BasisBoard Knowledge Base

Deep dive on functionality within the BasisBoard app!

B

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

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!

Written by Brian Means
Updated over a week ago

Creating rules for automation

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

Written by Brian Means
Updated over a week ago

Email Sync

Sync emails directly from your inbox instead of relying on forwarding rules.

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

Written by Brian Means
Updated over a week ago

Custom filters

Overview of how to use custom filters.

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

Written by Kevin Wu
Updated over a week ago

Analytics Dashboard

Leveraging the data within your BasisBoard to make better estimating decisions.

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

Written by Kevin Wu
Updated over a week ago