Run the whole appointment on one record.

Walk in loaded

Appointments and customers

Every job starts from a customer record with contacts, addresses, sales rep, notes, install dates, and status — so reps walk in already loaded with context.

• Customer accounts, multiple contacts and addresses
• Appointment status from draft to sold
• Sales rep assignment
• Notes, install dates, deposit + payment tracking
• Searchable customer table
• Appointment version history — see every edit to the estimate

Draw it on site

The drawing canvas

A 2D sketch tool built for the appointment — shapes, layers, measurements, annotations, and product-linked layers that drive pricing.

• Rectangles, circles, triangles, polygons, freehand, lines, arrows, text
• Layers and layer groups, organized by scope
• Compass tool for site orientation
• Zoom, pan, gestures, keyboard shortcuts
• Autosave with full undo/redo history
• Product-linked layers feed quantities into pricing
• Locked sold layers for change order workflows

Your playbook, built in

Appointment templates

Build your own appointment script once. Admins configure the customer interview, meeting agenda, agreement language, and contract format your company actually uses — Bidvio gives you the framework, you bring the content.

• You build the customer interview — multiple-choice and range-based question templates
• You build the meeting plan — your on-site agenda, your way
• You write the customer wills — your agreement and warranty language
• You write the contractor wills — your internal guideline and agreement templates
• You define your specifications — pre-built spec templates per product or scope
• You configure the contract format — company-wide layout, branding, section ordering

Every rep walks in with the same disciplined sales pitch already loaded. Your content, your voice — Bidvio is the framework.

Your pricing, your rules

Products and pricing logic

Admins maintain a product catalog with the formulas, modifiers, minimums, and markups your company actually uses. Reps don't touch it.

• Flat-fee, per-unit, tiered (bracket) pricing
• Formula-based pricing that references drawing measurements
• Modifiers and measurement variables
• Categories with category-level minimums
• Company markups and minimum profit controls
• Admin-controlled overrides
• CSV bulk import for fast catalog setup
• Bulk price adjustment — reprice the catalog when material costs swing

Decide at the table

Options, discounts, and financing display

Build multiple options on one appointment, compare them side-by-side, and show your company's own financing programs — so the customer makes the decision in the conversation.

• Multiple quote options per appointment
• Side-by-side comparison
• Included / excluded / recommended item states
• Percentage and flat-dollar discount templates
• Discount minimum thresholds
• Display your own financing programs — configure APR and term to match your lender's actual offers
• Estimated monthly payment shown in the conversation and printed on the contract

Bidvio is a display surface for financing programs your company already offers through your own lender. Bidvio is not a lender, broker, or financing partner and does not originate, underwrite, or service any financing.

Sign before you leave

Contracts and customer documents

Generate a contract, proposal, recommendations, or change order document from the same estimate data — no retyping, no Word.

• Contract PDF, proposal, recommendations document, job info document
• Embedded drawing, product list, pricing summary, financing terms
• Company branding, awards, certifications on every document
• Warranty language
• Notice of Right to Cancel section included in the default contract template
• In-app customer + contractor signature blocks

The default contract template includes a Notice of Right to Cancel section — one less form to staple on at the table.

The sale stays locked

Change orders

When the job changes, the original sale stays locked. New work, credits, and net change show up as their own scope.

• Generate change orders from any sold appointment
• Chain change orders — create a new one from a previously sold change order
• Sold layers carry forward as locked baseline
• Add layers for additions, exclude layers for credits
• Delta pricing: additions, credits, and net change displayed cleanly
• Category minimums apply only to newly added categories, not existing sold work
• Concurrent edit conflict detection when two reps touch the same change order
• Dedicated change order document