Automated bid intake from Gmail and Outlook

What gets extracted

• The general contractor — resolved from the invitation's display name and body, not the sending address. Invitations from PlanHub and BuildingConnected come from relay addresses; filing by sender puts unrelated GCs in the same bucket.
• Project name and location — as the GC writes them, so a later search matches their language rather than yours.
• Bid due date — the field triage actually turns on.
• Scope and size — square footage and system types where the invitation states them.
• Contact details — including the reply-to alias, stored alongside the real contact rather than in place of them.

Why there is a review queue

Extraction from unstructured email is very good and not perfect. A system that writes directly into your pipeline without review will eventually get a due date wrong on a job you cared about, and you will stop trusting all of it — which is worse than not having it.

So every extraction lands in a queue with its confidence score and a link to the source email. High-confidence records are a glance and an approve. Low-confidence ones are where you spend your attention. The result is that automation handles volume while judgment stays with the estimator.

Beyond email: phone calls and website forms

Commercial work arrives as an invitation to bid. Residential and direct-to-customer work does not — it arrives as a phone call or a form submission, usually while you're on a jobsite and can't answer. Both land in the same queue:

• Inbound phone calls — connect an AI phone agent and calls get answered, qualified, and captured as leads. Nobody takes a message, and nothing depends on someone being free at 2pm. This is the channel most residential and small-commercial work actually comes through.
• Website form submissions — a quote request from your site arrives alongside everything else rather than in an inbox somebody checks on Fridays.
• Manual entry — a referral, a walk-in, a job scoped on site. Enter it directly and it behaves like any other job.

The point is a single queue: one place where every inbound opportunity, whatever channel it arrived on, waits for a bid/no-bid decision — and then follows the same path to a proposal. See how residential work runs through the same pipeline.

What it does not do

It does not read your whole mailbox for unrelated purposes, and it does not train models on your data — your bids, pricing, and correspondence are used to run your account and nothing else. Access is revocable from Settings or from your Google or Microsoft account directly, and revoking stops scanning immediately. Full detail in the privacy policy.