TopBuilder Bid Invitations and Construction CRM
, EnglishGeneral Usage Instructions
https://topbuildersolutions.net/emailtemplates/topbuilder/imageuploads/BuildingConnectedworkflow.pdf
To access the account, you can use your credentials:
To enter a bid invitation on the bid board, you can use specific credentials:
Once you log into TopBuilder, there is a menu option at the top called “Bid Invitations”
Click on that and it will list all the invitations from BuildingConnected®
There is an action button to accept or decline the invitations and you can click on the details button to see the lead/bid opportunity pairs, etc.
Screenshots
Commands
Installation/Uninstallation
Additional Information
TopBuilder also offers the ability to manage all your bids under a single job. We call this bid tracking. This is supported by the BuildingConnected Interface that groups bid invitations associated with a job (from different GC's) allowing easy management, reporting, and forecasting by job, not just by individual bid.
Known Issues
There are currently no known issues.
Contact
Author/Company Information
Support Information
With your TopBuilder subscription, you get unlimited phone and email support, daily live web-based training from our Houston-based team, a dedicated support manager, and a dedicated client services manager.
We also offer two customized training sessions for each customer, which are recorded and added to your account for future reference.
To reach support or to set up training, email support@topbuildersolutions.com or call 855-806-6648.
Version History
| Version Number | Version Description |
|---|---|
|
2023.12.5 |
TopBuilder Bid Invitations/ContractorBI™: Capture, filter, score, assign and manage bid invitations from BuildingConnected® with integration to Construction CRM, Bid Management and Intelligent Dashboards and Analytics |
