Create a new bid and a new estimate job

  1. Open the Create Bid screen.
  2. Note the active company. If you want to change it, click in the header and select the appropriate company.
  3. In the Bid field, enter a code of up to eight alphanumeric characters to identify the new bid.
    Note: Alphanumeric characters include the letters A through Z, the numerals 0 through 9, and all special characters except comma, dash, period, percent, tilde, and single quote.
  4. Press Tab.
  5. In the Name field, enter a name for the bid.
  6. Select the Create New Estimate checkbox to create a new estimate job when you save the bid.
  7. In the Estimate Job field, enter the name for the new estimate job.
  8. If needed, click Copy Globals on the quick link bar to copy globals from a catalog or estimate to the estimate for which you are creating the bid.
  9. Complete the fields as described on the Post an alternate to the estimate.
  10. Click OK.
  11. Press Tab.
  12. In the Bid Name field, enter the name for the new bid.
  13. Press Tab.
  14. Complete the fields as described on the Create Bid Screen Field Reference.
  15. Click Save Bid.