Bulk Invite to Qualify
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Written by Amy Ludwig
Updated over a week ago

General Contracts can now bulk invite multiple subcontractors to qualify at once!

When you go to to the Subcontractor Search page, there are now checkboxes at the beginning of each row that can be selected individually or if you'd like to select all companies from that given page, you can select the checkbox from the banner at the top of the table.

Once at least once subcontractor is selected, you will see a banner appear above the table that will highlight:

  • The total number of companies selected

  • 'Clear All Selected' button - which will clear all current selections made from that page

  • Bulk Invite to Qualify button (paper plane icon)

Once a user selects the Bulk Invite to Qualify button (paper plane icon) from the banner, a modal will pop-up to confirm your selections.

You will see the above pop-up confirming the number of companies you've selected. You also have the option to assign a project to the given companies as part of the Invitation to Qualify.

Once you are happy with your selections, you can select the 'Invite Selected Companies' button and a success message will appear in the top right corner. Once this is completed, the subcontractors you've selected will be sent their Invitation to Qualify email.

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