Leads FAQ | E1 Subcontractor Support

How do I let a builder know whether I want to quote or not?

Head to the Leads tab and find the Builders invitation or request you wish to respond to. You will find this under the Quote response drop-down on the far right, select either ‘Quoting’ or ‘Not Quoting (send a reason)’ this will let the builder know of your intentions. If you select ‘Not quoting’, you will need to provide a reason for the invitation decline.

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You have a live response score where the builder can see how active and responsive you are within E1. It is just as important to let the builder know if you plan on ‘Not Quoting’ as it is ‘Quoting’ as both responses contribute to your score.

Can I access my team members invitations?

Yes, you can access invitations sent to members of your team, head to the Leads tab. Click on the ‘Team Member’ filter, and select team members whose invitations you want to see.

You won’t be able to interact with privately listed projects that have been sent to a colleague, but you will be able to see that they have received an invitation.

Why can't I download the documents from a colleague's invitation?

Sometimes projects are confidential in nature - it could be because it’s a Defence job or even a new prison, and some builders prefer to privately invite specific people from their address book.

Because these jobs need that extra level of security, you’ll need to be personally approved by the builder before they can give you the go-ahead to access project documents. You can request this by contacting the builder directly.

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It is important to note that if the project has been marked private by the builder - the documents will be inaccessible to any team member that hasn’t been directly invited. The team member invited to the project may be able to forward the documents to you, or you may be need to reach out to the builder if this is not possible.

How do I find my old invitations?

To access all of the projects you’ve been invited to in the past, just click on the Archive screen within the Leads tab.

A Project lead automatically moves to Archive 5 days after the quote due date has passed, or after you respond ‘Not quoting’ to the Builder.

You can also push a Lead into archive by opening the menu and selecting ‘Move to Archive’. If you would like to move a project back to Active you can open the same menu on an Archived project and select ‘Move to Active’.