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.
128 results found
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Allow a "Scope of Works" to be entered for each package I create
This will allow us to convey the work required for each package we create. It will ensure this is consistent for all recipients of a single package and will allow us to update these on a package by package basis.
Scopes would not need to be downloaded only "Read and Agreed to" by Subbies. Allowing us to update a scope and issue notifications of this change separate to an Addendum or Revision will also make it easier to keep Subbies up to date with what we expect them to quote on for a project.
5 votesThanks for the suggestion. Innovative ideas from our Users about how we could make your lives easier are always welcome.
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Present a more detailed "company profile" for Subcontractors who request packages
It would be good if we could get a more detailed capability statement from the Subbies who request to access tender documents from us. This would better inform our decision to approve/decline the request
3 votesCheers for the suggestion. Ideas about how we can help improve your workflows are always welcome and we appreciate you taking the time to post this feedback here.
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Allow "Call Back Reminders" to be attached to an invitation to tender
This would ideally allow us to record when a Subcontractor asks us to call them back when following up on a tender. This should also notify me when the time comes to call them back so that I do not have to record a note in EstimateOne and then create a reminder elsewhere to notify me when I need to call the Subbie back.
3 votesCheers for taking the time to post this feedback here. Innovative ideas from our Users are always welcome.
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Show the "Document Title" for files on the Document Matrix when I update this information
I have added "Document Titles" for all of the documents uploaded for a newly added tender. When I view these files on the Document Matrix I am not able to see the "Drawing Title" in the table.
The information in the "Document Title" is useful to me as it allows me to quickly add a document to package i.e the "WALL TYPE SCHEDULE" I know needs to go to all of my partitions subcontractors but instead I am shown this file on the matrix as simply "A005(B)_35-0207.pdf".
It would be great if the file name could be shown, but once…
1 voteThanks for reaching out to provide this feedback. It’s always helpful to hear about different ways Users would like to use the system or access information.
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Export all of the notes left about a Subcontractor when exporting the Invites and Responses to PDF
When we sit down to review the tender preparation with management, this report could prove handy to demonstrate – who and when we spoke with a subcontractor. What was said. You may have 5 notes saying he is pricing – in such a scenario, I would believe he is pricing it for us. Just to show the last note where someone declines does not demonstrate how hard we try to obtain a subcontractor quote.
1 voteThanks for taking the time to share this suggestion with us. It’s great to hear the context of how you would like to use information.
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Collapse / Expand all under documents
When uploading / reviewing documents could you add a 'Collapse all' and 'Expand all' button? currently when viewing documents you have to manually collapse / expand each sub-folder. On projects where there are many documents in many folders this becomes quite cumbersome - particularly when uploading new revisions issued in an addenda.
2 votes -
Add a status for "re-tender"
I’d like to see a “superseded” or “out for retender” button for status of
project.In this D&C environment we frequently tender the same project 2 or 3 times.
As a consequence, our stats under report success relative to projects tendered.
We may be asked to prepare an Order of Cost tender and then will be asked to submit a new tender based on new documents for a 75% designed D&C tender. If we were then to win this project we would have to make 2 projects as awarded or mark 1 as withdrawn and another as awarded.
2 votesThanks for your feedback. We can understand the need for our builders to have this ability, but we still need to undertake some further investigation to make sure we cater for everyone. We will definitely consider this as we make additional improvements to the product.
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Make it possible to add/change document revision numbers from the document list
It would be good to be able to edit the revisions of drawings from with the document list. As far as I understand it at this stage if the revision number/letter is not picked up from the document file name when they are uploaded each document has to be opened and edited individually. On some projects this can take a long time.
1 voteWe also have a bulk edit capability that I believe solves this problem. From the documents page, select the check box next to the docs you wish to edit. Down the bottom of the page you will see an option for “edit details” which will bring up the bulk edit window.
