Mark a contractor as “preferred” (pre-construction phase)

After a bid for a project is won by an organisation, the estimating team will hand over the project to the construction team in preparation to commence the works.

Before that happens, estimators will nominate a "preferred" contractor for each part of the project works based on pricing and other factors. This helps the construction team hit the ground running when going through the second round of bidding for the related project.

Webuild allows project team members to mark contractors in their bid packages as "preferred", which ensures they are passed on to the construction team at the time of handover as a "Pre-construction Contact".

"Pre-construction Contacts" appear in each bid package of "construction phase" projects, including their quotes from the "pre-construction phase".

To mark a contractor as "preferred" in the bid phase of your project, follow the steps below.

Note: contractors can only be marked as preferred for projects in the "bid phase".

Step 1:  Go to your bid

Go to your bid and click on the "CONTRACTORS" tab.

 

 

Step 2:  Click the overflow button and select "Change status"

Click the overflow button on the right-hand side of the contractor block and select "Change status" from the menu.

In the "Change Status" dialogue, click on "Preferred".

The contractor will then appear in the bid package of the related "construction phase" project as a "bid Contact", including their quotes from the "bid phase" and can be re-invited to price.