Onboarding #1 | EchoBid Overview
A quick introduction to EchoBid with founder Adam Padolsky. Learn what EchoBid is, how it works, and how it can simplify your estimating and project workflow.
Welcome to the EchoBid onboarding video series. These short, focused tutorials walk you through every key feature — from setting up your first project to sharing estimates and invoices with clients. Watch each video in order for a complete overview, or jump straight to the topics most relevant to your workflow.
A quick introduction to EchoBid with founder Adam Padolsky. Learn what EchoBid is, how it works, and how it can simplify your estimating and project workflow.
Learn how to start a new project in EchoBid — from creating your first client to setting up project details and organizing your workflow.
Schedule and manage project events in EchoBid. This tutorial covers calendar usage, reminders, and event linking for team coordination.
Step-by-step guide to creating a professional estimate. Learn how to add line items, apply taxes, and send estimates directly to clients.
Learn how to capture and organize jobsite photos in EchoBid. This video covers photo reports, file uploads, and how to share updates with clients.
Create and manage punch lists to track final project details and ensure completion. Learn how to assign tasks and mark them as complete.
Generate professional invoices directly from your estimates or projects. This tutorial walks through billing setup and sending invoices to clients.
Explore how clients interact with their projects in EchoBid’s Client Portal. Learn how to share estimates, invoices, and updates with ease.