Project Invitations Overview
Invitations are sent from builders to you or your team to request quotes from subbies and suppliers for any projects they have created via EstimateOne. You will also receive Invitations automatically when you access project documentation on EstimateOne.
You can watch a short tutorial video here:
Invitations will show up on the Invitations tab under Invitations and Requests, you’ll receive an email alert too. You’ll see Invitations for projects in the Open stage in the Active section, and those that have passed the Quote Due Date in the Archive section.
You can search for projects in the Search bar, and use the Response to Builder filter to find projects by your response type.
Viewing Invitations by Team Member
Invitations will be visible to your whole team, and you can also use the Invited Team Member filter to view Invitations by any team member/s. To view all invitations sent to your business, choose the ‘Select all’ option.
Managing Invitation Responses
Although you may not work with the builders directly, it’s important to respond to Invitations by using the Your Response dropdown menu. You can select either Quoting or Not Quoting here.
Updating the Response status can help keep you and your team on top of your workflow. The status will also automatically update the project on the builder side to help them manage their invitations. Builders will see a responsiveness rating within their address book that highlights if you’re responsive to their invitations or not, so it’s good practice to maintain a habit of responding.
If you are intending on sending a quote, either via the EstimateOne platform or via email, select the Quoting option. Builders will update the status to Quoted once received, and this happens automatically if you use the Quote feature on the Quotes tab.
Marking the status as Not Quoting lets the builder know they don't need to follow up with you if they haven't heard from you yet. A status of Not Quoting still counts as ‘responsive’ on the builder side, so choose either option instead of leaving the Status blank.
If you'd prefer to manage your workflow internally, without responding to the builders themselves, you can do this within your account Watchlist. Again, though, we refer to the point above - builders like to see that the clients they invite are active.
Managing who is receiving Invitations
Each builder manages their private list of contacts within their account.
If invitations are coming across to an incorrect contact within your company, reaching out to the builders will be the best way to get that fixed up.
You can see who from your team is invited to a project at any stage by going to the Team tab, or by using the Invited Team Member filter on the Invitations tab.
Understanding the Doc Status Column
The Doc Status column shown on both the Invitations & Requests tabs allows you to identify whether your downloaded documentation is still current.
Any packages that you are yet to download will appear as ‘Not Accessed’, and packages that have been revised by the Builder but the updated version hasn’t yet been accessed, will have a status of ‘Out of Date’
You can download and view documents in a package for the projects you have access to any time by clicking either the Download Documents icon, or View Documents icon for a web based version. If the Status shows as ‘Out of Date’ there will be an additional option to download just the revised documents (Download Revisions)
Requests Overview
Requests on EstimateOne are generated when you request documentation from a builder on a project when the builder has nominated an approval process. Builders choose to make project documents available to all without the need for approval, or they can choose to review each request on a case by case basis when creating projects.
How to manage Requests
You will receive an email notification once a builder has accepted or rejected your request.
The Pending tab will hold any Requests outstanding, if it’s been a while we suggest reaching out to the builder directly. Any Requests that have an outcome will be moved to the Archive tab with a Status of Approved or Declined, and the project will also now be visible in the Invitations section.
