Badges, credentials, and portfolio photos on proposals

Your price isn't the only thing a homeowner is weighing. They're also quietly asking can I trust these people in my house for three weeks? Your insurance certificate, your license, the manufacturer certifications you worked for, the last shower you tiled — that's the answer. It just needs to be in front of them.

Upload it all once. BidCraft puts it on every proposal from then on, and mirrors it into your client's portal without you lifting a finger.

Set up your asset library

Head to Settings → Proposal Settings and tap the Branding & trust card. It applies to every style, and it's also where you pick your logo size.

[!steps]

1. Trust badges — association logos, manufacturer certifications, awards. Anything with a mark. These render as a small strip on your proposals.
2. Credentials & documents — your certificate of insurance, contractor license, workmanship warranty, W-9. Images or PDFs, up to 20MB each.
3. Our Work photos — this one's just settings. The photos themselves live in your Showcase (more on that below); here you decide whether the section shows and how many photos it holds.

Every upload gets a name you can edit, and a checkbox: Attach to new proposals. Leave it on for the stuff that should always go out — your insurance, your license, your badges. Turn it off for the occasional extra, like a W-9 you only send when someone asks.

Put them in the order you want

Once you've got more than one badge or document, each row picks up a small ▲ / ▼ pair on the left with its position number between them. Top to bottom is the order they'll show up on your proposals — so lead with the mark that carries the most weight and let the rest follow.

Credentials and other documents share one list here but land in two different places on the proposal, so the order you set applies within each of those sections rather than across both.

Changes to the library itself — adding, renaming, reordering or archiving a badge or document — save on the spot, no Save button needed. Archived items sit at the bottom and don't take a spot in the order, since they're not going out on anything new anyway.

Where each piece shows up

You control this in the same three sections, and the defaults are already sensible. These show/hide choices are the one part of the card that waits for you: they save when you tap Save at the bottom of the Branding & trust panel.

Turn off any section you don't want and it disappears from every proposal. Turn it back on whenever.

[!tip] Badge position is a per-badge choice too. Set an org-wide default ("up top"), then override one badge to sit down by the signature if it reads better there.

Insurance that expires

Add an expiration date to your certificate of insurance and BidCraft watches it for you. Once it lapses:

• An amber Expired chip shows up next to it in your settings
• It quietly stops attaching to new proposals

Proposals you already sent are untouched — your client still sees exactly what they were sent. Upload the renewed certificate, set the new date, and you're back in business.

Your work photos come from your Showcase

There's one photo pool in BidCraft, and it's your Showcase Collection — the before & afters, after shots, and progress photos you collect as you work, plus any past work you load in bulk from jobs that predate BidCraft.

You don't upload proposal photos separately. Anything in your Showcase that's a photo of actual job work is automatically a candidate for the Our Work section. Client reviews, team photos, funny job-site finds, and videos stay out of it — those are for your gallery and your socials, not a homeowner's estimate.

How BidCraft picks

Tag each photo with what's in it: shower, herringbone, curbless, backsplash, heated floor, kitchen. Whatever language you'd actually use. Then star the ones that represent your best work.

Photos you collect from inside a project arrive already tagged — BidCraft reads that job's work type, rooms, and the material, tile size, and pattern you entered on each surface. Anything you type yourself comes first and is never replaced.

When you build a proposal, BidCraft reads the scope — the line items, the rooms, the job category, and the finishes on the job — and picks photos in this order:

[!steps]

1. Your favorites that match this job — the best possible answer
2. Other photos that match this job
3. Your remaining favorites
4. Your newest photos, so the section never looks half-finished

A curbless shower remodel surfaces your curbless shower work, not the kitchen backsplash you did last spring. A starred photo leads the pack — but relevance still wins, so starring your favorite kitchen won't push it onto a shower job ahead of actual shower photos.

No AI guessing games and no waiting — it's straight tag matching, so it's instant and it does the same thing every time.

[!tip] A before & after set is represented by its after photo on proposals. The finished work is what sells; the before shot on its own just looks like someone else's ugly bathroom.

Change things for one job only

Open the proposal, hit Edit on the proposal bar, and scroll to Attachments & photos. You'll see:

• A checklist of your badges and documents, with your defaults already ticked
• The photo grid with the suggested shots selected, filterable by tag

Uncheck the warranty for a small job. Swap in the two photos that look most like this client's bathroom. Add the W-9 because their bookkeeper asked. None of it touches your defaults — it's just this proposal.

Changed your mind on the photos? Back to suggested puts the automatic picks back.

You can star a photo right from this grid too — but that one does stick. Starring is a standing call that says "this is my best work," so it leads the picks on every proposal from then on, not just this one.

[!note] Whatever's selected when you hit send is locked into that client's copy forever. Archive a badge next month, let a certificate lapse, swap your whole portfolio — the proposal they're looking at doesn't change. That's the point.

Your PDF brings the paperwork with it

Download the PDF and your credential and document files get appended as real pages after the proposal. Your client gets one file with the estimate, the insurance certificate, and the warranty — not an email with four attachments and a prayer that they open all of them.

This works the same way whichever PDF button you reach for — PDF on the proposal bar (Download PDF in its ··· menu on a phone) or the one in the Actions menu up top.

Download PDF first asks which sections go in the file. Your credential and document files follow their section: untick Credentials & insurance or Attached documents on that checklist and those pages stay out of the PDF too. See Printing and downloading a proposal.

Badges and portfolio photos are already part of the proposal page itself, so they're in there without doubling up.

If a file can't be pulled in for some reason, the download still happens and BidCraft tells you which one got left behind. And if the whole thing lands over about 15MB, you'll get a heads-up — most email providers will bounce it, so send the link instead.

[!note] Building the PDF takes a few seconds, and some browsers — Safari especially — quietly refuse a download that arrives that late. So once it's built you'll see a small PDF ready — didn't get it? Save PDF bar in the corner. If the file already landed in your downloads folder, ignore it and it'll disappear on its own. If nothing showed up, tap Save PDF and it will.

It all shows up in the client portal too

Nothing to configure. Once a client has a portal:

• Your badges appear in the About Us section
• Your credentials and documents get a "From your contractor" group on the Documents tab, separate from the agreements they signed
• The portfolio photos from their proposal show up as "Our recent work" on their home and Photos tabs

So when they're showing their spouse on the couch three days later, the trust material is still right there.

Archiving

Badges, credentials, and documents are never really deleted — Archive hides one from your library and takes it off new proposals, but every proposal you've already sent keeps showing it exactly as your client saw it. Flip Show archived to bring one back.

Photos work the same way from your client's side: delete one from your Showcase and it disappears from future proposals, but the ones you've already sent are frozen and keep showing it.

Nothing uploaded yet?

Then nothing changes. Every one of these sections hides itself when it's empty, so your proposals look exactly as they always have until you give BidCraft something to show off.

If you're starting from scratch, the highest-value five minutes you can spend is loading your past work: Showcase → + Add past work, select everything good on your phone, tag it. Every proposal after that has real bathrooms to point at.