Project details and settings
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      Subcontracting, work-orders, purchase-orders, scope of work docs

      Subcontracting

      In mid-2021, we are releasing the Subcontracting feature. Features include:

      • Automating bids/RFP/RFQ to subcontractors

      • Multiple bid request modes (request price, suggest price and dictate price)

      • Selecting winning bids, integrating changes with your estimate

      • Subcontractor portal, to easily submit initial price, scope/price changes

      • Subcontractors can see their specific scope of work from their portal, including production notes, floorplans/drawings/documents, quantities, dimensions, estimated work hours, suggested crew composition, timing/scheduling

      • Subcontractor insurance and workers compensation document tracking

      • Progress tracking from subcontractor portal (checkbox to mark item as in-progress, complete etc)

      • General contractor item approval (once the sub has marked an item as complete, you can approve their completion report)

      • Before and after pictures per item or per subcontractor

      • Automated subcontractor pay outs (US/Can to start)

       

      Until then what can I do?

      There are a few options to simulate a work-order now.

      1. You can export the budget and remove price/markup fields, but that will be missing production notes, attributes, pictures and descriptions.

      2. You can download a scope-of-work document. This will show the scope of work for all items (not just items particular to a specific contractor.

        1. Open the project you wish to generate a scope of work document for

        2. Go to the Files tab

        3. On the right panel (or near the top if you are on a small/mobile device), choose the Subcontractor quote and click the Download button

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        4. In the window the pops up, you can choose to edit Document settings to tune what you include. The Subcontractor quote comes pre-loaded with the most common settings, showing dimensions, quantities, production notes. Not showing price or cost.
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        5. Note: if you turn on Show production notes then every item will appear in the quote, regardless if its parent assembly has been de-emphasized as to appear like an item to the customer.
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        6. Click to download or print. Print has a better quality but may take longer. Quick download is faster but has a lower quality.