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
Go to Tender Admin and Select Package Categories Click on 'Click here to add new item' to add a new item ...
Tue, 13 May, 2014 at 7:51 PM
[Admin] create Tender Packages
Tue, 13 May, 2014 at 6:59 PM
[Admin] Create Tender Option Categories
Navigate to the Tenders Administration Section and Select Option Categories. Click on 'Click Here to add new item' ...
Tue, 13 May, 2014 at 7:28 PM
[Admin] Create Tender Options
Go into Tenders admin and select Options Select the option Category you want to add an option against. Click on the + ...
Wed, 4 May, 2016 at 12:47 PM
[Admin] Price Functions
Go To Tender Admin -> Price Functions. 'Click Here to add new item' adds a new price function. You can have multiple Margin Calcu...
Tue, 13 May, 2014 at 8:33 PM
[Admin] Price Levels
Go to Tender Admin and Select Price Levels. 'Click here to add new item' to add new item Give the new Price level a name select th...
Tue, 13 May, 2014 at 8:36 PM