Run the whole appointment on one record.

Group 1

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

Group 2

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

Group 3 · The differentiator

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.

Group 4

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

Group 5

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.

Group 6

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.

Group 7

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