If you are contractor looking to track all of the communications you have made on a project, especially for tracking activity with certain type of subcontractors (MBE, WBE, etc.), then we suggest using the "Good Faith Report".
What is the “Good Faith Report”?
The "Good Faith Report" is a pre-formatted report you can download directly to Excel. It provides a record of all the outreach your company has performed on this project - this includes if a contact was sent a bid invite, a message, or if an internal note was left regarding their company.
The “Good Faith Report” is can be useful to track outreach to companies with certain certifications because there are columns in the report that show a company's "Enterprise Type" and also any tags that you have placed on the subcontractor.
To download the “Good Faith Report”
From your project, click the “Reports” tab.
Scroll down to the bottom and under “Good Faith Report”, click “Download.”
The download will start and may take a few minutes. If you are using Google Chrome, which we recommend, your download will appear at the bottom of your screen.
Your report will open in Excel with columns including various information. You can see in the "Communication Type" column whether a contact received a bid invite or a message or your team left an internal note. As well, you can see the "Enterprise Type" and "Tags" columns as mentioned above.
Once you open the report in Excel, you can filter or customize it to your needs there.
Columns included in the "Good Faith" Report:
- Company name
- Contact name
- Contact email address
- Contact phone number
- Labor type
- Enterprise type
- Bid package
- Communication type (bid invite or message or internal note)
- Subject (Ex: Invitation to bid, resent invitation to bid, new addenda)
- Bidding Status
- Office address
- Qualification Status