As a subcontractor, you can add comments to bids to communicate with coworkers and keep track of important information. Each time you or a coworker adds a comment to a bid, the comment is visible to everyone within your company.
There are four places you can add comments on bids:
- Your Bid Board
- A bid’s “Overview” page
- Follow-up dates
- Your calendar (Bid Board Pro)
If you add a comment in any of the above locations, your comment will be reflected across all areas listed above. Please note that only subcontractors with Bid Board Pro can add and view comments on calendars, as this is a paid feature.
If you are interested in learning more about Bid Board Pro, please contact us at firstname.lastname@example.org.
To add comments from your Bid Board
From your Bid Board, hover over the “Comments” column, click the “+” button, then click the “Leave a comment” field.
Type and format your comment then press “enter” on your keyboard to save your comment.
Your comment will show under the “Comments” column next to the bid it was added to. Please note that the “Comments” column will only show one comment at a time and will always show the most recent comment.
You can view other comments on a bid by clicking on the most recent comment then scrolling through the comments window that appears. You will also be able to see the date and time comments were added next to the commenter’s name.
Please note that when adding comments to a group, adding comments to individual opportunities will not update the comment on the group overview. Group overview comments must be updated separately.
To add comments from the bids “Overview” page
You can also add comments by clicking on a bid and navigating to the “Overview” tab.
Click the “Leave a comment” field in the “Comments” section on the right-hand side of the bid’s “Overview” tab.
Type and format your comment then press “enter” on your keyboard to save.
Comments will appear in the order they were added with the most recent comment appearing at the top of the “Comments” section. You can also see the date and time comments were added next to the commenter’s name.
Please note that adding a comment from a group summary page will only add the comment to the group summary, not each individual bid.
You can also add comments on follow-up dates. To do so, click “Follow-up” from the “Submitted” tab.
Choose your follow-up date, enter your comment, then click “Save.”
Your comment will appear in the “Comments” column on your Bid Board, on the bid’s “Overview” page, and on your calendar (Bid Board Pro).
Your calendar (Bid Board Pro)
If you have Bid Board Pro, you can also leave comments from the “Calendar” tab on your Bid Board by clicking on the event you would like to leave a comment on, such as the bids’ due date, job walk date, or RFI due date.
In the “Leave a comment” field, type the comment you would like to add then press “enter” on your keyboard.
Your new comment will appear below with the date and time it was added.
To edit comments
Comments can only be edited by the individual who initially added the comment. To edit your comment, hover over a comment you made from your Bid Board or bid “Overview” page then click the “Edit” button.
Make necessary edits to your comment, then press the “enter” button on your keyboard to save. Hovering over your edited will comment will show that an edit has been made.
To delete comments
Comments can only be deleted by the individual who initially added the comment. If you would like to delete your comment, hover over your comment then click the “Delete” icon to the right of your comment.
Please note that deleting comments will not notify your coworkers that it was removed. Deleted comments also cannot be reversed. If you accidentally delete one of your comments, you will need to add a new one.