BIDIT Features

LEARN MORE ABOUT THE LATEST BIDIT UPDATES

Request a demo from one of our BIDIT experts today to see these new features in action!

Worker looking at his phone

Update: 8/1/2022

New Features Included in This Update:

  • Customer Import – Import your existing customer lists
  • Customer Specific Margins – You can now set a margin % for specific customers that will automatically default as the quote margin
  • Estimated Start Date Flexibility – Estimated start date is no longer a required field on a quote and can be entered after the quote contract has been sent to the customer
  • Enterprise Level Customer Contacts – You now have the ability to alter who a customer’s primary contact is
  • Custom Accessories On The Fly – Enter custom accessories for each quote line item while out in the field
  • Expanded Calendar Details – Project Name and Project Address are now available on the calendar work order view to make the calendar more detailed
  • Calendar Color Coding – When editing a work order from your calendar, you now have the option to change the color coding on the calendar view to fit your organizational preferences
  • Custom Appointments – Add custom appointments to your calendar for better tracking of all schedules relating to a project
  • Delete Work Orders – Don’t need a work order anymore? Hit the delete button when editing a work order to remove it

 

 

Update: 4/5/2022

New Features Included in This Update:

  • Stress-free Material Purchasing – Ability to forward all items needed for a project to your IDI sales rep or supplier
  • Mobile Friendly – Job costing functionality is now available on the mobile site
  • Comprehensive Record Keeping – Cancel jobs and document reasoning
  • Optimized Quote Generation – Alternate line items now populate the square footage automatically from the primary line item
  • Real-time Lead Follow-Ups – Automatic email to sales representative when a lead is generated
  • Detailed Quoting – Quote templates will automatically transfer over all information
  • Lead Reminders – Automatic email reminder can be generated to ensure lead follow-ups
  • Full-scale Job Management – Ability to assign quotes and leads to sales employees not utilizing BIDIT
  • A Team Player – Multiple people can be assigned to a quote or job
  • Enhanced Work Order Reports – Now allows a detailed report of labor hours and material usage
  • Improved Quote Contract Reports – New professional appearance and contact information field

Request a Demo

Want to see these new updates in action? Sign up below for a demo today!

GET IN CONTACT WITH OUR EXPERTS TODAY!

Have a question on anything insulation, pricing, or want to place an order? With hundreds of products and countless services, our experts will help walk you through the process of getting ready for your next project. Get in contact with our team today for help and guidance on the right products and best techniques for you and your business.

Hidden
Hidden
Consent
Newsletter