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.

Intro - Tenders
Tenders is an ever improving module in ClickHome 3 which is designed to produce the final outcome of a quote, contract and/or variation for your lead or cli...
Fri, 20 Apr, 2018 at 12:38 PM
How to - create a new tender
To create a tender: 1. Navigate to an existing lead or a preconstruction job and then click on 'Tenders' underneath that leed or job in the navig...
Wed, 14 Mar, 2018 at 2:37 PM
How To - Editing a Tender
To edit a tender; 1. Go to the Tender list in the horizontal navigation bar; OR drill down to the Lead or Presite job to get the specific tender f...
Wed, 14 Mar, 2018 at 10:51 AM
How To - Creating a Variation
Once a tender has reached the contract status, you can no longer edit the tender.  A variation to the tender must be created instead. Creating a variation...
Wed, 14 Mar, 2018 at 10:51 AM
How To - 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 ca...
Wed, 14 Mar, 2018 at 10:52 AM
How to - create a custom build up in a custom option
When creating a tender there is a section for custom options. These can be added 1 by 1 as required however if the option is a build up of items like a pac...
Wed, 14 Mar, 2018 at 3:12 PM
Info - Tender and Variation Statuses
This article provides the details on the statuses that both tenders and variations can go through. There are database references at the bottom of this arti...
Wed, 14 Mar, 2018 at 3:14 PM
Info - Tenders List
The tenders list is in the navigation menu at the top of the page; There are several buttons and filters on this page, let's go through them; 1....
Wed, 14 Mar, 2018 at 3:12 PM
Info - Stages of a Tender
This article outlines the stages of a Tender. It's designed to assist you in understanding how the ClickHome Tenders module works and how each section...
Wed, 14 Mar, 2018 at 2:34 PM
Setup - Overview of Tenders
This article outlines the best way to setup your Tenders module from an administrators perspective and includes the following sections;  Price Functions; ...
Wed, 14 Mar, 2018 at 2:31 PM