If you are a subcontractor using Bid Board Pro, you can schedule follow-up dates on submitted bids to keep track of when your company should follow up with general contractors. Adding follow-up dates on bids keeps communication centralized so you and your coworkers can stay organized and keep track of responsibilities and deadlines.
To add follow-up dates to bids
In Bid Board, navigate to the "Submitted" folder then click on the field under the "Follow-up" column to the right of the bid.
Select a date.
Your follow-up date will automatically save. It will default to 12:00pm on the date you select. However, you can edit the time by going into the bid.
Inside a bid, you can also add or edit the follow-up date in the "Follow-up date" section. Click "Schedule" or "Edit" accordingly.
Select a date and time using the drop-down menus.
Any coworkers added as followers to the opportunity will also be able to see the follow-up date on their Bid Board, bid “Overview” tab, and on their calendar.
If you or your coworker have previously synced your calendar with iCalendar, Google Calendar, Outlook/Office 365, or your iPhone but do not see follow-up dates, you may need to un-sync then re-sync your calendar.
Follow-up due email notifications
Only the assigned person and the person who submitted the bid (if different than assigned) will receive a follow-up due email reminder. Followers do not receive a reminder about the follow up date. These emails go out the day of and also again when the follow-up is 3 days past due.
Adding follow-up dates to groups
You can add follow-up dates to opportunity groups. The follow-up date and note will only appear on the group summary and will not appear on individual opportunities within the group. If you would like each opportunity within the group to have separate follow-up dates, we recommend adding follow-up dates to individual opportunities.