Adding Subcontractors to a Bid Package
To add a subcontractor to a bid package matrix, click on the + Add Subcontractor option on the bid package toolbar. This will bring up the Add Subcontractor Window.
The first option in the Add Subcontractor window is Search for Subcontractors. This option allows you to search your local BidMatrix database of subcontractors. As you begin to type the company name, your search results will begin to populate a drop-down list with any subcontractors that match your search entry. The search results will also include subcontractors that had attributes that matched your search entry.
The second option in the Add Subcontractor window allows you to add a new subcontractor to the bid package matrix, without having to add that subcontractor to your local BidMatrix subcontractor database beforehand.
When you add a subcontractor to a bid package matrix, and that subcontractor does not exist in your local BidMatrix database, you can optionally add important contact information should you need to follow-up with that subcontractor. After adding the new subcontractor to the matrix, you can place your cursor in any column for that subcontractor to bring the attributes panel for that contractor in the lower right corner of the page. You can then click on the Add Contact to enter the contact name, phone number, and email address.
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