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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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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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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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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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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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 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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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.
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