click Generate Bid at the bottom of the chat panel to create the draft.

From a quote request

1. Go to Quote Requests.
2. Open the quote you want to convert.
3. Click AI Bid in the footer of the detail dialog.
4. The customer is created automatically from the quote details, and the AI chat opens with the project description pre-filled.
5. Continue the conversation as normal.

Inline answers

When the AI asks follow-up questions, they appear as clickable pills below the response:

• Click a pill to open a small answer input inline.
• Type your answer and press Enter — the Q/A appends to the main chat input as a bullet like • Foundation dimensions: 30x40 ft.
• “Not needed” skips a question by adding • Question: Not needed.
• Work through as many questions as you want, then review the full message in the main input and hit Send.

What the AI sees

The AI is provided your company’s current:

• Equipment list (names, types, rates, status, location)
• Personnel (names, roles, hourly rates)
• Materials and vendor prices
• Inventory on hand
• Active projects (so it avoids double-booking resources)

If a bid turns out wrong — missing equipment, wrong rates — it’s almost always because the source data needs an update.

Tip

The AI response shows which model generated it via a small pill next to the timestamp. If you see escalated for size, the output was too long for the primary model and we automatically switched to a larger one.

Finalizing the bid

After clicking Generate Bid, you land on the bid detail page where you can:

• Review and edit allocations (personnel, equipment, vendors).
• Adjust the quote breakdown.
• Add milestones and tasks.
• Send the bid to the customer for signature.

See the Bid Detail guide (coming soon) for more on editing and sending.