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.
Information
The Information tab is the cover sheet of the appointment — who the customer is, where the work is, and what they want done. Verifying the customer's contact info, walking through the meeting plan, and answering the interview questions all happen here.
Drawing
The Drawing tab is the canvas where you sketch the work and communicate visually with the customer and the install crew. Tools, layers, products on layers, and drawing presets all live here.
Options
Options is where the appointment becomes a price. Add products, build comparable options for the customer (good / better / best), apply discounts and financing, and let the customer choose between them.
Resources
Resources is the on-appointment sales aid — company portfolio, certifications, awards, and per-product detail you can show the customer mid-conversation without leaving the appointment.
Details
Details is where the textual scope of the appointment gets finalised — specifications that describe the conditions and materials, customer wills (what the customer will do to make the job possible), and contractor wills (what your company is promising the customer). All three end up on the contract.
Summary
Summary is the review step — read the generated contract, walk through the document set with the customer, and confirm the totals before you close.
Finish the appointment
The close is its own step. After the contract reads the way it should and the customer is ready, finishing the appointment captures the signature, locks the work, and produces the contract PDF. Articles here cover the close action, what gets locked, and how to back out if the customer pulls the signature.
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.