What benefits can the correct calculation settings offer my organization, and where can I configure them?

What will you find in this article?

• Benefits of setup: What correctly configuring your profile does for your organization.

• Adjusting settings: Where to find the settings module to change your information.

• Billing Preferences: How to specify which clients you prepare proposals for.

• Countries: Managing the regions in which you operate.

• Maximum distance and project size: How to filter based on construction location and project size.

Summary

By configuring your willingness to quote and project preferences, you attract only relevant Requests for Proposal that match your expertise and capacity. These settings are managed via the Advertisement module, where you can configure filters such as distance, project size, and relationship type. This increases your visibility to clients specifically searching for your profile.

Requirements and Target Audience

This article is intended for subcontractors who want to optimise their flow of requests. You need access to the Advertisement module within your 12Build account to implement these changes.

Adjusting settings

You can adjust all relevant details about your workflow and preferences in one central location.

1. Log in to the 12Build dashboard.

2. Click the "Edit Ad" button on the dashboard or select "Ad" from the left-hand menu bar.
   

3. Navigate to the right side of the screen to the section "Who do you bill?" 

Willingness to Estimate

Here you indicate to what extent you are willing to provide a quote for different types of clients.

1. Indicate your expected willingness to provide estimates for both existing clients and potential new clients.

2. Specify whether you are open to providing quotes for new clients.

Note: 12Build also shows clients your actual willingness to provide proposals over the past 2 years. This percentage is based on how often you have actually responded to requests with a proposal.

Countries

The country settings determine which search results you appear in and for which languages you can enter a company description.

1. Click the dropdown in the Countries section.

2. Check the countries where your organization operates.

3. Click next to the field to automatically save the changes. 

Maximum distance and project size

This allows you to refine the geographic and financial scope of the requests you receive.

Maximum distance to construction site

1. Locate the "Maximum distance to construction site" field.

2. Enter the desired distance (e.g., for a regional focus) or leave it set to Unlimited for nationwide coverage. 

Desired project size

1. Go to the Desired project size section.

2. Set the minimum and maximum size of projects for which you want to be invited. 

Frequently Asked Questions (FAQ)

What do clients see regarding my willingness to quote? Clients see both your self-set expectation and your actual willingness to quote over the past 2 years (the percentage of requests answered).

Can I set my preferences to work only in my own region? Yes, by adjusting the Maximum distance to construction site, clients will find you through filters that specifically search for specialists in that region.

Troubleshooting

• Symptom: I’m still receiving requests for projects that are too far away.

  • Cause: The maximum distance is likely still set to the default value 'Unlimited'.

  • Solution: Adjust the distance in the Ad module to the desired number of kilometers.

• Symptom: My actual quote acceptance rate in my profile is lower than expected.

  • Cause: This percentage is automatically calculated over the past 2 years based on submitted proposals.

  • Solution: Make sure you consistently respond to requests in 12Build with a proposal to increase this percentage.