Creating your Bid Bot Account

Step 1: Open the Sign-Up Page

You should see a page that looks like the one in the screenshot — it says “Welcome” and “Sign Up to BidBot.”

Step 2: Enter Your Details

You’ll see three boxes to fill in:

1. Username – Type the name you’d like to use for your account.
   Tip: Choose something easy for you to remember.
2. Email address – Type your email (for example, john.smith@email.com).
   Make sure this is an email you can access — BidBot will send messages here.
3. Password – Type a password you will remember.
   Click the little “eye” icon 👁 if you want to see what you’re typing.

Step 3: Continue

When all three boxes are filled in, click the blue “Continue” button.

Step 4: Log In (if you already have an account)

If you’ve used BidBot before, click the “Log in” link underneath the button instead.

Step 5: Choose an Account to Continue

After logging in/creating an account, you will see the screen shown in the screenshot.

What you will see:

• A heading: “Choose an Account to Continue”
• Under your username, a note that your personal account is “part of multiple organisations”.
• Two or more buttons/options:
  • Continue with personal account
  • One or more organisation accounts (e.g., Client 1, Team Account)

What you should do:

1. Read your username at the top to make sure you’re signed in to the correct email.
2. Decide which account you want to use right now:
   • If you are working for your own business or personal use, click “Continue with personal account”.
   • If you are working on behalf of a client or in a team, click the organisation account (e.g., “BidBot Consultancy” or “BidBot Team”).
3. Click the button corresponding to your choice.
4. Proceed into the system under the selected account.

Step 6: Main platform screen

1. After you’ve logged in and selected your account (see Step 5), you will see the main screen of the BidBot platform.

2. On the left-hand side you’ll see a green navigation bar. This is your menu to move around the system.
   • You might see items like Bid Analysis (bid creation), Dashboard, Bid Library, Organisation, Help & Support.
3. The larger area on the right is the workspace. This is where you’ll do tasks like creating a bid, running an analysis, or reviewing results.
4. Take a moment now to familiarise yourself:
   • If you want to start a new bid, click “Bid Analysis” from the left menu.
   • If you want to check your previous and live work click “Bid Library”.
   • If you want to view your past bid data, click “Dashboard”
   • If you need help or wish to adjust your account settings, click “Help & Support” or “Organisation”.
5. You’re now into the platform and ready to start working. The next link will show you exactly how to use the left-hand menu in more detail.