Bid, Budget & Billing Setup — Update / setup form (auth-only) for Property Management. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

The commercial terms for this project — how it’s priced, funded, billed, and bonded — recorded for the file.

What it collects (by section):

• Procurement & bid — Procurement / Contract Method [dropdown: Lump sum (fixed price) / Time & materials / Cost-plus / Guaranteed maximum price / Unit price / …]; Project Delivery Method [dropdown: Design-bid-build / Design-build / CM at-risk / Owner-builder / Other]; Bid Due Date (construction) [date]; Addenda Received (count) [number].
• Funding — Funding Source (project) [dropdown: Owner cash / Loan/Construction loan / Insurance claim / Reserve/Capital plan / Other].
• Billing & payment — Progress Billing Preference [dropdown: Milestones / % complete (AIA style) / Time & materials / Monthly draw / Completion only]; Retainage Percentage (target) [dropdown: 0% / 5% / 10% / 15% / Other]; Lien Release Required With Payment [dropdown: None / Partial progress / Final only / Both partial & final].
• Changes & bonding — Change Order Approval Authority [dropdown: Owner / Owner's rep / GC / Property manager / Board/Committee / …]; Change Order Turnaround Target [dropdown: Same day / 2-3 business days / 1 week / case-by-case]; Bonding Required [dropdown: No / Bid bond / Performance bond / Payment bond / Multiple]; COI / Insurance Requirements (construction) [long text].

Form type: Update / setup (up), auth-only. Niche: Property Management. Deployment: embed.

Best for / surface when: Property Management client workflow — bid, budget & billing setup.