Tracking views and signatures

After you send a proposal — or any change order on top of it — you don't have to guess whether the client opened it. BidCraft tracks every view and every signature, and surfaces it all on the project page in one place.

The proposal bar

Open the project, go to Bid, and tap ② Proposal. The bar pinned across the top tells you where the job stands at a glance, and it stays put as you scroll:

• The total — Proposal total before signing. Once the client signs it reads Signed total: the signed proposal plus every signed change order. So if your original was $24,500 and two signed change orders added $2,400 and $700, it reads $27,600.
• One status and one short sentence — Ready to send, Sent Sep 20 · not opened yet, Sent · viewed Sep 23, Signed Sep 24, Change order #2 waiting on Dana, Expired — Resend to reopen it, or Link revoked.

On a phone the bar is two rows, and the status is cut to one word.

The History line

Once something has gone out, a single line sits under the bar. It has one dot for each document: the proposal first, then each change order you've sent.

• Green — signed.
• Amber — waiting on your client, the link is about to run out, or it expired and needs you.
• Grey — sent, but not opened yet.
• Hollow — the link was revoked.

The line ends with Open history › (just History › on a phone). Tap it to open the History panel. On a wide screen the panel docks beside the proposal, which narrows to make room instead of being covered. On a narrower window it slides in from the right over the page, and on a phone it comes up from the bottom. Press Esc or tap ✕ to close it.

What's in the History panel

At the top you get Signed so far (or Proposal total before anything is signed) with the breakdown, plus how much more it comes to if your client signs a change order that's waiting.

Below that is one row per document, the proposal and then each change order, with:

• The amount and a status pill
• Signable until — the date, with Extend 14 days and Change date (more below)
• What happened, kept short — "Emailed to dana@…, CC mike@…", "Viewed 4 times · last Sep 23", "Signed by Dana Hollis Sep 24, 9:12 am". Every time the homeowner (or someone they forwarded it to) opens the page counts as a view.
• The signature record, once they've signed
• Actions — Copy link, View as client, Edit (a change order that isn't signed yet), and Revoke

Emailed vs. link-only

Each send shows how it went out:

• Emailed to … (or Sent through HighLevel) — BidCraft actually delivered it.
• Link made for you to send — you used Copy a link instead and BidCraft didn't email anyone. This is the most common source of "why didn't they reply to my proposal?" — the email never went out because you copied the link to text it and then forgot.

Older links

When a proposal link was replaced, revoked, or expired, it doesn't get its own row. It folds under the proposal as ▸ N older links. Tap to unfold them and see what happened on each.

When they sign

Once your client signs, that row's dot and pill turn green and the signature record shows in the History panel. You'll see:

• Signer name — what they typed in the name field
• Signer email — the email they entered
• Signed at — exact timestamp, with timezone
• IP address — where they were signing from
• Signature image — the actual graphic of their signature

This is the same data that makes the e-signature legally binding. If there's ever a dispute — "I never agreed to that price" — you can show the signed snapshot, the audit details, and the timestamp.

If the proposal had options on it

When you offered the client add-ons or a choice group — see Offering options and add-ons — the signed row also tells you what they picked, in plain language:

Signed · Chose Better (Tile package) · Added Heated floor · Declined Niche

That one line is usually all you need before you order material. The picks are recorded with the signature and can't drift afterwards, and the signed total, deposit invoice, and payment schedule are all built from the configuration they actually chose — not from the defaults you drafted. Open the proposal itself and you'll see the same thing marked on the lines: what they took, what they left, and which alternative won.

[!note] The audit details are read-only. You can view them, screenshot them, or quote them in an email, but you can't change them. That's the point.

When they signed somewhere else

Sometimes the ink doesn't happen in BidCraft. They signed a paper copy on the tailgate, or shook on it and you've already ordered material. The project still says "Proposal Sent" while the crew is demoing the bathroom.

Tap the status pill at the top of the project and choose Mark as signed. BidCraft treats the job as under contract from that moment: the task list starts building, the working chips come forward, and clocking in becomes available.

Nothing goes to your client. No invoice is created, no email goes out, no link changes. As far as they're concerned it already happened, and BidCraft doesn't tell them twice.

The same menu carries Mark completed once the work is done. It only ever offers moves forward — you can't walk a project backwards from the pill, and paid and refunded stay with whatever actually happened to the money.

[!note] Marking signed by hand doesn't create invoices. If you want BidCraft to bill the job, go to Payments and send the invoices yourself.

