About Organization Resources
Manage company-specific information for competitors, customers, engineers, subcontractors, and vendors used across estimates.
Organizations are resources that contain information about companies that is used in various ways inside your estimates. Each of the organizations below has a unique type of resource associated with it.
Competitors
You can create a list of competitors who bid on the same jobs. You can then select these competitors when you want to compare their bids with yours in the Market Analysis area.
Customers
B2W Estimate stores a list of customers to whom you submit private bids, as well as state or municipal customers. In an estimate, your customer's information appears in the heading of your bid form.
Engineers & Architects
This is a type of resource that stores engineers and architects. You can choose an engineer/architect on the Estimate Information tab inside any estimate.
Subcontractors
The Subcontractors resource stores a listing of all the subcontractors that you use. Subcontractors can be assigned to items and tasks inside an estimate.
Vendors
The Vendors resource stores a listing of your material vendors, and if appropriate, their price lists. In an estimate, you can specify which vendor is supplying each material for that job.
Learn how to create and configure vendors
Once an organization has been created in Resources, it is available for use inside any estimate.
Access an organization
- Navigate to the Resources area in B2W Estimate.
- Select an organization in the left hand pane.
- The contents of the selected resource are displayed in the right hand pane.
