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FAQ - Builders

← Knowledge Base

  1. What is the difference between “Open” and “Negotiated or Sensitive?”

  2. Setting Up a Project

  3. How do I add a colleague to my account?

  4. How Do I Create and Send a Custom Package?

  5. How Do I Keep Track of Document Changes?

  6. Subcontractors you don't want to use anymore

  7. Why can’t I find my tender?

  8. How do I export my Address Book?

  9. Merging duplicate company entries

  10. How do I track subcontractor engagement over time?

  11. How do I invite multiple subcontractors to a tender?

  12. Creating an addendum

  13. How do I fix the Error status on invitations?

  14. How do I send a Correspondence?

  15. Adding notes

  16. Viewing Audit Trails and Transmitals

  17. Tracking subcontractor responses

  18. Additional subcontractor details at sending enquiries stage:

  19. Uploading Tender Documents on EstimateOne

  20. How do I tag or segment my database of subcontractor companies?

  21. Drawing Register

  22. How do I manage my documents and folders?

  23. Renaming and Moving Documents

  24. How to change the closing date of a project

  25. What should I write in the Description of Works?

  26. How to manage your trades

  27. Resend Documents

  28. Editing a project

  29. Revising packages and documents outside of an addendum

  30. Issue packages in stages

  31. Builder Quotes FAQs

  32. Subbie Company Profiles FAQs

  33. How do I complete the setup of my project?

  34. Upload Errors when loading quotes or tender documents

  35. How to Whitelist EstimateOne Emails

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