We are excited about Spring, but we are even more excited to show off our latest SmartBid system updates!
Are your subs viewing the projects you share? Are they responding? What’s their proposal percentage the last 6 months? All of these questions will now be answered in the new Statistics report, and you can also select companies to Bulk Update or Send Communications.
New Layout in the Project Tabs QIA
Welcome to your new and improved view for project tabs 6, 7 and 8 or as we call them QIA Tabs (Qualified, Invited, and Awarded). The main idea was to bring a more fresh and clean view for all the information we displayed in these tabs. Nothing old has disappeared, so don’t worry! Users can now click over the “Display” tab and choose their desired view:
Custom Fields in QIA Tabs
Are you wondering what that “Add Custom Field” button does? In this new layout for your projects we’ve included a new feature that will allow users to fill in new information on invited companies and pull over information already stored under each company record under Custom Fields or Financial Fields.
The new “Invitation Custom Fields” can be created just like other Custom Fields, you can choose different types depending on the information you want to include in the project: Job walk date and time, a file upload option, a money field, text, or even a hyperlink!
New Filter Options in New QIA Tabs
Now companies in QIA tabs can also be filtered down by Company Groups or Custom Fields. Look for the “More” option to find these 2 new filters and the ones you are already familiar with. (Note: The new features are not available in the older QIA Tabs.)
We made some updates to users’ Scheduled Communications option! Now all scheduled communications will be sent to companies according to the invitation status at the time of the scheduled communications event.