Getting started
Start here if you are new to BidWrap. These guides cover signing in, what each part of the menu is for, and the settings worth filling in before you send your first estimate.
Basics
- Finding your way around BidWrapWhat each item in the side menu is for, and what the Today page shows.
- Signing in and resetting your passwordAccepting an invite, choosing a password, signing in and what to do if you forget it.
- Setting up your business, step by stepThe settings to fill in before your first estimate, in the order that works best.
- Getting help and reporting a problemHow to tell us when something is broken, confusing or missing.
Everyday
- Business names and numberingTrading under more than one name, each with its own details, payment terms and job numbers.
- Tax ratesAdding the rates you charge, how they print, and rates made of two taxes.
- Bank accounts on invoicesAdding the accounts clients pay into, so the right one prints on each invoice.
- Terms, conditions and licence templatesThe wording printed on estimates and invoices, and usage licence templates to start from.
- Inviting people to your businessLetting an assistant, producer or bookkeeper work in BidWrap with you.