Change Payment Information
- Log into the Admin account.
- Click Settings in the top Right.
- Click Payment Details.
- Click Update Payment. Now you can change the Credit card on file.
Change just the Service type on a Bid
When changing the Service type on the Bid you will be prompted with a pop-up. "Overwrite Bid Form? Do you want to keep the existing form on this Bid or replace it with the newly selected service template?
- If you choose "Keep Existing" only the Service type will change.
- If you choose "Use New" the Default template for the new service type will replace what is currently in the Bid.
Re-Opening a Proposal
- Click on the proposal that you would like to reopen.
- Click on re-open proposal. The button will only show for submitted proposals on Bids that have not yet chosen a winner.
- Enter the reason and select submit. Note: The 3 steps outlined have to be repeated for each individual proposal received.