Know where every bid stands before you call support.
A customer-safe workspace for uploading bid invites, tracking reviewed takeoff packets, setting up billing, and downloading deliverables when human review is complete.
Add payment method before delivery
Your first verified demo can be scoped, but downloads unlock only after a billing contact and payment method are on file.
Domain + business profile matched.
Required before high-cost review work.
Unlock after payment setup or staff approval.
Onboarding checklist
Authenticated user tied to real company.
Business domain, trade, service area, billing entity.
Plan, payment method, or approved demo cap.
Plans, addenda, due date, bid form, scope notes.
Decide what customers see vs. what staff tracks internally.
- Billing before first upload, after first demo, or before download?
- Demo cap: one project, one sheet, dollar-volume cap, or staff-approved sample?
- Define “bid volume”: proposal value, estimate value, takeoff quantity, or bid count?
- Should customers upload files, forward email invites, or both?
Every request has a status, due date, and next owner.
The app is honest about manual work: customers see reviewed progress, not raw operator notes or fake instant automation.
Selected bid timeline
Riverside Medical TI
Human review
Plans + addendum 02 received. Electrical alternates flagged.
Takeoff draft generated; reviewer checking exclusions.
Confirm whether to include fixture package alternate.
| Project | Status | Due | Scope | Last update | Action |
|---|---|---|---|---|---|
| Riverside Medical TIGC: Northstar Builders | Human review | Jun 27, 2pm | Electrical + low voltage | Scope question posted | |
| Lakeside Retail ShellGC: Meridian | Ready to download | Jun 25, 5pm | Concrete | Packet delivered | |
| Oak Avenue ApartmentsOwner invite | Scoping | Jul 1, noon | Drywall + paint | Intake complete | |
| County Library RenoPublic bid | Waiting on customer | Jul 3, 4pm | Flooring | Need finish schedule |
Deliverables
PDF + notes, ready
Customer-safe questions and exclusions
Locked until billing setup
New bid intake
Recommended: forward the original invite to bids@instruxit.com so due dates, addenda, and GC context are preserved. Upload remains available for direct plan sets.
Responsible trials without unlimited free estimating.
Authenticated accounts can receive a controlled first sample, but expensive work is gated by verification, limits, and billing setup.
Current plan
Setup needed
Demo eligible after company verification. Downloads and additional packets require payment method or staff approval.
Verify company
Domain, business info, trade, service area, billing entity.
Approve demo cap
One small project/sample or one sheet; suspicious accounts require manual approval.
Add billing
Payment method and billing contact unlock normal delivery.
Download packets
Invoices, usage, and deliverables stay self-serve.
Invoice history
| Invoice | Period | Amount | Status | |
|---|---|---|---|---|
| INV-1007 | May 2026 | $940 | Paid | |
| INV-1008 | Jun 2026 | $1,250 est. | Draft |
Company controls for bids, billing, notifications, and downloads.
Keep the self-serve app useful without exposing raw internal operations or proprietary plan content.
Access model
Admin: Dana Howard
Only admins can manage billing and team roles. Estimators can upload/download assigned bid packets.
Company profile
Team and roles
| Name | Role | Status |
|---|---|---|
| Dana Howard | Admin | Active |
| Maria E. | Estimator | Active |
| Sam R. | Billing | Invited |
Notification routing
Email + dashboard
Optional, needs phone verification.
Send to billing@example.com
Saved bid preferences
Default exclusions, markup rules, bid-form preferences, and download permissions should be account-level settings, but final proposal logic should stay reviewed before customer delivery.