Tenders
Tender card
A tender started from its documents opens on its card first (Check the tender card). Each field is filled from the RFQ email or the documents and says where it was found. The owner, project managers and the QS / technical office confirm it.
Step by step
- 1Press Read the documents. Yumio reads the first pages, the drawings' title blocks and the RFQ email, then fills the fields. The cost in credits shows on the button; after adding files, press Read again.
- 2Check each field. The line under it says where the value came from, for example From RFQ email, or a file and its page.
- 3Type only the highlighted fields (Not in the documents: type it if you know it). The tender needs at least a name.
- 4A file missing? Press Add a file in Documents, then read again.
- 5Change How this tender is priced here if you need to: the files stay.
- 6Press Confirm the tender card. The card becomes the tender's details and the tender page opens. Skip: open the tender opens it without confirming, for this visit only.
What you see on the screen
- 7N fields left for you to type (highlighted), next to the confirm button, counts the fields still empty.
- 8Overhead & profit 12%, from the company settings is the markup the tender starts with. The owner can follow Change in Settings to change the default.
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.
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.
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