How to Add a Subs Bid to a Project

Step 1: Open Buildertrend

Step 2: Navigate to the Job

Go to Jobs.
Select the specific Job Name you want to work on.

Step 3: Access the Financial Section

Click on Financial.
Choose Bids from the options available.

Step 4: Select the Bid

Find the bid you want to include in the proposal. (For example, if it's related to plumbing, select "Plumbing").
Click on the relevant category (e.g., Plumbing).

Tip: It’s recommended to select a bid that is:

Mid-range for pricing.
From a reliable company that takes accountability.
Competitive in terms of cost.

Step 5: View and Choose the Desired Bid

In the category (e.g., Plumbing), you’ll see a list of all bids.
Click on the specific bid you want to add to the proposal.

Step 6: Include Bid in the Budget

A pop-up will appear showing the selected bid details.
In the middle section, find the option labeled “Bid Submission”.
Check the box labeled “Include in the Budget”.
Click Save.

Step 7: Update the Estimate

Return to the Financial Tab.
Select Estimate.
The bid you selected should now appear in the estimate.

Step 8: Build the Proposal

Once the estimate is complete, click on Build Proposal.
Choose Print & Copy.
Save the proposal as a PDF.

Additional Resource

For more clarity, refer to the linked tutorial video that shows a visual walkthrough of the process.

How to Add a Subs Bid to a Project

Step 1: Open Buildertrend

Log in to your Buildertrend account.

Step 2: Navigate to the Job

Go to Jobs.

Select the specific Job Name you want to work on.

Step 3: Access the Financial Section

Click on Financial.

Choose Bids from the options available.

Step 4: Select the Bid

Find the bid you want to include in the proposal. (For example, if it's related to plumbing, select "Plumbing").

Click on the relevant category (e.g., Plumbing).

Tip: It’s recommended to select a bid that is:

Mid-range for pricing.

From a reliable company that takes accountability.

Competitive in terms of cost.

Step 5: View and Choose the Desired Bid

In the category (e.g., Plumbing), you’ll see a list of all bids.

Click on the specific bid you want to add to the proposal.

Step 6: Include Bid in the Budget

A pop-up will appear showing the selected bid details.

In the middle section, find the option labeled “Bid Submission”.

Check the box labeled “Include in the Budget”.

Click Save.

Step 7: Update the Estimate

Return to the Financial Tab.

Select Estimate.

The bid you selected should now appear in the estimate.

Step 8: Build the Proposal

Once the estimate is complete, click on Build Proposal.

Choose Print & Copy.

Save the proposal as a PDF.

Additional Resource

For more clarity, refer to the linked tutorial video that shows a visual walkthrough of the process.