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Contractor

What a contractor does with Superwise, how to send a proposal from a link, and which screens a contractor account may use.

Who can use it
Contractors who received a bid link, or who have an account created by the company. The screens you see depend on your role.

A contractor is a company that does work for the project under a work order. You can work with Superwise in two ways. You can answer a bid request from a link, without an account. Or the company can create an account for you, and you sign in.

The company sends you a link to a bid page. The page shows the title of the request, the project name and your company name. A line shows how long the bidding stays open.

  1. Open the link.
  2. Read the bid terms and the bid documents, if there are any. Click Download all to get the documents.
  3. Fill the fields Validity, Delivery date, Credit period (days), Payment terms and Other terms.
  4. In the table, type your specification in Your specification and your price in Rate for each line. The Amount and the Total (before tax) are calculated for you.
  5. Click Save draft to keep your work and come back. Click Submit proposal when you are ready.

After you submit, the page shows a thank you message. If the page says you are unauthorized, the bidding is closed or the link is not valid. Ask the company for a new link.

The screens an account may use

If the company gave you an account, you sign in as described in Sign in and password. The company decides your role. Your menu may show the screens below, if your role allows them.

The left menu with Accounts open. Mark 1 is RA Bills.
The left menu with Accounts open. Mark 1 is RA Bills.
Screen Menu path What you do there Book
Proposals Contracts > Proposals See your proposals Proposals
Work Orders Contracts > Work Orders Read the orders you received Work order
Measurement Book Site Reports > Measurement Book See the measured work Measurement book
RA Bills Accounts > RA Bills See your running account bills RA bills
Payments Accounts > Payments See what is paid Payments

An external account cannot approve records on the dashboard. For such an account, Needs your action has nothing in it.

What to do on the first day

  1. Open your bid link and send the proposal, or sign in if you have an account.
  2. Check your profile. See Sign in and password.
  3. Open Contracts > Work Orders and read your orders.
  4. Ask the contract head which screens you need. A missing screen means a missing permission. See Roles and access.