Vendors & cost catalog: one directory, one price book
Keep one org-wide vendor directory that feeds every job roster, and one cost catalog that prices every estimate — so RFQs never invent a second contact list and pricing never restarts in a personal spreadsheet.
1. Maintain the vendor directory
Vendors holds your org-wide subs and suppliers with trade filters. Keep contacts current here once — every job reads the same directory.
Open Vendors →2. Roster trades onto the job
Import trades from the directory onto a job roster, then issue the RFQ from Bids. Each invited trade gets a private signed portal link to the frozen package — later file edits never change what they saw. On that link the trade can keep the job in its own free account (Your bids) — a trade that already has an account signs in from the link and comes back to it, kept — where every link a builder has sent it sits in one list — quote, bill and get paid on the same link — and, under the list, its billing across every builder: each order with what was billed, what waits on the office, what is approved and paid, the retainage held and the waiver on record, read through the links as the page opens.
Bids on a job →3. Award without retyping
Level the returned quotes and award once. The award writes the PO commitment with the same trade contact attached — budget and Job Home update together.
Award from budget →4. Price from the cost catalog
Catalog holds org line items and assemblies with CSI divisions, cost types, and favorites. Start from the starter cost book (a residential book by category, every rate dated for you to confirm), import a price list in bulk, or paste a web clip into a draft row. Takeoff assemblies and estimate lines pull the same unit costs.
Open Catalog →Evaluate on one job — 14 days free, no credit card. Try the product · For subcontractors
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