Invitees

Manage your invitees

Import invitees
Liked working with a company? Import them into another package   If you want to import companies that you invited in previous project packages,...
Tue, 16 Mar, 2021 at 8:56 AM
Add Invitees
Start inviting people to your packages.  Besides having packages in your projects, inviting invitees is the most important thing to do. All proje...
Thu, 26 Sep, 2024 at 1:28 PM
Filter invitees / companies
Select the best matches for your packages. Using filters when searching for invitees can help you get the best companies. In this article we are goi...
Wed, 23 Oct, 2024 at 11:05 AM
Invite status menu
The invite status menu is a feature that is available both to contractors and subcontractor/supplier accounts. This menu performs core functions that are ...
Fri, 10 Sep, 2021 at 7:04 PM
Adding notes to invitees
Leave notes as a memory aid or to coordinate with your team The notes feature allows you to leave notes for each individual company that ...
Tue, 13 Jul, 2021 at 8:15 AM
Mark company as preferred
Preferred companies is a way for a main contractor to show who their current favourite is for the package. It's a nice way to clearly mark who is the...
Thu, 9 Sep, 2021 at 1:36 PM
Invitee Responses
Once you send out a work package, you are then able to track the enquiry process in real time. This allows you to see where people are at regarding their qu...
Fri, 27 Sep, 2024 at 11:16 AM