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!