How-To's

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Paul Schneider
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Change Payment Information

  • Log into the Admin account.
  • Click Settings in the top Right.

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  • Click Payment Details.
  • Click Update Payment. Now you can change the Credit card on file.

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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.

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Re-Opening a Proposal

  • Click on the proposal that you would like to reopen.

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  • Click on re-open proposal.  The button will only show for submitted proposals on Bids that have not yet chosen a winner.

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  • Enter the reason and select submit.  Note: The 3 steps outlined have to be repeated for each individual proposal received.

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