Once you have selected and added your subcontractors and suppliers to your project, you can review them before messaging under the “Project Contacts” tab on the “Project Vendors” screen.
The fastest and easiest way to review the selected companies is to click on “All Category Vendors Not Messaged” located above your selected “Groups” and “Categories”. This will produce a printable report of the companies selected in each category with contact names and phone numbers. If the company has a Premium Proview, you can click on the “PV” image to review their qualifications.
To remove any companies before messaging, return to the “Project Vendors” screen; click on the appropriate category to display the names; then click on the “X” in the “Bid Status” column for that company.
When you are satisfied with all the companies that you want to message an “Invitation to Bid”, you can message companies individually, you can message “Groups” and “Categories” individually, or you can message every company in every category simultaneously by checking the “All” box and then clicking “Message Selected Categories”. This will display the “Message Wizard”
