Track builder bids in the pipeline
Every job a builder invites you to bid on: the walkthrough, when the bid is due, your follow-up, and won or lost, with the people you deal with there. Every plan.
Builders send a lot of invitations to bid. Keep each one in your pipeline, and Busy Book reminds you of the walkthrough, the due date and the follow-up, so no bid slips.
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1
Add a job to bid
In the menu, tap Marketing, then Bids, then Builder pipeline, then Add a job to bid.
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2
Add the builder and their people
Pick the Builder, or type a new one with their superintendent, project manager and billing contact.
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3
Add the dates
Type the Project, the Walkthrough date and time, when the Bid due is, and when to Follow up on. Tap Save.
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4
Start the bid
Open the job and tap Start the bid. It's filled in for the project manager, by phase, with the superintendent as the site contact.
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5
Win or lose
Sending the bid moves it to Bid sent. When they sign it, it shows Won, and when they decline, Lost. Set it yourself under Where it stands.