Do you spend hours searching for other general contractors bidding on competitive projects? Client Suggestions is a feature that does this work for you so that you have the best chances of winning important jobs.
What are Client Suggestions?
Client Suggestions allow subcontractors to identify additional bids for projects that are being competitively bid. BuildingConnected will display other general contractors that we know are bidding on that project. Subcontractors can create new bids using these suggestions and group them with the original bid. You can then can submit bids for all the general contractors we know who are bidding that project.
If you are interested in this feature, please click here to contact our sales team for more information on upgrading.
Where do I find and add Client Suggestions on my Bid Board?
There are two ways to see Client Suggestions.
On your Bid Board, underneath an opportunity, it will state "# other GC(s) are bidding on this project".
On the bid's “Overview” page, click the banner to see the list of other general contractors who are also bidding on this project.
A window will pop up that displays the other general contractors that are bidding on this project. You will see the general contractor’s information and the primary bid lead. In the example below, the general contractor “BuildingConnected” is also bidding on the “New Coffee Shop” project. The project lead is Teisha Fritzberg.
3. With the checkboxes clicked next to the GCs you also want to provide a bid for, click “Add to Bid Board.”
4. You will see a confirmation screen to confirm that you have created a new bid to track for the suggested client and a group was created for you to have all clients organized under one project.
If you click “View group,” you will see the new bid from accepting the suggestion with a "Discovered" label. For more information on managing opportunity groups, please reference the articles found on our Opportunity Groups page.