Streamline your pipeline bid management in Onboarding forms

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this is our quick for me I'm going to demo of the core functions of pipeline sweet buckle app I'm going to go fast if you like what you see we can give you a more detailed template later when you log in each morning you'll see your mid calendar of your projects and the mid day click on a project to open it and work on it navigation is easy to understand within a project you have your addenda online plan room and project contacts in project options you'll see the functions you'll need in the order that you would use them select bidders if you send invitation manage bidders lists etc to the right of that is contacts where you can manage your subcontractors then projects pre quality create and send pre-qualification or other custom forms admin for your administrative settings and then help let's go ahead and set up a new project projects add project you select a big date now we are inputting all the text that will show up on the invitation to bid notice the scope plans other info boxes this information will be the body of the invitation that you can customize you can even copy and paste from a word doc if you'd like the next step is to select your bidders you you can select by zip code radius or filter by whatever custom groups you want to use for example I'll highlight three area groups notice I filtered out the subs I don't want and now I simply select the trades I need you a faster ways to use a saved list select from the preset list such as always invite or you can use a list from a prior project another way to select companies is individually click division and trade and then stars next to the subs you want to add or remove you the next step is to send you always see a preview before sending anything normally you would send to all bidders but you can also send to an individual if you want once invitations are set you can manage responses there are many lists you can use the most common list is bidders by trade so you can make sure you have adequate coverage subs can respond electronically and if they call or fax something back you can enter their response manually you can also write notes and track conversations that you've had with your subs to contact someone just click on their company the info will pop up without leaving the screen you're working on including cell number you can send him an email or send the invitation in case he can't find it if you need to edit info simply click go to you can assign the company to multiple trades and groups are customizable files allow you to store important documents like insurance certificates pre-qualification forms etc you have a history of projects you invited them to manages pre-qualification form responses ok let's say you got an addendum from your architect and you need to post it quickly find a project and go to add addenda title it and add a description if you want click on the identity to view and select the addendum you want to send then preview and said lots of ways to send but the most popular ways to send to your yes and unconfirmed you can send to all trades are just the trades the addendum replace to that's the quick version we hope you got a taste of how fast and easy pipeline suite is to use if you have questions or want to see more sign up for a demo or just give us a call at eight seven seven six two seven seven seven seventeen