Bids

How to Create a Bid Log Opportunity

Create a Bid Log Opportunity fast in roofEdge!
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Never miss a Bid Opportunity in roofEdge!

It's important to track opportunities that lead to reroofing projects for commercial roofing con-tractors.  We call this process in roof-edge, Bid Logs.

To Create a new opportunity, click the create bid log button.  Name the Project anything you choose.  Search for an existing Customer, or, add a new customer by pressing the plus icon.

The address, estimator, and salesperson fields are required.

Complete the remaining optional fields and enter a required Description of the Bid Opportunity.  Click Save.  

That's it.  You've just created a Bid Opportunity in roofEdge!

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