| 1. Week Summary |
The top of the Bid Board shows a snapshot of everything due in the week ahead.
Tasks are organized by job owner, number of jobs due, and the total value of all pending jobs.
| 2. Calender View |
The calendar gives you a quick overview of upcoming deadlines across your team.
Each card shows project name, opportunity name, number of quotes created, and job owner.
Colors are automatically assigned by user so you can identify workload at a glance.
Click any card to access Bid Board details — update opportunity stages, jump directly into a BOM, or reference project and opportunity notes.
| 3. Filter the Bid Board |
Refine your calendar view to focus on the jobs that matter most.
Click the Filters option in the Bid Board.
Filter by any combination of:
Quoter
Opportunity Stage
Opportunity Scope
Branch Location
Your filters apply to both the calendar view and the weekly summary.
Tip: Pin your filters to save the view you've created — so it's ready the next time you open the Bid Board. |
Need help? Visit the Parspec Training Academy or use the in-app support chat.