Watch the video below to learn how our new project structure lets you add an 'Opportunity' layer — making it easy to group multiple deliverables (like quotes, submittals, and O&Ms) under one project. Now you can assign different owners and due dates — like a Lighting and Gear quoter — all within the same project.
Key Takeaways ✨
Exciting news — every new project now starts with an Opportunity! You’ll still build your BOM right inside the opportunity, just like before.
Working on a single-scope project? No change needed. But if your project has multiple phases or scopes, you can now create multiple opportunities to keep your BOMs, due dates, notes, and deliverables neatly organized and easy to manage.
Managing notes just got easier! You can now add both Project and Opportunity-Specific Notes, giving team members quick access to the information they need for quotes and submittals. Plus, automatic timestamps and date filters make it simple to track updates and find notes by date.
You can now track multiple due dates for different quotes within a single project — for example, one for lighting and another for gear.
Check out the enhanced Bid Board view to instantly see how many quotes have been created and to reference internal project notes or update opportunity stages — all directly from the Bid Board screen.