For a contractor, plumber, or general builder, the bid proposal is how you win the next job. But a stack of quotes in your inbox is no way to run a business. This Contractor Bid Proposal Dashboard gives the tradesperson and project manager one screen to build a bid, send it, and watch where it lands. Made with Taskade, it replaces guesswork with a clear view of every job you've quoted and what each one is worth.
What's Included
- Bid Dashboard: See every job bid by status — Estimating, Sent, Awarded, Declined — and spot which quotes are still in play.
- Connected Projects: Each bid links to the client and the job site, so the full story of a job lives in one place instead of scattered across texts and emails.
- USD Quote Totals: A currency field tallies your outstanding bids, so you always know how much work is waiting on a yes.
- AI Agent: Ask it "which bids am I waiting to hear back on?" or "what's the total value of jobs I quoted this month?" and get the numbers without digging.
- Automation: When a bid is marked Awarded, the flow spins up a job project and assigns the kickoff tasks for you automatically.
How To Use
- Clone this app into your Taskade workspace.
- Enter each open bid with its client, scope, and quoted price.
- Use project views to track bids on a Board and review job sites on a Calendar.
- Control who sees what with permissions before you share the dashboard with your crew.
- Add a trigger so an awarded bid kicks off the job, and you spend your time on the work, not the paperwork.
Find more trades and operations apps in the Community Gallery, or generate a service proposal to pair with your bids.