Support → Help Articles
Help Articles
Browse step-by-step guides for using Bidvio, organised the same way the app is.
Getting Started
New to Bidvio? Start here. These articles cover signing up, creating your company, and running your first appointment end-to-end.
Creating a new company
Sign up on bidvio.app, complete checkout, invite your team, and open the iPad or Mac app from your welcome email — the full path from "no Bidvio account" to "ready to run your first appointment."
Your first appointment
An end-to-end walkthrough of running a real appointment in Bidvio — Information through Summary, with links to the deeper articles on each tab.
Running an Appointment
The appointment workspace is where Bidvio lives for sales — Information, Details, Drawing, Options, Resources, Summary, and Versions. These articles walk through each tab and the workflows that connect them.
Appointment overview Pending verification
The shape of every appointment in Bidvio — what each of the six tabs is for, why they're in the order they're in, and what the salesperson is trying to accomplish at each step.
Editing job information Pending verification
Update the job's address, type, and notes from inside an appointment.
Editing the customer on an appointment Pending verification
Swap or update the customer account attached to an appointment without losing your work.
Adding products to a layer Pending verification
Attach products to a drawing layer so the layer's measurements drive product quantities.
Drawing overview Pending verification
How the drawing canvas works and why it's the keystone of every estimate.
Drawing presets Pending verification
Save a configured layer setup so the next similar job starts pre-loaded.
Layer setup, drop zones, and inspection questions Pending verification
Configure how a layer behaves — drop zones for products and the inspection questions it surfaces.
Layers and the layer sidebar Pending verification
Organise the drawing into layers — one for the slab, one for landscaping, one for utilities.
Using the Arrow tool Pending verification
Drop arrows on the drawing — either as free annotations or as the on-canvas representation of a product that's drawn as an arrow.
Using the Circle tool Pending verification
Draw a circle in one drag — either as a free annotation or as the on-canvas representation of a product that's drawn as a circle.
Using the Eraser tool Pending verification
Remove the topmost shape at the point you tap. Targeted, one shape per tap, and undoable.
Using the Line tool Pending verification
Draw a single straight segment — either as a free annotation or as the on-canvas representation of a product that's drawn as a line.
Using the Pan tool Pending verification
Move and zoom around the canvas without changing any shapes.
Using the Polygon tool Pending verification
Draw a multi-sided shape vertex by vertex — closed for an area or finished open as a polyline — either as a free annotation or as the on-canvas representation of a product that's drawn as a polygon.
Using the Rectangle tool Pending verification
Draw an axis-aligned rectangle — either as a free annotation or as the on-canvas representation of a product that's drawn as a rectangle.
Using the Scribble tool Pending verification
Trace any shape with your finger or an Apple Pencil — either as a free annotation, as on-canvas handwriting, or as the on-canvas representation of a product that's drawn as a scribble.
Using the Selection tool Pending verification
Pick a shape on the canvas to translate it, reshape it via its handles, or open it up to deletion with the Eraser.
Using the Text tool Pending verification
Place a typed label or note directly on the canvas — text content, font size, alignment, and box colors set in a small modal.
Using the Triangle tool Pending verification
Draw a right triangle in one drag — either as a free annotation or as the on-canvas representation of a product that's drawn as a triangle.
Adding discounts to an option Pending verification
Apply a discount to one option without changing the others.
Adding financing to an option Pending verification
Attach a financing offer to an option so the customer sees monthly payment alongside total.
Creating and comparing options Pending verification
Add a new option, clone an existing one, and compare them side by side.
Minimum overrides Pending verification
When and how to override a minimum price on an option.
Options overview Pending verification
How options work — multiple price points the customer can pick between.
Per-option drawing Pending verification
Use different drawing variants per option so each option reflects its own scope.
The option card and breakdown tree Pending verification
What the option card shows and how to drill into the breakdown.
Awards on the company resource view Pending verification
Surface your awards and certifications inside the appointment.
Resources overview Pending verification
Where company resources, product resources, and support material live inside the appointment.
Showing company resources to the customer Pending verification
Pull up your company's portfolio, certifications, and warranty information mid-appointment.
Showing product resources, files, and detail views Pending verification
Open spec sheets, photos, and installation guides for individual products.
Adding contractor wills Pending verification
Record what your company is promising the customer — the contractor's side of the agreement, which ends up on the contract.
Adding customer wills Pending verification
Record what the customer will do to make this job possible — the customer's side of the agreement, which ends up on the contract.
Adding specifications Pending verification
Capture measurements, materials, and job conditions on an appointment.
Details overview Pending verification
Specifications, Customer Wills, and Contractor Wills — what each one is for.
Documents — Contract, Proposal, Job Information, Change Order Pending verification
The four documents Bidvio produces from an appointment — what's in each, who reads it, and why the proposal is intentionally lighter than the contract.
Generating the contract PDF
How the contract PDF gets assembled — what's on it, what controls its content, and what to check before sending.
Reviewing the contract Pending verification
Walk through the contract preview before generating the PDF.
Closing the appointment Pending verification
Lock in the picked option, capture signature, and finalise the appointment.
Managing Customers & Jobs
Customer accounts, the appointments table, and change orders — the work that happens around appointments, not inside them.
Adding a customer account Pending verification
Create the customer-account record that an appointment, a contract, and any future work will hang off of — Internal ID, customer type, people, addresses.
Restoring a previous version Pending verification
Roll an appointment back to an earlier saved version.
Viewing appointment version history Pending verification
See every saved version of an appointment so you can find what changed and when.
Admin & Company Setup
Configure Bidvio for your company — Account, Company, Pricing, Products, and Appointment Format. The decisions you make here shape every appointment your sales team runs.
Inviting users and managing seats
Add estimators, managers, and customer-care staff to your Bidvio company, and understand how seats relate to your subscription.
Setting up customer interview questions Pending verification
An interview is a set of structured questions the rep asks the customer during the Information tab. This article covers the admin-side question setup and how reps answer them on the appointment.
Setting up meeting-plan templates Pending verification
A meeting plan is a checklist a rep walks through with the customer during an appointment. This article covers the admin-side template setup and how the rep uses it on the appointment.
Creating a product
Add a product to your catalog so sales can drop it onto an appointment and price it automatically.