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Hello. How can we help you?
How do I set Filters for Bid Invitations?
To set your Bid Invitation Filters, click Bidding>Invitation List>Set Filters.
FILTERS
The Bid Invitation list screen will default to using the Radius Filter around the Project Zip code, but the user can change the parameters of the list Filter by
- Changing Radius Distance
- Selecting a Template
- Updating other Contact-specific Filters for Sub Rankings, Tags or other company affiliations.
Details about the Contact Specific Rankings
Sub Ranking – Each subcontractor and vendor can have a ranking that is applied in the company profile under Qualifications. The filter defaults to Average, No History, Good and Excellent. Uncheck rankings to narrow your invitation list.
NOTE: When your contacts are first entered into RedTeam Go, they are automatically checked with a Sub Ranking of “No History”. Contacts marked as ‘Do Not Use’ will not appear on the Invitation list.
Tags – Each subcontractor and vendor can have search tags applied to them in the company profile under Search Tags. Begin typing tag names. Select to narrow your invitation list to only those with the selected tags applied.
Others – Each subcontractor and vendor can have other qualifications selected in the company profile under Qualifications. The filter defaults to all but you can narrow your invitation list by selecting the qualifications listed.