BidBook

BidBook

BidBookSoft d/b/a CRM Evangelist
TradesBackbone

TradesBackbone

Martello Systems
+
+

Related Products

  • KonstructIQ
    7 Ratings
    Visit Website
  • Bidtracer
    39 Ratings
    Visit Website
  • Buildxact
    264 Ratings
    Visit Website
  • SharpeSoft Estimator
    48 Ratings
    Visit Website
  • WERX
    35 Ratings
    Visit Website
  • STACK
    1,496 Ratings
    Visit Website
  • Roofr
    146 Ratings
    Visit Website
  • InEight
    168 Ratings
    Visit Website
  • Float
    3,787 Ratings
    Visit Website
  • Act!
    555 Ratings
    Visit Website

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/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

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 Information

BidBookSoft d/b/a CRM Evangelist
Founded: 2011
United States
www.bidbooksoft.com

Company Information

Martello Systems
Founded: 2026
United States
tradesbackbone.com

Alternatives

Alternatives

MyHomeService360

MyHomeService360

The Compendium Company
MightyCrews

MightyCrews

Cloudline Software Ltd.
Pursuit

Pursuit

Vertigraph Inc

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
Claim BidBook and update features and information
Claim BidBook and update features and information
Claim TradesBackbone and update features and information
Claim TradesBackbone and update features and information