Estimate, propose, and schedule from one workspace

Stop wasting hours on spreadsheets.

PhaseBid organizes your electrical estimates, schedules, customers, jobs, and proposal PDFs in one place so every bid starts cleaner and stays editable before it is sent.

No credit card needed for the free trial. Contractor review stays in the workflow.

PhaseBid estimate review screen capture

A short screen capture of an editable estimate review workflow with example data.

Editable estimates
Professional proposals
Customer/job CRM
Scheduling workflow

Key benefits

The bid workflow, without scattered admin work.

PhaseBid keeps the pieces contractors repeat every week in one product workflow: draft, review, propose, schedule, and follow up.

AI estimate drafts

Turn clear scope notes into editable labor, material, assumption, exclusion, and proposal starting points.

Customer and job tracking

Keep customers, site details, job status, estimates, files, proposal PDFs, and schedules connected.

Proposal PDFs

Create clean customer-facing proposal PDFs after contractor review, with scope, terms, and totals organized.

Scheduling context

Track estimates, service calls, inspections, follow-ups, and job work from the same workspace.

Templates and pricebook

Reuse common job structures and saved items without losing control over the final estimate.

Contractor review built in

Keep every draft editable so pricing, labor, materials, permits, and local requirements are checked before sending.

Social proof

Built around the way electrical contractors actually review bids.

PhaseBid keeps the workflow grounded in contractor control: organize the details, review the draft, then send the proposal.

The useful part is having the customer, job notes, estimate review, and proposal output connected instead of rebuilt in separate tools.

Beta contractor feedback

Electrical estimating workflow

PhaseBid is designed around reviewing the estimate before it turns into a proposal, which matches how contractors actually bid work.

Owner-operator workflow

Service and small project bids

Keeping estimates, proposal PDFs, and schedule context attached to the job makes follow-up cleaner after the walkthrough.

Office workflow review

Scheduling and proposal follow-up

Build your first PhaseBid proposal today.

Create a free workspace, add a customer, draft an estimate, and preview the proposal PDF before choosing a paid plan.