BidUnity DocsBidUnity Docs
Help for BidUnity, the estimating, bidding and project management app for glazing contractors.
BidUnity helps glazing contractors price and win work, then run the jobs they win. You build proposals from elevations (drawings of each wall of glass and its frames), track projects, contracts and billing, buy material, assign tasks, schedule crews and collect time. Field and shop crews clock in and out on BidUnity Mobile, the phone app.
These pages explain each part of the app and who can use it. If you are new, start with Getting started. For help that isn't covered here, email support@bidunity.com.
Getting started
Your first day in BidUnity: sign in, find your way around and set up your profile.
Projects
How a project holds your proposals, contracts, files and field work.
Proposals
The proposal workflow from first elevation to award, the proposal tabs, and who can do what.
Files and field work
Where a project's documents, photos, notes, field reports and schedule live.
Contracts and billing
From an awarded proposal to contract terms, change orders and applications for payment.
Procurement
How material moves from quote to requisition, purchase order and delivery, and who sees the Procurement menu.
Tasks
How workflows create tasks and how tasks move between people.
Calendar and time
How the schedule decides who can clock in where, and how time reaches timesheets.
Reports
Every report on the Reports menu and who can see it.
Catalog
Shared and company catalog items, what you can edit, and how the catalog feeds proposals.
Settings
The company settings pages, who can edit them, and what other users see.
BidUnity Mobile
Who uses the phone app, its tabs, refreshing and offline use, and how phone time shows up on the web.
Reference
Roles and permissions, every status list, part use conventions and how pricing works.