Agree on how changes work.
Bring expectations about concealed conditions and extra work into the conversation. Discuss approvals, added cost and schedule changes before either side is surprised.
Our apps / Bid Preflight
A clearer conversation before the work begins
Know the job
before you bid.
Good work starts with shared expectations. Bid Preflight helps contractors understand how a homeowner wants the project to run—from changes and communication to closeout and payment—before preparing a bid or committing to the job.
Contractor sign-in and approval required. Homeowners answer through your link—no account needed.
Put expectations on the table
Talk it through before you price it in.
A scope of work describes what you will build. Bid Preflight helps you discuss how you will work together, so there is less left to assumption when the job begins.
Make communication clearer.
Understand how the homeowner prefers to raise concerns and resolve differences. Establish who to contact and how the project lead and crew stay informed.
Define the finish line.
Discuss work standards, closeout and final-payment expectations early. Give both sides a clearer understanding of what completing the job should look like.
One job. One shared starting point.
Ask. Discuss. Decide.
Once your contractor account is approved, start with the prospect and project you are considering.
01 · SET UP THE PROJECT
Create an assessment.
Enter the customer’s name and contact information, project type, trade and job-value range. Add a description to capture the context.
02 · INVITE THEIR INPUT
Share ten planning questions.
Copy the customer link, send it yourself, then select “I shared this link.” The homeowner responds in their browser without creating an account.
03 · PLAN THE NEXT STEP
Review and talk it through.
Read the responses and private assessment together. Clarify open questions with the homeowner, correct responses if needed, then record whether to pursue the job.
Give the next conversation a starting point
Keep the project details and expectations together.
Instead of piecing together scattered first impressions, review a consistent set of homeowner responses alongside the proposed job and the assessment’s explanations.
Use the review to prepare specific follow-up questions. Bid Preflight supports your judgment about project fit; the decision to continue remains yours.
- Consistent homeowner intakeTen questions focused on practical expectations for the work and working relationship.
- Context for the kind of workQuestions account for existing-property work and new construction.
- A private contractor reviewRead the submitted answers alongside the result and explanations.
- A recorded next stepKeep the assessment and your Pursue or Decline decision in your workspace.
- Visible progressSee which assessments are created, shared, submitted or completed.
Everyday project conversations
Fewer assumptions. More specific questions.
Use the homeowner’s responses to prepare for conversations like these.
“What if we find damage behind the wall?”
For a remodel, discuss how unexpected work would be documented, approved and priced before the crew encounters it.
“Who should I speak to if I want a change?”
Agree on a communication path so homeowner requests reach the right person and everyone understands the effect on the work.
“How will we handle the final walkthrough?”
Clarify how remaining items are documented and how closeout relates to the agreed payment arrangements.
Contractor access
Start with your next project conversation.
Sign in to Autilogix and submit your business and contractor information. Support reviews the application before opening your workspace.
Already approved? The same link opens your Bid Preflight workspace.
Simple for the homeowner, too.
You share a link. They answer in their browser. No homeowner signup or app download is required.
Use Bid Preflight on a phone or computer, alongside the email or messaging tools you already use with customers.
How Autilogix signup works →Before you get started
A few useful details.
Who is Bid Preflight for?
Contractors planning a prospective job with a homeowner, before preparing a bid or accepting the work. It supports existing-property projects and new construction. Contractors need an Autilogix account and approval to use the workspace.
What does the homeowner complete?
Ten project-planning questions about expectations for the work and working relationship, including changes, communication, closeout, payment arrangements and prior project experiences. The contractor reviews the responses in the context of the proposed job.
Does the homeowner need an account?
No. Homeowners use a separate public intake link supplied by their contractor. They answer in a browser without signing up or downloading an app. The link opens their questionnaire, not the contractor’s workspace or review.
Does Bid Preflight send the questionnaire for me?
You copy the customer link and share it through your usual email or messaging app. Then select “I shared this link” in Bid Preflight to open the response period. Copying alone does not activate the questionnaire. The Sent status records your confirmation; it does not verify delivery.
What does the contractor receive?
A private project assessment alongside the homeowner’s answers, with explanations to support the contractor’s review. Use it to prepare follow-up questions, clarify expectations and decide whether to take the next step. You can record Pursue or Decline in the workspace.
What if an answer needs clarification?
Talk with the homeowner first. Before recording a final decision, the contractor can submit corrected responses and review the updated result. Correction controls are no longer available after a Pursue or Decline decision is recorded.
Does it guarantee payment or a trouble-free project?
No. Bid Preflight helps bring expectations into the conversation. It cannot verify available funds, establish someone’s character or guarantee future behavior. It is not a credit check, background investigation or payment-collection service.
Can I use it on my phone?
Yes. Bid Preflight runs in a web browser on a phone or computer. Homeowners can also complete their questionnaire in a browser. No separate app download is required.
How do contractors get access?
Contractors sign in and submit their information for approval. Autilogix support reviews the application before granting access. Already-approved contractors can use the same entry link to open their workspace.
Is a paid subscription required?
No paid subscription is required for Bid Preflight. Contractor sign-in and approval are required before opening the workspace.
What happens to the responses?
Project details, submitted responses, assessment results and the recorded decision are stored for the authorized contractor workspace. The homeowner’s link does not expose that private review. Share questionnaire links only with the intended respondent. See the application privacy policy for more information.
Application privacy policy ↗ · Product support · All Autilogix apps
Before you bid
A better starting point for working together.
Understand the homeowner’s expectations, discuss the details and decide whether the project is a fit.