BasisBoard Knowledge Base

Deep dive on functionality within the BasisBoard app!

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10 articles in this collection
Written by Kevin Wu and Brian Means

Inbox: Set Office locations + UI refresh

Minor updates to make qualifying bids and emails in your inbox easier
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Written by Kevin Wu
Updated over a week ago

Better "Insights" Into Companies!

Find out how you can start to see greater data on each specific company like your hit rate and pending bids!
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Written by Brian Means
Updated over a week ago

Creating rules for automation

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Written by Kevin Wu
Updated over a week ago

New Email Platform Sync Option

A quick guide on how to adjust your email sync options to All Platform Emails - Leave in Inbox
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Written by Brian Means
Updated over a week ago

Email Sync

Sync emails directly from your inbox instead of relying on forwarding rules.
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Written by Kevin Wu
Updated over a week ago

Email Inbox Rule Functionality Walkthrough

A quick breakdown and video walkthrough to help guide you in creating curated rules for automated your Basis experience
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Written by Brian Means
Updated over a week ago

Custom filters

Overview of how to use custom filters.
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Written by Kevin Wu
Updated over a week ago

Link the same bids from multiple GCs into one record

How to merge projects and addendums together when you receive multiple invites from different GCs
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Written by Kevin Wu
Updated over a week ago

Analytics Dashboard

Leveraging the data within your BasisBoard to make better estimating decisions.
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Written by Kevin Wu
Updated over a week ago

Importing BasisBoard calendar to external applications (Google Calendar, Microsoft Outlook, Apple Calendar)

Import your BasisBoard calendar to Outlook or Gmail
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Written by Kevin Wu
Updated over a week ago