Tenders

A Tender is used to calculate a price for a contract. It will capture and document the home owners requirements for selection of options, packages and allow the builder to easily calculate pricing, discounts, margins and availability for options.

Creating a new Tender
Navigate to an existing Lead or Presite Job to Enter Tenders. Click on the Plus Icon on the top right to create a new tender. ...
Mon, 9 May, 2016 at 4:22 PM
Editing a Tender
To view the Tender list , select the Tenders Menu >List to view all Tenders or drill down to the Lead or Presite job to get the specific tender for the...
Tue, 19 Jul, 2016 at 9:45 AM
Creating a Variation
Once a tender has reached the contract status, you can no longer edit the tender.  Creating a variation enables you to include or exclude packages, optio...
Mon, 9 May, 2016 at 4:12 PM
Linking a Tender to the workflow
A tender can be linked to a lead or pre construction task ensuring a minimum tender status is achieved before being able to complete a task. You ...
Mon, 9 May, 2016 at 12:23 PM
[Admin] Create Tender Package Categories
To create tender package categories; 1. Go to Admin 2. Tenders 3. Package categories 4. Click on ‘Click here to add a new row’ 5. Enter the name of t...
Mon, 23 Oct, 2017 at 3:03 PM
[Admin] Create Tender Packages
Please ensure you have created the required tender package categories before creating your tender packages if you need to use categories. Please ensure you...
Tue, 24 Oct, 2017 at 12:38 PM
[Admin] Create Tender Option Categories
To create tender option categories go to; 1. Admin 2. Tenders 3. Option Categories 4. Click on ‘Click here to add a new row’ 5. Enter the name of t...
Mon, 23 Oct, 2017 at 12:11 PM
[Admin] Create Tender Options
Please ensure you have created your tender option categories before creating your tender options. To create tender options; 1. Go to Admin 2. Tenders 3...
Tue, 24 Oct, 2017 at 12:05 PM
[Admin] Price Functions
To create price functions go to;  Admin > Tenders > Price Functions. Price functions are used for the margin, rounding and padding of your pricin...
Mon, 23 Oct, 2017 at 3:20 PM
[Admin] Price Levels
To create price levels go to; Admin > Tenders > Price Levels Price levels are used to distinguish price differences in the different areas that y...
Mon, 23 Oct, 2017 at 3:20 PM