I'm a Head Contractor

Welcome to the Head Contractor Feedback Forum. We encourage all Builders to post suggestions and ideas for improving EstimateOne. Posting new ideas and voting on existing ideas will help us understand what improvements our Users want to see made to the EstimateOne platform.

  1. Change from Fitout to Builder 1m I.5

    Change to Builder 1m to 1.5

    1 vote
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    0 comments  ·  Tender  ·  Flag idea as inappropriate…  ·  Admin →
  2. Create an App

    Ensure App is free & included as apart of joining estimate one

    Keep it simple:
    Allow for Notification system -
    subcontractors notified when new tender requests, correspondence & notification of changes.
    Allow for simple response for tender requests - Quoting or Decline.
    When opening correspondence mark as read for head contractor to see as apart of audit trail.
    Provide Reminders - 24 hours prior to quote is due if selected quoting
    Don't go to extent of being able to download or view docs in app -makes app complicating and could cause app to be unstable due to size of documents…

    2 votes
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    0 comments  ·  Tender  ·  Flag idea as inappropriate…  ·  Admin →
  3. Show recent activity to suggest inactivity with a subcontractor

    To implement an 'Online yesterday' or 'Online 95 days ago' to signify inactivity so we are able to archive and clean out our databases confidently without second guessing their activity.

    2 votes
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  4. Show how many quotes received from the subcontractor when inviting

    When selecting subcontractor to invite to quote, we can only see their response rate, but not the quote number we received from them.

    Can you make it shows how many quotes received from that subcontractor as well?

    We can make it display "0 (100%)" for 0 quote and 100% response rate (who selected NQ) instead of just showing "100%". Or "1, 0, 100%" for 1 invitation, 0 quote, 100% respond rate.

    Therefore it's much clearer for builders to decide who to choose between "1, 0, 100%" (bad) and "50, 40, 80%" (good).

    Currently, we can only see "100%" (good) and…

    4 votes
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    0 comments  ·  Tender  ·  Flag idea as inappropriate…  ·  Admin →
  5. Project Status: 'Under Negotiation'

    Good Morning Zaiga & Sophie.

    Further to my earlier suggestions by e-mails to Sophie and Melanie, can you please include an additional option as 'Under Negotiation' or a similar wording in addition to 'Awarded/Lost/Withdrawn' under ACTIVE PROJECTS. Furthermore, if you are running out space, 'Withdrawn' can be replaced with 'Under Negotiation' as I believe this is hardly used by any builders.

    2 votes
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  6. Subcontractor Tender List in Draft

    Other platforms allow the subcontractor tender list to be selected and saved in draft. This allows the estimator to prepare the tender list for review by the wider team prior to issuing packages.

    7 votes
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  7. Allow a document to be attached to correspondence

    At the moment correspondence only allows for text to be input. The only way I can send a letter is to send it as an addendum which they will have to download, then open.

    As some subbies quoted without downloading our documents or didn't download an update, the download will be polluted with other documentation. That's assuming they will even download it as it will come through as "document changes" . I want it to go as "Correspondence" with an attachment they can open from their email.

    Being able to send correspondence to all subbies is great, but it could…

    5 votes
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    Under Consideration  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Tender Responses "Revised" and "Rates" Option

    For the Tenders and Responses Page it would be good to be able to update a subcontractors status from "Quoted" to "Revised" for when they send in an updated quote.

    Additionally it would be good to have to option to mark a subcontractor as having submitted and be marked of as "rates" for when they just send a generic list of rates as this isnt technically a "quote"

    7 votes
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    0 comments  ·  Tender  ·  Flag idea as inappropriate…  ·  Admin →
  9. Collapse All Option in Documents Section

    Hi Estimate One,

    I am looking to suggest a potential option to add a button in the documents section which will allow me to collapse/condense all the documents under my headings. Particularly for larger projects with lots of documents and revisions this would be really helpful instead of having to scroll through a large web page and clicking each heading to condense the documents.

    Thanks for your help.

    7 votes
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  10. document request

    DOCUMENT REQUEST
    An extra button to 'comment' back to subbie to let them know why their request was rejected.
    AND more information is required on a subbie, perhaps a company profile, this will be important when deciding if they are suitable for the project .... sometimes their trade is not required (hence 'full set requested)
    ALSO - why are some of the Subbies on Doc. Request section appearing on the printed version of the Subcontractors List when they have NOT been Approved .... this is annoying

    thanks Jan

    4 votes
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  11. Editing the "Invitation to Tender" Email

    Head Contractors should have the ability to edit the contents of the Invitation to Tender email.

