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 like to invite to bid on it.
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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.
How do I send a request to bid to bidders?
To send a request, you would need to add the bidders. Once the Bid Package is created, open the Bidding package and select the Bidders tab. Click on the Add Bidder option and start adding Bidders. Once this is complete, you will see an email option ...
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 User?
To create a new User, you need to create a new Employee. Go to the Menu and then choose Directory. From here, select Add a New Employee option and create a new Employee. From here, there will be an option called Allow App Access. Once this box is ...