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.
28 results found
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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.
13 votesHi Nicholas, thanks for your feedback. This is something that is currently on our radar. For the time being, we recommend creating a List on EstimateOne of the subcontractors for your team to review.
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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…
11 votesHi Kai, thanks for your feedback. This is something that we will look into.
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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"
10 votesHi Jess, thanks for the feedback. This is something that will be looked into as part of a bigger piece of work we are currently undertaking.
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when i change a due date in the project detail screen , it should send an email to all saying the date has changed
when i change a due date in the project detail screen , it should send an email to all saying the date has changed
9 votesThanks for your suggestion. We really try and limit the number of automated responses we issue your subcontractors so as they do not get overladed. However, there could be a way of us helping you manage this better.
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'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.
8 votesHi Michael,
We appreciate a tentative quoting option / “maybe” quoting would definitely be valuable in the procurement process. We are planning on reviewing the response statuses available, so we will take your suggestion into consideration. Thank you! -
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.
5 votesHi 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. -
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 votesThanks for your suggestion! We can definitely understand why date/creator information would be important. We are happy to take this onboard as a consideration for future improvements.
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allow Builders to include "terms and conditions" of tender that Subcontractors must agree before they can access documents
For sensitive projects such as defence or government works we often require Subcontractors to agree to some conditions of the tender. This is usually a document the Subcontractor signs and returns to us. It would be good if we could enter the conditions of tender straight into EstimateOne and have Subcontractors agree to these conditions (by ticking a box) before they can access documentation
4 votesThank you for this suggestion! It definitely makes sense, it’s something we will look into.
If it helps, the best way to do this at the moment would be inviting your subbies to a seperate tender and issuing them the required contract. When they sign and return, you can create a new tender issuing the documentation to the compliant subcontractors. -
Allow me to Export a "Document Register" that shows all of the documents added to a Subcontractors pacakage
When signing up a Subcontractor to a project I am required to generate a register of every document that they were sent and when it was made available to them. This is then included as part of their contract.
This register should include all documents the Subcontractor was sent throughout the tender period along with when each document was updated.
When I export the Document Register it shows all documents added to the project and when they were added but this is not specific to the package the Subcontractor was sent.
"Transmittals" sent to the Subcontractor do not give us…
4 votesThanks for your suggestion. A subcontractor focused Document Register is something we have heard from a couple of different builders over time. It is definitely worth investigating further, and we will keep it in mind as we look to make further improvements to documentation management on EstimateOne.
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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.
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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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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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!
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