If you are a subcontractor using Bid Board Pro, you can schedule follow-up dates on submitted bids to keep track of when your company should follow up with general contractors. Adding follow-up dates on bids keeps communication centralized so you and your coworkers can stay organized and keep track of responsibilities and deadlines.
To add follow-up dates to bids from your Bid Board
Begin by navigating to your Bid Board from the menu on the left-hand side.
Click the “Submitted” tab.
Locate the submitted bid you would like to schedule a follow-up date for, then click the “Follow-up” button to the right of the bid.
Enter the date and time you would like to schedule a follow up with the general contractor for then enter any opportunity notes and click “Save.”
Your follow-up date and note will automatically save under the “Follow-up” and “Notes” columns on your Bid Board and can be edited directly by clicking on each entry, typing a new date or note, then pressing “enter” on your keyboard.
Any coworkers added as followers to the opportunity will also be able to see the follow-up date on their Bid Board, bid “Overview” tab, and on their calendar. For information on how to filter your calendar, please reference the article, "How to filter your calendar by follow-up date (Bid Board Pro)."
Follow-up dates will also be added to your BuildingConnected calendar. If you or your coworker have previously synced your calendar with iCalendar, Google Calendar, Outlook/Office 365, or your iPhone but do not see follow-up dates, you may need to un-sync then re-sync your calendar.
To add follow-up dates from your the bid’s “Overview” tab
Click on the bid you would like to add a follow-up date to then click on the “Overview” tab.
Click “Schedule” in the “Follow-up date” section.
Enter the follow-up date and any opportunity notes, then click “Save.”
The follow-up date will appear in the “Follow-up date” section and the opportunity notes will appear in the “Notes” section on the “Internal Use” card below.
Adding a follow-up date and note from the bid’s “Overview” page will update these columns on your Bid Board’s “Submitted” tab, just as adding a follow-up date from your Bid Board will update on your bid’s “Overview” page. Follow-up dates and notes will also be visible across Bid Board’s and bid “Overview” pages of coworkers who are following that opportunity, and will automatically update if any edits are made.
Follow-up due emails
Only the assigned person and the person who submitted the bid (if different than assigned) will receive a follow-up due email reminder. Followers do not receive a reminder about the follow up date. These emails go out the day of and also again if the follow-up is 3 days past due.
Adding follow-up dates to groups
Please note that you can add follow-up dates to opportunity groups. The follow-up date and note will only appear on the group summary and will not appear on individual opportunities within the group. If you would like each opportunity within the group to have separate follow-up dates, we recommend adding follow-up dates to individual opportunities.