Update a contractor’s status manually

As contractors interact with your tender, their status is updated automatically and displayed on the related tender's "contractor board", the Tender Summary and their contractor profile.

Project team members can also update the status of a contractor manually via the contractor board or the status menu in their contractor profile.

Option 1:  Contractor board

After navigating to the contractors' board of the related tender, click the overflow button on the right-hand side of a contractor and select "Change Status" from the menu.

Then click to select the new status for the contractor.

Note: if you select "Priced", you will be directed to the "QUOTE" tab of the related contractor to complete their quote.

Option 2:  Contractor profile

When viewing the contractor board or the Tender Summary, click a contractor to view their profile.

Click the status menu on the top-right hand side of the screen and select a new status from the menu.