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
- How subcontractors can start a trial of Bid Board Pro
- I received an invitation to bid. What should I do?
- How do I update the status of my bid to “Submitted?”
- Online training: How to submit a bid through BuildingConnected
Profile set-up
- How to update your work performed
- What is service area and why is it important?
- How to update your service area
- Why are “work performed” keywords important?
- How to view all scopes of work that are available in BuildingConnected
- What happens when my Bid Board Pro trial expires?
Managing bids
- How to submit your bid through BuildingConnected
- What to do if you cannot access a bid invite
- How to add and remove coworkers as followers on bids
- Online training: Logging or Sending Proposals
- Online training: How to customize the columns in your pipeline (Bid Board Pro)
- How to change an opportunity’s “Request Type”
Best practices
- How to create quantity takeoffs (Bid Board Pro)
- How to track profit margin for opportunities
- I made a mistake when submitting my bid. What should I do?
- What is BuildingConnected’s “Return on Investment (ROI) Calculator”?
- Can I search for opportunities to bid on in BuildingConnected?
- Why am I not getting bid invites and what can I do about it?
Vendors & suppliers
Messages
- How subcontractors can reply to messages sent through BuildingConnected
- How subcontractors can message general contractors through BuildingConnected
- Notification overview for subcontractors
- How subcontractors can stop project notification emails
- How subcontractors can block general contractors from sending email notifications
Reports
- How to copy custom reports (Bid Board Pro)
- How subcontractors can share reports with colleagues (Bid Board Pro)
- How subcontractors can create and manage custom reports (Bid Board Pro)
- How subcontractors can manage report templates (Bid Board Pro)
- How to export reports to excel (Bid Board Pro)
- How to delete custom reports (Bid Board Pro)
Calendar (Bid Board Pro)
- Online training: Calendar for Bid Board Pro
- How to print your calendar (Bid Board Pro)
- How to filter your calendar by follow-up date (Bid Board Pro)
- How subcontractors can one-click sync their BuildingConnected calendar with Outlook/Office 365
- How subcontractors can one-click sync their BuildingConnected calendar with iCalendar
- How subcontractors can one-click sync their BuildingConnected calendar with Google Calendar
Technical support
- How to resolve the “XML File” error
- How subcontractors can troubleshoot file download issues
- How Bid Board Pro users can enable automatic forwarding for Gmail
- How Bid Board Pro users can enable automatic forwarding in Outlook and Outlook 365
- How Bid Board Pro users can enable automatic forwarding with Mail on Mac
- How subcontractors can prevent errors when forwarding invites from Outlook (Bid Board Pro)
Opportunity groups
- How subcontractors can organize their Bid Board using Suggested Groups (Bid Board Pro)
- How subcontractors can log bids in opportunity groups
- How to create opportunity groups
- How to change the status of opportunity groups
- How to submit proposals with opportunity groups
- How to remove opportunities from groups and delete opportunity groups