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
-
Make it clearer in my Address Book when I am viewing a company that has unapproved contacts awaiting approval
It would be good in my address book if I could see on a companies entry that there are "unapproved requests" from users at that company who would also like to join my Address Book.
2 votesThanks for your suggestion. We’ll work on surfacing and managing these requests better.
-
Better align the filters and columns on the Invites and Responses table
It would be great if the "Response Status" filter was on top of the "Response Status" column when I review invites and responses.
1 voteThanks for the suggestion. We understand why being able to filter by response is a valuable features for builders. At the moment you can filter by response status via the drop down arrow and select what you want to filter by. We are looking into ways of improving response management and your feedback will be considered as we move through that process.
-
Freeze table headings at the top of the page when scrolling down the Invites and Responses table
It would be good if we could freeze the table heading at the top of the page when scrolling down the Invites and Responses table.
The items we would like fixed at the top of the table in order of most to least important are:
- The project name
- The quick actions menu
- The search and filter items
- The table header row (Company, Contact Name, Phone etc))2 votesThanks for your suggestion, we’ll look into this for you.
-
Allow longer trade names to be displayed on the Trades Required page
A large number of our trade names are so long that we can't see the full name when selecting trades for a tender.
This makes it hard to be sure which trades we have selected and if they are the correct trade.
It would be good if we could see the full trade name, either by having the whole name showing, or by showing the trade name when you hover your mouse on the truncated trade name.
2 votesThanks, this is a known issue and we’re looking into a way of fixing it.
-
Prevent Users with the access level "standard" from being able to edit their email address
This will prevent them from being able to send themselves an access link to their personal email address in the event they leave the company.
1 voteAppreciate the feedback. At EstimateOne we place the utmost importance on keeping your private information safe. We believe this is a good idea, and we will definitely consider it as we look to make further improvements to account security.
-
Include Company response rates on Address Book excel export
Would be really handy if we could export our Response and Quotation rates for each Subcontractor in our Address Book. That way we can pass this list on to our Operations team so they can reward Subbies who price at tender with contracts to build.
A list of past tenders is available in the address book, but it would be good if this information was visible as a simple statistic that we can export with the Address Book.
The information that would be good to see would be the
- Quotation response rate for each Subbie
- Percentage of tenders…2 votesAppreciate the feedback. We understand this sort of information would be valuable in your subcontractor selection. We are currently reviewing ways to better surface information captured in your account. Cheers.
-
Include a field for us to enter the Estimator's direct phone (or mobile) number in the Project Details.
It would be handy to include a field for our estimators direct phone (or mobile).
By default the phone number listed would be the company phone number. We have an estimator who works from home, so it would be good if we could list their mobile instead of the office number for projects they are looking after.
In doing so, we would like the Estimator's direct phone number to be included in all correspondence emails our Subbies receive.
7 votesThanks for putting your support behind this idea. We are currently investigating how we can better direct communications to both the estimating and construction teams that work on a project. We think this would be a huge time saver for Builders along with making Subbies jobs much easier. Once we have a better idea of how we would deliver this functionality we will be in touch to discuss it with you. Cheers, Gilad.
-
Keep an Audit Trail of changes made to companies in my Address Book.
So that I can view if contact or company details have been recently changed in my Address Book.
It would be good if I could see who (Users of my Account) made the changes, when the changes were made and what the details were changed from/to.
It would also be handy if we could view all the changes made in the last 12 months, as opposed to just the most recent 3 changes.
5 votesThanks for your feedback. We understand that this would give you better transparency in your EstimateOne account and help keep you on top of your Adresss Book. We will keep this great idea on board for when we look into improving the Address Book and how you can manage it.
-
Display how many 'Notes' a company has in their Address Book entry the same as 'Files' and 'Tender Invitations'
The previous version of EstimateOne had the number of notes bracketed, example, (2). This feature no longer exists.
Will you be putting this back on? I need quick access to notes to find out if they need hard copies.
Currently there are too many steps (and wasted time) getting this information. So annoying. Can't you think of an easier/quicker way to find out who needs hard copies?
3 votesThanks for your feedback. There is an option to “Display most Recent Note” from this page which will help with this.
-
Make it clearer in the Transmittal email that documents have already been sent and can be accessed from a separate email.
I am getting a number of calls from my Subcontractors who are attempting to download documents from the email they have received that contains their Document Transmittal.
