Before you start: Your company name and address need to be in Company Settings. If they aren't, the form tells you and links you there.
- 1
Click + New Bid
On the Projects page, click + New Bid. (On your very first bid the button reads Create your first bid.)
- 2
Fill in the bid info
Bid Name is the only required field. Add the Client / Owner, Attn, Location / Job Site and the Bid Date — with a due time if there is one — and any Notes.
- 3
Click Create Bid
TrenchIQ creates the bid and opens the bid builder.
- 4
Add your first section
Click + Add Section and name it the way the owner's schedule does — Mobilization, Sewer Main, Water Services.
- 5
Add line items
In the section, type into Add a line — type to search your catalog. Pick an item you've priced before, or choose + Add “…” as a custom line to create a new one.