WHAT ARE JOBS AND OPPORTUNITIESIn BidOrganizer ?

INTRODUCTION

WHAT ISBIDORGANIZER ?

BidOrganizer is a cloud-based construction bid tracking solution that saves contractors time and money by focusing on winnable bids. BidOrganizer strategizes information for you, allowing

you to make smart, fast decisions about which projects to focus on.

THINK OF IT AS A CRM FOR YOUR BID INVITES, CONTACTS AND FOLLOW-UP TASKS.

JOBS AND OPPORTUNITIES

JOBSJobs are physical locations and the attributes about them that

never change, like the name or address. Listed under each job are requests to bid, which are

called opportunities.

Jobs are essentially parent folders for Opportunities.

OPPORTUNITIESIn BidOrganizer ,

Opportunities are the same as requests to bid. Each job can have multiple Opportunities associated with it, but each Opportunity is typically only associated with one job. For example, bidding to three

different general contractors for the same Job would

mean that you have three Opportunities for that Job.

JOBS ANDOPPORTUNITIES TAB

Selecting the Jobs and Opportunities tab allows you to see all your Jobs listed in

alphabetical order. If you expand the list, you can associated Opportunities under each

individual Job.

CREATING A JOBBidOrganizer allows you to create Jobs from incoming invitations to bid. Using the

Messages tab, you can tag an email related to an existing Job or Opportunity, or you can assign it to a specific estimator within your

company.

CREATING ANOPPORTUNITY

If you receive a new invitation to bid for an existing Job, you can create a new Opportunity for

that Job. Using the Messages tab, simply select an existing Job from

the dropdown menu and click the Add button to create a new

Opportunity for that Job.

RANKING, SORTING & GROUPING

RANKINGJobs and Opportunities are

automatically ranked according to the details and preferences you

set. Based on your customized ranking system, the Jobs that are the best fit for your company are prioritized closer to the top, while the less suitable projects fall to the

bottom of the list.

SORTINGWith BidOrganizer , you can sort or group Jobs and Opportunities by various fields such as Event, Rating or Status. You can also

sort by which estimator each Job is assigned to or which general contractor is requesting the bid.

GROUPING BY EVENTGrouping by Event is a great way to help prioritize your workflow so you won’t miss out on any opportunities or upcoming bid

due dates.

GROUPING BY STATUSYou can also group by Status to check on everything submitted

that you are waiting to hear back on.

SORTING BYREQUEST0R

Sorting by Requestor allows you to see all of the existing opportunities offered by a

particular general contractor.

REQUEST YOUR FREE DEMO

REQUEST YOURLIVE DEMO!

Want to see more? Experience the power of BidOrganizer firsthand by requesting a live demo

with one of our client services representatives.

DURING YOUR DEMO YOU WILL SEE ALL OF BIDORGANIZER’S

TOOLS AND LEARN HOW YOU CAN:

- Qualify and organize invitesin a centralized dashboard

-Track and prioritize bids withcalendar view and bid-scoring metrics

Win more bids by focusing on the mostprofitable opportunites for your business