Quick Start Bid Management Guide

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Paul Schneider
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Start by creating your Property by clicking on “Add a Property” 

After Creating the property, you can click on Bids and this takes you back to the main dashboard. Click Create Bid to start your first Bid. Or you can setup your organization or just click around on the various tabs. (note: You have the option to add your own providers. We can also do a mass import as well if you have a lot of Providers or properties)

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***The next steps are for starting your first Bid.

 

This is what the start of a Bid looks like. Here you enter the Bid name; choose which property this is for and add the description of the Bid. You also choose the contract term, number of proposals you want back and when the bids are due.

***IMPORTANT: ALWAYS CLICK SAVE AFTER ENTERING ANY INFORMATION!

 

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Please note the progress Bar. There are three parts to creating the Bid. This lets you know where you are in the Bid build process. Once you are done filling out the first section click save and then Next: Bid Template.

 

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***IMPORTANT: ALWAYS CLICK SAVE AFTER ENTERING ANY INFORMATION!

 

Your Bid will be in “Draft” status until you send it out and “Open” status once it is sent. It is Super Important to always click Save as you will lose any information or questions if you close out or hit the Back button in the browser.

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Back in the Bid click Next: Bid template. This takes you to step 2 where you create the questions you want answered.

 

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You will not see any templates until you choose a Service type. Once the service type is chosen you will have the option to import any previously saved templates or use the one chosen with the Service type.

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***IMPORTANT: ALWAYS CLICK SAVE AFTER ENTERING ANY INFORMATION!

 

 You can delete any of the questions in the templates and add your own questions. The plus sign lets you add additional sections. The Trash can will allow you to delete the question. The arrow allows you to move the question to whatever position you believe the question should be in.

 

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After you click save when you are happy with the questions/template click preview and option at the top. This will take you to the Review Bid.

 

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If you have any Providers you want to add, this is where you can add them.

***IMPORTANT: IF YOU ARE NOT READY TO SEND THE BID CLICK SAVE!

 

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Once you are absolutely positive you have all the questions and vendors and any documentation and or maps, they will need to look at, then it is time to click the “Send Request” button at the top.

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