Overview / Description
PhaseBid is an AI estimating and bidding tool that turns scope notes into editable labor, materials, and assumptions drafts for U.S. electrical contractors. It consolidates estimation, proposals, and job tracking into one platform: AI estimate drafts stay fully editable so contractors can verify pricing and compliance before generating a customer-facing proposal PDF with organized scope, terms, and totals. Beyond estimating, PhaseBid includes a customer/job CRM that centralizes site details, job status, and files, plus a scheduling view that tracks estimates, inspections, and active work in one workspace. Reusable templates and a pricebook let estimating teams save common job structures and line items to speed up repeat bids. It targets owner-operators, small project bidders, and office-based estimating teams who want to keep control over the final bid rather than accept an automated number. PhaseBid offers a free trial with no credit card required and a "compare plans" option, but specific pricing and plan names are not published on its site. As a niche, contractor-specific tool, it is best for electrical shops standardizing their estimate-to-proposal workflow rather than teams needing a general-purpose CRM or multi-trade estimating.
Used For
U.S. electrical contractors use PhaseBid to turn scope notes into editable AI estimates, generate proposal PDFs, and track customers and jobs.
Pricing
Pros & Cons
Pros
- AI drafts editable labor, materials, and assumptions from plain scope notes
- Generates customer-facing proposal PDFs with organized scope, terms, and pricing
- Built-in customer/job CRM centralizes site details, job status, and files
- Reusable templates and pricebook speed up repeat electrical bids
- Free trial with no credit card required
Cons
- Pricing and plan names are not published on the site
- Narrow niche: built specifically for U.S. electrical contractors, not other trades
- New tool with limited public reviews or track record
- AI estimates still require manual contractor review for pricing and compliance
Questions & Answers
Alternatives
Knowify, McCormick Estimating, ServiceTitan, Jobber, Housecall Pro