How do I review the bids that have been received?

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• 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 ...

• How do I track the materials received at the site and reconcile the quantities with the appropriate Purchase Order?

  From a Daily Log Enter the Materials Received for any particular PO. Do this Under the Materials Tab in the Daily Log. This data then feeds into the Purchase Order for that Job and show amount Ordered and amount received from the Daily Log.

• How do I review the payment history for a Bill?

  Previewing the payment history for a Bill is very simple. Navigate to Bills from the Menu and then choose the Bill that you would like to see the payment history for. Once opened, in the details tab which is open by default, scroll down to Payment ...

• How do I add a tax percentage to bids so the Estimate automatically displays the total with tax?

  Tax percentage is added to the line items on the Estimate. To make sure the tax percentage is added when creating a Bid, make sure to add the tax while creating the line items in the Estimate. After this, when the item is imported to the Bid Package, ...

• How to add a tax percentage to bids so it can automatically give the total with tax?

  Here are the steps to how you can add a Tax Percentage added to a bid. Go to: Menu > Estimates > Select Estimate > Edit > Check Mark the Tax Box > Scroll to the Bottom > Select Tax Option from Tax/Amount.