Bid Management

Import Bid Data

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Want to save time by importing measurements from another cleaning bid? In most cases, you can.

For example, to prepare a tile maintenance bid for one of the buildings where you already clean the office at night – all you need to do is select ‘New Bid’ and click ‘Import’.

You’ll choose the existing bid you want to bring in measurements from – and give the new bid a name.

The basic contact information will automatically be brought into the INFO tab of the new bid, while the measurements from the existing bid will be imported into the AREAS tab – in the same areas, in the same amounts and with the same floor types as in the original bid!!!

How’s that for convenient?

Then, you’ll be able to choose one or more of the work types (i.e. strip and refinish, scrub and recoat) and select a frequency for each.

When you go to the PRICE tab, you’ll see the measurements have been imported from the original bid – but, conveniently, only the total of waxable tile will appear in the box used in calculating price recommendations.

Copy A Bid

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Want to create a new version of an existing cleaning bid? You can – using the NEW VERSION feature.

You’ll be able to quickly and easily bring in all the information from one of the bids you already have on file – including contact info, measurements, tasks and pricing – into the new bid you’re creating.

In minutes, you’ll have a new version of a bid already on file, but, this time – reflecting some change you wanted to see.

For example, let’s say, you need to prepare to want to create a 3x/ week office cleaning version of a 5x/ week office cleaning bid you already have on file.

You simply click NEW VERSION, choose the existing bid you want to change and give the new bid you’re creating a name.

Just like that, all of the contact info, measurements, tasks and pricing data is there – ready for you to edit or leave ‘as is’ in creating your new version of the janitorial bid.