Step 1: Log in to your account.
Step 2: Click on “+ Post Project”.
Step 3: Enter project details and click the “Jobsites” button.
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Step 4: Enter the Jobsite or Project Location
You have two options:
- Choose the jobsite from the drop-down list in the left pane.
- Manually add a new jobsite.
You can create both Fixed Rate and Hourly Rate jobsites to match your specific project requirements.
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If you click on “Fixed rate,” the following form will appear:
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If you click on “Hours base rate,” the following form will appear:
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Step 5: Selecting “Hourly Rate” Option.
Click on the “Pay Details” button, and the following form will appear. Fill in an Hourly Rate range and other necessary jobsite details.
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Click on the “Save & Next button. You’ll see this message in the bottom left of your screen:
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Step 6: Adding a LineItem for the Jobsite
Select the relevant jobsite from the drop-down field on the left-hand side and proceed to add a LineItem.
Note: LineItem is applicable only for fixed-rate jobsites.
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Step 7: Create LineItem for your project.
To create a LineItem for your project, follow these steps:
- Choose from predefined bid templates or create your own manually. Click on “Blank Template” to create one from scratch.
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- Customize the “Work Type” field with a relevant title that best describes the job.
- Finally, click the “Save & Next” button.
You’ll see that the line item has been added to your project.
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Step 8: Add a Milestone.
Click on the + Milestone button in the left pane.
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From the list on the left, select the Line Item you want to include in your project.
Click the “>” sign to move the selected Line Item to the “Selected” list on the right.
Click the “Save” button and then click the “Save & Next” button to proceed further.
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Step 9: Project Review and Submission
Click on the Review & Confirm button.
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Review your project and jobsite details carefully and make any necessary changes. Once confirmed, click on the “Post Project” button.
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If the project has not been approved, an error message will be displayed.
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If the project is approved, you’ll see the following message on your screen:
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Step 10: Select and Invite Subcontractor.
- View the list of subcontractors and filter based on your preferences.
- Click “+Add” to select subcontractors.
- See the selected subcontractors on the right side of your screen.
- Click “Invite” to invite them to bid on your project.
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You will see this message on your screen:
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Now, wait for bids from selected subcontractors!
Step 11: Adding Workers.
- Go to the “Worker” tab. You can add workers on the screen below.
- Shortlisted workers will be listed at the bottom right of your screen.
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Step 12: Accessing Project Count.
Go to the dashboard > Project section.
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Click on Total Projects to list all the projects:
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Click on Total Jobsites to redirect to the Jobsite Listing page.
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You can filter the records using the filter button.
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Step 13: Click on Total Jobs.
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You will be redirected to the Jobs Listing page.
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