Bid Board

Your Bid Board is your central hub for managing every project you're actively pursuing. It keeps all your saved jobs organized, searchable, and easy to assign across your team. With real-time updates and notifications, you’ll never miss changes, deadlines, or key documents—and you can track general contractor activity on your bids directly in PlanHub. It’s built to help you stay in control, move faster, and submit stronger, on-time bids.

Some tools in the Bid board are available at all plan levels, and some tools are only available to Premier Plans. 

How to Add Projects to your Bid Board

Mark projects with a star to save them for easy access on your Bid Board.

Select Bid Board from the main navigation panel.

Two main tabs keep your work organized: - Bid Pipeline for tracking project stages - Bids for viewing your submitted bids

Monitor project progress using preset stages: - Saved - Estimating - Bidding - Submitted - Won - Lost

Click and hold while you drag a project to a new stage column or use the three-dot icon to update its status.

Select multiple projects—even across stages—for quick updates like assigning, removing, or changing status.

Hover over your logos icons to see which teammate owns each project.

Use the search bar to quickly locate specific projects by name.

Apply filters by team member, project source, or bid due date, then click Save to apply and update your board’s view.

Click any project name to jump to its detail page.

Return to the Bid Board anytime via the left navigation panel.

Step 10: Import Projects

You can import projects that are not in PlanHub to help keep all your company projects organized. Click on "Import Project".

You must give the project a name and upload at least one file; all other information is optional.

In the Submitted column, use the Track Bid feature to monitor your submitted bids.

Click Track Bid to open the tracking panel displaying trades and amounts you bid, and the activity from the General Contractor.

See which general contractors received your bids and request feedback directly when needed. All feedback appears in the Feedback folder.

You should use this to monitor your results to help improve your bidding strategy over time.

Enter your bid value for any project using Bid Value, and view the grand total for each pipeline stage.

If you use the Job Board, move Won projects over by clicking Convert to Job. This action transfers all details and lets you assign team members, set milestones, and attach documents as needed.

Keep everything organized with PlanHub’s Field app, centralizing communication and documentation for every job.

The Bids tab lists every bid submitted by your team, showing the project name, address, due date, and linked documents.

Access project postings and bid files, view recipient details, selected trades, and overall bid amounts—all in one place.

Step 15: Search and Filter Bids

Quickly locate bids by project name using the search bar.

Turn on Show My Bids Only to see just your submissions.

Step 16: Engage With General Contractors

Make sure you are reaching out to GCs for bid updates or feedback to strengthen connections and spot new opportunities.