BidBookBidBookSoft d/b/a CRM Evangelist
|
TradesBackboneMartello Systems
|
|||||
Related Products
|
||||||
About
Manage your Bids, Revenue and Projects with BidBook for Salesforce CRM. Manages relationships that drive new project demand. Submits Proposal Estimates. Manages follow-up tasks. Views estimation queue. Works or uploads estimates. Invites approved suppliers to bid on scopes of work. Manages suppliers bid process and overall budget. Produces proposal documentation. Collaborates with the team. Uses BidBook to aggregate all inbound bidding opportunity. Collects files, drawings, and addendums necessary. Assigns bids to sales and estimation to pursue. Views pending demand for projects, revenue schedules, profit analysis, and win/loss performance. Approves purchase orders. Initiates invoices.
|
About
TradesBackbone is cloud-based field service software for small trade businesses. It combines customer records, jobs, estimates, invoices and payment links with office scheduling and dispatch. Technicians use a phone browser to view assignments, create estimates, send invoices, capture photos and update jobs. Customers can approve estimates by text or email, and approved estimates become invoices. It supports recurring services, routes, reminders and customer follow-ups. Role-based access controls which records and financial screens team members see. QuickBooks Online sync is on Pro and higher plans; API access is on Elite. Optional AI tools answer questions about business records and draft estimates or follow-up messages. When enabled, the AI Front Desk drafts customer replies for human approval by default. It serves plumbing, HVAC, electrical, roofing, lawn, pest-control and cleaning businesses.
|
|||||
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
|
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Supported
Chromebook
Not Supported
|
|||||
Audience
Sales, Estimation, Finance for Construction Business
|
Audience
Trade shops of 3 to 25 people, such as HVAC, plumbing and electrical contractors.
|
|||||
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
|
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
|
|||||
API
Offers API
Supported
|
API
Offers API
Supported
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
$30.00/month/user
- General Edition - Specialty Edition
Free Version
Not Supported
Free Trial
Supported
|
Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
|
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
|
|||||
Company InformationBidBookSoft d/b/a CRM Evangelist
Founded: 2011
United States
www.bidbooksoft.com
|
Company InformationMartello Systems
Founded: 2026
United States
tradesbackbone.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Construction Bid Management Features
Bidder Management
Supported
Building Product Database
Not Supported
Cost Database
Supported
File Sharing
Supported
Proposal Management
Supported
Quotes / Estimates
Supported
RFP Management
Supported
Subcontractor Management
Supported
Takeoff
Not Supported
Version Control
Not Supported
Construction CRM Features
Client Tracking
Supported
Contract Management
Supported
Forecasting
Supported
Project Management
Supported
Quote Management
Supported
Sales Management
Supported
Scheduling
Supported
Time Management
Supported
|
||||||
Integrations
QuickBooks Online
Supported
Make
Not Supported
Microsoft Excel
Supported
Microsoft Outlook
Supported
Mycel
Not Supported
QuickBooks Accountants
Supported
Salesforce
Supported
Stripe
Not Supported
Zapier
Not Supported
|
Integrations
QuickBooks Online
Supported
Make
Supported
Microsoft Excel
Not Supported
Microsoft Outlook
Not Supported
Mycel
Supported
QuickBooks Accountants
Not Supported
Salesforce
Not Supported
Stripe
Supported
Zapier
Supported
|
|||||
|
|
|