Help & Tutorials

Fine-tune which contract notices appear in your inbox by setting your security clearance, small business designations, service states, and NAICS codes.

1. Company Profile → Settingsopen the drawer menu to find your matching filters.
2. Clearance Levelnotices requiring a higher clearance won't appear in your matches.
3. Set-Aside Eligibilitytoggle chips for any small business designations your company qualifies for.
4. Service Statesselect where your company can perform work; only notices in those states will match.
5. NAICS Codesadd 2–6 digit codes for your industry; broader codes match more notices.
6. Save Settingstap to apply. Your matches will update after the next sync cycle.

Your inbox fills daily with AI-matched contract notices. Save promising opportunities or dismiss them with a single tap.

1. Review inboxyour latest matches, sorted by similarity score.
2. Savetap the button (or swipe right) to move a promising notice to your Saved list.
3. Dismisstap (or swipe left) to archive notices that aren't relevant.
4. List selectorswitch between Review, Saved, and Trash lists at the top.
5. Saved listpreserved for your team to evaluate further.

Every contract notice includes structured breakdowns extracted by AI — budget, timeline, required skills, and per-capability match scores.

1. Detail viewtap any notice card to expand it.
2. Sectionsscroll through Description, Budget, Timeline & Milestones, Skills & Domains.
3. Required Capabilities Matchedsee how each of your company's capabilities scored against the notice.
4. Match & coverage scoresuse these to quickly assess fit.
5. Source linktap the notice title to view the original listing on SAM.gov, SBIR.gov, DIU.mil, NIH eBidBoard, or the source portal.

Full-text search across all notices, plus real-time filters for match score, deadline status, and notice type.

1. Search bartap the search icon to open it.
2. Keyword searchtype a term (e.g., "cybersecurity" or "cloud migration") to search across titles and descriptions.
3. Score filterset a minimum match score threshold.
4. Deadline & type filterstoggle to narrow results by deadline status or notice type.
5. Clear allreset filters to restore the full list.

Customize your kanban pipeline stages — add card action buttons, rename stages, or remove ones you don't need.

1. Company Profile → Listsopen the drawer menu to see all your lists and pipeline stages.
2. Add common stagesauto-add a standard GovCon pipeline (Qualify, Capture, Proposal, Submitted, Won/Lost), or create your own.
3. Edit a stagetap the edit icon to configure card buttons for quick actions like saving or moving cards.
4. Delete Listremove stages you don't need from the edit dialog.
5. Live updateschanges take effect immediately across the kanban board for all team members.

Organize opportunities in kanban columns — from initial qualification through proposal development to award tracking.

1. Kanban viewswitch to see your pipeline stages as columns.
2. Drag cardsmove opportunities between columns as they progress (Qualify → Capture → Proposal → Submitted → Won/Lost).
3. Card detailstap a card to add opportunity metadata like estimated value, win probability, and expected award date.
4. Pipeline overviewtrack your team's active pursuits at a glance.
5. Customize stagesconfigure pipeline columns in Company Admin → Lists.

Add estimated value, win probability, and custom fields to any opportunity — track the data that matters for your capture process.

1. Internal Dataopen any notice and scroll to this section.
2. Add fieldchoose from common GovCon fields like Estimated Value, Win Probability, or Expected Award Date.
3. Custom...create your own fields (e.g., Capture Manager, Teaming Partner).
4. Inline editingtap any value to edit it; changes save automatically.
5. Remove fieldstap the trash icon and confirm to delete fields you no longer need.

Discuss opportunities with your team using comments, track all activity in a shared feed, and manage team member access.

1. Commentsopen any notice and scroll down to leave a comment.
2. Share assessmentsadd a comment to flag a notice for a colleague.
3. Visible to allcomments appear with author name and timestamp for the whole team.
4. Activity feedcheck the drawer menu to see a timeline of all actions across your workspace.
5. Team managementadmins can invite members and assign roles from Company Admin → Users.

If you work across multiple organizations, switch between them instantly — each company has its own notices, pipeline, and team.

1. Company dropdownopen the navigation drawer to find it at the top.
2. Switch contexttap the dropdown and select a different company.
3. Instant updateyour inbox, pipeline, and saved notices refresh to show that company's data.
4. Preserved stateswitch back at any time; each company's state is kept independently.
5. Multi-company adminmanage multiple companies from Company Admin without switching.