1
Open the project workspace. Go to foremanai.co/plans, click the project you want to bid out, and wait for the workspace to load. The workspace has a plans viewer on the left and the AI chat on the right.
2
Open the Bids tab. In the workspace tab strip near the top, click Bids. The Bids panel slides open with a package list on the left and a detail area on the right. The header shows "0 packages" until you create one.
3
Create a new package. Click the green + New Package button in the top-right of the Bids panel. The detail area swaps to the New Bid Package form.
Or in chat: "Create a plumbing bid package for this job." Foreman builds the package automatically and skips you to step 8.
4
Fill in the basics. Type a Package Title (e.g. Plumbing Rough-In + Finish), pick a Trade Category from the dropdown (Concrete, Framing, Roofing, Electrical, Plumbing, HVAC, Drywall, Painting, Flooring, Insulation, Excavation/Grading, Masonry, Windows & Doors, Landscaping, Fire Protection, or Other), set the Bid Due Date, and enter a Job Location (a city + state like "Hartsel CO" or a full address — pick a suggestion for an accurate map pin). Leaving the location blank uses the project address.
5
Write the scope. Type a Scope Description (free text). Then click + Add Scope Item as many times as you need — each scope item is a single line subs will check off (e.g. "Rough-in plumbing for all fixtures shown on P-101 to P-105"). Subs see this as a structured checklist, not a wall of text.
6
Add requirements. Type free-text Requirements if you want, then click + Add Requirement to add structured items. Each one has a type — Insurance, License, Bond, Safety Certification, Qualification, or Other — and a label. Subs verify each one before they can submit.
7
Set payment terms and pick plan sheets. Type Payment Terms (e.g. "30% mobilization, 60% rough-in, 10% retainage"). Under Attached Plan Sheets, check the boxes for the sheets the sub needs — or click Select all, Clear, or Apply to all packages to copy your selection across every bid package on this job.
8
Save the package. Click Save Draft to keep it private, or Save & Send Invites to move directly into inviting subs. Drafts appear in the package list with a Draft badge. Active packages show Active.
9
Invite subs. Open the package from the list. In the detail panel, paste in emails, type names and companies, or pick subs from your Sub Book. Click Send Invites. Each sub gets a unique magic-link email immediately.
Or in chat: "Invite Joe at joes-plumbing@example.com and Mike at mikep@example.com to the plumbing package."
10
(Optional) Post to the public Job Board. Click 📌 Post to Job Board on a package — or 📌 Post All to Job Board in the Bids header — to publish it on the public Leaflet map at the job-site address so any local sub in that trade can discover it and request to bid.
11
(Optional) Share to Facebook. Click Share to Facebook to push the package to a Facebook group — useful for trade-specific community groups in your area.
12
Watch the package fill. Open the package detail. You'll see every invited sub with their status (sent / viewed / submitted / declined), view count, last-active timestamp, AI-engagement count, and message-thread badge. Submitted bids show a 0–100 score with a color-coded ring badge.
13
Message a sub for clarifications. Click any sub in the package detail to open their thread. Type a question, click Send. The sub sees it in their portal and a notification email. Their reply shows back here with an unread badge.
14
Extend the deadline if you need to. Click 📅 Extend Deadline in the detail-action bar to push the bid due date out. The new date applies to every invited sub.
15
Award the winner. In the package detail, click Award next to the bid you want. A confirmation modal shows the winner, total price, and what happens next. Click Confirm Award. The winner's status flips to awarded, all other invitations flip to rejected, and a polite auto-decline email goes to the losers — by name and project. A pre-filled contract is generated from the package and the winning bid.
Or in chat: "Award Mike's plumbing bid. Send the contract with a deadline of June 15."
16
Close the package. Click Close Bidding when you don't want any new submissions. You can also Unaward if you change your mind, which restores all bids to their previous state.