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
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Provide ability to filter Builders "Recently Awarded"
Add the ability for builders to search the Recently Awarded information by category eg, Retail. Filtering through this information without search functions is very time-consuming. We are using this information regularly, and will often find out here who has been awarded a project we tendered.
1 voteGreat idea. It is great to learn how users would like to use this information and hear that the Recently Awarded information is of value to you.
We’ll be looking into your suggestion and any other ways we could improve this part of EstimateOne. -
Hide Subcontractors on my "Do Not Use" company list when using "Invite Single"
When using this feature to issue a single invitation I am unable to tell that the Subbie I am inviting is on my "do not use" list. It would be good if I could prevent these Subcontractors from appearing altogether.
1 voteAppreciate the feedback. We acknowledge that a “Do Not Use” category would be simple when searching and inviting subbies and does warrant further investigation. To help you manage this for the time being, we recommend that you delete these contacts emails, that way you won’t be able to issue them an invitation.
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Hide Subcontractors on my "Do Not Use" company list when searching my Address Book
When searching my Address Book it would be great if there was a way to hide companies that appear on a certain list.
For example, we have a list of Subcontractors that we "do not use". When searching the Address Book I can show Subbies on this list but I cannot hide them. When searching for Subcontractors to invite to a tender it would be good if we could hide Subcontractors just as we can show them.
1 voteThanks for the feedback. We understand the benefits of a ‘Do Not Use’ list in the Address Book to help you manage and sort your contacts. This is something we would look at when investigating how we can improve on Address Book management.
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Add the ability to "Filter" table when creating a list
Before we receive documents for a project we will use the "Lists" feature to prepare the send out list of Subcontractors we will issue invitations to tender.
When creating this "Contact List", it would be great if I could "filter" out Subcontractors on the "Do Not Use" company list so that I do not add undesirable companies to the "Contact" list.
1 voteThanks for the feedback. This is something we will take into consideration as we look to improve subcontractor management. For the time being, we suggest you make edits to the company names so they can be easily displayed, like “DNU Subbie”. You only see the company name in this step so it’s an easy work around while we investigate a system wide Do Not Use tag.
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Allow Builders to include the Architects logo on project correspondence
Adding the Architects logo is a great way of encouraging them to engage in the EstimateOne platform. Generally they have their own system for managing emails & correspondence so it can be hard to get them to use the same platform as the Builder for a project.
1 voteWe appreciate the feedback, this makes sense. There are other areas we are committed to improving on the correspondence product before we investigate this further.
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Allow me to include a note in my "Invitation to Tender" email so that I can indicate whether or not a BOQ is to come.
After issuing invitations I will often receive a barrage of emails from Subcontractors requesting a BOQ or asking if I have included a BOQ in the package I just sent.
It would be good if I could avoid these emails all together. One way to do this would be to include a note in the Invitation to Tender email indicating whether or not a BOQ was going to be made available for the package.
Not every trade requires a BOQ so an option to say "No BOQ will be provided" is also required.
1 voteCheers for the suggestion. Right now you could issue separate correspondence, but we can certainly see how being able to do this in the same step would be easier.
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Enable me to create a note when issuing an RFQ and have this note sent to the Subcontractor
I would also like to have the ability to add a note to the email sent to Subbies when you issue a revision affecting the package sent as part of their RFQ
1 voteThank you for your feedback. We’re currently looking into the customisation of RFQs.
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Add a status for projects that I am requiring pricing on and awarded.
We do a lot of Cost Plus work and would like to show potential Subcontractors that our projects are both Awarded and that we are still looking for tender prices.
Subbies are more likely to want to work on these projects as there will be no other Builders to deal with.
Some Subbies who cannot see awarded work may not be able to see these projects.
We also are a Builder/Developer so we build all of the work we tender. These projects would fall in a similar category but are not done on a 'cost plus' contract.
1 voteThanks for this feedback, we appreciate that different kinds of projects follow different processes. The best way to manage these Cost Plus projects is by listing them as Awarded as you are doing. We’ll take into consideration the option of introducing a Cost Plus category for instances like this so subbies are be able to view these kinds of tenders with a free account.
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show current tenders by State also not just KM's from my location
I'd like to be able to view current tenders by state , not just KM's , as Qld is so large , when I want to view tenders in Far north QLD I end up seeing tenders in NSW and VIC when I just want to see QLD only.
1 voteThank you for your feedback. We are currently looking into surfacing more project-specific information at the All Tenders section of your account. We will take filtering by state into consideration.
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Display a contacts position when they appear on the Invite Single tool
Is it possible to show a contacts position (i.e Estimator) when selecting which contact at the chosen company you are going to invite. This will allow us to quickly determine who is the estimator or contact that is best place to receive out tender invitation.
