CRM for trades businesses

Stop losing jobs to slow follow-up

Bidsmith keeps every lead, estimate, and invoice in one place — so nothing falls through the cracks and you actually get paid.

Your pipeline right now

3 need attention
NEW

Panel upgrade — 742 Elm St

Came in 3 min ago via website

AWAITING REPLY

Roof replacement — Johnson

$8,400 · Opened twice, no reply yet

BOOKED

AC diagnostic — 18 Cedar Ln

Tomorrow 9 AM · assigned to Mike

Your leads stop disappearing

Every website form, phone call, and referral goes into one list. No more sticky notes, no more 'I forgot to call them back.'

Estimates go out in minutes

Pull from your saved pricing, adjust for the job, and send a branded estimate before the homeowner calls your competitor.

One screen for your whole operation

See which jobs are scheduled, which estimates are pending, and who hasn't paid — without juggling five different apps.

What you get

Everything your office and field team need in one place

01

Leads land in one place

Website forms, phone inquiries, referrals — they all show up in one list with the details you need to respond fast.

02

Estimates that look professional

Build from your saved rates, adjust for the job, and send a clean branded estimate the customer can approve online.

03

Book crews without phone tag

See who's available, assign the job, set the date. The customer gets a confirmation. Your crew gets the details.

04

Follow-ups that actually happen

Automatic reminders when estimates go unanswered. No more letting $10K proposals sit in someone's inbox for two weeks.

05

Know exactly who owes you

Track every job from estimate to invoice to payment. See your outstanding balance at a glance, not in a spreadsheet.

06

Pre-built for your trade

Start with roofing, HVAC, plumbing, electrical, or GC defaults — job types, pricing rules, and templates ready to go.

How it works

Lead to payment in four steps

01

Lead comes in

A homeowner fills out your form or calls your office. It hits your pipeline instantly — name, address, what they need.

02

Send the estimate

Pick the job type, adjust for complexity, and send a branded estimate. Most users get theirs out in under 10 minutes.

03

Book the work

Check crew availability, pick a date, assign the job. The customer gets a confirmation automatically.

04

Get paid

Mark it done, send the invoice, track the payment. No more chasing checks or wondering who still owes you.

You do the work.
We make sure you get paid.

Stop losing jobs to paperwork and missed follow-ups. Leads, estimates, scheduling, invoicing — one place.

BIDSMITH

CRM, estimating, scheduling, and invoicing for trade businesses.