Frequently asked questions
Quick answers to common estimating and account questions.
What is Bid Quota doing with my project files?
The project assistant reads the uploaded files and uses their contents as evidence for answers. It can organize scope, help build an estimate, draft RFIs, and prepare proposal wording. You review the results before using them in a bid.
Can it read scans and drawings?
Yes, when supplied as PDFs. It reads scanned text, printed drawing notes, labels, and schedules. Text-recognition evidence is marked low confidence and needs visual checking. It does not measure drawing geometry or perform a complete automatic takeoff.
Where do its prices come from?
From your uploaded cost data or values you supply. Missing prices should remain blank for verification rather than being filled with invented market rates. Check units as well as figures.
Why are answers tables?
For project-data questions, tables put each fact beside its sheet reference, exact quotation, and confidence. The assistant may use ordinary text for clarification, missing information, errors, generated-file notices, or questions unrelated to project data.
What does low confidence mean?
Treat the source reading cautiously. Open the original page and verify the text. OCR, or text recognition, can confuse small labels, decimal points, and symbols. A higher-confidence reading still needs estimating judgment.
Does a chat reply change my estimate?
Only after you review a proposed update and choose Update estimate. Editing a chat table is separate from editing the saved estimate. Replacing existing estimate lines requires the owner.
Can teammates work in my personal workspace?
No. Use an organization for shared work. The owner sends invitations and each member accepts with the invited address. An emailed invitation alone does not grant access.
Why do pending invitations use seats?
They reserve space for the people invited. Seats include the owner and accepted members too. Ask the owner to revoke unneeded invitations or review the plan when seats are full.
Why do I see No active plan when my company pays?
Check the workspace switcher. The company's plan belongs to its organization; your personal workspace is separate. If the right organization still shows a notice, ask its owner to check Billing.
How are AI credits used?
Assistant replies and generation use credits. Reading, manual editing, and downloading existing work do not. Your organization may set a personal cap on shared credits. See AI credits.
Can I download the whole bid package?
Yes. Open Bid package on Estimate or Proposal and use Download everything ready. It downloads separate files. Build or generate missing deliverables first, and check plan format permissions.
Can I replay the introduction?
Choose Take the tour in the dashboard sidebar. It offers a walkthrough suited to the dashboard or project you are viewing.
Still stuck?