Rebids

Rebids and how users are handling them

Kyle Stremme avatar
Written by Kyle Stremme
Updated over a week ago

This article is to share some ways users are looking for for rebids to come back around and how to ensure you don't miss them.

You can handle these for budgets for simply for bids that came back around for bid. There is no 1 way to do this. It is a challenging product challenge to solve this for the different ways our customers want to see this done.

We wanted to share a few different way this is being handled. Ultimately we will be looking to create some rules for example: "if an email comes for a project you have received 90 days ago and the bid deadline is current we tag them as possible rebid".

For now:

Common ways to handle this:

  1. Create a Submitted Budget Stage

Helps you track budgets your team has done separately from your other submitted projects. You can still tally up the total amount of proposal by stage to see how much is sitting in budget for projection purposes.

You can keep track of of them by running a quick filter and saving that filter as budgets, and look out once a week for updates to those projects.

Basisboard will take email invites and attempt to match them to the correct project. If your project is already on your bid list it will match the emails to that bid. If this includes a change in bid deadline (because the bid came out again) it will update it.

(this will show up as an update) If an estimator is assigned to the project they will be notified of the update as well via email.

2. For Projects you have submitted that were not a budget you can have a view for Submitted projects with the filter for "updated" <-- this will make sure you are keeping an eye on rebid opportunities.

3. Create a Safety Filter

You create a custom filter and name it "potential rebid safety net"

If you have other suggestions on how to handle this please direct emails to support@basisboard.com and we can set up a call to discuss.


Thank you

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