Tenders
New tender
The New tender page takes you from the tender documents to a tender you can price, one decision per screen. The owner, project managers and the QS / technical office can start one.
Step by step
- 1On Tenders, press New tender and answer How will you price this tender?: Price the client's BOQ, Take off from drawings or Both. Your choice shows at the top; press Change to pick again.
- 2Drop every file in the box (Drop the files here, or choose them): the BOQ in Excel or PDF, drawings, specifications, scope, soil report and tender letter. Each file is listed, and × removes it.
- 3Press Continue. Yumio creates the tender, uploads the files and opens the tender on its card.
- 4No files yet? Press No files yet: fill in the details by hand to create the tender and type its details yourself.
- 5Or use an RFQ email: press Show RFQ emails, then Use this email on the right one. The tender is registered with all the email's attachments, plus any files you dropped above.
What you see on the screen
- 6The tracker at the top (How you price, Documents, Tender card) shows which of the three steps you are on.
More in this section: Tenders
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.
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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