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.
Account
Subscription, seats, invites, roles, and permissions. The account section is the admin's home for everything that controls who can use Bidvio and what plan you're on.
Appointment Format
Appointment Format is where an admin sets up the shape of every appointment a rep runs — what shows up on the contract, what questions the rep asks the customer at the kitchen table, what meeting-plan steps walk a rep through the visit, and what templates of customer/contractor wills they pick from.
Articles in this section cover the templates and lists that live in Admin → Appointment Format.
Products
Products are the building blocks of every estimate. These articles cover creating products, pricing formulas, and bulk operations on your catalog.
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.