BidOtterPricing
THE LEAD WORKSPACE FOR THE TRADES

Keep inquiries moving.
Keep your team accountable.

Capture project details, assign leads, and stay on top of follow-ups in one simple workspace. Set it up yourself with guided help—no technical expertise required.

See how it works Explore the workspace
You’re in control. BidOtter guides you through setup and everyday use.
Inbox / All leads
SAMPLE DATA

Good morning, Jordan

Here’s what’s moving in your pipeline.

New inquiries08 this week
Follow-ups due04 today
Unassigned02 to review
Recent inquiries
SCSarah ChenPool remodel · 2 hours ago
MRMarcus ReedNew pool · Yesterday
APAvery PatelPool repair · Yesterday
TWTaylor WoodsNew pool · Mon
New In progress
POOL REMODEL

Sarah Chen

Scottsdale, AZ Timeline: This year
AI SUMMARYFrom inquiry

Wants to resurface an existing pool and update the tile. Asked about design options and availability for a site visit.

Based on the homeowner’s submission
ASSIGNED TOAL Alex Lee
Next stepFollow up · Today
PIPELINE
New 08Contacted 12Appointment 06Estimate 04Won / Lost 18
New inquiry capturedSarah’s details are ready to review
SAMPLE WORKSPACEPool builder lead flow
MADE FOR THE PEOPLE WHO BUILD, FIX, AND RESTORE
≈ POOL BUILDERS⌂ REMODELERS▧ GENERAL CONTRACTORS↻ RESTORATION
A CLEAR PATH FROM INQUIRY TO NEXT STEP

Every lead has a place.
Every teammate knows what’s next.

BidOtter gives your team a shared, simple way to collect the details, hand off the work, and keep the conversation moving.

01 CAPTURE
New project inquiry
2 photos attached
✳

Get the useful details up front.

Give homeowners a branded, mobile-friendly form for project type, location, timeline, budget, notes, and optional photos.

See the inquiry form
02 ASSIGN
TEAM ROUTING
New leadAL Alex Lee
Next leadJP Jamie Park
Round-robin · or assign manually

Put an owner on every inquiry.

Choose manual assignment or take turns with round-robin routing. Reassign when plans change and keep the history.

Explore lead management
03 FOLLOW THROUGH

Make the next step visible.

Keep notes, activity, owners, and follow-up dates with each lead—so handoffs don’t disappear into someone’s inbox.

See the shared workspace
A BETTER FIRST CONVERSATION

Make it easy to tell you what they need.

Publish a hosted inquiry page that works on its own, or add a simple embed to your website. Homeowners can share the right context from their phone, without creating an account.

  • Ask about project type, budget, timeline, and location
  • Let people add notes and optional project photos
  • Include clear contact preferences and permission
  • Choose a page or embed based on how you work
Original details stay intact. The homeowner’s submission is saved before AI adds a summary.
northlinepools.com / start-a-project
NORTHLINE POOLS SAMPLE PAGE
LET’S PLAN YOUR PROJECT 01 / 03

Tell us what you have in mind.

A few details help our team get back to you with the right next step.

What kind of project are you planning?
Choose a project type
Where is the project?
ZIP code
When are you hoping to start?
Choose a timeline
Do you have a budget in mind?
Not sure yet
Add project photosOptional · JPG or PNG
Your information goes directly to Northline Pools.
AI THAT SHOWS ITS WORK

A helpful first read.
The human stays in charge.

BidOtter can summarize what a homeowner actually shared and help draft a response. Your team reviews, edits, and decides what happens next.

Facts from the formSummaries reflect submitted details, not assumptions.

Your team decidesReview drafts and qualification explanations before acting.

Clear contact historyA draft is separate from a message you actually send.

LEAD ASSISTSAMPLE DATA
SCSarah ChenPool remodel · Submitted today
SUMMARY Based on original inquiry

Sarah is planning a pool remodel in Scottsdale. She mentioned resurfacing and new tile, and is hoping to begin this year.

Project details Timeline shared
QUALIFICATION RULE

Service area: within 35 miles of Scottsdale

Location is inside your service area
RESPONSE DRAFTReview before sending

Hi Sarah, thanks for reaching out about your pool remodel. We’d be glad to learn more about the resurfacing and tile you have in mind. Would you be available for a quick call this week?

