Add from Directory

  1. Navigate to the project's Bidding tool.

  2. Open the bid package.

  3. Do one of the following:

    1. Across from the bid form you want to add bidders to, click the plus Icon Plus 2 icon and select Directory.

    2. Click the bid form name.

  4. Click the Bidders tab.

  5. Click Add Bidders and select Directory.

  6. To narrow the list of companies, use the following search and filter tools: Show/Hide Details

    • Search: Search by vendor name, address, or company details.

    • Filter:

      1. Click the All Filters Icon Filter2 icon.

      2. Select one or more filters to apply:

        • Show Selected Only: Move the toggle ON Icon Toggle On to show your selected bidders.

        • Previous Bidders: Select a previous bid package or bid form to show all bidders associated with that item.

        • Cost Codes: Select one or more cost codes to filter for bidders associated with specific types of work.

        • Trades: Select all trades that apply.

        • Jobsite Proximity: Drag the dot on the slider bar to select a distance between 1 and 2000 miles from the project's jobsite.

        • Country: Select a country from the drop-down menu to filter vendors by location.

        • Minimum Average Rating: Select a star rating to filter for bidders who meet your company's minimum performance standards.

        • Union Member: Move the toggle ON Icon Toggle On to filter for vendors who are members of a labor union.

        • Authorized Bidder: Move the toggle ON Icon Toggle On to to display only those vendors officially authorized to bid by your organization.

        • Show Connected Companies Only: Move the toggle ON Icon Toggle On to display only companies added to your Directory from the Procore Construction Network.

        • Qualification Status: Select a status to filter bidders based on their current prequalification standing.

        • Business Classifications: Select all Business Classifications that apply.

      3. To remove filters:

        • Click the x on an individual filter to clear it.

        • Click Clear All Filters to clear all filters.

  7. Optional: Click the Company name to view it's details.

     Note

    Depending on the company information, the following information is available:

    • Company Information from your directory is available by default.

    • Overview and Procore Activity tabs are available if the bidding company is a connected company, or you have the company's EIN or valid address in your company's Direcotry.
      Note: The Overview tab replaces the default company information section.

    • Qualifications are available if you use the COMPASS integration. See About the Bidding + COMPASS Integration.

  8. Mark the checkbox for the companies you want to add to the bid form.

  9. Decide when to invite bidders:

    • To add the bidders without sending an invitation, click Add Bidders.

    • To invite the bidders now:

      • Click Send Invitations.

      • Click Send to confirm sending the bid invitation email.

Update Companies in your Directory
Add from Procore Construction Network