Managing EstimateOne Emails

How to update your email settings

3 min read

We get it, not every email is necessary. You can control which emails we automatically send and the frequency in Settings - My Profile, so that you can focus on the notifications that add value to your business.

All email types are active by default. You can unsubscribe or change the frequency by clicking the drop-down menu next to each type.

Be sure to click the Update Email Preferences button at the bottom to save your changes.

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Note that project Invitations are automated, or sent directly from a builder. Invitation emails can’t be switched off.

Email types

Happy Monday

A weekly snapshot of new tenders that have been added to EstimateOne in the last week

This email is great if you want to keep an eye on all new projects that have been loaded by builders in the past week. This can be several hundred projects during peak times, if that’s too broad, you can unsubscribe and rely on the Midweek Update or Speci-Finder Report for tailored notifications. This email is sent on Mondays

Midweek Update

A weekly update on projects that have been added or recently awarded where your trade is required

A more refined notification of all new projects and all projects awarded in the past week that match your trades. This relies on the trades listed in your Company Profile, so if this isn’t right, they can be edited to give a better match. This email is sent on Wednesdays

Watchlist Update

A regular update on projects you have added to your watchlist

We highly recommend leaving this email active. We suggest refining the frequency (daily or weekly) and selecting updates on only projects watched by you, or you can set it to watched by anyone to get updates on projects added to the Watchlist by any member of your team. You’ll be notified of changes to tender dates, when the project is awarded, and any addendums to the documentation. This email is sent daily, or weekly on Wednesdays.

Tender Invitation Reminder

Reminder to update your quoting status for projects you have been invited to tender on

This email is useful if you quote to buliders, as a reminder to update your intentions to quote or note. If you don’t, we recommend unsubscribing from this one, as any project documents you view will auto-generate an Invitation. This email is sent on Thursdays.

Tender Status Change

Sent when the status of a project you have been asked to tender on changes (to awarded, lost, withdrawn etc)

This email is particularly useful if the awarded builder and tender status is important information to you. You will receive notifications on any projects on which you have received an Invitation to tender. Note that viewing and downloading documents automatically sends an Invitation, so if awarded work is not useful information, we recommend unsubscribing from this email. If the project is in your Watchlist, you’ll still receive an update on the projects you have manually opted to track. This email is sent daily, when there is a relevant status change.

Speci-finder Report

An email report that lists projects new to the noticeboard that mention your keywords in their documents

We strongly recommend leaving this email active, and setting up Speci-finder keywords if you don’t already have them in place. We will notify you of projects that really matter to you, matching any nominated keywords present in project names or documentation. This email is sent daily, or weekly on Tuesdays.

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If you need to change your email address, you can find instructions here

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