1 voteAppreciate the feedback, we can definitely see why this would be useful information to be displayed when using the Invite Single tool.
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Add a 'Hotel' category to the list of Project Categories
The Hotel Classification is mainly needed for clarity’s sake. The ‘Other’ option is very broad; it could be railway crossing or a yellow submarine, and the ‘Hotel’ or even ‘Hospitality’ classification is the only noticeable classification that is missing from the dropdown list. A 'Hotel' category can suggest a higher density of shared facilities (pools, spas, gyms, commercial kitchen equipment, etc.), indications of quality and the repetitiveness of particular trades in which some subcontractors find is their bread and butter.
1 voteGreat suggestion. We based these categories on market research at the time we created them. We’ll definitely be looking into whether these categories are still relevant and up to date with the industry, and see if we need to add any other new categories as you suggested. Thanks again.
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change the view of the active and recent tenders to show the builder’s due date not only the subbies due date
We usually want to see the builder’s due date as that is what we use to know when we need to submit the tender.
1 voteThanks for your suggestion. We understand that this would help you manage your workflow and keep track of your projects in EstimateOne.
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Add a "Preferred" field as an option when I 'Update My Closed Projects'
With regard to your website on the page where it shows the status of our projects and it has buttons for “pending” “awarded” “lost” & “withdrawn” have you guys thought about having a “preferred” button?
This will allow us to keep Subbies updated when we haven't won a project but aren't out of the running completely.
1 voteCheers for the suggestion, it’s always great to come across ideas that might benefit both subbies and builders.
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Allow me to add companies to the displayed trade when I am searching my Address Book and have filtered to show only a single trade
When I have filtered to show companies assigned to a single trade (i.e Fire Services) in my Address Book. It would be good if I could then add a company to that trade when I press the "Add New Company" button.
Often I am searching for a company within a given trade in my Address Book and I cannot see them. I will then go to add the company, however will have to reselect the trade that I want to add that company to.
It would be good if when I have filtered to show contacts within a specific trade…
1 voteThanks for your suggestion, we’ll be considering this as we continue to make improvements to the Address Book in the coming months.
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Allow Builders to generate reports based on subcontractor's responses to previous tender.
I would like to be able to view the 100 Subbies who have been sent the most unactioned tenders
I would like to see the 20 Subbies who have the lowest quotation rate
etc.
1 voteWe’re currently working on surfacing subbie insights like this to gelp you at the invitation step. Keep an eye out in your account.
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Show the "Document Title" for files on the Document Matrix when I update this information
I have added "Document Titles" for all of the documents uploaded for a newly added tender. When I view these files on the Document Matrix I am not able to see the "Drawing Title" in the table.
The information in the "Document Title" is useful to me as it allows me to quickly add a document to package i.e the "WALL TYPE SCHEDULE" I know needs to go to all of my partitions subcontractors but instead I am shown this file on the matrix as simply "A005(B)_35-0207.pdf".
It would be great if the file name could be shown, but once…
1 voteThanks for reaching out to provide this feedback. It’s always helpful to hear about different ways Users would like to use the system or access information.
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Export all of the notes left about a Subcontractor when exporting the Invites and Responses to PDF
When we sit down to review the tender preparation with management, this report could prove handy to demonstrate – who and when we spoke with a subcontractor. What was said. You may have 5 notes saying he is pricing – in such a scenario, I would believe he is pricing it for us. Just to show the last note where someone declines does not demonstrate how hard we try to obtain a subcontractor quote.
1 voteThanks for taking the time to share this suggestion with us. It’s great to hear the context of how you would like to use information.
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Make it possible to add/change document revision numbers from the document list
It would be good to be able to edit the revisions of drawings from with the document list. As far as I understand it at this stage if the revision number/letter is not picked up from the document file name when they are uploaded each document has to be opened and edited individually. On some projects this can take a long time.
1 voteWe also have a bulk edit capability that I believe solves this problem. From the documents page, select the check box next to the docs you wish to edit. Down the bottom of the page you will see an option for “edit details” which will bring up the bulk edit window.
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Add a subject column to the correspondence list
It would be good to be able to see the subject of the correspondence in the correspondence list instead of just the correspondence type.
1 voteWe’re currently working on a fix for this, keep an eye out!
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Include the "date sent" on the Invitations and Responses page
It would be really good to be able to show the "Date Sent" for invitations that appear on the Invites and Responses page. The first questions Subbies as when you are calling to see if they are quoting a job (that they often won't have downloaded) is "When did you send us the package?". So surfacing this information would be handy as currently you have to go digging through the audit trail.
1 vote
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