How to create bid packages & Upload bids

  1. Access the Bids Section

  • Navigate to the Financial tab in BuilderTrend.

  • Select Bids to access the bidding feature.

2. Create a Bid Package

  • Click Create Bid Package.

  • Define the scope of the bid package:

    • For individual trades: Create separate bid packages (e.g., plumbing, drywall).

    • For multiple trades under one contractor: Combine trades into a single package (e.g., demo, hauling, flooring, plumbing).

  • Name the bid package accordingly.

3. Enable Multiple Approved Bids

  • Ensure the "Multiple Approved Bids" checkbox is selected to allow for flexibility in bid approvals.

4. Add Line Items and Cost Codes

  • For each line item:

    • Enter a title and associate it with the appropriate cost code (e.g., materials and labor).

    • If the bid covers multiple trades, use a general "Multiple Trades" cost code.

  • Add a description if the scope requires specific details.

5. Upload Attachments

  • Attach any relevant project documents (e.g., plans, photos) for the contractor’s reference.

  • If communicating outside BuilderTrend (e.g., via text or email), upload those materials to track what was shared.

6. Save the Bid Package

  • Review all entries and click Save to finalize the package.

Managing Subcontractor Bids

1. Reach Out to Subcontractors

  • Start contacting subcontractors to bid on the package.

  • If a subcontractor is not yet in the system, follow the company’s SOP for setting them up as a vendor.

2. Add Subcontractors to the Bid Package

  • Once a subcontractor (e.g., Ezekiel) is set up as a vendor, add them to the bid package.

  • Save their information in the bid package.

3. Upload Received Bids

  • Open the bid package and upload the bid document submitted by the subcontractor.

  • Click Edit Bid and complete the following:

    • Quantity: Ensure the correct quantity (e.g., 1) is entered to prevent errors.

    • Price: Enter the subcontractor’s bid amount.

  • Save the bid details.

Reviewing and Comparing Bids

1. View All Bids

  • In the bid section, click All Bids under the specific project to see submitted bids.

  • Each bid will be displayed as a separate entry under the package.

2. Compare Details

  • Click on a bid to open and review its details, including the uploaded bid document, pricing, and scope.

3. Add Additional Bids

  • If another subcontractor submits a bid, repeat the upload and editing process to include their bid in the package.

Click this link for step by step process