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.
61 results found
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Allow Builders to collapse and expand trade headings in the matrix as you can folders.
Trade disciplines such as Preliminaries, Architectural and Structure should be able to be collapsed and expanded as I can do with the folders on the Y axis.
3 votes -
A user can quick filter the document matrix using SAYT
Allow a search-as-you-type (SAYT) quick filter in the document matrix; for documents, trades, or both. This would help with speed and checking of populating the document matrix.
Example: User types 'door' in the quick filter search, only rows (documents) with 'door' in the title are shown and only columns (trades) with 'door' are shown.
User would exit the quick filter (show entire matrix) by clicking an 'x' in the quick search field or by pressing ESC.
3 votes -
Show a company I add to my Address Book without needing to refresh the page
Prior to adding a company to my Address Book I will do a search to ensure that company is not already present. At this point I have added a series of filters (trade, company name) with no results appearing.
If I am unable to view the Subcontractor, I will then proceed to add the company to the Address Book.
As the company I have entered should comply with the filters I have set, I would expect that the newly added company should appear in the Address Book.
In order to get the list to show the new Subcontractor I need…
2 votesPleased to let you know this is now available -
hopefully it makes life a little easier for you. Great suggestion, keep them coming! -
Allow me to export companies (and the associated contacts) from one EstimateOne Address Book and import it into another of my accounts
We are often adding new Subcontractors to both of our EstimateOne Address Books. It is quite time consuming to have to add the contact to the Address Book in one account and then add the same details to the Address Book in my other account.
It would be great if there was a way we could take the contact details we had just added in one account and add them to the other account without needing to re-enter identical information.
2 votesAppreciate the feedback! This is now available on EstimateOne! We’ve introduced a shared address book option between two accounts. If you’re looking to set this up please reach out to us and we’ll begin the process.
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Allow me to select which new file is revising an existing rather than the current process of selecting which new file revises an existing.
There are often less new files (as part of an addendum/revision) than existing so allowing us to select which of the "new" files revises an "existing" file will minimise the number of potential options we have to view.
Rarely are there more files superseding an existing document than existing documents.
2 votesThanks for your suggestion. We reviewed your feedback and have now released a redesign of the superseding process. We have added a ‘Select’ button so that you can choose a document from the current set to supersede.
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Allow Builders to manually enter a the address of a project, if the system is unable to find the project address entered
Your system is unable to recognise some addresses for new greenfield developments. It would be good if we could manually enter these addresses rather than trying to entering nearby addresses just so our projects can be added to EstimateOne
2 votesThanks for your feedback, this in now available. You can now manually enter the Address of a project if the Geo-Locator doesn’t find it for you.
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Allow Builders to view the contacts on a List
It would be good if in our account we could view all contacts or companies that have been added to a list. This would make it easier to review a list that has already been created in our account.
Seeing other companies and contacts that can be added is useful but there are times when I would like to only see contacts/companies that I have added to the list.
2 votesWe have now incorporated your suggestion into Address Book searches within EstimateOne. When you conduct a search in the Address Book you now have the option to filter the results by ‘List(s)’ to show only contacts or companies who appear on the chosen list(s). Please feel free to get in touch if you any additional questions in relation to this new feature.
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Allow Builders to record when we contact a Subcontractor
We want to record when a member of our estimating team contacts a Subbie. Specifically we want to know the time of the call, who made the call and the outcome of the call.
2 votesThanks for your feedback, the notes feature in EstimateOne makes all of this available for you, it will simply be a matter of having your Estimators, or whoever is doing your follow ups, make detailed notes about the call. Unfortunately, we are unable to automatically track this information for you.
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Add our Logo to invitation emails
I would like my companies logo to appear on the invitation to tender emails I send to Subcontractors.
2 votes -
Add an 'All Users' option to the Invitations page, user selection list
On the Invitations page, you can select which User's invitations you can see. Where the company has a large number of Users, an option to 'Select All' would be very helpful.
1 voteHi Brendan, thanks for your feedback. This feature is now available. When sending out your invites you just need to tick the box to the left of the company name.
