Five portals in.
One shortlist out.
A commercial HVAC & plumbing contractor was starting every morning the same way — logging into five separate bid portals, hunting for the jobs worth quoting. We built an agent that does the hunting and hands them one clean list.
An hour gone before the real work starts
Every commercial bid worth winning shows up on a portal — and there are five of them. Each one has its own login, its own layout, and its own flood of postings, most of which don’t fit. Checking all five by hand, every morning, eats the start of the day — and the one job that actually mattered is easy to miss in the noise.
Watch, filter, deliver
Watches
Logs into all five portals on a schedule and pulls every new posting — so nobody has to check them by hand.
Filters
Runs each posting against the contractor’s exact rules — the right trades, the right job size, inside their service area — and screens out the work they don’t want.
Delivers
Every morning at 7:00, one email lands: a single shortlist of only the jobs worth a look, with links back to each source — the noise already stripped out.
It doesn’t guess. It decides.
The agent applies a fixed set of the contractor’s own criteria — the trades they bid, the dollar range they take, and the distance they’ll travel. It knows the difference between a job they want and one they’d skip: a repair they’d take versus a full system replacement they wouldn’t, commercial versus residential. Same inputs, same decision, every time — and every call is recorded with a reason, so it can always be checked. No black box, no guesswork.
Shipped the way we run our own shop
The foundation is live — the rule engine that makes the keep-or-skip calls, and the first portal feeding real postings into it. The remaining portals, the morning digest, and the dashboard are in active build. We ship it the way we run our own operation: tested, in stages, no shortcuts.
This is one pattern. There are more.
Scattered sources, a repetitive daily check, and a fixed set of rules — that’s the shape of a job an agent can take off your plate. The trades change; the pattern doesn’t.
See the patterns we build →Bid agents, in plain terms
What is an AI bid agent?
An AI bid agent is software that watches the places new bid opportunities are posted, filters them against your own rules, and gives you a short list of only the jobs worth quoting — instead of you checking each source by hand.
How does the agent decide which bids match?
It applies a fixed set of your own criteria — the trades you bid, the dollar range you take, and the distance you’ll travel — and records a reason for every keep-or-skip decision, so every call can be checked. It doesn’t guess.
Does the bid agent send opportunities in real time?
No. It delivers one digest each morning at 7:00 — a single shortlist of the day’s matching bids with links back to each source — rather than a stream of real-time alerts. One calm list each morning beats constant pings.
Can a bid agent work for a business that isn’t an HVAC contractor?
Yes. Any business that checks the same sources every day looking for the same kind of opportunity — contractors, suppliers, or service firms — fits the same pattern. The trades change; the agent’s job doesn’t.
Got a morning grind of your own?
If you’re checking the same sources every day looking for the same kind of thing, that’s a candidate. Let’s talk.
Book a Call 972-904-1559