The following features are now live for all SmartBidNet users!
Find More Subcontractors
The Public Registry of Subcontractors has been redesigned and is now called SmartInsight. The SmartInsight Contractor Registry will give you unprecedented access to data from hundreds of thousands of subcontractors. (You can encourage your subcontractors to claim a free profile here.) In addition, subcontractor data in SmartInsight is verified by Dun & Bradstreet’s integrated verification technology.
Public Agency Database
The SmartInsight Public Agency Database is also now available to all users under Companies > Search Public Agency Data, giving you access to over 500,000 company records that we collected from over 77 public agency databases, and update monthly. Combined with the SmartInsight Contractor Registry, this feature will significantly broaden your scope of potential partners on every project.
New Company Financial Fields
There is a new tab under Admin > Company Fields called Company Financial Fields which includes commonly used financial values/ratios, including the fields that SmartBidNet already has in the Company Financial Info tab. Users can enable or disable these fields as needed by clicking on the corresponding checkboxes. Also, we’ve included a Help Text option on each field. After clicking on the Help Text link, a text editor will pop up, allowing users to add or remove help text.
A “Financial Block” section has been added to the prequal form builder for users with the Prequal Pro Add-On Module. You can use this tool to have subcontractors fill in financial information through a prequalification form.
Update Database via Imports
An Update Key column has been added on Projects > Reports > Communications > Details and Projects > Reports > Fax > Details, so that these reports can be used as update imports. If you would like to use this feature, click in “Columns” and enable or disable the Update Key column.
Find Out Why Subcontractors Unsubscribe
When a subcontractor unsubscribes from receiving bids, prequalification or other communications, they will be able to submit a note with their unsubscribe request. These notes will be stored under the subcontractor’s company record on the Notes tab for your reference.
Good News for Internet Explorer Users
SmartBidNet is now fully compatible with Internet Explorer 11.
A Project ID Number column has been added under the “My Projects” dashboard widget. Project names are also now included on all Excel exports.
For general contractor users with the BidTabs add-on module, you now have the ability to input BidTab answers on behalf of their subcontractors.
A “Sample Import File” was added under Admin > BidTabs Questions for reference.
When completing a prequalification or other form that you have embedded on your corporate website, subcontractors’ time zone automatically will be set to the time zone you indicate under Admin > Settings.
Default Fax Header
Under General Settings, you can now choose whether to show your Office Fax number or the Fax Number of the user that is clicking “Send Communication” when faxing. You can also include the Office Name or the name of the system the fax was sent from.