Before you start
You need a BuildVision account. If you don’t have one, email support@buildvision.io. Your company profile should already list the manufacturers you represent and the areas you cover, because those decide which work reaches you. Your BuildVision contact sets this up with you.1. Get a bid in
Three ways in. Pick one, you don’t need the others.Connect an inbox
Best if you can. BuildVision watches the mailbox and picks up bids on
its own.
Forward a bid
Send one invitation to
bids@buildvision.io and watch what happens.Upload a document
Drag a PDF straight in. Plans, specs, schedules, and addenda all work.
A large drawing set takes a while to read. You don’t have to wait on the
page, and the project appears in your list when it’s ready.
2. See what BuildVision found
Open the project. BuildVision has read the drawings, specifications, and schedules, pulled out the mechanical and electrical equipment, and grouped it into procurement packages by trade, system, and specification section. This is the part worth looking at closely on your first project, because it’s the work you’d otherwise be doing by hand.3. Quote it
BuildVision matches each package to suppliers on equipment type, geography, and coverage, drafts the requests for quotation, and levels the quotes that come back so you can compare them side by side.Then make it routine
One project is a demo. The setup below is what turns it into how your desk runs.Connect your email properly
Move from forwarding one bid to every bid arriving on its own.
Save portal credentials
So BuildVision can open documents behind a SharePoint or Drive login.
Connect your CRM
Push opportunities into Dynamics instead of retyping them.
Talk to us
Anything that isn’t covered here.