Creating a Bid

Bids are how you price work and send proposals to general contractors or property owners. BuildWorkPro gives you a structured way to build accurate estimates.

Start a new bid

1. Click Bids in the sidebar, then New Bid.
2. Enter a descriptive name like “Oak Valley Office - HVAC Install.”

Select a contact

Choose the client this bid is for. You can pick from your existing contacts or create a new one on the spot. The contact’s company name, address, and email will populate your proposal automatically.

Set your terms

Configure the bid details:

• Bid date — The date you are submitting the proposal.
• Expiration date — How long the bid stays valid (commonly 30, 60, or 90 days).
• Scope of work — A text description of what is included.
• Exclusions — Clearly state what is not covered.
• Payment terms — Net 30, progress billing, or custom terms.
• Notes — Any additional conditions or clarifications.

Save and continue

Click Save to create the bid in draft status. From here you can:

• Add line items to detail your pricing.
• Configure rates and markup.
• Send the bid when you are ready.

Bids auto-save as you work, so you will not lose progress.