Creating a Bid

Objective: In this video and/or step by step walkthrough, you’ll learn how to create a bid

Open your Web Browser

Google Chrome, Microsoft Edge and Firefox are all supported by VECTOR.

Type in the VECTOR Administration URL

Type: https://admin.edgeestimator.com or go to the VECTOR Administration by clicking: https://admin.edgeestimator.com

Access the Bid Preparation Manager Screen

Click the VECTOR drop-down

Click on the Bid Preparation Manager 

Create a New Bid

Click on the Start New BidPrep button

 

New Bid Preparation Window

The required fields are all marked with asterisks and these need to be filled out in order to create a new bid:

  • Bid Name
  • Estimator
  • Description
  • Address 1
  • City, State and Zip Code

Tip: On the bottom of this window there is a Plan Date, Bid Date, Start Date and an End Date. The Plan Date has to be before the Bid Date and the Start Date has to be before the End Date. This will help avoid errors on creating the new bid

Choosing the Unit System

Click the correct Unit System

Tip: It’s important to pick the correct unit system for the bid because this option cannot be changed once the bid is created.  If you do need to change the unit system, you will have to create a new bid with the correct unit system.

Choose Create New Bid

Your New Bid will now appear on the Bid Preparation Manager