FROM AGREED ESTIMATE TO CLOSEOUT

Know what changed.
Decide what happens next.

The workspace keeps the original agreement, approved changes, cost forecast and money due in one job record.

Your weekly routine

1. Review costs to finish

   Update cumulative incurred costs, the amount paid, remaining commitments and other expected costs. Keep each cost in one place.

2. Review extras and money due

   Record approvals obtained outside BidSolid. Check the remaining contract value to invoice and follow up unpaid recorded invoices.

3. Explain the profit movement

   See the impact of price, forecast cost and allocated overhead. Compare with the original estimate and latest dated review.

4. Save one next action

   Record what changed, who will act and when. At closeout, save a lesson for the next bid.

What you can use now

The free sample includes the editing workflow and seven tutorials. It uses invented figures. Changes stay in this session only; export a backup to keep them and import it when you return.

What is being prepared

Private pilot accounts, email sign-in, cloud saving and account-based toolkit access are not available yet. Request access to hear when they are ready. No launch date or paid subscription is promised.

Is it a fit?

Start here if you run residential remodels and already collect job costs manually. This pilot is USD-only. It does not sync workbooks, connect accounting or banks, process payments, collect signatures, or provide shared team editing.

Read the weekly review checklist → · Prefer downloadable workbooks?