The Bid/Completion Screen

A review of the Bid/Completion screen functionality.

The Bid/Completion screen is used to add new bids or completions for a work order.

Adding New Bids

Follow the steps below to enter new bids on a work order.

  1. On the Bid/Comp screen, tap ‘Add Bid’. The Add Bid screen is displayed.

  2. Select an Item/Description from the drop-down menu. If the item cannot be located, select ‘Other’ at the bottom of the list. When Other is selected, a text box is displayed, so you can enter a description of the bid.

  3. Enter a Quantity.

  4. If a pre-set item is selected, the Price is automatically included. If another item is selected, you must manually enter the price.

  5. The Total is calculated based on the quantity and price.

  6. Enter any additional Comments for the bid item.

  7. Click 'Save'.

Copying Past Bids

If there are past bids associated with the property, they can be copied, so you don’t have to manually enter them again. To display past bids, tap ‘Past Bids’.

Bids can be copied as new bids or new completions. To copy the past bid as a new bid, tap +B. To copy a past bid as a completion item, tap +C. New items can be modified as needed.

Taking Photos and Editing Bids

To take photos for a bid, tap the Camera button (1). The number of photos taken for the bid is displayed on the Gallery button (2). To view photos for the bid, tap the Gallery button.

Bids can also be modified by tapping anywhere on the bid info line. The Edit Bid screen is displayed. This form is the same as for adding a bid.

Delete Bids

Tap and hold anywhere on the bid item information. A message will pop up asking you if you want to delete the bid. Click ‘OK’ to delete the bid.

Adding New Completions

Follow the steps below to enter new completions on the work order.

  1. On the Bid/Comp screen, tap ‘Add Completion’. The Add Completion screen is displayed.

  2. Select a Item/Description from the drop-down menu. If the item cannot be located, select Other at the bottom of the list. When Other is selected, a text box is displayed, so you can enter a description of the completion.

  3. Enter a Quantity.

  4. Enter any additional Comments.

  5. Optional: Select the ‘Create Invoice’ toggle to also add the item to the invoice screen. If PPW is setup to auto transfer Completion items to the Invoice this will not be shown. This will also not show if access has not been granted to the Invoice section.

  6. Click ‘Save’.

Taking Photos and Editing Completions

Completion items have three stages for photos: Before, During, and After. Select a stage when taking photos. The stage can be modified when in the camera as well. Read the Camera section for more information.

To take photos for a Completion, tap the ‘Camera’ button (1). The number of photos taken for the completion is displayed on the ‘Gallery’ button (2). To view the photos for completion, tap on the gallery button.

Completions can also be modified by tapping anywhere on the completion info line. The Edit Completion screen is displayed. This form is the same as for adding a completion.

Delete Completions

Tap and hold anywhere on the completion item information. A message will pop up asking you if you want to delete the completion item. Click ‘OK’ to delete the completion item.