Tenders
RFQ inbox
The RFQ inbox lists emails from the company mailbox that the AI (or the rules) read as requests for quotation. The owner, project managers and the QS / technical office register each one as a tender or dismiss it.
Step by step
- 1Connect the company mailbox first. If none is connected, the card at the top says so; press Open integrations.
- 2In To review, read each email's summary, its Client, Project, location and Submission due, and its attachments (tap one to download it).
- 3Press Register as tender, check the form filled in from the email, and press Create the tender. The tender opens with the email's documents attached.
- 4Not a request for quotation? Press Not an RFQ. It moves to Registered and dismissed, where Bring back returns it.
- 5Look in All mail for an RFQ that was missed, and press This is an RFQ on it.
- 6Show the email opens the whole message under the card.
What you see on the screen
- 7The coloured badge says what the email was read as (RFQ, client, consultant…). Read by rules (no AI key) means it was sorted without AI.
- 8Save documents (N) appears when attachments were not kept when the email was read; it fetches them from the mailbox.
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.
Rate libraryKeep your past priced BOQs and price books in one library, search their rates, and set the yearly escalation tenders are priced with.
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