When inviting bidders to projects, if you notice a bidder is being recommended for work they do not perform, you can “flag and hide” the company so they will not be recommended for that scope of work in the future.
To “flag and hide” companies appearing in bidder recommendations for incorrect trades
From your “Invite Bidders” window, click the drop-down arrow to the right of the company who is being recommended for an incorrect trade.
Click “Flag and hide for work performed.” Please note that the company will be flagged for the trade(s) that your current recommendation engine is using, as shown in the work-performed section on the left-hand side.
The company will no longer appear in searches for the trade they were removed from, and a label will appear underneath the company noting the trade they do not perform.
The “Invite” button on your bidder search will be greyed out for companies who have been flagged. This is to ensure they are not mistakenly invited to a bid package for a scope of work they do not perform.
Please note that the flag and hide feature is based off of the owning office of the project. This means that if there are two offices in your company and “Office 1” flags a bidder on a project that “Office 2” owns, that bidder will only be hidden on projects owned by “Office 2” and will not be hidden from projects owned by “Office 1."
For information on how to change the owning office of a project, please reference the article, "How general contractors can change a project's owning office."
A full list of hidden companies for a scope of work is expandable at the bottom of recommended companies by clicking “Show.” Please note you may have to close the search window and re-open it again to view the updated list at the bottom of the screen.
To remove a flag
The “work performed” flag can be removed at any time by clicking the “x” next to the name of the trade. This will re-populate the company in searches for that trade.
If you have further questions about how to “flag and hide” companies who appear in bidder search for incorrect trades, please contact us at firstname.lastname@example.org. We’re happy to help!