Greenlight Help
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Help
Short guides to how Greenlight works today.
Getting started
Getting started
Set up your rules, then check your first bid.
Checking a bid
Paste a link, upload files or take a photo.
Verdicts
How verdicts work
Your rules decide GO, REVIEW or NO-GO. AI reads the facts and the lane fit.
Working through a REVIEW
Each REVIEW lists exactly what to check.
Criteria
Criteria: About your business
Your business type, description and registrations.
Criteria: What you go after
Your lanes, codes, places and customers.
Criteria: Money limits
Bid size, margin and cancellation risk.
Criteria: Dealbreakers and stop words
Hard rules, and words that flag a bid.
Criteria: Payments and suppliers
Payment terms and the suppliers you buy from.
Rules check and change history
Prove your rules work, and undo a change.
Business types
How your business type changes the checks.
Finding bids
Sources and sweeps
Where Greenlight looks for bids, and how often.
Emailing bids in
Forward bids and alert emails to your Greenlight address.
Working bids
Pipeline
Track pursuits from lead to award.
Exports and email reports
Download Excel or PDF, or get a scheduled email.
Deleting and restoring
Deleted items stay in trash for 30 days.
Your team
Members and roles
Invite people and choose what they can do.
Account and plans
Two-step verification and remembered devices
A code by email after your password.
The free beta and plans
Free during beta. Paid plans start January 5, 2027.
Privacy
Privacy and AI use
What AI reads, and what we record.