How to Create Multiple Bids

Learn how to send a multiple quotes for one job.

The BidClips platform allows you the flexibility to present multiple service options for your customers.  You will need to create multiple bids to do this and can either clone an existing bid or create a new bid from scratch.  This Help Center article will describe both cloning a bid and creating a new bid from scratch as well as demonstrating how the multiple bids will be viewed by your customer.

Cloning a Bid

You will first need to locate the original bid you wish to clone and can do this in two ways: selecting it from the full list of bids or by locating the service request for which the bid was created.

To select the original bid from your full list of bids, click on the 'Bids' link from the 'Bid' section of the navigation bar on the left side of the screen:

Navigating to the Bid List page will show you a list of all existing bids.  

Once you have located the Bid you are interested in cloning, either click on the grid row or the 'view' icon.

To select the original service request, click on the 'Service Requests' link from the 'Bid' section of the navigation bar on the left side of the screen:

 

Navigating to the Service Requests page will show you a list of all existing requests.  

 

Once you have located the service request you are interested in modifying, either click on the grid row or the 'view' icon.

When you view the original service request, you will see the 'Bids' section on the right side of the page.  

Click on the original bid you would like to clone.

Scroll to the bottom and click the 'CLONE' button.  

You will see a 'Bid Created Successfully' message like the one shown below:

You will also be redirected to the Service Request details page where you will now see the additional cloned bid.

Click on the cloned bid.

You can now modify the cloned bid using any of the options available to you when creating a bid.  Once you have reviewed the bid and are satisfied it is complete and accurate you now have four options at the bottom of the 'Bid Request' page:

  • Save as Draft-Click on the 'SAVE AS DRAFT' button to save the bid without sending it to the customer.
  • Send to Customer-Click on the 'SEND TO CUSTOMER' button to send the bid to the customer.
  • Clone-Click on the 'CLONE' button to make a copy of this bid without sending it to the customer at this time.  This is generally done when you want to provide multiple bids for the customer.
  • Reserve Slot-Click on the 'RESERVE SLOT' button if you want to finalize the bid and create a job for the service request.  This is generally done when you have a customer on the phone who wants to accept your bid.

Creating a New Bid from Scratch

In order to create a new bid from scratch, you will need to locate the original service request.  To do this, click on the 'Service Requests' link from the 'Bid' section of the navigation bar on the left side of the screen:

 

Navigating to the Service Requests page will show you a list of all existing requests.  

Once you have located the service request you are interested in modifying, either click on the grid row or the 'view' icon.

When you view the original service request, you will see the 'Bids' section on the right side of the page.  

To create a new bid, click 'CREATE BID' in the right-side panel of the service request. You will now see the 'Create Bid' panel appear and can begin preparing the new bid.  For more information on creating bids, click here.

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Once you have reviewed the bid and are satisfied it is complete and accurate you now have four options at the bottom of the 'Bid Request' page:

  • Save as Draft-Click on the 'SAVE AS DRAFT' button to save the bid without sending it to the customer.
  • Send to Customer-Click on the 'SEND TO CUSTOMER' button to send the bid to the customer.
  • Clone-Click on the 'CLONE' button to make a copy of this bid without sending it to the customer at this time.  This is generally done when you want to provide multiple bids for the customer.
  • Reserve Slot-Click on the 'RESERVE SLOT' button if you want to finalize the bid and create a job for the service request.  This is generally done when you have a customer on the phone who wants to accept your bid.

Example of Multiple Bids as Viewed by the Customer

The example shown below demonstrates a bath and shower enclosure service request that had two bids prepared for the customer-one with clear glass and the other with decorative glass. 

Your customers will be able to toggle between the multiple bids you prepared for them in the BidClips widget and pick the one they like best.   They will switch between bids by clicking on the 'Additional Bids' link as shown below.

Here the customer is viewing the decorative glass bid for the service request:

When the customer clicks on the 'Additional Bids' link, they are notified which bid they are currently viewing, and can choose to view the other bid(s) at this time.  Note: The total in this example includes travel surcharge that has been calculated for service at the customer's location.

Assuming the customer selects the other bid to view in this example, they will now see the clear glass bid for the service request.