Bid Studio & Playbooks
Trade Proposal Kits, Readiness Checklists, Saved Revisions And Editable Registers.
Explore Bid Studio →Manage Bids, Plans, Projects, Dispatch, Invoices, People And Reports In One System, With TeckNation AI To Help Prepare Trade Drafts And Review Information. Explore What Each App Does Before You Log In. Choose A Section To See Its Tools And How To Get Started.
Log In ↗Earnings worksheets, review, approval, activity history and CSV exports. Payroll processing is not connected.
Explore Payroll Preparation →Enterprise AI & Advanced WorkflowsAI Markup, Trade Checklists, Pricing Drafts, Smart Routing, Receipt Review And Marketing Copy.
Explore Every TeckNation AI Capability →Your Connected CompanyRecorded Meetings, Screen Sharing, Background Effects And Saved Chat.
Explore This App ↗Your Connected CompanyCalls, Messages, Bids, Acceptance, Parts, Scheduling And Completion.
Explore This App ↗Your Connected CompanyYour Company’s Client Directory, Sales Stages, Follow-Ups And Communication History.
Explore This App ↗Your Connected CompanyPlan Jobs Around Appointments, Skills, Distance And Home Bases.
Explore This App ↗Keep Your Company ConnectedSend Internal Messages, Follow Company Conversations And Catch Up On Unread Updates.
Explore This App ↗From Print To ProposalBring Drawings, Device Details, Labor Estimates And Customer Documents Together In One Workspace.
Explore This App ↗From Opportunity To ProposalA Dedicated Space For Contractors To Post Jobs, Invite Bidders, Review Plans And Prepare Proposals With TeckNation Project Planner.
Explore This App ↗From Site Walk To Sign-OffManage The Work Behind An Installation With Checklists, Labor Tracking, Schedules And Project Records.
Explore This App ↗One Team. Every Type Of Field Work.Coordinate Service Calls And Installation Jobs In One Section. Log In, Then Choose Service Or Install.
Explore This App ↗Your People. Your Records.Manage Company Details, Employee Records, Licenses, Insurance And Onboarding Documents In One Account-Controlled Section.
Explore This App ↗From Receipts To ReviewOrganize Income, Expenses, Receipts And Job Labor Costs Into Reports You Can Review And Share With Your Tax Professional.
Explore This App ↗Create Email Campaigns, Edit Video Clips And Publish To Connected Social Accounts.
Open Company Marketing ↗Review Company Connections, Publishing, Messages And Ticket Activity.
Open Company Activity Log ↗Keep Work Performed, Parts, Testing, Evidence And Customer Sign-Off With Each Ticket.
Open Technician Job Reports ↗Trade Proposal Kits, Readiness Checklists, Saved Revisions And Editable Registers.
Explore Bid Studio →Receive Customer Payments In Every Package. Essentials, Professional and Enterprise include invoicing, provider-hosted payment links, late-fee tools, recurring invoice drafts and automated document email delivery after review. Use your own approved Stripe, Square or PayPal account. Provider fees, availability and company billing permissions apply. Recurring drafts are generated manually; document emails require a verified sender and confirmation. Automatic onboarding and payouts for every company are not connected yet; TeckNation Project Planner is not an independent payment processor.
Prepare regular and overtime earnings, additional earnings and pay-period worksheets. Review and approve the worksheet, track its history and export CSV records.
Owner activation is required. Direct deposit, deductions, payroll tax calculations and filings are not connected.
Explore Payroll Preparation →TeckNation Project Planner includes HR and tax records and reporting from Essentials. Enterprise adds TeckNation AI, proposal playbooks, smart routing, marketing tools, recorded calls and advanced company activity. Service connections and company permissions determine which external actions are available.
Review Connection Requirements →