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Any tab to categorized the subcontractor who didn't download drawings so directly send email them by one click
Any tab to categorized the subcontractor who didn't download drawings, quoting or just downloaded so by one click choose those and can directly send email (or can hide the Subcontractor when they marked as quoted )
1 voteHi Hitesh,
Great news, this is already available. You can segment tender response status by Not Quoting, Quoting, Has Docs, Quoted as well as Email Error and No Response. You can filter these response to reveal subcontractors who are yet to download documents (“No Response”). Once you have filtered these responses, you can send a correspondence to this specific group of subcontractors. Hope this helps, happy tendering! -
Invites and Responses modifications
At the moment all our invited tenders are listed in Alphabetical order.
This has advantages but being able to click another button to group them into "trades" invited would assist in clearly seeing how many of a particular trade have OPENED/NQ at one glance instead of scrolling through the whole list to locate them. I feel this would also help identify any trade that has been missed, as trade headings often twig your memory
1 voteDid you know you can already segment tender response status by Not Quoting, Quoting, Has Docs, Quoted as well as Email Error and No Response? You can filter these response to reveal subcontractors who are yet to download documents (“No Response”). Once you have filtered these responses, you can send a correspondence to this specific group of subcontractors.
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id like to be able to re-issue a closed tender
I'd like to be able to re-issue a closed tender to the same subbie list with a Status of " confirm pricing " . It would be issued with a new close date. it could be done via the correspondence page with a tab that says " confirm pricing " and then we could add a note with specific info.
1 voteThanks for your suggestion. If you are wanting to re-issue a closed tender because you have been awarded the project, then please take a look at our Handover and Procurement module which can help you with confirming pricing for awarded projects.
If you are simply wishing to re-issue a tender due with new documents from the client, we suggest you make a contact list from the invitees to the first tender, create a new project and then invite this list to he reissued project.
Hopefully this helps, happy tendering! -
1 vote
Thanks for your feedback. This feature is currently available on EstimateOne, and you can find this information in the audit trail in your EstimateOne account.
Your invite and responses page will also give you a quick snapshot of the date of the download. If you need some help finding this information please get in touch with our support team and we can point you in the right direction.
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Allow me to send bulk email correspondence to Subbies on the Tender Responses table that did not price at tender
This will allow me to notify them that a project has been won (after it was handed over) to gauge interest from the market
1 voteThis feature is now available on EstimateOne. You can filter the response to only show the people who didn’t respond at Tender and then issue bulk email correspondence to all these subbies. If you have any questions please feel free to get in contact with the support team.
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Alpha Numeric Doc Sorting
At the moment when addendum documents are uploaded they are not in an alpha numeric sequence
Can this PLEASE be rectified1 voteThanks for your suggestion. Just to clarify, documents are sorted Alpha Numerically within folders, but will be sorted first by the folder structure that they were uploaded in.
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Include both mobile and company phone numbers on vCards, when applicable.
Currently when we download a vCard for an Address Book entry that has multiple contact #'s (eg. a contact's mobile, and a company phone), only the mobile # appears on the vCard. Since all other company level info is carried over to the vCard, it would make sense to include both contact #'s, as well.
1 voteThanks for your feedback. When downloading your vCard you should see that both numbers are available in the vCard, the number listed personally against the contact and the company level number. If you’re having trouble with this please get in touch with our customer support and we should be able to help you further.
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Allow Subcontractors on my directory to be issued a package so that they are kept up to date on any changes made to that package
It would be really good if Subcontractors on my directory could be subscribed to a package. That way I do not need to re-issue each Subbie on my directory the documents that are already in the package for their trade.
1 voteThanks for your feedback. Good news! This is now actually available on EstimateOne. Contacts in the directory can now be issued with packages to download. Issuing packages to your contacts with ensure that downloaded doucuments are tracked.
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Sort invites and responses by package then by company
Sometimes it is necessary to invite multiple contacts from the same company. When sorting the invites by package it doesn't always group all contacts from the one company together. It would be good to be able to add a secondary sort.
1 voteThanks for your suggestion. To do this, first you can filter by package, and then you can sort/order the subbies by clicking on the heading of a column. Thanks for the idea and let us know if you have any other ideas on how to improve the invites and reponses page.
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Add revoke invitation in Company's Past Invitation to Tender
It would be great if we can have revoke invitation in tender status in Company's Past Invitation to Tender as same as in Invites & Responses.
1 voteYou are now able to revoke invitations from a company’s past invitation to tender. Thanks again for the suggestion, keep them coming!
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