The pipeline at a glance
Open the Bid Desk to see every bid, grouped by status:| Lane | What’s there |
|---|---|
| Needs you | Bids held for your approval. Oldest first — the longest-held project is on top. |
| Being quoted | New requests the agent is working on, or bids ready for you to price manually. |
| Quoted, waiting on homeowner | Bids sent to the homeowner, awaiting their response. Shows expiry countdown. |
| Deposited — needs scheduling | The homeowner paid a deposit but hasn’t picked a slot. Re-share the scheduling link. |
| Deposited & booked | Deposit paid, slot booked. The job is on your Service calendar. |
| Completed — awaiting payment | Job done, balance link sent but not yet paid. |
| Closed | Fully paid, expired, or declined. |
Approve a held bid
When a bid lands in Needs you, the approval card shows everything you need on one screen: photos, the property, the suggested price range, and why it was held. An agent note explains the hold reason — for example, “Over your $5,000 approval threshold” or “Crane access needs your review.”Review the bid
Check the photos, the property, the price range, and the agent’s note about why it was held. Click the property name to open the full detail page if you need the price derivation or conversation history.
Adjust a held bid’s price
If the suggested price isn’t right, you can change it before sending.Click Adjust price
On the approval card, click Adjust price. Two dollar fields appear — low and high — pre-filled with the agent’s suggested range.
Enter your price
Type the low and high amounts you want to bid. The high must be greater than or equal to the low.
Add a reason (optional)
Type a short note explaining the adjustment. This is for your records — the homeowner sees the price, not the reason.
Decline a bid
When a project isn’t one you want to take — wrong fit, no capacity, or you’d rather handle it in person — decline it.
Declining doesn’t end the conversation — it hands it back to you. The homeowner stays in your Properties and you can reach out directly.
Price a bid manually
Some bids arrive without a price — either the agent couldn’t identify the project type and pool size confidently, or the package is set to Review in your rate card. These appear in Being quoted and show a Price this bid panel when you open them.Select the pool size and package
Use the Pool size, Service, and Package dropdowns to match what the homeowner is asking for.
Check applicable conditions
If any condition modifiers apply (limited backyard access, crane access, salt system, attached spa), check the boxes. The preview updates instantly.
Review the preview
The Homeowner sees box shows the exact price range and how it was derived — the same calculation the agent uses.
Site-visit bids
Build and remodel packages are bid as ranges with Site visit mode. When the agent sends one of these bids, the homeowner sees a price range and a note that the final price is confirmed after a site visit. The bid is not held for approval — the range goes out — but the Requires site visit flag appears on the bid detail page. After the site visit, open the bid and use Adjust price to set the confirmed price. The homeowner receives the updated bid and can proceed with the deposit and scheduling flow.What you see on a bid’s detail page
Click any bid in the pipeline to open its detail page. You’ll see:- Photos the homeowner sent, with the project identification (project type, pool type, size class, surface, access, equipment).
- Price derivation — a line-by-line breakdown showing how the range was computed from your rate card (base price, modifier surcharges, rounding).
- Conversation link — jump to the full thread in your Inbox.
- Timing — if the homeowner mentioned a deadline, it appears with an urgency tag.
- Payments — deposit and balance records, with refund actions when applicable.
- Decision actions — approve, adjust, or decline (when the bid is held).
- Scheduling link — re-share the slot picker when a deposited project needs scheduling.
- Complete job panel — mark the job done and collect the balance (when deposited or completed).
Next steps
Deposits and scheduling
How a homeowner pays a deposit and picks their slot from the bid link.
Balance and final payment
Collecting the remaining balance when the project is done.