The Approved Bids Report is where your company can track accepted project proposals!
Here's were to access that report!
1) From your Company Dashboard, click on REPORTS located on the black side bar to the left of your screen.
2) Next, scroll down to the APPROVED BIDS REPORT near the bottom of the page under the fourth section of reports called OPERATIONAL REPORTS.
3) Your screen will open similar to the sample below. There's a SEARCH BAR at the top to look up a specific customer's name, or you can click on the up and down arrows in the blue bar next to the section you'd like to sort. You can also click on the "eye" to view each bid or customer.
4) Additionally, click on the icons in the upper right hand corner for more viewing options: The first icon is a toggle to view each specific customer's info, and the broken square to the right of that will allow you to view the report full screen. The last icon will open a drop down menu for exporting
options.
Be sure to check out our other Help Pages and our YouTube Channel with over 100 videos and tutorials!
Here's the link: https://www.youtube.com/@Paythepoolman
If you have any other question or need further assistance you can reach out to our Support Team at support@paythepoolman.com or (951) 234 5166.
Office hours: Mon-Fri 8AM to 4PM EST| 5AM to 1PM PST
Have a nice day!