Watch time: 8 minutes
You can easily build and maintain your list of subcontractors and vendors in BuilderBid. Whether you’re adding them one-by-one or importing an entire list via Excel, this article walks you through both methods.
Watch this video to learn more(8 minutes):
Step-by-Step Instructions
1. Access the Subs/Vendors Page
From the main menu, go to Templates & Setup, then select Bid Requests + Subs.
You’ll arrive at your Subs/Vendors list (which by default shows only your account at first).
2. Two(2) Ways to Add your Subs/Vendors
a. Add a Single Sub/Vendor
On that list page, click the Actions button.
Select Add New Sub/Vendor.
Enter the required information (name & email address)
Click Save.
Now this sub/vendor will appear in dropdowns when you create a bid request.
b. Bulk Import from Excel
First, make sure your list is in the correct template format. You can use the excel file below.
Open the Excel file, fill in your subs/vendors data (you can skip optional fields).
Save the file.
Go back to the Actions menu → Import from Excel and upload your filled file.
Once uploaded, you’ll see your subs/vendors listed. Use the Edit button (on the right) if you need to make changes.
Optional: Check the “SMS” box beside a sub/vendor to enable SMS notifications whenever you send them a bid request.
3. Adding on the Fly from a Project
Go into a Project in your pipeline.
Navigate to the Bid Request tab in the left-hand menu.
Click Create Bid Request.
In the sub/vendor dropdown list, click Add New (next to the list).
Enter the sub/vendor details and hit Save — now you can select this new sub/vendor in that same bid request.
