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Bid Invites

Review the work BuildX routes to you, filter it by status, trade and city, open the details, and save an invite to your pipeline.

View as Markdown

Bid Invites live at https://mybuildx.com/opportunities. The sidebar item is called Opportunities, and the page title is Bid Invites. They’re for General Contractor accounts. A bid invite is a piece of inbound work: a customer request BuildX matched to you, or an invite tied to one of your plan sets.

What you can do

  • Switch View between All, Bid Invites, and Saved. Each shows a count.
  • Filter by status (Open, Invited, Saved, Submitted, Closed), by Trade, and by City.
  • Search with Search Bid Invites.
  • Press View to open an invite’s details: trade, city, status, budget, due date, customer and plan count.
  • Press Save Bid Invite in the details to add it to your pipeline.
  • Press Plans to open the plans drawer.

Where bid invites come from

When BuildX routes a customer request to MyBuildX, it matches the request to contractors by trade and location. Each matched contractor gets a bid invite with the status Invited, plus a notification. The same request also shows on Leads for the best match.

Rows marked CNM saved come from ContractorsNearMe. They’re read-only and have no actions.

Review and save an invite

  1. Open https://mybuildx.com/opportunities.
  2. Narrow the list with the status, Trade and City filters.
  3. Press View on a row. The details window opens.
  4. Press Save Bid Invite. You see “Bid invite saved to your pipeline.” and the row’s status becomes Saved.
  5. Track it from there on the Bid Board, which shows the same invites by stage.

Use the plans drawer

  1. Press Plans at the top of the page.
  2. The drawer lists your plan sets with their city and number of active bid invites.
  3. Press Filter by a city to show only that city’s invites, or Close drawer.

Good to know

  • There’s no form here to submit a bid or price. Price the work in Estimates or in Studio, then move the card to Submitted on the Bid Board.
  • You can’t send bid invites to subcontractors from MyBuildX. To compare sub bids, use bid leveling in Studio.
  • Discount offers you show to customers are managed in Settings → Offers. See Settings.