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 and that will enable you to email the bid package to the bidders.
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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 ...
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 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 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 ...
Adding New RFI (Request for Information)
Request for Information In Contractor Foreman, you can use the RFI for getting clarification regarding issues with such things as discrepancies between Plan and Specs or missing information or conflicting information. RFI's are a way to track and ...