No silent rejections. No generated construction prices.
A PIPELINE YOUR WHOLE TEAM CAN READ

From “just came in”
to a clear outcome.

See each inquiry’s stage, owner, notes, and next action in one place. Company admins can see across the team; reps can focus on the leads assigned to them.

Company adminTeam, routing, reporting, and billing controls
RepAssigned leads, follow-ups, and personal activity
See how setup works
LEAD PIPELINE
New3
POOL REMODELSarah Chen Scottsdale
AL Today
NEW POOLMorgan Price Tempe
JP Tomorrow
Contacted5
POOL REPAIRAvery Patel Mesa
JP Thu, 11
Appointment2
POOL REMODELTaylor Woods Chandler
AL Fri, 12
Estimate4
Next step
ready when you are
New Contacted Appointment EstimateWon / LostSample workflow
START WITH POOL BUILDERS

Built around your work.
Flexible as it grows.

Start with a pool-focused setup, then tune the services, questions, and follow-up flow to match your business. Trade templates give remodelers, general contractors, and restoration teams a practical place to begin.

≈
START HERE

Pool builders

Capture new pool, remodel, repair, and service inquiries with the details your team needs to take the next step.

⌂
CONFIGURABLE TEMPLATE

Remodelers

Shape your intake around the rooms, scope, budget, and timing that matter for your projects.

▧
CONFIGURABLE TEMPLATE

General contractors

Bring varied project inquiries into one consistent place, with questions that fit your services.

↻
CONFIGURABLE TEMPLATE

Restoration teams

Collect a clear first account of the project and keep ownership and follow-up visible.

Your workspace is configured by your team. BidOtter helps organize inquiries; you stay in charge of the work and the customer relationship.
SET IT UP YOUR WAY

Guided when you need it.
Yours to run, always.

Start with useful defaults, make each setting your own, and come back whenever you’re ready. Your progress saves automatically, and plain-language guidance is there along the way.

You’re in control. BidOtter guides you through setup and everyday use.

Publish a hosted page without editing your website, or use an embed where you need it. Invite reps, pick a routing style, submit a test lead, and confirm the workflow yourself.

Explore the setup flow
Your setup checklistPOOL BUILDER WORKSPACE · SAMPLE
3 OF 8
  1. Add your company name and logo
  2. Choose your trade and services
  3. Set service areas and questions
  4. Add a notification email and booking link
  5. 05Invite your team
  6. 06Choose manual or round-robin assignment
  7. 07Publish a page or install an embed
  8. 08Submit a test inquiry
Your progress saves as you go. Pick it up any time.
A TOOL FOR YOUR TEAM

Helpful software.
Clear lines of responsibility.

A subscription workspace your business operates

Your team owns setup, customer conversations, and decisions

Choose add-ons, export lead data, and manage or cancel your subscription

— Not a managed marketing agency

— Not a purchased-lead service

— Not a construction estimating tool

A FEW GOOD QUESTIONS

Good to know
before you begin.

Still curious about your setup? We’re happy to point you in the right direction.

bidotter@polsia.app
Do I need someone to set BidOtter up for me?

No. BidOtter is self-service software. Guided setup helps you configure your workspace, invite reps, publish an inquiry page, and test your workflow. You can resume whenever you need.

Do I need to edit my website to collect inquiries?

No. You can publish a hosted inquiry page that works on its own. If you want it on your website, use the embed option and its general installation instructions.

Does AI decide which inquiries are qualified?

You set the qualification rules and can see why a rule matches. AI summaries and response drafts help your team review information; your people stay in control of decisions.

Does BidOtter send replies or track my inbox?

AI response drafts are clearly labeled for review. Your team chooses whether and how to contact a homeowner, and can record that contact in the lead history.

Can I manage my subscription and export my data?

Yes. Account controls are part of the self-service product, including data export and subscription management. You’re in control of your workspace.

Is BidOtter an agency or estimating service?

No. BidOtter is lead-management software your team operates. It does not provide marketing services, sell leads, or calculate construction prices.

READY WHEN YOU ARE

Let’s keep good work
moving forward.

See how BidOtter helps your team keep every inquiry on track—from first details to next step.

Explore the setup guide Questions? Email bidotter@polsia.app