Lead
John Smith
123 Main St, Denver, CO 80206
Workflow
Contact lead
Other actions
Reach out
Contact Info
All-in-one platform for painters and service crews.
Capture leads, schedule work, build estimates, manage projects, and get paid from one simple system.
Lead
123 Main St, Denver, CO 80206
Workflow
Contact lead
Other actions
Reach out
Contact Info
Guided workflow
EchoBid keeps each job moving from lead to estimate, approval, production, invoice, and follow-up. Reminders are part of the workflow, not the whole system.
All
$14k
Value waiting
Ready Now
5
Priority
5
Oldest
Jun 24
Billing
John Smith - finalize it so the client can pay.
Production
PRJ-26-172 - Put the project on the schedule.
Lead capture
Use contact-form links on your website or anywhere you share a link. EchoBid captures each lead, tracks status, and keeps follow-up moving with text, email, reminders, and communication templates.
Lead captured
Website inquiry
Lead
123 Main St, Denver, CO 80206
Contact lead
Reach out
Contact Info
Lead sources
Website
Manual
Project hub
Client, location, calendar events, estimates, checklists, task lists, photo reports, team assignments, subcontractors, and invoices stay together.
Step 5 of 7
123 Main St, Denver, CO 80206
Project Total
$6,833
Next Up
Work: July 12-18th
Schedule
Tomorrow
Thu 9:30 AM
Team
Adam Pad...
Operations Owner
Estimates
1
$6,833 approved
Invoices
1
Ready after work
Voice command
Walk the job, talk through the rooms and surfaces, and EchoBid turns that command into estimate line items you can review before sending.
Voice command
Interior estimate
Listening
Add living room walls, ceiling, trim, and three doors.
Line items
Walls
420 sq ft
$1,260
Ceiling
210 sq ft
$520
Trim
86 lf
$430
Paint + supplies
2 coats
$690
Estimated total
$2,900
Paint Mode
Add the room measurements and EchoBid turns them into ready-to-price labor, paint, prep, and material line items.
Paint Mode
Measured
Highlighted takeoff
Walls
420 sq ft
Main surface
Ceiling
210 sq ft
Flat finish
Trim
86 lf
Semi-gloss
Doors
3 each
Two sides
Built from your setup
Estimate line items
Wall labor
420 sq ft
$1,260
Ceiling labor
210 sq ft
$520
Trim labor
86 lf
$430
Paint + supplies
2 coats
$690
Client portal
Estimates, invoices, photo reports, compliance documents, contact info, approvals, and payments live in one client-facing portal.
Your project with District Paint Co.
Estimate
Approved
Photos
Updated
Action
Up to date
Project progress
Estimate #150 posted 4 weeks ago
Estimate
Done
Updates
In progress
Invoice
Next
Estimate #150
Approved · $1,701.80
Photo updates
Shared progress from the field
Compliance docs
Insurance + license on file
Get paid
Create the invoice from the estimate, send the payment link through the client portal, collect online, and close the job cleanly.
Approved work
Maple Ridge repaint
$8,420
Client portal
Secure payment link
$8,420
Paid
The operating system
Create different lead links for your website, social channels, referrals, or manual entry.
Stay on top of leads, estimates, invoices, reviews, and expiring compliance documents.
Schedule walkthroughs and project events from the job record.
Speak scope, dimensions, rooms, and job details while you are still on site.
Use rooms, exterior areas, coverage, condition, and difficulty to build paint items.
Keep estimates, invoices, checklists, task lists, photos, contacts, and location together.
Take photos, talk through captions, and share progress through the client portal.
Assign project work, task lists, punch lists, and checklists to the right people.
Track expiring documents and include the right docs in client-facing project links.
Trade item packs, default rooms, exterior areas, tax rates, and templates help you start fast.
Simple pricing
Every plan includes the full workflow. The difference is how many people need access.