Submit a Construction Bid


A contractor formally joins a project with the homeowner's approval of a Construction Bid. This form provides budget estimates for the construction phases of the project. This form is typically approved only one time per project.

Submitting a Construction Bid

Usually a Construction Bid is submitted from a project preview before you become a project member.

  1. Select the team member who needs to approve the form using the dropdown menu circled below in red. The approver should be the homeowner.

    Construction bid new head

  2. Fill out the rows with costs and any supporting notes for each row.

    Construction bid sample rows

  3. Additional notes and longer text can be added at the bottom of the page.

    Construction bid bottom

  4. Click the "Issue Now" button to submit the proposal for approval.

  5. The homeowner will probably have some questions for you before approving the form. You can edit the form if there are any changes (e.g., clarifications, corrections) to be made.

  6. The homeowner will then review and approve the form.

Editing a Construction Bid

A Construction Bid can be edited only if it has not yet been approved. To edit a Construction Bid, open it and click the edit button circled below in red.

Construction bid head edit btn

Canceling a Construction Bid

A Construction Bid can be canceled only if it has not been approved. The cancel button can be found at the bottom of the edit construction bid page.

Cancel form

Saving a Draft

A Construction Bid is a long form, and you may not have time to fill it in all at once. If you like, you can save a draft and continue working on it later. To save a draft of a Construction Bid, click the "Save and Finish Later" button circled below in red.

Sov form draft

Until you issue the form, only you can see the draft.

You can access your forms drafts on the project preview page.

To issue a draft, go to the form's edit page and click "Issue Now".

 

 

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