How It Works
From First Quote to Final Payment in 4 Simple Steps
BidSaver handles your entire job workflow from your phone. Create a professional estimate, get it signed, collect a deposit, and send the final invoice — all without switching apps or re-entering a single piece of data.
No credit card required · Setup in under 15 minutes · Works on any phone
Step One
Create a Professional Estimate in Under 3 Minutes
Open BidSaver on your phone. Select your client or add a new one. Pick your services from your saved item library — labor rates, materials, and standard jobs are all saved so you never type them twice. Add a deposit requirement, review the total, and your professional branded PDF is ready to send.
What happens in this step:
Estimate Created
Professional PDF with your logo, line items, tax, and deposit requirement
Client Signs
Client opens the link on their phone and signs with their finger in 30 seconds
Step Two
Send It — Client Signs in 30 Seconds
Tap to send your estimate via WhatsApp, Telegram or email — whichever your client prefers. They receive a link, open it on any phone or computer, review the estimate in full, and sign with their finger or mouse. You get an instant notification the moment they approve. The signed copy is saved automatically to their job record.
What happens in this step:
Step Three
Collect Your Deposit — Start the Job With Confidence
The deposit amount you set on the estimate is tracked automatically in BidSaver. Once the client pays the deposit — whether by bank transfer, cash or card — you mark it as received in the app. BidSaver deducts it from the final balance automatically. Every job starts with a financial commitment from your client.
What happens in this step:
Deposit Collected
Job is committed. Deposit tracked. Outstanding balance updated automatically.
Invoice Sent
One tap converts estimate to invoice. Deposit already deducted. Balance due shown clearly.
Step Four
Convert to Invoice — Get Paid Before You Leave
Job is done. Tap once and your signed estimate becomes a professional invoice. Every line item carries over automatically. The deposit you collected is already deducted — your client sees exactly what they owe. Send it via WhatsApp before you pack your tools. BidSaver sends automatic payment reminders until the final balance is paid.
What happens in this step:
The Complete BidSaver Workflow at a Glance
From the moment you meet a client to the moment you get paid — BidSaver handles everything.
Open app on phone
Create estimate
Send via WhatsApp
Client signs
Collect deposit
Do the work
Convert to invoice
Get paid
Total time from first estimate to sent invoice — under 10 minutes of actual admin work per job.
Getting Started Takes Under 15 Minutes
No onboarding calls. No training sessions. No complicated setup. Here is all you need to do.
01
Sign up free
Create your account in 2 minutes. No credit card required. Full access from minute one.
02
Add your business details
Enter your business name, logo and contact details. This appears on every estimate and invoice automatically.
03
Build your item library
Add your standard services, labor rates and materials once. Pick from them on every future estimate in seconds.
04
Send your first estimate
Add a client, pick your services, set a deposit and send. Your first professional estimate in under 5 minutes.
Common Questions About How BidSaver Works
How long does it take to set up BidSaver?
Under 15 minutes for a complete setup. Create your account, add your business details and logo, build your item library with your standard services and rates, and send your first estimate — all in one session. Most contractors send their first real estimate within 15 minutes of signing up.
Do my clients need to download an app to sign estimates?
No. Your client receives a link via WhatsApp, text or email. They open it in any browser on any phone or computer. No app download, no account creation, no friction. They review the estimate and sign with their finger in under 30 seconds.
What happens if a client does not sign the estimate?
BidSaver sends automatic reminders on your schedule. You set how often reminders go out and BidSaver handles the follow-up automatically. You get notified the moment the estimate is signed so you can proceed with the job immediately.
Can I use BidSaver for multiple clients at the same time?
Yes. BidSaver handles unlimited active jobs simultaneously. Every client has their own profile with their full estimate and invoice history. You can be managing 20 active jobs at once and see exactly where each one stands at a glance.
Does BidSaver work offline on job sites without signal?
BidSaver is a Progressive Web App that works on any device. For areas with poor signal, you can create estimates and they will sync automatically when your connection is restored. Most job site tasks like creating estimates and reviewing client notes work smoothly even with limited connectivity.
How is BidSaver different from just using WhatsApp to send prices?
Sending a price via WhatsApp has no legal protection, no signature, no deposit tracking, and no professional presentation. BidSaver sends a branded PDF with full line items, tax calculation, deposit requirement and a legal signature link — all via WhatsApp in one tap. Your client sees a professional business, not a text message with a number.
Does BidSaver work for trades other than electricians and plumbers?
Yes. BidSaver works for any service professional who quotes jobs and collects payments. This includes painters, roofers, landscapers, house cleaners, carpenters, tilers, pressure washing companies, pest control technicians, locksmiths, appliance repair technicians, tree service companies, lighting installers, door and window installers, pool service companies, flooring installers, fence installers and any other trade or service business. If you send estimates and collect payments BidSaver was built for you. See our full list of supported trades at bidsaverapp.com/service-professional
See It For Yourself — Start Your Free Trial Today
14 days free. No credit card. Full access to every feature from minute one.
Setup in 15 minutes. First estimate sent in under 5 minutes. Get paid faster starting today.
No credit card required · $149 for 2 years after trial · 14-day refund policy