View/Add/Edit Contacts - Company Details

Name

Description

Active

A company can be active or not active. If it is set to non active, it will appear in Contacts Lists with a strike thru font. This is just a visual indicator to indicate the company has been set to non active. It can still be selected.

See Company - Setting to Active or In-Active for more information.

Star Rating

Each Company can have a star rating: one to five stars. This is just for information only. The Star Rating can not be changed on this form.

The Star Rating is also referred to as a Grade.

For each Company that is adding as Bidding Participant, a grade can be set for the Company for that Bidding process. There can be multiple grades for a Company, one set for each bidding process.

The star rating on this form is an average of this Companies rating across all projects and all bidding processes this company been added to as a participant and rated.

See Bidding Messaging List - Company Grades for more information.

Company Name

The name of the Company. This is a required field.

Trades

This is a list of all the trades for all the Contacts. This is a list only for easy viewing at the Company level. Trades are maintained against each individual Contact.

Labor Status / Union Status

This is a field with a preset list of system values to choose from (i.e. the list can not be changed). The options are:

Union

Non-Union

Prevailing Wage

This is a multiple option drop down i.e. more than one entry can be selected. See Multiple Option Drop Down Selections for more information.

Note* On the Company Edit form, this field is called Labor Status. On lists, this column is called Union Status.

Certifications

This is a field with a preset list of system values to choose from (i.e. they can not be changed). Click in the drop down to select a value.

Sector

This is a field with a preset list of system values to choose from (i.e. they can not be changed). Click in the drop down to select a value.

Notes

Notes for the Company. Enter as required.

Attachments

Any kind of attachments can be uploaded for this Company.

Click on the Attachments Bar to expand or collapse it.

The files can be dragged and dropped to Attachments area or the section clicked on to upload files.

See Company - Attachments for details on uploaded and removing attachments.

Pre-Qualification Form

For existing Companies, a pre-qualification process can be applied and pre-qualification information recorded and managed.

Click on the Pre-Qualification Form to expand or collapse it. When it is expanded, the Pre-Qualification information appears. The Pre-Qualification information can be manually entered, or the Primary Company Contact can be sent a request to update the form.

The form can also be exported.

Note* The fields on the Pre-Qualification Form are all preset in the system, but can be customized. Contact Customer Support for more information.