Setting up your account & business profile

Right after signup there's a handful of things to fill in that BidCraft uses on every proposal, every email, and every page your client sees. This takes about 10 minutes and you only do it once. Knock this out first, then move on to the pricing interview.

What signup already captured

When you signed up, the slideshow asked you a few quick questions — company size, where you're based, deals per month, what kinds of work you do, whether your proposals lean simple or detailed, and what would help you the most (pick your top 3). Those answers do real work: the kinds of work you picked prioritize which templates matter, and the simple-vs-detailed choice pre-selects the style when you install starter templates or generate your own (see How job type templates work). The rest land on your Company Profile under About your business, and Biddy uses them to tune her greeting and skip questions she already knows the answer to.

The last slide gives you your first XP — signing up levels you up to Level 2 in the Guild. From there, Biddy's quick look around ends by pointing you at the three things worth doing first: set your pricing, set up your templates, and create your first project.

At first the Guild is just your level and your XP. The challenges, your all-time records and the full rank ladder open up when your first proposal goes out to a client. Until then you're on the leaderboard under an anonymous name, and right after that first send we ask whether you'd like your shop's name shown instead.

If you skipped any of the slides during signup, no problem — nothing's locked in. Your job types start empty either way; fill them from Your job types on Settings → Pricing templates (the tour's Set up my templates button goes straight there) — generate a template, install proven starters, or upload a past proposal.

Business basics

Go to Settings → Company Profile and fill in the boxes. Click any field to edit it inline — changes save automatically when you tap out or hit Enter.

• Business name — appears in the header of every proposal and in the From line of every email your client gets. This is required at signup; you can edit it here anytime.
• Trade focus — bathroom remodeler, tile contractor, both, or whatever fits
• Services you offer — a quick list (demo, waterproofing, tile install, plumbing rough-in, etc.). This seeds Biddy's understanding of your work; you'll refine it later as you build out your services catalog.

Your personal name (for signatures and the dashboard greeting) goes on My Profile (click your name at the bottom of the sidebar) — that's where personal info lives, separate from your business profile. If you joined through checkout, we fill it in from the name on the card you paid with; change it there any time.

You don't need to perfect this. You can come back and edit any field whenever you want.

Upload your company logo

Click the logo avatar on your profile page to upload. PNG or JPG, ideally square, at least 512px on each side.

[!tip] The logo shows up in the header of every proposal PDF, the top of every email your client receives, and the public proposal page they sign on. A good logo here is the single biggest difference between "this looks like a real contractor" and "this looks like a side hustle."

Set your service area

BidCraft has an AI service area generator instead of asking you to type a list of zip codes. Describe where you work in plain English — "30 miles around Denver", "all of Boulder County plus south Denver suburbs", "Tampa, Clearwater, St. Pete" — and it returns a structured list of cities and zip codes grouped by base city.

[!steps]

1. Go to the service area section of your profile
2. Type your area in plain English
3. Click Generate — BidCraft returns a grouped list
4. Remove anywhere that's wrong, regenerate if needed
5. Save

This is internal — it doesn't show on proposals (clients already know where they are). It's used for analytics and organizing your work by area.

Set how your proposals look and sound

Head to Settings → Proposal Settings. The page is a set of cards — tap one to open it, make your changes, and tap Save on that card. The three that shape the document itself:

• Writing style — how much description each line carries, how the scope of work is written and how long it runs, and your Additional style rules (your voice, in plain words).
• Layout & pricing — how finely the work is broken into lines, and which prices your client sees.
• Payment schedule — 50 / 50, thirds, all on completion, or your own split.

The quickest way to get the voice right is to upload a past proposal or two. BidCraft reads how you write — whether you say "we", how you speak to the client, how you open and sign off, the phrases you always use — and keeps it in a short "voice learned" section of your Additional style rules, with a few of your own words quoted as examples. That section refreshes as BidCraft learns; anything you write outside it stays as you wrote it. Until then, proposals are written clear, professional and direct.

[!note] Style controls the shape of the proposal — section structure, line item detail level, payment milestones. Pricing is separate and comes from the pricing interview. Both work together to produce the final document.

Let your client pick the upgrade

On the same page, the Discounts & client options card has a Client options section with one setting: Suggest upgrade options from my catalog. It's off to start.

Leave it off and Biddy only offers your client a choice when you ask for one — say "give them a standard and a premium tile price" or "heated floor if they want it" in your notes, and those turn into a pick-one choice or an optional add-on your client can toggle before signing. Nothing gets offered that you didn't ask for.

Turn it on and Biddy goes one step further: when a scope line matches a service you sell at more than one level — a Good, a Better, a Best — it drafts those as a choice for your client automatically. You still see every suggestion before anything goes out, and deleting one you don't want is a single tap.

Next steps

You're set up. Now the most important step — telling BidCraft how you price work — happens in The AI pricing interview — Essentials. Without your pricing in the system, every proposal will be a guess.