    Notes on how we want prices to broken out or general information needed by each trade can be entered this way.

    Currently, this can only be achieved by sending a correspondence immediately after issuing the tender package, or including a pre-made .pdf file into the trade package that contains this extra information.

    12 votes
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  12. Display mobile phone number over the office phone number

    In the "INVITES & RESPONSES" tab of a project, the "PHONE" column will always prioritise the office number/company number of each contact over their direct phone number.

    E.g. if I add a phone number to the company (02 XXXX XXXX) and then add a contact to that company with a mobile number (04XX ), then the company number will be displayed in the "PHONE" column of the project when an invite is sent to that person rather than their mobile number.

    4 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Jess,
    We can see this is an important feature to you! We currently surface the company office number to maintain confidentiality of private information. We do understand that every company has unique requirements, so we may consider adding an option to include a mobile number, that way you can chose what’s right for you and your business.
    For the time being, we recommend utilising the project description section to share alternate contact number/s. Happy tendering!

  13. 'Maybe Quoting'

    Add a category to the Invites & Responses page called 'Maybe Quoting'. This will greatly assist senior management to call prospective sub-contractors and convince them to quote the project.

    6 votes
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    1 comment  ·  Tender  ·  Flag idea as inappropriate…  ·  Admin →
  14. Reminder to Call

    It would be a good if there was a 'Reminder to Call' tag for sub-contractors on the Invitations page. This would allow estimators to tag important sub-contractors to call at a later date.

    12 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Thank you for this great suggestion! We know that builders refer to our Invites & Responses often while managing their tender. We also understand that builders leave notes against subbies as a reminder to call them back. So it makes a lot of sense for builders to be able to tag subbies with a reminder to call.
    Something we will look into further, thank you for getting in touch.

  15. Autodetect location when editing Address Book entries

    The address function when you’re editing an existing company’s details does not have the ‘automatic pickup’ when compared to when a new company is added.
    When a company is first added, if you type e.g.: 658 Church. Immediately…Richmond 3121 will be picked up and that completes the address.
    However, when you’re editing an existing company’s address (Let’s say they’ve moved offices), the infill layout breaks the address down to (Street Address, Suburb, State etc.) – This is Slow.
    In addition, if you typed in a wrong/non-existent street address by accident, the resultant for the company’s address will be wrong (No…

    3 votes
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  16. Include the Date and Creator of a Note when exporting Notes to Excel.

    At the moment we are having to manually input this information. As a number of our staff could be adding notes to a particular project at various times, it would be helpful to automatically include it.

    4 votes
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    2 comments  ·  Tender  ·  Flag idea as inappropriate…  ·  Admin →
  17. If a subbie has closed business- allow an inactive button, which allows you to see their previous involvement without deleting them.

    If a sub-contractor has stopped tendering, an inactive button will allow you to see what they've priced without deleting them permanently.

    4 votes
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    0 comments  ·  Tender  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Valentina,
    Really good idea! We are committed to improving the functionality of the Address Book and we will continue to investigate and work out the best ways to do it. This is something we will definitely dive deeper into. For the moment as a work around, I would recommend you remove their email address’ (preventing them from displaying at the invitation step), or adding them to an insolvent / out of business list as a way of keeping on top of them.

  18. Allow me to export a Subcontractors Transmittal in Excel format

    This would be great as it would be in a format that is consistent with the "Document Register" I export from the documents page. This would also mean I do not have to show the Subbies 2 very different transmittals.

    6 votes
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  19. Deleting Contacts in the Address Book

    As a Head Contractor, our address book has evolved over the last decade to have in excess of 3,500 subcontractors and suppliers. It is hard to manage this database and keep it updated. To start, I was trying to delete contacts that were redundant, and was thinking that there may be a need to organize/delete contacts a faster way than what is currently the process.

    Also is there a way to organize the contacts of when their last point of contact was.

    2 votes
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    1 comment  ·  Tender  ·  Flag idea as inappropriate…  ·  Admin →
  20. Allow Builders to find Subbies who use EstimateOne instead of just the Subbies in our Address Book

    It would be great if we could choose to invite Subcontractors who are EstimateOne members instead of the Subbies on our Address Book

    23 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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