Custom dashboards

How Custom dashboards works in BidSync AI

Custom dashboards is not a plugin — it’s native to the BidSync AI operating system. You never leave the platform: it learns your trade, auto-saves, has undo, runs on any device, and works offline in the field.

• Never leave: Custom dashboards lives alongside estimating, field, and accounting — no context switch.
• No install: Browser-native, zero IT, runs on tablet/phone in trailer or field.
• Auto-save + Undo: Every change versioned — roll back any takeoff, estimate, or field entry.
• Offline-first: Capture custom dashboards data with no signal; syncs when back online.
• Evidence layer: Every quantity/action traces to its source (plan sheet/spec/DTM) for audit.

Example workflow

1. Open Custom dashboards from the main menu.
2. Perform the work (e.g., for On-screen takeoff engine — trace plans, auto-extract quantities).
3. Review evidence — each line links to Plan C-302 / Spec 33 11 00 with confidence.
4. Push to bid — quantities flow to assemblies, pricing, and field with no double entry.

Why it matters

Built by a contractor for contractors — not a generic SaaS. Custom dashboards stays inside the same platform as estimating, field and accounting, because it’s part of one operating system, not another app you bolt on.