As a subcontractor you will receive your Invitation to Bid via an e-mail from the General Contractor. Inside of that e-mail contains a link to the bidding portal. There you can mark your intent to bid, download and view addenda, drawings, specifications, & photos. You will also be able to view your bid items and submit your bid to the GC.
After you've submitted your quote, from the main navigation select Bidding > Select the Project Name you would like to view and you will be taken to the Sub Quote screen. From here you can view or print your quote. To print, select Printable Version Of This Bid and a window will open with a .pdf where you can save your quote to your hard drive or print it.
From the main dashboard select Billing > Select the Project Name.
From the main dashboard select Billing > Select the Project Name. If you have not submitted a schedule of values you will be asked to do so. Select Click Here.
Add your schedule of payments below by pressing the "Add New Line" button below. When you have finished adding enough lines to utilize all of your contract amount, press the "Submit Schedule For Approval" button above. Your schedule will be reviewed and approved or rejected. You will be notified when the General Contractor has approved/rejected your schedule.
Billing > Select the Project Name>Add Bill
Enter Invoice Number and Date Range for current billing period.
Enter values for all line items billing against this pay period>Preview New Bill
After previewing New Bill>Submit
Once the bill has been submitted you will be prompted to sign the Lien Release. Click Sign Lien Release>I Agree>OK>Close Window
From the main dashboard select Change Orders > Select the Project Name.
Change Orders>Select Project Name>Sign C.O.>I Agree>OK>Close Window
From the main dashboard select Contracts > Select the Project Name. Select View Final. This will launch a new window that contains a .pdf version of the signed contract.
Contracts>Select Project Name>View/Sign>I Agree>OK>Close Window
From the main dashboard select Daily Log > Select the Project Name> Click on Date to open PDF of Daily Log.
Lien Releases>Select Project>View Lien
Lien Releases>Select Project>Sign Lien
Click Send Email>Select General Contractor Recipient>Select Recipients>Enter Message>Send Correspondence.
To view messages, go to Messages>Select Project. This will bring you to your list of messages. They will appear with the last message received at the top of the list. You have the ability to search messages by Subject or Filter by Contacts.
Click on the blue hyperlink to open the message. You will see the message and a blue hyperlink for any attachments to the message. Click on the blue hyperlink to open the PDF of the attachment to view/print. To be taken directly to the document, click on View the "document" in Filing Cabinet Link.
To view drawings, click on Plan Room>Select Project>Drawings. This will show you all of the drawing categories. Click on each Drawing Category to reveal the list of drawings. Click on the piece of paper to open the PDF of the drawing, hover print and download icons to save to your computer or print.
To view Specifications, click on Plan Room>Select Project>Specifications. This will show you all of the specification categories. Click on the piece of paper icon to open the PDF of the specification section, hover print and download icons to save to your computer or print.
To view Addenda, click on Plan Room>Select Project>Addenda. This will show you all of the Addenda. Click on the piece of paper icon to open the PDF of the Addenda, hover print and download icons to save to your computer or print.
To view Photos, click on Plan Room>Select Project>Photos. This will show you thumbnail images of all photos. Check the box for the photos>download
To view Punch List Items click Punch List>Select Project. Your punch list items will appear on the list. You can filter by All, Open, Closed. If photos are attached there will be a blue hyperlink for the photo to click on to open the image.
To view Required Documents click on Required Documents>Select Project>View. The document will open as a PDF which you will fill out and sign as required by your General Contractor.
To upload your signed Required Document into PASKR once completed, click green button Import & Send>Choose File>Add message>Send Email
To create an RFI click RFI>Select Project>Create New RFI
To submit the RFI fill in the information on the RFI worksheet>Add message to text box>Add any Attachments>Submit
To print, click RFI>Select Project>Print
To view RFP's you have been invited to price, click RFP's>Select Project>View Price
To submit your RFP, enter your RFP price, # of Days in additions to the schedule, and any comments regarding Inclusions/Exclusions/Additional comments about your quote>then click the green button Submit Price.
To print a copy of your RFP, from the RFP list, click View to open the PDF. Hover over the download or print icons to save to your computer or print.
To view schedules click on Schedules>Select project>click on the piece of paper icon to open the PDF of the schedule.
Once the schedule is open in PDF, hover over the print or download icons to save or print the schedule.
Click Envelope icon>Select Recipient >Enter message in text box>upload attachment if desired>Sen
To view Submittals click on Submittals>Select Project, scroll to list listed items in your Division. You will only see Submittal Packages with items requiring your action. Then click the blue Pending link to open the Submittal item worksheet. To view any attachments the General Contractor has loaded for you to view click on the blue hyperlink with the title of the document listed.
To upload your Submittals for review by the General Contractor, click on Submittals>Select Project>Click on the blue Pending hyperlink to open worksheet>Choose File to select the PDF from your computer's hard-drive>Save>Submit to GC
To print the Submittals Schedule, Submittals Log, or Transmittals, click on the blue hyperlinks to open the PDF's>hover the download or print icons to save or print.
To sign your warranty letter, after you have submitted your final retainage bill, go to Warranties>View/Sign Owner A>Sign Owner A Warranty Letter>I Agree>OK>Close Window>Create PDF for print if desired.
Sign Owner A Warranty Letter>I Agree>OK>Close Window>Create PDF for print if desired.
Click Phase Bidding>Select Project View/Price
Enter Bid Amount>Enter # of days to complete>Note any Exclusions or Additional comments>Submit Pricing.
Vendors will click on Purchase Orders>Select Project. Click on the Sign P.O. button>I agree>Close Window
Vendors will need to sign their PO Lien Release prior to final payment being issued by the General Contractor. Click on Sign Lien>I Agree>OK>Close Window
Click View/Print to open the PDF to view. Hover the lower portion of the screen to reveal the download or print options.
Click Send Email>Select Recipient from GC company>Select these recipients>Enter message in text box>upload attachment if desired>Send Correspondence
To view Misc. Documents that have been uploaded by the General Contractor, click Misc. Documents > Select Project > View
If you would like to send correspondence about the uploaded Misc. Document, you can click on the Send Email > Select the recipient for the General Contractor employee you wish to communicate with > Enter message > Send Correspondence.
To Add a Misc. Document click the green button to Add Miscellaneous Document > Add Description > Choose File from computer > Save
To view the Safety Reports click Safety Reports > Choose Project>View
If you would like to send correspondence about the uploaded Safety Report, you can click on the Send Email Button > Select the recipient for the General Contractor employee you wish to communicate with > Enter message>Send Correspondence.