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.
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. Import in bulk or paste a web clip into a draft row. Takeoff assemblies and estimate lines pull the same unit costs.
Open Catalog →Questions the guide does not answer? Email support@estilumina.com or browse the Help Center.