Skip to content

All articles

← Knowledge Base

  1. "Do Not Invite" status option in subcontractor/company records.

  2. A bid phase name is required to create more.

  3. Adding a logo or picture file to an Invitation or Notice.

  4. Archive a Project

  5. Attachments to Emailed Bid Invitations and Notices

  6. Best Practices for Data/Email Clean-up

  7. Bid Leveling

  8. Bid List Column Preferences

  9. Bid Packages & Bid Phases (Definitions/Benefits)

  10. Bidder List Column Heading Status Explained

  11. Buttons on bid invites replaced with gibberish.

  12. Calendar - Changing Colors per User

  13. Can't find a project? Here's how.

  14. Compressed (zipped) Folders Error.

  15. Copy a Favorite Bid List, or from a Prior Project

  16. Copy Project & Project Templates

  17. Create a Custom Report

  18. Create a Notice Memo

  19. Create a Notice Template

  20. Create and Send a "Thank You For Bidding" Notice to not-awarded bidders

  21. Creating a Bid Form - Most Common Method (Base Bid as a Line Item)

  22. Creating a Bid Form (One Base Bid Separate from Line Item Questions)

  23. Creating a Report of Companies Not in a Group

  24. Creating and Sending a Notice (Addendum, RFI Response, etc.)

  25. Creating and sending an NDA (Non-disclosure Agreement)

  26. Creating Bid Packages

  27. Creating Bid Phases

  28. Delete a Project

  29. Deleting a Bid Submitted by a Sub

  30. Download a PDF of a Bid Invitation or Notice

  31. Download a PDF of a Blank Bid Form

  32. Editing Invitation Title

  33. Email Clean-Up Service

  34. Email Logs & Email Status Icons

  35. Find Me More Subs Service

  36. Footer added to Invitations and Notices

  37. HCSS HeavyBid Integration Setup

  38. HCSS HeavyBid Pre-Construction Companies Integration

  39. HCSS HeavyBid Pre-Construction Projects Integration

  40. HCSS HeavyBid Quote Folder - PreconTabs Integration

  41. Hide or Show Login on Faxes

  42. How to add a new Company/Contact and send an invite in less than 60 seconds.

  43. How to pin the PreconSuite login to your desktop (Windows)

  44. How to Search PipelineDirectory for Additional Subcontractors

  45. Importing Drawings from Procore

  46. Invitation Check Boxes on Fax

  47. ITB Response Service

  48. Make Project Public

  49. Mass assign companies or merge entire trades and/or groups

  50. Master Bid List - Default Sort by Trade Code or Company.

  51. Merging Companies

  52. Minority Report or "Good Faith Effort" Report

  53. Post projects on your company website.

  54. Prequal Form Setup Instructions

  55. Procore Companies Integration

  56. Procore Integration Setup

  57. Procore Projects Integration

  58. Project Contacts

  59. Removing bidder(s) (Uninviting a bidder from a project)

  60. Restoring an Archived Project

  61. Sealed Bid Feature

  62. Select Bidders by Trade-Individually

  63. Select Bidders: Filter by Group or Postal/Zip Code (By Trade-All)

  64. Setting Up and Managing Divisions and Trades

  65. Setting Up and Managing Groups

  66. Trouble Logging in or Forgot Password

  67. Uploading a Bid for a Sub into a Project

  68. Uploading Plans or Other Documents into your Plan Room

  69. User Authority Roles Explained

  70. What is PreconPrequal™?

  71. When a Subcontractor Says They Can't Login

Feedback and Knowledge Base

(thinking…)