The Open Bids Report provides a list of all open bids that may need action or follow up.
Here's how to find it!
1) From your Company Dashboard click on REPORTS located on the left of your screen in the black side bar.
2) Next, select OPEN BIDS REPORT from the fourth section called OPERATIONAL REPORTS.
3) A screen similar to the sample below will open. There's a SEARCH BAR at the top for looking up a specific customer's name. You can also click on the arrows in the blue bar next to each section for more sorting options.
4) Additionally, in the upper right hand corner, you can select the toggle option to view details by each customer; view full screen; or click on the down arrow for export options.
5) By clicking on ACTIONS, a drop down menu will appear for more actions to take with the customer selected.
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!