Integrating Procore & BidMatrix

• Related Articles

• BidMatrix Default Reports

  BidMatrix includes a list of custom reports that you can print as is, or download and modify to meet your company's specific needs. The RDL report designs can be downloaded using the Reports option on the administrative panel. The custom reports ...

• Choosing the Subcontractor Database in BidMatrix

  BidMatrix provides three options for the subcontractor database that will be accessed when populating a bid package with subcontractors. You can choose to use a local subcontractor database that can be custom configured with the BidMatrix ...

• Setup/Configuration of the "Local" BidMatrix Subcontractor Database

  If you have chosen to enable a local subcontractor database and are not enabling either the BuildingConnected or SmartBid database option, the administrator can define a custom list of attributes that will be used for all subcontractors. You setup ...

• Entering Individual Phase Quotes

  To enter individual phase quotes, click on the + Add Subcontractor at the top of the Bid Package Matrix. Add the subcontractor to the Bid Package Matrix. If you are using SmartBid, BuildingConnected or Procore, you will be selecting a subcontractor ...

• User Managment

  Users can be accessed by clicking on the settings' icon in the upper right corner of all BidMatrix screens. In Users you can invite users to BidMatrix. Click on the option, invite users to BidMatrix. Enter the email address and the name of each user ...