How do I link a Contractor to a Bid Package?

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• 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 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 ...

• 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 ...

• How do I send a Bid Notification or Request to bid from the Estimate?

  To send a Bid Notification, go to the Menu and select Estimates and choose the Estimate with the Bid Package. Make sure the Bid is in Final or Submitted stage. Go to the Bidders section and select Send ITB to invite people to Bid. Make sure in the ...