BidBack FAQ

BidBack uses a default cadence that mirrors what good sales reps already do - a check-in within the first week, a softer budget-aware nudge in the second, and a respectful final message before the lead is closed out. You can edit the templates, change the timing, pause an estimate, or mark it as replied at any point. Nothing happens automatically that you cannot see and control.

The templates use a warm, human tone, and outgoing emails include a stop-follow-ups link. Using that link stops queued follow-ups. For replies sent directly to your inbox, use Mark Replied in BidBack to stop the sequence. Replies can stop follow-ups automatically only when inbound reply routing is configured. Keep statuses current when a customer books or asks to stop.

No. BidBack is intentionally lightweight. You can drop in a CSV of recent estimates, push records from an inbound webhook (Zapier or your own form), or add bids one at a time. There is nothing to migrate, no long onboarding call, and the data is yours to export at any time.

Without inbound reply routing, replies arrive in your email inbox and do not automatically update BidBack. Respond from your inbox as usual, then use Mark Replied on the estimate to cancel queued follow-ups. You can also pause the estimate or record a booked or lost outcome. Automatic reply detection and stopping require configured inbound reply routing.

No. BidBack is designed for small trade businesses without a dedicated sales coordinator. If quoted leads are slipping through the cracks because everyone is busy running the actual work, BidBack is built for you. It runs in a browser and lets you review your follow-up queue and track the outcomes you record.

The intended setup flow is simple: import your last thirty days of estimates, edit one template so it sounds like you, confirm email delivery, and use the Follow-Ups screen to review what to send next. The fourteen-day free trial is designed to give you enough time to test whether better follow-up can bring a silent estimate back.