Subbie Connect Credits
Subbie Connect Credits
Subbie Connect is a feature on EstimateOne that enables Suppliers to generate inbound and outbound leads for tendering Subcontractors.
You can watch a quick introduction here:
For outbound leads, Suppliers can see a list of all the tendering Subbies on a project, that match their trades. Suppliers can then view the Subbies’ company profile to access company contact details so they can reach out to provide a quote to assist the Subbie in pricing the job.
For inbound leads, Suppliers can flag that they can provide the specified and/or equivalent products for a project, assign their key contact person, and make this available to all Subcontractors that view the project. Suppliers will be alerted to how many Subbies click to reveal their contact details, and who those Subcontractors are.
Watch a full tutorial video below:
Which Suppliers have access to see tendering Subbies on projects?
All Suppliers who have a Professional or Professional Plus licence have a limited number of credits each month for unlocking the list of tendering Subcontractors on a project which is dependent on the licence tier and region as per the following table.
I've used up my credits for the month, how do I get more?
If you need additional credits, we recommend upgrading your account as there are many additional features depending on your plan, please contact our team on 1300 705 035 or via email at sales@estimateone.com You can view our plan selection page here
Customers who have either a Professional or Professional Plus licence also have the option to purchase additional monthly credits to see tendering Subbies on projects. Please reach out to our support team via 1300 705 035 or support@estimateone.com to discuss additional credit bundles
When do my credits re-set?
Credits start/reset from the activation date of the most recent activated licence (e.g., if your Professional licence is activated on 4 September, then credits reset on the 4th of each month). You can view the reset date from any project page under the Subcontractors section, or head to Settings > Licences to view the number of remaining credits and the reset date.
How do I know how many credits my account has left for the month?
You can see how many credits you have remaining for the month, as well as when these reset from any project page, in the Subcontractors section. Alternatively, you can see this information under Settings > Licences.
How will we know who from my company has unlocked the Subbies, and on what projects?
An audit trail of the projects that have been unlocked, who unlocked them and when they were unlocked can be found in Settings > Licences > Credits
- There will be no visibility of tendering Subbies on projects
- Visibility of previously unlocked tendering Subbies will be lost
- Subbies will no longer be able to view your product/company details on any projects where the Share and Connect feature has been utilised to highlight your products to Subbies
- We'll reinstate visibility of any tendering Subbies that were already unlocked on projects in the past
- We'll reinstate your product/company details on projects that were highlighted to Subbies via the Share and Connect feature