When they don't

The proposal bar and History tell you where a deal stands. It won't tell you to do anything about it — so BidCraft puts that on your list instead.

Two days after a proposal goes out with no view, a Nudge client — sent day, no view yet card appears in the Pipeline section of My Day. Two days after they read it without signing, it becomes Follow up with client — they've seen it.

You don't tick these off. The moment they open the proposal, or sign it, the card clears itself. Nothing to remember and nothing to close out by hand.

Expiration dates in History

A sent, unsigned row in the History panel shows its Signable until date. In the last three days its dot turns amber, and the bar says so too. Once the date passes, the bar reads Expired — Resend to reopen it. Next to the date are Extend 14 days (or Reopen for 14 days) and Change date. Moving the date reopens the same link.

The row also notes when you moved the date, and when your client taps Request an updated proposal on an expired link. See Proposal expiration dates.

Actions on each row

Each row in the History panel has its own buttons:

• View as client — open the homeowner-facing page in a new tab (doesn't count toward their view count, so you can sanity-check freely)
• Copy link — grab that row's link to text or paste elsewhere
• Edit — for a change order that isn't signed yet, jump back into the builder
• Revoke — kill public access to that specific link

This means a revoke on a change order doesn't touch the original proposal — and vice versa. You can manage each one independently.

Preview events — and reclassifying a self-view

When you (or any member of your org) open /p/[token] while signed in, BidCraft detects it and logs the visit as a preview instead of a customer view. The share's view count, first-viewed timestamp, and status are NOT advanced. The homeowner-facing page shows an amber banner reading "Previewing as <your business> — this view won't be recorded" so you know you're in preview mode.

The case BidCraft can't auto-detect is when you open the link while logged out — usually mobile Safari, a borrowed phone, or a private window. For that case, every Viewed line in the History panel has a small "That was me, not my client" action.

[!steps]

1. Tap Open history › and find the row for the proposal or change order in question.
2. Find the Viewed line you want to reclassify.
3. Tap "That was me, not my client".
4. The event flips to a Preview, the view count drops by one, the first-viewed timestamp recomputes from the surviving real views, and (if there are no real views left) the share's status walks back from Viewed to Sent.

The reclassified event stays in the audit trail flagged with who reclassified it and when — so the record is honest. Real customer views aren't affected.

What if you regenerate or send again?

A common situation: you've sent the proposal, the client opens it, then asks for a change. What you do next depends on whether they've signed yet.

• They haven't signed (typo fix, extra line, price tweak — anything) — edit the proposal, then press Resend on the proposal bar. Same link, refreshed with your current version, and its history doesn't reset.
• They've already signed and the price or scope is changing — that's a change order. See Sending a change order. The proposal's history stays as it was; a new dot and row appear for the change order.
• You want a second, separate link — use New shareable link in the ··· menu. Once a link is replaced, revoked or expired it folds under the proposal as an older link, still showing whatever happened on it.

In every case, history preserves. BidCraft never wipes a link's history just because you sent another one.

HighLevel invoice status on signed change orders

If you route invoicing through HighLevel, a signed change order's row in the History panel also shows its invoice status — ✓ Invoiced in HighLevel once the invoice has been created, or a Create invoice in HighLevel button if it still needs to be created (handy as a retry, or when you keep auto-create off). A credit change order (price reduction) shows a note to settle the credit directly in HighLevel rather than a Create button. See Sending a change order for the full HighLevel billing flow.

[!tip] If you ever want to share a link manually — text it, paste it into a follow-up email — use the Copy link button on whichever row in the History panel you want to share. It grabs that specific link.

Killing a link

If you sent a proposal to the wrong client, or you want to take a change order off the table while you renegotiate, hit Revoke on that specific row in the History panel. (For the proposal, Revoke shareable link in the ··· menu does the same.) The next time the homeowner clicks that link, they get a "this proposal is no longer available" message instead of the proposal.

Revoke applies per row — revoking the original proposal doesn't revoke any change orders, and vice versa. It also doesn't delete the project, the proposal snapshot, or the tracking history. It just kills public access to that one link. If you change your mind, you can generate a new shareable link anytime.

Next steps

• Resending, revoking, and new shareable links — when to use each action
• Sending a change order — amend a signed proposal
• The client signing experience — what your homeowner went through
• Deposits and milestone invoices — what happens after the Signed step
• Tasks on signed projects — the Schedule & Tasks section where execution kicks off