Tenders
Rate library
The Rate library holds your past priced BOQs and price books. Tenders are priced from it, and every rate keeps the project it came from. The owner, project managers and the QS / technical office import and remove files.
Step by step
- 1Press Import past BOQ and choose a priced BOQ or price book (Excel .xlsx, Word .docx or PDF). Check what was read and skipped, which sheets to keep and the project details, then save it.
- 2Find a rate in Search past rates, in English or Arabic (for example: gypsum ceiling). Each result shows the project, the date and the rate per unit.
- 3Under Past projects, press a project to see all its priced lines and filter them.
- 4Set the Escalation: the yearly rise applied to old rates when a tender is priced. The owner taps the figure to change it.
- 5Old BOQs in your mailbox? Old BOQs from email searches a linked company mailbox (inbox and sent mail) for BOQs and quotations, and adds the priced ones.
What you see on the screen
- 6Priced lines counts every rate in the library; Newest prices is the date of the newest project.
- 7A currency badge on a project card means its prices came in another currency than the company's.
More in this section: Tenders
New tenderStart a tender from its documents: pick how you'll price it, add the files or import an RFQ email, and Yumio fills in the details.
Tender filesAdd and remove a tender's documents, choose how each file is read, and write the scope of work the take-off and pricing follow.- Tender cardCheck the name, client, dates and terms Yumio read from the tender documents, type only what's missing, and confirm in one tap.
Whole-tender take-offLet the AI read all the tender's drawings and specifications together, follow each file's progress, and get draft BOQ lines to review.
Ask Yumio about the take-offCheck the take-off's draft lines, ask Yumio why a quantity is what it is or what was missed, apply its corrections, and approve.
Pricing a tenderPrice every BOQ line from your rate library, see where each rate came from, pick another past rate or type your own, and mark lines checked.
Export and submit a tenderSet the quotation terms and markup, check the total and margin, download Excel or print the priced BOQ, and submit it as a revision.
RFQ inboxSee the requests for quotation read from the company mailbox, register one as a tender with its documents, or dismiss it.
Still stuck?
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