Auto Fill (repeat) in certain areas for all jobs made
Every time we make a new job we have to copy and paste in to the boxes all over again for something that we put on all of our invites. Is there a way that every time we make a new project to have certain messages automatically there when a new project is added?
Jesika Duarte
shared this idea
This is now do-able using the Copy Project feature. Here is how:
1) Projects> Add Project, the project name can be just an asterisk * so that it lists on the top of the project lists. Enter all the text that you want to show up on all Bid Invites in the Scope, Plans, and/or Other info boxes. You don’t need a Bid Date.
2) (OPTIONAL) Select all your Favorite Subs using Select Bidders> By Trade-Individually.
3) (OPTIONAL) Upload any standard documents that you upload frequently (you won’t have to upload them every time!).
4) Each time you want to create a new project, go to Projects> Copy Project.
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Anonymous
commented
I definitely agree with this! Anything happen on this since the last comment in 2015??
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Janene Graves
commented
Rick I vote for this as well. I agree with Jesika. We would like to include information in the
OTHER INFO FIELD FOR EVERY BID SO I DON'T HAVE TO CUT AND PAST IT ONTO EVERY BID. -
Deena
commented
Is this the blank template we have been requesting?
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rlt123
commented
This is an important our bid invites. Our company has certain verbagge that we add to the invite so the subs are aware, i.e. insurance requirements before they bid the job. Having auto fill would save time.
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Yes, I like this idea. This can be done if users would like it. Let's see if this gets more votes!