Bid Board
Track each bid from Lead to Won or Lost on a drag-and-drop board, and see which trades still need bidders.
The Bid Board lives at https://mybuildx.com/bid-board. It’s for General Contractor accounts. It shows your bid invites as cards in five columns, so you can see where every bid stands.
What you can do
- See every bid in one of five stages: Lead, Estimating, Submitted, Won, Lost.
- Drag a card to another column to change its stage.
- Use the To buttons on a card (for example To Submitted) instead of dragging, which works better on touch screens.
- Read the Coverage tracker to see which trades are covered and which are listed under Gaps need bidders.
What the stages mean
The board’s own guide describes them this way:
| Stage | Meaning |
|---|---|
| Lead | Initial bid invite intake |
| Estimating | Active takeoff and pricing |
| Submitted | Proposal sent |
| Won / Lost | Closed outcomes that feed coverage and pipeline value |
New invites start in Lead.
Move a bid
- Open https://mybuildx.com/bid-board.
- Find the card. Each card shows the title, trade, city, value, trade chips, and the due date if there is one.
- Drag it to the new column, or press the matching To button.
The new stage saves right away. If the save fails, an error appears at the top of the board.
Read the coverage tracker
The Coverage tracker below the board checks a fixed list of seven trades: drywall, electrical, plumbing, roofing, HVAC, concrete, and general. A trade counts as covered when at least one card on the board has that trade. The tracker shows the share covered (for example “3/7 covered • 43%”) and lists the rest under Gaps need bidders. When nothing is missing it says All trades covered.
The tracker counts your bid cards by trade. It doesn’t know which subcontractors you’ve lined up.
Good to know
- Cards come from your bid invites. There’s no button on the board to add a card by hand.
- Moving a card doesn’t change the matching lead on Leads. Leads and bid stages are tracked separately.
- Moving a card to Submitted doesn’t send anything to the customer. Send the estimate yourself. See Estimates and proposals.
- Comparing sub bids line by line happens in Studio. See Bid leveling.