Mark A. Fly December 28, 2012 •
General Contractor FAQs, Training and Videos / General Contractor Training Videos
Almost all of the Videos have a Table Of Contents on the left hand side. You can scroll through the TOC or even try typing in the search bar at the top right of the video. Once you click on the topic you were looking for, the video will start at that position.
Mark A. Fly Jan 27 •
Pre Qualification FAQs, Training and Videos / PreQual Training PDF's
We've released SmartBidNet 12.5 - Prequal 3.0 with some very important changes. Please read the details:
v 12.5 - Prequal 3.0 | Date 01/17/14
We have revamped our entire prequalification module for all users. Below is a summary of the new features and improvements and the full list of features and details can be found here:
Remember to contact our support staff at firstname.lastname@example.org with any questions or concerns. And see the bottom of this email for dates and times of upcoming live training webinars that will review the new prequalification features for all users.
- Project Specific Prequals: SmartBidNet Prequal 3.0 now comes with the ability to create a prequal directly associated with a specific project. This allows GCs to maintain separate prequalification statuses, contract limits, and expiration dates for a specific project in addition to the subcontractor’s overall status, limit, and expiration. When approving a project-specific prequal, the GC also has the option to update the subcontractor’s overall status/limit/expiration with that data, if so desired.
Building Prequals: The system now comes with the standard ConsensusDocs 721 form prebuilt and ready to send. All SmartBidNet client users are now able to send the standard CD721 form to subcontractors, review responses, send RFIs, and update company information with CD721 data. Clients with the custom prequal module have the flexibility to build a prequal in a variety of additional ways.
Form Builder Improvements: Many features have been added to the form builder to allow for extensive data display and control. Sections and questions can be restricted to certain viewers, additional help text can be provided, data can now be pre-populated based on previous inputs, and more to build the most efficient and useful form for your projects.
Submitting Prequals: Prequal invitation emails are limited to two options: a direct link and an access key, which will always take the subcontractor directly into the relevant prequal. The response form and corresponding PDF (if generated) has also been redesigned for easier navigation and viewing.
Prequal Review Process: Review steps are more customizable than ever before. Users can create as many steps as necessary through their Admin menu and then select the specific steps and users required to review each step during the process.
Using Prequal Data: Additional, automatic prequal statuses and data updates will now allow a GC user to easily see the current stage of a subcontractor’s process whether viewing their company record or an active project. Full prequal data is now more easily viewable and integrated throughout the system.
As always, thanks for your continued input and support!
For support, go to http://support.smartbidnet.com
Mark A. Fly March 29, 2011 •
Sub Contractor FAQs, Training and Videos / Subcontractor Training Videos