PhaseBid

PhaseBid is an AI-assisted estimating and CRM platform designed specifically for electrical contractors. It provides a unified workspace where contractors can manage customers, create job scopes, generate AI-powered estimate drafts, review and edit pricing, and produce professional proposal PDFs. The tool streamlines the bidding process without removing contractor expertise, allowing every AI-generated draft to be fully editable before client delivery. The platform centralizes scattered workflows by connecting customer records, job tracking, schedule management, and financial estimates. Users can capture detailed job scopes including site information, notes, and scheduling needs, then leverage AI to rapidly draft labor, material, and exclusion lists. The system supports templates and pricebooks for reuse on common job types, reducing repetitive data entry. After AI generation, contractors maintain full control to adjust every line item—labor rates, material costs, markups, permits, and assumptions—ensuring accuracy before converting the estimate into a branded PDF proposal. The interface also provides job status tracking and scheduling, so all project-related data stays linked from initial estimate to completion. PhaseBid offers a tiered pricing model, including a free plan with limited AI drafts, making it accessible for solo electricians while scaling to teams with advanced features and unbranded proposals. By marrying AI efficiency with mandatory human review, PhaseBid aims to reduce administrative overhead while preserving the professional judgment that electrical work demands.

Category: Professional Services
Pricing: Paid

Problem solved

Small electrical contractors often spend excessive time on manual estimating, scattered notes, and disjointed tools. PhaseBid solves this by offering an AI-powered, centralized workspace that drafts estimates, manages customers and jobs, and outputs polished proposals, all while ensuring the contractor verifies every detail before submission.

Use cases

Create a quick AI-assisted estimate for a residential electrical panel upgrade based on a site survey.
Convert a reviewed estimate into a branded proposal PDF to send to a homeowner.
Manage multiple ongoing electrical jobs with customer details, schedules, and estimate statuses in one dashboard.
Reuse a pricebook entry for a common lighting retrofit job to speed up bidding.
Track job progress from bid to completion and follow up with unsent proposals.