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Include the "date sent" on the Invitations and Responses page
It would be really good to be able to show the "Date Sent" for invitations that appear on the Invites and Responses page. The first questions Subbies as when you are calling to see if they are quoting a job (that they often won't have downloaded) is "When did you send us the package?". So surfacing this information would be handy as currently you have to go digging through the audit trail.
1 vote -
Add the ability to create a company list of regularly quoting Subcontractors
We would like to be able to create lists based on companies who have quoted for us (on all tenders) over the last 3/6/12/18 months
3 votesThanks for your suggestion. We are currently working on surfacing insights on your subcontractors to help you invite the right subcontractors. This is great feedback and on how you would like to use these inights for us to consider as we make further improvements.
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Extract drawing numbers from the files that start with: "D", "ECD", "SP", "SW", "DF", "DFS", "DP" & "TMS"
So that I do not have to manually enter these for all of my projects.
1 voteAppreciate the feedback. The idea of being able to extract information from documents is something we are looking into. We will consider this as we make additional changes to the documentation step.
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Indicate to a specific date when a subcontractor declines to quote.
A similar system to the document download indicator would allow us to monitor responses more effectively.
1 voteThanks for your suggestion. We understand that this information would help you monitor your responses more effectively. For the time being you can see this information in the Audit Trails.
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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.
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Make it easier to select multiple documents on the documents page.
If I want to move 100 documents from one folder to another, I need to tick 100 different boxes. It would be great if it was easier to select multiple boxes.
1 voteThanks for your feedback, we understand that this can be time consuming.
You can select entire folders to move multiple documents at once, and you could add additional sub folders in your tender set on your desktop before adding it to EstimateOne.
We will look into improving the document management on EstimateOne to make your life easier!
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Allow more than 1 contact for the estimator detail settings
So that the tender invitation will come from the senior estimator and all replies cc in the junior estimator.
1 voteThanks for your suggestion. We will keep this in mind as we look to make further improvements to our invitations process.
For the moment, I would recommend a generic email such as “estimating@” that multiple people have access too.
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Allow me to post a project with multiple addresses
When tendering a project that has multiple separable portions it would be good if I could add multiple addresses to a single project, rather than having to post multiple projects with predominantly the same documents.
2 votesAppreciate the feedback. We can see why this would be useful for not just yourselves but also the subcontractors trying to price.
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Allow me to see a Subbies distance from a project on the "Invites and Responses" page after I have invited them to the tender.
This will allow me to see how far a Subbie is from a project after I have invited them. Currently you can only see this information on the Invite Multiple step prior to actually inviting anyone to the project.
2 votesThanks for your suggestion.
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Subcontractor Addition Date
When adding subcontractors to address book there should be an option of inputting a date to know when we added them
5 votesThanks for the suggestion, great idea!
We know that this would be helpful for you to manage how current your Subcontractors are, and assist you in managing your address book.
We will be looking into this and other improvements to the Address Book shortly and will take this suggestion on board. In the meantime, we recommend making a note of the date a contact was added in the notes section of the Contact Details for your referral.
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Add a way that we can print out a Subbies correspondence history in relation to a tender
This will allow us to show a Subbie that they were sent correspondence in the event of a documentation dispute.
1 voteGreat suggestion, we’ll look into how we can make it easy for you to export this information, as we understand it can be valuable in contract and document disputes. Thanks again.
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Include a list of Addendum that affected a Subbies package in their Audit Trail
Currently it is impossible to use an Audit Trail to prove that a Subcontractor's package has been affected by an Addendum unless the Subcontractor is regularly downloading documents.
If a Subcontractor is not notified of an Addendum but a change is made to their package this should still appear on their audit trail. That is if the audit trail is to be considered a record of changes made to the package.
Often we need to prove to Subcontractors that we have included addendum in their packages even if they chose to only download documents from one of our competitors. Currently…
1 voteAppreciate the feedback. The Audit Trail is designed to be a history of what has happened, if you don’t issue a notifcaton it doesn’t make sense to include this.
We would recommend issuing addenda notification manually to your subcontractors if this is important.
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