How SwiftyBid Works

You type a job description — or use your browser's voice-to-text. SwiftyBid sends that description to Claude (Anthropic's AI) along with your complete price catalog.

The AI generates structured line items: Materials, Labor, and Fees. Quantities are inferred from the job description. Prices come entirely from your catalog — not from Home Depot scraping, not from city-level averages. Your rates.

SwiftyBid does not send emails on your behalf. When you tap Send, it opens your email client — Gmail, Apple Mail, or any default client — with the message pre-written and a unique estimate link included.

The client receives an email from you, not from a software platform. This is intentional. Emails from a real person get opened. Emails from noreply@someapp.com get ignored.

You can also copy the link to send via SMS or WhatsApp. No Twilio. No SendGrid. No third-party email infrastructure.

The client opens a unique URL — no login required. They see the total first, then the line item breakdown, then the scope of work. Cost table first is a deliberate inversion of SimplyWise's UX, which buried the price.

To approve: the client enters their name and taps Approve. One field, one tap. No signature drawing. No email required. No checkboxes. The approval is timestamped with their IP for your records.

You get a push notification the moment they open the estimate — and again when they approve.

On approval, an invoice is auto-generated from the estimate. If you defined a payment schedule — e.g. 50% deposit on approval, 50% on completion — SwiftyBid splits it into separate invoices automatically (INV-0047a, INV-0047b).

The invoice page puts payment first. Your PayPal, Zelle, CashApp, and Venmo links appear before the line items. The client taps your payment link and pays through the service they already use. Payment happens outside SwiftyBid — we don't process money and we don't take a cut.

You mark the invoice paid manually. The dashboard updates. Time to Paid is recorded.