> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kordless.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Reviewing and approving bids

> The bid pipeline: what needs your approval, what goes out on its own, and how to approve, adjust, or decline.

The Bid Desk is a single list grouped by where each bid stands — not a kanban board. Most bids move through on their own: the agent prices, sends, collects a deposit, and books a slot. You step in when a bid is held for your approval, when a site visit is required, or when a request needs manual pricing.

## 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.                                                    |

Each bid row shows the property, channel (web, text, email, form), homeowner name, project details, response time, and current status. Click any row to open the bid detail page.

## 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."

<Steps>
  <Step title="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.
  </Step>

  <Step title="Approve to send">
    Click **Approve $X–$Y** to send the bid to the homeowner as-is. The bid moves to *Quoted, waiting on homeowner* and the homeowner receives the price range with a link to pay the deposit and pick a slot.
  </Step>
</Steps>

## Adjust a held bid's price

If the suggested price isn't right, you can change it before sending.

<Steps>
  <Step title="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.
  </Step>

  <Step title="Enter your price">
    Type the low and high amounts you want to bid. The high must be greater than or equal to the low.
  </Step>

  <Step title="Add a reason (optional)">
    Type a short note explaining the adjustment. This is for your records — the homeowner sees the price, not the reason.
  </Step>

  <Step title="Send the adjusted bid">
    Click **Send adjusted bid**. The bid goes out with your numbers and moves to *Quoted, waiting on homeowner*.
  </Step>
</Steps>

If you find yourself adjusting the same package often, [update your rate card](/pool-spa/bidding/rate-card) so the agent prices it correctly going forward.

## 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.

<Steps>
  <Step title="Click Decline">
    On the approval card, click **Decline**.
  </Step>

  <Step title="Confirm the decline">
    Click **Decline and hand to me**. The agent tells the homeowner you'll follow up personally, and the conversation is flagged for you in your Inbox. The bid moves to *Closed*.
  </Step>
</Steps>

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.

<Steps>
  <Step title="Open the bid">
    Click the bid in the *Being quoted* lane to open its detail page.
  </Step>

  <Step title="Select the pool size and package">
    Use the **Pool size**, **Service**, and **Package** dropdowns to match what the homeowner is asking for.
  </Step>

  <Step title="Check applicable conditions">
    If any condition modifiers apply (limited backyard access, crane access, salt system, attached spa), check the boxes. The preview updates instantly.
  </Step>

  <Step title="Review the preview">
    The *Homeowner sees* box shows the exact price range and how it was derived — the same calculation the agent uses.
  </Step>

  <Step title="Send or hold">
    Click **Price & send to homeowner** to send the bid immediately. If the selection exceeds your approval threshold, the button reads **Price & review** instead — the bid is held for your own approval before it goes out.
  </Step>
</Steps>

## 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

<CardGroup cols={2}>
  <Card title="Deposits and scheduling" icon="calendar-check" href="/pool-spa/bidding/deposits-and-scheduling">
    How a homeowner pays a deposit and picks their slot from the bid link.
  </Card>

  <Card title="Balance and final payment" icon="credit-card" href="/pool-spa/bidding/balance-and-final-payment">
    Collecting the remaining balance when the project is done.
  </Card>
</CardGroup>