Features
Features built for real electrical estimating.
PhaseBid combines CRM, estimating, scheduling, templates, pricebook tools, proposals, and AI-assisted drafting into one clean workspace for electrical contractors.
Customer CRM
Manage customers, phone numbers, emails, addresses, notes, billing information, files, and job history.
Jobs
Create and track jobs by customer, status, job type, site address, and estimate stage.
Estimates
Build detailed estimates with labor items, material items, tax, permit fees, discounts, proposal notes, assumptions, exclusions, risk flags, questions, and final pricing.
AI Estimate Assistant
Describe the job scope and let PhaseBid generate an editable draft with suggested labor, materials, assumptions, exclusions, code reminders, risk flags, questions to confirm, and customer-facing proposal text.
Templates
Create reusable starting points for panel replacements, service upgrades, EV chargers, recessed lighting, remodel rough-ins, dedicated circuits, generator inlets, device work, troubleshooting, and service calls.
Pricebook
Save reusable labor, material, and fee items with costs, units, markup, labor hours, and labor rates so estimates can be created faster.
Calendar
Schedule appointments, inspections, follow-ups, job work, and service calls. Link schedule items to customers, jobs, and estimates.
Proposal PDFs
Generate clean proposal previews and downloadable PDFs using company branding, customer details, job scope, terms, assumptions, exclusions, and final pricing.
Customer Files
Store proposals, job documents, photos, and other customer files directly on the customer profile.
Change Orders
Duplicate estimates, create change orders, merge estimates, and keep estimating work organized by customer and job.