How can we help?

Find your way around and set up your workspace.

• Your first job in BidKit
• Find your way around BidKit
• Read notifications and document-view alerts

Keep client details and new opportunities together.

• Add and manage contacts and leads
• Import and export records with CSV

Build a proposal, share your scope, and get approval.

• Create and send an estimate
• Turn an estimate into an invoice
• Duplicate an estimate for another job

Bill for your work and keep track of what is paid.

• Create and send an invoice
• Set deposits and payment schedules
• Set up online payments

Agree on scope changes, extra charges, and credits.

• Create and send a change order
• Invoice an approved change or issue a project credit
• Revise a sent or decided change order

Order from suppliers and track delivery and payments.

• Create and send a purchase order
• Track purchase order fulfillment and delivery
• Record outgoing payments and manage purchase order status

Bring the people, documents, and finances of a job together.

• Create and organize a project
• Attach and manage a project’s documents
• Understand and apply project credits

Work faster with Clyde AI, saved items, and templates.

• Edit line items, sections, and pricing
• Draft document items with Clyde AI
• Reuse My Items, Brand Catalogs, and recent estimates

Understand incoming payments and outstanding balances.

• Read the Payments report
• Find outstanding and overdue invoices
• Filter, save, and export report views

Manage your company, collaborators, and supplier directory.

• Set your company profile and document defaults
• Manage vendors and subcontractors
• Invite teammates and set project access

Manage your profile, subscription, and workspace access.

• Manage your profile and subscription
• Switch workspaces and understand access restrictions

See how recipients review, approve, and pay documents.

• How recipients review and approve a document
• How clients pay a shared invoice