Bid Board
Helpful information for subcontractors using our Bid Board tool.
To see release notes for Bid Board and other BuildingConnected products, click here.
Getting started
- Complete your BuildingConnected profile and get invited to the projects you want to bid on
- The bidding guide: Create and send a winning proposal through BuildingConnected
- I received an invitation to bid. What should I do?
- Does BuildingConnected have a mobile app? (Subcontractors)
- How subcontractors can start a trial of Bid Board Pro
- What is BuildingConnected’s “Return on Investment (ROI) Calculator”?
Messages
Files
- How subcontractors can view and download files for bids
- How subcontractors can make a quick measurement on a drawing (Bid Board)
- How subcontractors can troubleshoot file download issues
- How subcontractors can upload internal files for bids (Bid Board Pro)
- How to create quantity takeoffs (Bid Board Pro)
- "'Enlarge your viewport to access takeoff tools" (Bid Board Pro)
Accessing bids
Managing bid statuses
Managing bids
- How to add and remove coworkers as followers on bids
- How to edit project information (Bid Board)
- How subcontractors can assign and unassign coworkers to bids (Bid Board Pro)
- How subcontractors can add tags to bids
- How subcontractors can print project information
- How to change the owning office of an opportunity (Bid Board Pro)
Submitting bids
- How to submit your bid through BuildingConnected
- Can I delete or retract a bid I accidentally submitted? (Subcontractors)
- How subcontractors can send a revised bid
- Can other subcontractors see the bid I submitted through BuildingConnected?
- How subcontractors can download and print submitted bids
- How to send proposals to clients outside of BuildingConnected (Bid Board Pro)
Forwarding bids (Bid Board Pro)
- How to forward invites from your inbox to BuildingConnected (Bid Board Pro)
- How to write an email to forward a bid into BuildingConnected (Bid Board Pro)
- How to delete a forwarded opportunity (Bid Board Pro)
- Troubleshooting bid invites forwarded into Bid Board (Bid Board Pro)
- How to add or convert to addenda (Bid Board Pro)
Navigating Bid Board
- How to find bids you've been invited to in your Bid Board
- How subcontractors can create copies of bids (Bid Board Pro)
- How to manually add new bids to your Bid Board (Bid Board Pro)
- How to find additional bid opportunities on competitive projects (Bid Board Pro)
- How to filter bids in your Bid Board (Bid Board Pro)
- Online training: How to customize the columns in your pipeline (Bid Board Pro)
Vendors & suppliers
Reports (Bid Board Pro)
- How subcontractors can create and manage custom reports (Bid Board Pro)
- How to copy reports (Bid Board Pro)
- How to export reports to excel (Bid Board Pro)
- How to delete custom reports (Bid Board Pro)
- How subcontractors can share reports with colleagues (Bid Board Pro)
- How subcontractors can manage report templates (Bid Board Pro)
Calendar (Bid Board Pro)
- How to sync your calendar for Bid Board Pro
- How to use the Calendar (Bid Board Pro)
- How to filter the Calendar (Bid Board Pro)
- How to print your calendar (Bid Board Pro)
- How subcontractors can sync their BuildingConnected calendar with Outlook/Office 365
- How subcontractors can sync their BuildingConnected calendar with iCalendar
Leaderboard & analytics (Bid Board Pro)
Settings
Opportunity groups
- How to create opportunity groups
- How to change the status of opportunity groups
- How to submit proposals with opportunity groups
- How to log bids in opportunity groups
- How to remove opportunities from groups and delete opportunity groups
- How subcontractors can organize their Bid Board using Suggested Groups (Bid Board Pro)
Integrations
- How to integrate Bid Board with your CRM
- How to create a project from an opportunity (Bid Board Pro and BC Pro)
- How to manage your projects that are linked to opportunities (Bid Board Pro and BC Pro)
- How to connect your PlanGrid account with BuildingConnected and transfer files and project details (Bid Board Pro)