Before you price the job, review what the bid requires.
Compare license, DIR, insurance and bonding requirements with your company records. Assign missing information, track deadlines, and prepare a response your team can review.
Your team makes the decision, approves the response, and submits the bid.
APEX ENERGY DEMO · MUNICIPAL PUBLIC WORKS
Municipal building energy retrofit
Select a step to see how the records connect.Bond confirmation
- Sample notice says
- “Provide a bid bond with the response.”
- Company record
- Bonding information is saved; confirmation for this bid is missing.
- Still to check
- Has the surety confirmed the bond required for this specific bid?
Next taskEstimator: request written confirmation from the surety before the response review.
What if the notice or insurance changes?
Try a separate, later-stage scenario with a previously reviewed requirement and final decision.
Choose a change to see why a previous review needs attention.
Previous decisions remain in the history. No automatic no-bid decision or approval.
See a customer call become an appointment and follow-up drafts.
Follow a simulated lighting inquiry with Donn as the customer in Calimesa. View the customer record, demonstration appointment, email draft, proposal draft, and operator handoff.
Run the GES AI call simulationScripted demonstration with optional browser speech. No live calls, bookings, emails, or contracts are sent.
Find the unanswered questions before they become last-minute work.
Add a notice from PEPMA, a school district, a city or another procurement portal. Compare it with your company records, then give each missing confirmation an owner. Built for California electrical, energy-efficiency and construction teams.
Enter company details once. Keep them current for the next bid.
Your Company Passport is your reusable company profile. Keep license numbers, registration status, insurance dates, bonding information and past projects together, with a source and last-checked date for each record.
View sample company profile- CSLB license details and DIR public-works registration
- Insurance, bonding information and service areas
- Past projects, personnel and equipment capacity
Saved or reviewed records do not establish legal eligibility. Your team must check the requirements of each bid; BidXchange does not confirm license coverage.
Ask BidBuddy what needs attention on this bid.
Ask follow-up questions about your saved company records, unresolved requirements and assigned tasks. BidBuddy can suggest next steps and help draft a response outline. In workspace mode, company-specific answers use records your role allows it to access.
Review AI suggestions against the original notice. BidBuddy cannot approve pricing, verify legal qualifications, authorize submission, or submit a bid.
“What still needs attention before we prepare this response?”
- Bond confirmation is missing. Ask the estimator to request it from the surety.
- Job-walk attendance is unconfirmed. Have the project manager confirm the attendee and meeting details.
- License coverage needs human review. Ask the bid lead to compare the saved CSLB record with the specification.
Illustrative answer, not a live AI response. Review suggestions against the original notice.
Frequently Asked Questions
For contractor owners, estimators, bid coordinators and project managers handling public-works and utility bids. Find out what to bring, what your team can do here, and which decisions stay with you.
What do I need to get started?
Start with a public bid notice, basic company details and a person to lead the review. Add supporting records as you work through the requirements. You can explore the fictional demo without entering company data. Try the sample bid workspace.
Can I use bids from PEPMA, SAM.gov or other portals?
Yes. Paste the public notice text and record its official link, deadline and submission instructions. Portal shortcuts open external sites; they do not automatically import or synchronize every notice. Your team checks the official source for updates. See the current connection limits.
What belongs in my company profile?
Legal company details, CSLB and DIR records, insurance expiration dates, bonding information, service areas and relevant past projects. Keep the source and last-checked date with each record so reviewers know what needs updating. Explore the sample company profile.
How does BidBuddy use my company records?
In an enabled workspace, BidBuddy uses saved records your role permits it to access to explain requirements, identify missing information and help draft an outline. General mode does not use private company records. Review AI answers against the source notice. See an illustrative BidBuddy answer.
Can I create and export a bid response?
You can create a response outline from current, attested company records, add your technical answers and export a PDF or Word draft. Missing information stays marked for human input. Your team supplies pricing and approves a specific draft version. Explore the sample response workflow.
Does BidXchange submit bids or determine eligibility?
No. Your team reviews qualifications, makes the bid/no-bid decision, signs and submits through the buyer’s required channel. You can record the submission and confirmation here; BidXchange does not independently verify buyer receipt. It does not guarantee eligibility, responsiveness, award, profitability or revenue.
Who can see my company information?
Authenticated workspaces use organization membership and role-based access. Company records can be restricted by role and are not published in the public demo. Link to supporting documents in storage your company controls; access to those external files is managed there.
How do I arrange a walkthrough, and what does it cost?
Start with a pilot walkthrough with Manuel. Commercial terms are not finalized; no prices or service commitments are published yet. Arrange a walkthrough. If the contact option opens your email app, send the message there to request a time.
See how to review your first bid in BidXchange.
Bring a public-works, school-facility, municipal or utility bid your company is considering. Manuel Rodriguez will walk through how to organize its requirements, review company records, identify open questions and assign the next tasks in BidXchange.
Arrange a walkthrough with Manuel
Send your name, company, work email, trade and counties served. Include the agency, school district or utility you want to work with, and a public bid link if you have one. Do not email confidential records.
Email Manuel for a walkthroughOpens your email app; send the message there to request a walkthrough.
mrodriguez@oaisinc.com