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How do I set a reminder for the bid deadline?

As a general contractor, you want to stay on top of your projects. You can set up automatic notifications to be sent when a project deadline is approaching. In this article, you’ll learn how to set up these custom reminders.

What will you find in this article?

  • Setting up custom reminders: How to enable a notification for yourself or a colleague.

  • Overview and insight: The benefits of reminders for your project management.

Summary

You can set up an email notification for each project to be sent when a bid deadline is about to expire. You do this via the project settings, where you can set a reminder for specific people within your organization based on a selected number of days.

Prerequisites and target audience

This article is intended for general contractors (such as estimators and project managers) who want to closely monitor their own projects. You must have access to the Project Settings for the relevant project.

Setting up your own reminders

To receive a notification about an approaching deadline, follow these steps:

  1. Navigate to Project Settings within the project. [Image: The Project Settings button in the project menu]

  2. Select the Reminders option from the menu.

  3. Click the Custom Reminders tab. In the list, search by name or email address for yourself or the colleague who should receive the reminder.

  4. Select the number of days before the deadline when the reminder should be sent.

  5. Click Set Reminder in the row on the right. 

This setting gives you immediate insight into which projects are about to expire and which requests may require extra attention.

Frequently Asked Questions (FAQ)

Question: Do subcontractors also automatically receive a reminder? Answer: Yes, subcontractors receive a notification by default when the deadline is approaching. With this feature, you can set it so that you (or your colleague) also receive the same notification.

Question: Can I set a reminder for multiple colleagues at once? Answer: Yes, you can search the list for different colleagues and click "Set Reminder" for each person after you’ve determined the number of days.

Troubleshooting

  • Symptom: I am not receiving the reminder email.

    • Cause: The reminder may be set to 0 days, or the project’s quote deadline has not been entered (correctly).

    • Solution: Check the general project details to ensure the quote deadline is correct, and verify in "My Reminders" that a number of days has actually been selected.