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."

Where this lives: bidvio.app/signup
For: Admin

Why this matters

Bidvio's first-time-user experience is web-first. As the buyer — the owner or billing admin — you create the company entirely on bidvio.app: enter your business details, pick a plan, complete checkout, and invite your team. The iPad and Mac apps are where the work happens (estimating, drawing, signing contracts at the kitchen table), but they're sign-in only for invited users. You don't create a paying company from inside the app, and your estimators never see a sign-up form, a billing screen, or a purchase decision.

This split keeps the App Store reviewer's first launch of the app showing a sign-in screen (per Apple's anti-steering rules), keeps the buyer's purchase decision on a real screen with a real keyboard, and keeps your estimators focused on the appointment workflow without billing chrome in the way. Five minutes spent here is the difference between a sales team that starts work clean and one that has to patch placeholder company info on every early contract.

Step 1 — Sign up at bidvio.app

Open bidvio.app/signup in any browser. The page has one form titled Create your workspace. Fill in:

Company name — the legal name of the business. This is what shows up on contracts and on the PDFs your customers sign, so use the name you'd want them to see.
First name / Last name — yours. You'll be the first admin on the account.
Work email — the address you want your Bidvio login attached to and the address that receives the welcome and billing emails. Use a real, monitored address; the welcome email is what gets you into the iPad and Mac apps.
Password — minimum eight characters.

Alternatively, the form has Continue with Google and Continue with Apple buttons below it if you'd rather sign in with one of those identity providers. The rest of the flow is identical.

Screenshot coming soonMac — Sign-up form on bidvio.app/signup/screenshots/support-getting-started-creating-a-new-company-01-mac.png Screenshot coming sooniPad — Sign-up form on bidvio.app/signup/screenshots/support-getting-started-creating-a-new-company-01-ipad.png

Step 2 — Pick your plan and billing interval

Below the account fields, the form has two pickers:

Plan — choose the tier that matches your team's size and needs. The plan controls how many seats are included in the base price and what features are unlocked. You can change plans later from the billing portal.
Billing — Monthly or Annual. Annual billing saves two months versus monthly across a year. You can switch later from the billing portal.

Underneath the form, Bidvio shows the plan label and price, with a reminder that the card is collected at checkout and nothing is charged until your trial ends. The trial is the standard way to start — you provide a card so the transition from trial to paid is seamless, but no charge happens until the trial period actually elapses.

When the form is complete, tap Continue to checkout.

Step 3 — Complete checkout

The Continue-to-checkout button hands you off to Stripe Checkout — the hosted payment page Stripe runs. Enter your card details and confirm. Stripe charges nothing right now; this is the trial-starting transaction, and the card is filed for the post-trial charge.

When checkout completes, Stripe's checkout.session.completed webhook fires server-side and provisions your company in Bidvio's database — that's the moment your workspace actually exists. You're then redirected back to Bidvio at bidvio.app/welcome.

If you abandon the Stripe Checkout page (close the tab, hit back) before completing, nothing is created in Bidvio's database. You'll be left with a Firebase Auth user but no workspace. To recover, return to bidvio.app/signup, sign in with the same credentials, and the system routes you back to checkout to finish.

Step 4 — The welcome page

Bidvio drops you on bidvio.app/welcome with the workspace live. Two things happen automatically:

A self-invite email is sent to you. That email is the one you'll use to open your iPad and Mac apps for the first time. The link inside it is a Bidvio universal link — tapping it on a device with the Bidvio app installed opens the app directly into your workspace. The self-invite is not a billing email; it's the access link that proves the universal-link path works end-to-end before you send any invites to your team.
iOS and Mac App Store badges are shown so you can download the apps onto the devices you'll actually run appointments on. The recommended path is to download the app first, then tap the link in the self-invite email — that way the OS opens the app instead of the browser.

The welcome page also has a Manage billing button that opens the Stripe Customer Portal if you need to change card, plan, or billing interval, and a CTA to continue to teammate invites.

Screenshot coming soonMac — Welcome page after checkout/screenshots/support-getting-started-creating-a-new-company-02-mac.png Screenshot coming sooniPad — Welcome page after checkout/screenshots/support-getting-started-creating-a-new-company-02-ipad.png

Step 5 — Invite your team

From the welcome page, the Invite teammates button (or browsing to bidvio.app/onboarding) opens a teammate-invite form. For each teammate, enter:

Email — the address that receives the invite link.
Name — optional but helpful for the invite email's tone.
Role — picked from the list of company roles. Choose the role that matches what they'll do on the appointment (estimator, sales, customer care, manager).

Send the invites. Each invitee receives an email with a universal link that opens straight into your workspace on iPad, Mac, or the web. Their first interaction with Bidvio is your invite, not a sign-up form.

You can always invite more teammates later from /billing or from inside the app. This step is optional at signup time — if you're the only person who'll use Bidvio for now, skip ahead.

Step 6 — Open the iPad or Mac app

Download Bidvio from the App Store on the device where you'll actually run appointments. Open the welcome / self-invite email on that device. Tap the link inside it. The OS treats it as a universal link and opens the Bidvio app directly into your workspace; you're signed in immediately.

That first signed-in launch is also the moment the home screen, the Customers table, and Admin are first available to you. From here, run your first appointment end-to-end against a test customer before working with real ones.

What's next

Run your first appointment end to end with demo data before bringing customers in.
If you'll have other estimators, walk through inviting users and managing seats to understand how seat counts and roles interact with your plan.