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.
44 results found
-
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.
4 votesThanks for this comment Jono, we’re currently reviewing the address book function to help you manage your contacts and eliminate redundant contact details, stay tuned.
-
Add another field under 'Update Your Closed Projects'
Currently under 'Update your closed Projects' there are 4 options.
Pending. Awarded. Lost. Withdrawn.Is it possible to add another called 'Project did not proceed'.
Currently we have a project that we were preferred builder but the finance fell through on the client side. So none of the current options really apply to this scenario and will be misleading to our subcontractors.
This is not a one off situation either - we've had several projects not proceed due to financial reasons even through we were the successful builder.4 votesGreat suggestion! We understand the value of tracking project status and we acknowledge that more can be done to do this effectively.
For the time being we would recommend using our “New Correspondence” feature in the Invites & Responses page. This would allow you to quickly issue correspondence to your subbies, updating the status of the project. We will look into adding some additional options.
-
Multiple Quote attachments
Allow for multiple quote files to be uploaded when submitting/attaching quotes. When uploading additional attachments, these additional attached do not get downloaded together with the quotes.
3 votes -
Allow builders to send follow up reminders via SMS
Allow builders to send follow up reminders via SMS
3 votesThanks for your suggestion, this is something that we are considering.
At this time we need to conduct more research with Subcontractors and whether they consider this idea to be of value. We already send a lot of correspondence to Subcontractors through email and need to understand whether they would be willing to receive SMS notifications in the future.
-
Add a Response Filter for the Invitations and Responses page that shows anyone who could potentially submit a quotation for a project
On the Invites & Responses page it would be great if we could filter all subcontractors on the list to show those who are either yet to download documents, quoting or have documents. This would display only contacts that are still interested in receiving project correspondence and hide any subcontractor who are NOT QUOTING from appearing on this list.
This would give a good indication of the trade coverage you have on a tender as it allows you to view how many Subbies are quoting or at least still considering whether they will quote.
3 votesGreat suggestion, thank you for your feedback John. We can definitely see value in using multiple filters to show or hide particular responses. We are looking into ways of improving how the responses can be better managed.
-
Display the Packages on the Matrix at a 45 degree angle to make them more legible.
This will make the headings easier to read.
3 votesThanks for your suggestion, definitely something for us to consider. As we continue to improve the documentation management, we will keep this in mind.
-
Action column on invites and responses page
The notes field is great, but if you have to action something, i.e. call back on a specific date or time, send a Bill of Quantities when available, arrange meeting etc we curently have to add these items to our outlook calendar, as you don't go through all the notes every day to look for things to do.
If there was an action column displayed to the right hand side of the status column we could see at a glance any actionable items.
I think it would require an editable field as actions will vary greatly but a completed option…
3 votesThanks for the suggestion. We’ve tried to keep the invites and responses page as simple as possible for you to keep of track of what is happening in the project at a glance. We agree that it would be great to be able to manage your workflow for the project in greater depth in the EstimateOne account, and we’ll be looking into how we can improve the invites and reponse page in the future.
-
Add to Address Book when in Quotes tab
When in 'Quotes' tab, allow the ability to click on new Subcontractor name and 'Add to Address Book'.
This function is enabled when in the 'Invites & Responses' tab.2 votes -
Concrete repair coating works
Supply services of of machines to apply coatings or service these machines.
2 votes -
Change from Fitout to Builder 1m I.5
Change to Builder 1m to 1.5
2 votes -
Notify uploader via email when errors uploading documents
When uploading documents, it would be helpful to be notified via email if the upload has errors
2 votesThank you for this suggestion, we appreciate it’s important to know if something went wrong in your document upload. We’re happy to take it onboard as a consideration for future improvements.
-
Ability to add addendum notes to subbies invited after addendums published
When inviting new subcontractors after addendums have been published, enable the invitation to include notes sent on addendum
2 votesThanks for your feedback. We understand that this would be very useful for both yourself and the Subcontractors, and that these Addendum notes are not currently available in the invitation.
-
Display number of invites for each package on packages page
It would be useful to have a column on the Packages page, which shows the number of invites issued against each package. This would be helpful when going back through packages to identify any gaps in coverage.
2 votesThanks for your suggestion! We are investigating ways we can improve documentation management and this is seems a logical improvement.
-
scrolling
I am sick of scrolling
PLEASE add a 'back to top' button
or
freeze pane2 votesThanks for taking the time to submit the suggestion – we appreciate all the ideas, big and small. We’ll look into how we could improve your in app experience to avoid scrolling.
-
Handy Andy's concreting
Handy Andy's concreting servicing Cootamundra and surrounding areas abn 2049378818.
1 vote -
Display the head estimator's mobile number in the tender invitation letter
On every "Invitation to Tender" email sent out to subcontractors, the name of the builder's company, name of the head estimator & head estimator's email details are displayed.
The mobile number of the head estimator should also be displayed here to encourage subcontractors to call the estimating team directly should they encounter any problems during the tender stage.
1 voteHi Jess,
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 to tender invitation.
For the time being, we recommend utilising the project description section to share alternate contact number/s. Happy tendering! -
Response & Quote Rate calculation
When inviting multiple contacts at a company to a package and only one person responds or says they're quoting, should we mark off all contacts in that company with the same response? Doing this impacts the response and quote rates, so perhaps the quote and/or response rate calculation should be based on the company/package level
1 voteThank you for your suggestion, we appreciate this would be impacting your response rates. We will keep this in mind for a method of improving invitation management. Until then, we would recommend you continue to mark off the individual contact as quoting and revoking the invitations of the contacts who are not quoting.
-
Allow Builders to store both a Mobile and Direct Line for contacts in my Address Book
It would be handy if we could store both of these details about a contact so that I can always make contact with them.
Currently we are only able to store a mobile or a direct line in addition to the company phone number. I am asking for the ability to store a direct line and a mobile number for a contact.
1 voteHi Neil,
Thanks for your suggestion. We’ll take this into consideration as we look at ways to improve the Address Book.
A good way to work around this at the moment is to add the same contact again with an alternative number. -
Suggest the completed addresses for companies in my Address Book as I type them.
This functionality currently exists when entering the address of a project on EstimateOne. It would be good if I could also have an Address suggested to me as I am creating and updating the Addresses on file for Subcontractors in my Address Book.
The same as when I add a new project, if there is no suitable suggested address we could then fall back to adding the address manually.
1 voteThanks for your suggestion Chad. We are looking into whether this is possible in all areas of the app. We know that this would be of great help to speed up and streamline the app, but may take some time due to some technical implications of using the auto-suggest feature across the board. We are committed to improving this throughout the app, but currently aren’t able to have the auto suggest feature, hopefully we can soon!
-
Provide ability to filter Builders "Recently Awarded"
Add the ability for builders to search the Recently Awarded information by category eg, Retail. Filtering through this information without search functions is very time-consuming. We are using this information regularly, and will often find out here who has been awarded a project we tendered.
1 voteGreat idea. It is great to learn how users would like to use this information and hear that the Recently Awarded information is of value to you.
We’ll be looking into your suggestion and any other ways we could improve this part of EstimateOne.
- Don't see your idea?