BidBook
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.
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readywhen
readywhen is a cloud-based AI assistant for owner-led small businesses that helps keep customer and internal commitments moving. It connects to tools such as Gmail, Google Calendar, Google Meet, Slack and Notion, then identifies promises, decisions, follow-ups and deadlines across messages, meeting records and documents. The service builds context around customers, suppliers, work and prior conversations, and presents priorities, reminders and suggested next steps. It can prepare drafts such as replies, follow-up notes, quotes and invoice chasers for review; connected actions wait for user approval before being sent. A workspace app provides a place to review what is due, underway or waiting. ready when is aimed at people running small businesses and supports coordination across common email, calendar, chat, meeting and document tools without requiring those tools to be replaced.
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Digital Purchase Order (DPO)
Digital Purchase Order (DPO) is a cloud-based procurement and spend management platform designed to simplify purchasing, automate approval workflows, and improve financial control. Businesses can create and manage purchase orders, track budgets in real time, process invoices, record goods receipts, and manage employee expenses in one centralized solution. DPO offers customizable approval hierarchies, budget limits, three-way matching, invoice processing, supplier management, and detailed spending reports. Mobile apps for iOS and Android allow teams to manage purchasing and approvals on the go. With transparent audit trails, secure data handling, and configurable workflows, DPO helps reduce manual work, prevent overspending, and streamline operations. Ideal for small and mid-sized businesses, hotels, procurement teams, finance departments, accountants, and budget owners seeking greater visibility and control over company spending.
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Trades Operator
Trades Operator is cloud-based operating software for home-service contractors, especially HVAC, plumbing, electrical and cleaning businesses. It aims to connect customer calls and marketing with field work and job finances in one shared operating system. Advertised capabilities include call recording, transcripts and summaries, missed-call follow-up, call-source attribution, and native Google and Meta advertising sync. The planned workflow also covers booking, dispatch, estimates, jobs, invoices, payments, job costing, accounting, and AI-supported search and draft follow-ups, with consequential actions subject to human review or approval. The product targets owner-led service shops, including businesses with roughly three to ten trucks. The vendor labels some job, accounting and command-center components as in development or planned, so not every advertised capability may be generally available yet.
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