Ideas for New or Improved Features
Welcome to our feedback forum that let’s you submit improvement ideas and vote on which items are the most important to you. Each of your company users has 10 votes, and you can apply up to 3 votes for one item per user (you can change votes later, and you get your vote back when we complete an item). We use the votes to help us decide which items to work on next, so start voting!
289 results found
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US Mail Service Providers
Building on the US Mail Formatted Invitation idea I just submitted...
Consider partnering with one or more "Mail Service Providers" (National or Regional as needed).
- Once you get the Invitation format set-up for the Window Envelope
- Allow the User to select All or Individual Bidders to send to via US Mail as they need
- The User submits the Mail List
- The Mail List goes to the National or Regional Mail Service Provider, who prints, stuffs, and mails the ITBs out within 24-48 hours.
Assumption:
1. Mail Service Provider charges your office $0.35 each (Guess as they are a Mass Mailer…1 vote -
Search Criteria - Exclude
When searching bidders, a way to search FOR say, Roofers (CSI7500 / NIGP-91473), but EXCEPT for those that also do "Construction Management" (CSI-01000 Gen. Cond. Misc Trades / NIGP-91268).
Basically a way to exclude other General Contractors, that have listed themselves as performing various trade work (though they sub it out), so that we only notify the "true" roofing subs.
1 vote -
Search Criteria - Save Search or Selection Criteria
Allow search criteria to be saved as a matter of record when bidders are added to a project.
Example:
Save: 10-24-18 @ 02:07 EST
Search Criteria: Filter Groups: Regulars, 50 Mile Radius
Added #: 226
Added Trades: 07500, 91473Reason:
Boss: "WHY ISN'T SO AND SO ON THE LIST! WE WORK WITH THEM ALL THE TIME! !@#$%$"
Me: "You had me keep a tight area (50 miles) of the project for subs because we were ending up notifying other GCs..."
Boss: ".......Well add them to the list all the time from now on!"
Me: "Yes sir!"1 vote -
Project Cancellation
When deleting a project from your currently bid list, seeing if we could have an automatic message sent out to all bidders that the project has been cancelled and a note attached.
1 vote -
Display Projects by Active/Under Construction and Bidding
It'd be fantastic to be able to separate active/under construction jobs and bids that show up in the "Upcoming Projects" table. It's nice to show website visitors projects our current projects and ones we're bidding on to show we're busy/active, making us more attractive to subcontractors, contracts, etc.
1 vote -
have more control to scheduled reminder emails
I would like the option to choose which time of day and what days reminder emails are sent. Maybe use a calendar popup to highlight the days to send, this would eliminate the holiday/weekend emails that become redundant.
1 vote -
1 vote
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Sending out Notices or ITBs by just clicking those who have not uploaded
There is an option to send to bidders who have confirmed but we have not yet received however most people don't even click if they will be bidding so it would be nice to have an option to send to all bidders except for those who have already submitted their bid. Or just being able to go through the bid list and selecting the subs via a check box instead of having to individually send one at a time.
1 vote -
add a popup if you edit a response on a sub who you've invited to multiple trades asking if you want to apply that same response to all othe
add a popup if you edit a response on a sub who you've invited to multiple trades asking if you want to apply that same response to all other trades.
1 vote -
Subcatergories (sub / material supplier, etc.)
Create subcategories so that material suppliers and subcontractors can be segregated under each trade.
1 vote -
Who sent said no who said yes.
Make subs response YES or No, email specific. When ITB is send to a sub there are more than one emails send for the same sub. How do I know who said yes and who said no from the same company. One employee might say yes the other might change to no. But the first employee might still be biding.
1 vote -
1 vote
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Bid Invite Layout
It would be nice to be able to see how the scope, plans and other info will layout while typing it verses having to bounce back and forth from the info page to the view/send invite.
1 vote -
webinars
Please record your live webinars and have them stored in a library of training sessions for download or streaming to anyone 24/7. I don't understand giving live training over and over, when you can do it once, record it and have it available for everyone at any time.
Having scheduled times are just too restrictive in a busy day at the office.1 vote -
Website column in Pipeline Directory Results
Please include a column for company website in Pipeline Directory search results. This will allow for quick any easy navigation to ensure one is not adding a competing contractor to their directory. It will also allow for quick preliminary evaluation of services/trades.
1 vote -
email a company from search
If i don't have a bid and just need to contact a subcontractor it would be nice to be able to send an email after using the search bar. Similar to when i do have an itb and i click on the company it gives me the option to send email.
1 vote -
Contractor within range of zip code report
Would it be possibly to have a custom report option to lookup contractors within a range of a zip code for specific trade codes similar to the options used to setup a project and and add contractors within a range?
We look these up often and currently have to setup a dummy project in order to gather that list.1 vote -
Sending an automatic note a few hours after the tender closing to "thank them for their bid and to please await for further notices"
If we could have another notice maybe a few hours after the tender is closed. To thank everyone for their bids and to remind them for example that we will need a 1-2 weeks to finalize our decisions etc. This will hopefully prevent numerous calls and emails to find out when the tender will be awarded. We would also like to be able to send it out to all or some of the bidders.
1 vote -
Business Card Scanning, direct import
From mobile OS, photo scan a business card directly into my Pipeline directory. Or integration into one of the popular apps. I'll write a user story if you want.
1 vote -
Notice of Award feature for subcontract bidders
It would be very helpful if changing the status of a bidder on the bidders list to "awarded" triggered a "Notice of Award" email that is queued up to be sent to the bidder. This could be held in notifications and sent at the time we choose, not sent immediately.
Currently we can sort by awarded bidders, but a filter to only display awarded bidders would be very useful once the project has been awarded for post bid purposes.
1 vote
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