This article will explain how to send out a bid package to our Contractor Network in order to receive Expression of Interest (EOI) requests from matching contractor's in your area.
After receiving an EOI, you are able to accept the company into the bid package where they will receive a formal invitation and access to the bid documentation.
Note: EOI requests are completed for each individual bid package.
Step 1: Send an Expression of Interest (EOI) Request
Go to the EOI tab within a bid package to start the matching process and click the "GET STARTED" button.
Get started with EOI matching
Step 2: Select company type
Firstly, select the business type you would like to connect with, either a General/Head Contractor, Sub-contractor or supplier, or a Construction consultant.
Select the business type
Step 3: Set distance
Next, set the distance of businesses you would like to connect with based on your project's address. This ensures that matching companies are within the distance needed to complete the job.
Select the distance of contractor's to connect with
Step 4: Select categories
Select the categories that best relate to the bid package you have created.
Each "Company Type" (General/Head Contractor, Sub-contractor or supplier, or a Construction consultant) will have different categories to choose from.
Select the trade category
Step 5: Confirm the information
Lastly, confirm the details of the project/bid package and add an expected start date of the work to help contractors with their business scheduling.
Click the "DONE" button to begin the matching process.
Confirm project details and add expected start date
Step 6: Await EOI Matches
The EOI screen will then show that your EOI matching is ON. You can turn off EOI matching by clicking on the blue switch or re-send an EOI request.
EOI matching is turned ON
Step 7: Receive EOI matches
Each contractor within the WeBuild network that matches your criteria will be emailed a request that looks like the below.
They can then click the "Send Expression of Interest" button which will notify the bid manager by email.
EOI Request Example
Step 8: Accepting an EOI
The bid manager will be able to see the contractor details within the EOI section of a bid package. They are able to view the details of the company, related insurance documents and company portfolio.
Clicking the "ACCEPT" button will formally invite the related contractor to price your bid.
The "DECLINE" button hides the contractor from the EOI tab without sending any notifications.
Step 9: Invitation & Notifications
Once a company has been accepted on this screen they will:
i. Be sent the bid invitation email with the related documentation
ii. Be added to the "Contractors" section of the bid package
iii. Be added to the company's address book
If you have any questions about the EOI process, shoot us an email at support@webuildcs.com and our customer success team will be in touch.
Comments
0 comments
Please sign in to leave a comment.