BizBilt Field Workspace
Site visits, organized.
Sign in with the approved BizBilt Google Workspace account to review leads and capture job-site details.
BizBilt Field Workspace
Site Visit
Select a project to begin
The customer’s original request will appear here with a structured site-visit worksheet.
Original request
View customer request
Quote draft
Build the scope and pricing here. Nothing is sent to the customer automatically.
Select a project to load its quote.
Basic estimate
Uses BizBilt’s saved rates, fixed work-type allowances, project notes, and estimated travel. It does not analyze photos or use the OpenAI API.
AI-assisted estimate
Uses the saved lead, site-visit details, estimating settings, commute, and photos selected for AI assessment. Review every suggested quantity and price.
The generator proposes editable labor and material allowances. Verify measurements, production time, supplier costs, tax, overhead, and profit before approval.
Line items
Generated costs are editable starting allowances, not final pricing.
Markup is included in the customer-facing task prices and is never shown as a separate charge.
- Subtotal
- $0.00
- Markup
- $0.00
- Tax
- $0.00
- Total
- $0.00
- Suggested deposit
- $0.00
Customer document
Create an editable Google Doc, then finalize versioned PDFs after review. Files are saved in the project’s Quotes folder and are never emailed automatically.
No customer document has been created yet.
Drafting assistant only. Review scope, quantities, pricing, tax treatment, terms, and customer details before producing or sending a quote.
Where do these starting numbers come from? Base labor, travel, markup, minimum-charge, tax, and deposit settings are saved in BizBilt estimating defaults. The basic generator’s work-type allowances are currently built into the estimator and are not editable on this page.
