'Admin' level permissions on the Company level Directory tool.
Navigate to the Company level Directory tool.
Click the Companies tab.
Located the desired company record. Then click Edit.
Click the Tenderer Info tab.
Choose from these options:
If you are updating a company record for a U.S. government job that requires disclosure of the following information, mark the checkboxes that apply to the company. OR
If you are updating a company record where collection of such data is not required or is prohibited by law in your jurisdiction, please disregard the checkboxes and proceed to the next step.
Authorized Bidder: This checkbox serves as an allowed list/denied list. Mark the check box to authorize the bidder and send tenders OR remove the mark from the box to make a bidder “unauthorized". If you unauthorize a bidder they will no longer receive tenders.
Add users to the Default Tender Invitee List so that those users will receive the tender invitations for that company.
Prequalification: If the Prequalifications tool is enabled, the company's qualification information will be listed. See the Prequalifications tool for more information.
Set trades and cost codes so that the company will appear when searching by trade or cost code in the Bidding tool.
Trade: A generic description to classify what kind of work this company does (e.g., Electrical, Mechanical, HVAC, etc.). If this is not set up already, you can add trades to your company by following the instructions in Add a Custom Trade. Note: You can bulk update the cost codes and trades associated with companies by 'Updating the Existing Vendors' template. See Update Contacts in your Company Directory Tool (Procore Imports) for more information on this process.
At the bottom of this page, you will see a list of bids the company has recently bid on. Click the links to view the bid package or project in Procore. Note: You must have permissions to view these projects/bids for them to show up here.
In the 'Leave a Comment' section, complete the following: Note: This section is designed to assist you in your decision making when searching for tenderers. See Search for and Invite Tenderers.
Enter a comment.
Attach any relevant files for your records.
Rate their work with a 1-5 star system.
Click Post Comment. Existing comments, files and ratings display in the 'Comments' section.