Your follow-ups write themselves

Nobody sits down and adds "chase the Smiths about that proposal" to a to-do list. It just nags at you for a week and then it's a lost job.

So BidCraft writes those down now. As a deal moves, the follow-up shows up in a new Pipeline section on My Day:

• Photos analyzed but no scope yet → Draft the scope — Smith Bathroom
• Proposal built but sitting there → Review cost estimates & send — Smith Bathroom
• Sent two days ago, still not opened → Nudge Smith Bathroom — sent Tuesday, no view yet
• They read it two days ago and went quiet → Follow up with Smith Bathroom — they've seen it

Oldest first, because the deal that's been waiting longest is the one to call.

The part that matters: they check themselves off

Hit Send and the "review and send" card ticks over while you're watching. Your client opens the proposal and the nudge disappears on its own. They sign and the whole thing clears.

You never mark these done by hand, and you never get chased about something you already did.

Shelve a project as Not Ready or Lost and its follow-up goes with it. If you'd already put time against the card, it stays as a record with a short note saying why it closed — nothing you worked on just vanishes.

Only one per deal, ever. You get the next move, not a pile of history.

Where they show up

They're real task cards, so they behave like real tasks — assign them, clock into them, check them off. They go to whoever's working the deal. If that person has left the company the card sits there as up for grabs for owners, admins and sales to pick up. Crew don't see them; it isn't their job.

Your dashboard's This week strip reads from the same list, so what it shows and what My Day shows can't disagree with each other anymore. Neither can the Projects tab — the "sent Tuesday, no view yet" line, and the two-day wait behind it, now come from one place instead of three.