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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Pevent Subcontractors from being able to access documents after their RFQ has been marked as "Lost"
Subcontractors who are marked as "Lost" still have access to the package they were sent. Whilst you can prevent this from happening by "Revoking" the invitation, this could be simplified in a single step. Also the Subcontractor has already been marked as "Lost" and will no longer appear in the table once their invitation is revoked.
2 votesThanks for your feedback. This is a great suggestion, we will look into how RFQs are managed once a contract has been awarded.
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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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Prompt to add packages for newly selected trades when editing the matrix after trades have been added.
After the document matrix is done, I have to refresh in the matrix after editing the trades. It will be great if the matrix can refresh automatically.
2 votesThanks for your feedback. Yes, this is soemthing we are wanting to improve, stay tuned.
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Allow Builders to view the tender panel on closed projects
Currently on the "All Tenders" page we can view open and awarded tenders. It would be good if we could also see which Builders were tendering on closed projects in particular the ones we have tendered for.
2 votesThanks for the suggestion. This would require more investigating from the market in order to make sure we can implement a solution that caters for everyone’s needs.
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Display a date stamp when viewing notes on the Invitations & Responses page.
It would be super useful to show a date & time on the Invites & Responses page when "display most recent note" is selected. This would allow us to easily see WHEN the last note was written.
2 votesCheers for the suggestion, we appreciate you sending through this feedback.
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Allow me to update the tender responses for multiple Subcontractors at once
I want to update multiple Subbies to "Quoting" in a single step to save me time
2 votesThanks for this putting this forward, appreciate how it would be useful for you.
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support the managing Expressions of Interest from Subcontractors prior to issuing tender invitations
Currently if you want to collect EOI's for a tender prior to issuing invitations to Subcontractors you need to create an EOI package and invite all Subcontractors to that package and then if they complete the EOI invite them to a second package. This process isn't ideal and leads to inaccurate response rates. The language in the correspondence the Subbies receive is also unclear as it refers to "Invitation to Quote on the Expression of Interest package".
2 votesCheers for putting this suggestion forward.
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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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Allow Builders to view all trades at the same time when building a list in the list management section of the Address Book.
I would like to be able to view all companies in the Adelaide / SA list for example all at the same time (rather than by trade only).
2 votesAppreciate the feedback and thank you for bringing this to our attention. We agree that more can be done when it comes to help making lists, and we will definitely take this suggestion on board as we improve Address Book management.
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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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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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