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.
161 results found
-
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 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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
Single Invites
When sending an invite to a single subcontractor it would be useful to have a dialogue box whereby you could send a message like "refer to specification clauses etc."
1 voteAppreciate the suggestion! We can understand why this would be an important feature. We’ll be looking at ways to incorporate customisation into the invitations subcontractors recieve.
-
Add additional button options to the email invitation
Currently there are three options 1) Access Documentation 2) I already have documentation 3) I don't wish to quote this tender.
Replace # 1 with 'Review Documents prior to Accepting Invitation', and delete # 2 because the invitee may not have received all relevant documentation by another builder, and add 'I wish to quote this tender.'
1 voteThanks for your suggestion, we will investigate how we can improve the email in the future.
-
Multiple 'closing' dates different for various trades
When a project is live, we would like the ability to progressively call on tenders with various different closing dates. Currently there is only one closing date available. Option to select different closing dates for different trades would be great.
15 votesWe will be considering this idea later in the year. For the time being you can issue packages in stages and update the closing date before each stage.
-
Add a date to the "Quoted" status that shows on the Invites and Responses page
So that we can easily tell if a Subcontractor has submitted a quotation before they download the latest version of their document package.
3 votesAppreciate the suggestion! We understand that this is useful information to surface in your account. At the moment as a work around, I would suggest you jump in the Audit Trail with the subcontractor, this will show the time you marked them as quoted.
-
Allow me to add a reason I have declined a Document Request
Any chance that when we decline a request for access to documentation we can give one of the following reasons?
- Product/services not required on project
- Client selected shortlist
- Alternatives not allowed to this project
Typically I get Subbies asking why we have not allowed them access, creating a discussion two or three emails long. This could be prevented up front if we could explain why the document request was actually declined.
20 votesHi Peter, Thanks for adding this idea. We understand that improving the language in the rejection emails could strengthen your relationships with Subcontractors.
-
Allow Builders to indicate which arm of our company is tendering a project
Can you please add a way for us to indicate which part of our company is tendering a project on the project details page. This is to represent which arm of the company the subcontractor should deal with (ie. Construction, Maintenance or Bespoke).
1 voteThanks for your feedback.
Currently you can do this by writing which arm of the company is tendering by writing this in the Project Description when addidng a new project. We will look into how we can make this clearer for special cases like yourself that have seperate arms in the future, and keep your feedback in mind.
-
Add a way to build a list of new Subcontractors
It would be good if we could create a list of Subcontractors that we have only recently added to our Address Book. This will assist us to build relationships with Subcontractors we may have never worked with before.
3 votesThanks for this feedback, we’re looking at a range of new features for the address book, keep an eye out for some improvements like this that will help you manage your contacts.
-
Add the following statuses to the Invites and Responses page so we can assign these to Invitations
- Left Message
- Ring (informing a cadet or someone to call this contractor)
- Maybe Pricing (so we can follow them up)
4 votesThanks for your feedback. Currently in the Invites and Responses page you can leave all this relevant information in the notes tab, and then have the person who needs this information ‘display recent notes’ in the Invites and Response page.
We will be looking into how we can improve the Invites and Responses page and make your follow up even more streamlined, and will take your comments on board.
-
Allow Builder to prioritize Invitations and Responses for follow up.
Allow me to flag whether an invited Subcontractor needs follow up.
If I were to add a note such as "Please call this Subbie tomorrow" it would be difficult for another User on my account to track this information down.
0 votesThanks for your feedback.
On the Invites in Responses page you can leave this relevant information in the notes tab, and then have the person who needs this information ‘display recent notes’ in the Invites and Response page.We will be looking into how we can improve the Invites and Responses page and make your follow up even more streamlined, and will take your comments on board.
-
Subcontractor Quote Percentage
It would be good if Builders could get an understanding of our Subbie's response and quotation rates when inviting Subbies to tender.
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 show and hide as a column in the Invite Multiple contacts table.
The information that would be good to see would be the
- Quotation response rate for each Subbie
- Percentage of tenders each Subbie has not quoted
- Percentage of tenders each Subbie has not responded to at…12 votesWe are currently designing a way to surface insights on your subcontractors to help you invite the right people to the right jobs.
-
Make Subcontract Lists available to the Builder
It would be good as a builder to be able to access the subcontractor database (contact details) to assist in issuing tender packages for job that have been awarded to the builder.
This would allow a wider range of unknown subcontractors to be able to be contacted by the builder to tender won work and establish new relationships
11 votesThanks for putting your support behind this idea. We are currently investigating how we can better connect Builders with Subcontractors at tender time. Once we have a better idea of how we might deliver this functionality we will be in touch to discuss it with you. Cheers, Gilad.
- Don't see your idea?