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.
9 results found
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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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Send Packages Individually
Ability to send packages individually instead of a bulk send out when you finish with the document matrix.
Different trades and packages require different covering letters and instructions which are not applicable across all trades and some require specific instructions.3 votesHi Nicholas, this is something you are able to achieve through a staged send out. You can read about how to set up a staged send out here. http://support.estimateone.com/knowledgebase/articles/741687
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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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Allow a small notification under the notes tab- there is no symbol under the notes section that shows you there's a note written.
Your colleague could write a note under that sub-contractor and without them informing you there's a note, you would have no idea there's an existing note to consider.
4 votesThis has now been done. You will be able to see a count for the number of notes for a particular company in your Address Book, without having to navigate to the tab.
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Utilise 1 address book between multiple accounts
We would like to utilise 1 address book across all our accounts. Having to manage and update multiple address books for each individual company account is time consuming and leads to errors. We utilise a number of the same sub-contractors and suppliers across all our accounts.
3 votesThanks for your suggestion, we thought this was a great idea and have now implemented this into EstimateOne! If you need a hand with this please get in touch with our support team and they can bring you up to speed.
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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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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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Improve the Add New Company page to accommodate overseas companies
Currently the Address fields only reflect addresses within Australia. We are using several overseas companies but imputing their addresses is difficult using the set fields that are present in the current format.
1 vote
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