How do I award a bid received via the Bid Package?
To award a bid via the Bid Package, go to the Menu and select Estimates. Pick the Estimate you wish to approve the Bid for and go to the Bidding tab.
Once here, click on the Actions eye icon to open the Bid Package pop up. Here, go to the Bidders tab and scroll down to the bottom to see the bids received. Select the Bid you wish to approve by click on the drop down on the right side and award the Bid.
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How do I review the bids that have been received?
To review Bids that have been received, go to the Estimates and select the Bidding section. Open the Bid Package created and click on the Bidders tab. Here, you will find any new bids that have come in the bottom and you can review them there.
How do I link a Contractor to a Bid Package?
To link a Contractor to a Bid Package, you would need to create one first. To do so, go to Menu and then choose Estimates and open the Estimate and go to Bidding and click on Create Bid Package. Here, click the Bidders tab and you can start adding ...
How do we create a bid package from an Estimate?
To create a Bid Package from an Estimate, go to the Estimate in question, and select the Bidding Tab. Click on the pencil icon on the top right to enter Edit mode and then select Create Bid Package to get started.
Do I have to create an estimate before creating a bid package?
Yes, it is important to create an Estimate before creating a Bid Package.
How do I create a new Bid Package for any trade and assign Bidders?
To create a Bid Package, go to Menu, choose Estimates and pick the Estimate you wish to create a Bid Package for. Go to the Bidding tab and in Edit mode, choose Create a Bid Package. Here along with adding items, you can choose the people you would ...