Features
Electrical contractor software for estimates, proposals, jobs, and pricing.
PhaseBid gives small electrical contractors one workspace to manage customers, track jobs, create editable estimates, review AI-assisted estimate drafts, organize pricing, schedule work, and generate professional proposal PDFs.
Feature overview
Built around the outcomes contractors need every week.
PhaseBid keeps the public feature set focused on the daily workflow: estimate professionally, schedule cleanly, and keep the work organized after the bid.
Professional Estimates
Move from scope notes to an editable estimate with clear labor, materials, pricing controls, assumptions, and exclusions.
- AI-assisted estimate drafts
- Editable estimate builder
- Proposal-ready scope notes
Effortless Scheduling
Keep appointments, service calls, job work, inspections, and follow-ups tied to the same job record as the estimate.
- Estimate appointments
- Job and inspection scheduling
- Follow-up tracking
Stay Organized
Connect customers, jobs, estimates, proposal PDFs, templates, pricebook items, and files in one workspace.
- Customer and job tracking
- Templates and pricebook
- Proposal PDF history
Editable estimating
Estimate faster, but keep control.
PhaseBid helps contractors move from project scope to an editable estimate draft without locking you into a black-box result. Review labor, materials, markup, taxes, permit fees, discounts, assumptions, exclusions, and proposal terms before anything is sent.
- Editable labor and material lines
- Visible totals and pricing controls
- Proposal notes, assumptions, and exclusions kept with the estimate
Editable estimate review
Review pricing, scope, and proposal details before creating the customer-facing proposal.
Proposal PDFs
Create proposal PDFs that look professional.
Turn reviewed estimates into clean electrical proposal software output for customers. PhaseBid keeps scope, customer information, project details, pricing summary, terms, and acceptance language organized in a proposal preview before export.
- Customer-facing proposal preview
- Scope, terms, assumptions, and totals in one place
- Downloadable PDF output after contractor review
Customer-facing proposal preview
A cleaner handoff from reviewed estimate to professional proposal PDF.
Operations
Keep customers, jobs, and schedules connected.
PhaseBid is electrical contractor software for more than a single bid. Keep customers, jobs, estimates, proposal PDFs, files, and schedules connected in one workspace so the estimate is not separated from the project.
- Customer, job, file, and estimate tracking
- Schedule estimate appointments, service calls, job work, inspections, and follow-ups
- Estimate pipeline tied to active work
Workspace overview
Customers, jobs, estimates, and schedule context stay connected.
AI-assisted estimate drafts
Use AI as a draft helper, not a blind autopilot.
AI-assisted estimate drafts can help turn clear scope details into a starting point. The estimate remains editable and contractor-reviewed, with final responsibility staying with the contractor before saving or sending.
- Drafts stay editable
- Review every line item before use
- Verify scope, pricing, permits, and local code/AHJ requirements
AI-assisted estimate draft controls
AI helps draft; contractors review and decide what becomes the estimate.
Trust and review
PhaseBid is not a guarantee, code authority, or replacement for contractor judgment. AI-assisted estimate drafts are starting points. Contractors remain responsible for verifying scope, pricing, labor, materials, permits, and local code/AHJ requirements.
Ready to build your first estimate?
Start with a free workspace and see how PhaseBid connects customers, jobs, estimates, and proposal PDFs.