Bid Report Overview

The Bid Report page gives you a master list of every opportunity in the system that has a "Production" based 'product' (i.e. Roof Replacement, New Construction, etc.).

You can access this report from the "Bid Report" tab under the "Reports" section of the main menu.

From this list, you can:

• Access each opportunity within this list.

• Filter this list to view by due date, manager, estimator, and status.             

• Access the company and property for each opportunity within this list.

• Export this list to a CSV file (click the three dots at the top right of the list).