BidPilot Help Center
How can we help?
Find an answer, learn the next step, and get back to the job.
New to BidPilot?
A little setup. A better first estimate.
Start with your company details, then turn your first scope into a proposal.
Browse by topic
What are you working on?
Practical guides, organized around the way you use BidPilot.
Getting Started
Set up your company and build your first estimate.
1 guideProjects
Keep job details, crew plans, costs, and updates together.
4 guidesAI Estimates
Describe the work, refine the scope, and review your prices.
1 guideProposals and Templates
Prepare a proposal, choose what clients see, and share it.
1 guideFiles and Imports
Bring job photos, PDFs, and existing information into BidPilot.
1 guideCatalog
Build and maintain the prices your estimates rely on.
1 guideFinancials
Understand company costs, margins, and business reports.
3 guidesCustomers
Organize customer details and keep them connected to the job.
1 guideTeam and Billing
Invite your team, manage access, and understand your plan.
3 guidesCompany and Settings
Manage company details, defaults, and personal preferences.
2 guidesIntegrations
Connect your tools and check what each connection supports.
3 guidesPopular guides
A good place to start.
Create your first AI estimate
Create your first AI estimate in BidPilot: start a job, describe the scope, review editable line items, and open the client proposal.
Files and ImportsAdd files and photos to an estimate
Add job photos, PDFs, and supporting files to a BidPilot estimate, then check uploads and use the material as context for the estimator.
CatalogImport prices into your Catalog
Import labor, material, and service prices into your BidPilot Catalog, review each entry, and reuse your company rates in estimates.
FinancialsSet your company cost basis
Set your company cost basis in BidPilot Financials using payroll, overhead, and crew capacity to review break-even costs and estimate margins.
A person when you need one
Still need a hand?
Send the page URL, what you expected, and what happened. We’ll help you find the next step.