Buildr’s Bidding solution enables your team to manage and level your bids directly in Buildr.
Utilize the bidding module to:
To get started on bidding, navigate to the project Bidding tab.
Here, you can create your first bid package by clicking Add Bid Package
.
Enter the scope of work (e.g., Concrete), Due Date, and Description. Next, click Add Budget Code
to add relevant budget codes.
When your bid package information is complete, click Create Bid Package
.
Next, you can proceed to create bid packages for every scope of work (Masonry, Metals, Carpentry, etc.).
Once your bid packages are created, it’s time to define your scope items.
Begin by selecting a bid package. Next, click the Bid Level tab. Here, you can add your scopes by clicking + Add scope item
.
Each scope item will require a Name and Budget Code. Optional fields include a Description, Section (see below), and Unit of Measurement.
To quickly add multiple scope items, toggle the option Create more lines
, and add your scopes.
You can further organize your budget scopes by Section. Simply enter a section name and include the section when adding your scope items.
Once your scope items are created, you can proceed to upload your bids. Navigate to the Bid Level tab and clickBulk Upload
.
Here, you can drag and drop files or choose files from your computer. Click Upload
.
You will see a banner that reads, “Your bid uploads are processing.” Once the files are uploaded, you will see the option to review your bids.
Click Review Bids
to begin processing your uploaded bids.
Buildr will identify the trade partner company of each uploaded bid. If the trade partner already exists in your directory, Buildr will match the bid with the corresponding company. To select a different existing company, simply select the correct company from the picklist.
If the trade partner does not yet exist in your company directory, you have the option to add the new company to your directory.
When you have finished reviewing your bids and trade partners, click Accept
on the approved submissions. To exclude any bid submissions, click Reject
. Lastly, click Finish
.
If you decide to remove a bidder or a bidder’s submission after the initial approval process, simply navigate to the Bid Level tab, hover over the trade partner name, and click the X
icon.
Next, you can either delete just the submission or the entire bidder. Make your selection, and the selected item will be removed.
If you receive updated bids from your trade partners, you can upload them by following the instructions above. Buildr will store all submitted bid versions under the bidder’s Submission History.
Buildr’s Bidding solution enables your team to manage and level your bids directly in Buildr.
Utilize the bidding module to:
To get started on bidding, navigate to the project Bidding tab.
Here, you can create your first bid package by clicking Add Bid Package
.
Enter the scope of work (e.g., Concrete), Due Date, and Description. Next, click Add Budget Code
to add relevant budget codes.
When your bid package information is complete, click Create Bid Package
.
Next, you can proceed to create bid packages for every scope of work (Masonry, Metals, Carpentry, etc.).
Once your bid packages are created, it’s time to define your scope items.
Begin by selecting a bid package. Next, click the Bid Level tab. Here, you can add your scopes by clicking + Add scope item
.
Each scope item will require a Name and Budget Code. Optional fields include a Description, Section (see below), and Unit of Measurement.
To quickly add multiple scope items, toggle the option Create more lines
, and add your scopes.
You can further organize your budget scopes by Section. Simply enter a section name and include the section when adding your scope items.
Once your scope items are created, you can proceed to upload your bids. Navigate to the Bid Level tab and clickBulk Upload
.
Here, you can drag and drop files or choose files from your computer. Click Upload
.
You will see a banner that reads, “Your bid uploads are processing.” Once the files are uploaded, you will see the option to review your bids.
Click Review Bids
to begin processing your uploaded bids.
Buildr will identify the trade partner company of each uploaded bid. If the trade partner already exists in your directory, Buildr will match the bid with the corresponding company. To select a different existing company, simply select the correct company from the picklist.
If the trade partner does not yet exist in your company directory, you have the option to add the new company to your directory.
When you have finished reviewing your bids and trade partners, click Accept
on the approved submissions. To exclude any bid submissions, click Reject
. Lastly, click Finish
.
If you decide to remove a bidder or a bidder’s submission after the initial approval process, simply navigate to the Bid Level tab, hover over the trade partner name, and click the X
icon.
Next, you can either delete just the submission or the entire bidder. Make your selection, and the selected item will be removed.
If you receive updated bids from your trade partners, you can upload them by following the instructions above. Buildr will store all submitted bid versions under the bidder’s Submission History.