Tutorial 07

Save a priced bid to your catalog

Turn the lines you just priced into catalog items, so the next bid that uses them starts pre-priced.

All tutorialsAbout 2 minutesWhere: Project page → Bid Summary
  1. 1

    Open the project page

    From the bid builder, go back to the bid's project page.

  2. 2

    Click Save to Catalog →

    It's at the bottom of the Bid Summary card.

  3. 3

    Choose which items to save

    Tick the bid items you want, or use Select all. Anything already in your catalog is marked Already saved.

  4. 4

    Click Add to Catalog

    The button counts the items — Add 6 to Catalog, say. When you see “Saved to catalog successfully.”, the items and their costs are in your catalog for every future bid.

Try it on your next bid

TrenchIQ is in a closed beta for contractors who bid unit-price work. Founding Testers get the estimating free, for as long as we offer it.

Ask for beta access