Security
Your plans and price book deserve a clear conversation about data handling. We review your requirements before agreeing how project files will enter the pilot.
Security review before intake
BidLine has not completed SOC 2 or another formal security certification. If your company requires a questionnaire, specific controls, or an approved vendor review, raise those requirements on the fit call.
The product uses organization-based accounts and access checks. We have not published an independent assessment of tenant isolation. Hosting, encryption, access, and provider settings need to be reviewed for the deployment handling your pilot.
The estimating handoff
The current ServiceTitan integration reads price-book data. It does not write estimates back to ServiceTitan. Your estimator reviews the draft and can export the workbook as an XLSX file for your existing process.
Sharing project files
The first call needs no project files. Agree the intake method and applicable data-processing terms with Josh before sending plans, price books, or customer estimates. Keep those materials and credentials out of website chat.
Reporting a concern
Report a suspected security issue to josh@bidline.ai with enough detail for us to investigate. Please avoid including customer files or credentials in the initial message.