How do I add/remove bidders?

To edit the Bid Invitation list you will go to Bidding>Invitations>(select a project if you are not already in one)>Bid Invitations.

There are several ways to Add and Remove Bidders from the Bid Invitation List. When you are on the Bid Invitation List screen, after you have used your filters to pull contacts from your database that meet your filtered criteria, you will see the number of invitees for each cost code in parentheses next to the number.

Ready to Send

If you click on the Cost Code, it will show you the companies that were selected by the filters. If you would like to add contacts that did not meet the filtered criteria, you will notice an ADD INVITEES button to the right of the cost code. This will take you to the list of contacts that can perform the work, but did not meet your criteria. Click the ADD button next to their company name to add them to the list.

Add Remove Bidders

Likewise, if there is anyone who was selected by the filters that you do not want to invite, you will see a REMOVE button next to their company name to remove them from the Bid Invitation List.

If you do not wish to use any of the contacts that the filters pull from your contact database, and you would rather choose your contacts, click REMOVE ALL at the top of your screen.

Remove All

If you are on your Estimate Base Bid Worksheet (Tasks>Estimate Base Bid) and you wish to remove a bidder that is showing under the gavel icon, click the trash can next to their company name to remove them from the list.

remove bidder from estimate worksheet