Getting started
Joining the pilot
Section titled “Joining the pilot”Email keith@contractorkeith.com with the subject line “Pilot program”. Tell us:
- What trade you bid and roughly how many people are on the team.
- How bids reach you today: portal invites, email attachments, phone calls.
- How you track them now: spreadsheet, whiteboard, inbox, memory.
The pilot is a good fit if you are a specialty subcontractor, somewhere around 5 to 50 people, with real commercial bids in flight and at least one person who owns the bidding workflow. You should be willing to run the app on real bids, not test data.
What pilots get
Section titled “What pilots get”- A company workspace set up for your team, with hands-on onboarding.
- Direct access to the builder. Feedback from pilot shops decides what ships next.
- First access as the product grows past the pilot.
What pilots do not get: a finished product. This is early software being shaped on real bid work. If something is rough, say so. That is the point of the pilot.
First steps in your workspace
Section titled “First steps in your workspace”Once your workspace exists and you can sign in, here is the path that pays off fastest.
1. Invite your team
Section titled “1. Invite your team”Workspace owners can invite members by email. Owners manage workspace settings and members; members can create and edit bids, upload documents, review findings, and export packets.
2. Create your first bid
Section titled “2. Create your first bid”You need a project name to start. Customer or GC, due date, status, owner, and next action can come now or later. The app never blocks a save because information is missing, it just marks the bid as incomplete so the team knows what to chase. See the bid board.
3. Upload the documents
Section titled “3. Upload the documents”Attach the plans, specs, addenda, and bid forms to the bid record. Categorize them as you go, or fix the categories later. See Documents.
4. Run a review
Section titled “4. Run a review”Kick off AI-assisted review on the uploaded documents. It surfaces candidate scope pages, spec sections, deadlines, and red flags. Every document-derived finding cites its source page, so check the page before you act on it.
5. Work the board
Section titled “5. Work the board”Check alerts, set the next action, and keep status current. When the estimator is ready to price, export the bid packet and keep working in your normal tools.