It would be good if this email explicitly stated that no documents are available for download, or if this email contained a link that Subbies could access to download documents.
3 votesThanks Grant, happy to look into this for you, appreciate it must be time consuming explaining this to individual subcontractors.
-
Add an "Approve and Merge" feature for unapproved companies that already exist in my Address Book
In the unapproved tab, I can see some contacts from companies that I know already exist in our database, however due to the "company name" being spelled slightly differently (using and instead of &, PTY LTD, co. instead of company, etc.) if I approve the contact (or their request) a whole new company will be created.
Please add a way that I can approve a contact and at the same time combine an unapproved contact with the the details of an existing company already in my address book.
3 votesThank you for your feedback. We understand that duplicates in your Address Book can be frustrating when selecting subcontractors to invite to tender. We are currently looking at improving the Address Book management to streamline the subcontractor selection process.
-
Include the total number of approved requests in the number of "Invites Sent" or "Requests" on the Active & Recent Projects table.
So that I can see how many invites were sent and how many requests I have approved without having to the view the invites and responses page.
1 voteThanks for your feedback. We understand that this information is important to you. We will look at ways of surfacing this in the app as we make additional improvements.
-
Allow me to add contacts to 'Contact Lists' when viewing their companies' Address Book entry
It would be good if I could add a contact to a Contact List while I am viewing that contacts Address Book entry.
You can already add a company to a company list when viewing their company information so it would be good if we could do the same for a contact.
2 votesGreat suggestion. Thanks for getting in touch with this one. We’re going to be looking into how we can improve the Address Book soon, to make sure it is as easy as possible for you to navigate and organise.
-
Show notes within the Invite Multiple feature
When sending invitations using the invite multiple funciton it would be good if notes were visible when the curser hovers over a company name.
If a contractor/supplier is busy and not taking on anymore work until the following year, then it would be easier to see this information quickly…. Before sending an invitation.
2 votesThanks for your feedback. There is an option to “Display most Recent Note” from this page which will help with this.
-
Add the ability to search by contact name when using the 'Invite Single' feature.
With recent upgrades when doing a single invite to tender we can only search and see the company name. It would be good to see the contact names show up while searching the companies.
EG if I was to search G James I would have up to 10 different G James company profiles for different regions but when doing a single invite I can not see the contact name to know which of the 10 G James profile to select for the tender. Sometimes it is easier to search for the contact name rather than the company in this case.
2 votesThanks for the suggestion. We’ll be looking in to how we can improve the invitation and responses step in the future, and will take your suggestion on board. As we want it to be as easy as possible for you to find companies and contacts as quick as possible in the invitation step.
-
enable Builders to add contacts to their address book from the Invite Multiple to Tender page
It would be good if I could add a contact to my address book while issuing multiple invitations, that way I can issue an invitation to a newly added contact without having to do this in a separate steps.
2 votesThanks for your suggestion, we haven’t worked out a way of doing this without losing your selections to invite. The best way of doing this for now would be to add and invite them after issuing your bulk send out.
-
Allow me to add columns to display Custom Fields when creating Company Lists.
Allow me to add columns to display Custom Field data when creating Company Lists.
This will allows us to add companies to a list based on the information we store about them in the custom fields.
1 voteThanks for your feedback! We can understand why you would like to surface this information when setting up Company Lists.
We acknowledge the importance of leverging this information. We will review this as we look to make further improvements in your address book. -
Allow builders to reuse Project descriptions
It would be good if we could reuse our past project descriptions when creating a new project.
1 voteThank you for your feedback. We understand the value of reusing project description details. As we endevour to make improvements the application, we will look at ways of prepopulating this field for future projects to help save you time.
-
Add the ability to see what documents have been assigned to a package from the Invites & Responses page.
When on the Invites & responses page, I would like to be able to filter on a package (which I can now do) and see the documents that have been assigned to that package. This is so when I am speaking to the subcontractors I have an easy reference to what what they should have. This will save us from having to navigate away from the page to look at the Document Matrix.
1 voteAppreciate your suggestion! For the time being we recommend opening another tab with Document Matrix open.
-
Show the notes left on Invites and Responses page
Make notes visible when my curser hovers over the notes icon on the Invites and Responses page.
1 voteThanks for your feedback. There is an option to “Display most Recent Note” from this page which will help with this.
- Don't see your idea?