This article shows General Contractors how to view subcontractor and supplier activity and status reports
PlanHub provides valuable insights on how subs are interacting with your projects.
From the Projects page, click on the project you want to view.
On the project overview page, click the “Activity and Status Tracking” tab. This is where you'll have access to the subcontractors and suppliers that have shown activity on your project or responded to your ITB.
- Your access to full company information may be impacted by your plan level.
You can search for a contact by name or email using the search bar
You can use the filters to see lists of contacts based on their "Activity", Bidding Status", "Trades", and "Company Type"
Use your Bidding Status filters to see who has responded to your ITB for this project:
Once you have set up the filters, the resulting list of contacts that align will be provided below.
- Each contact in your list will include the contact's:
- Company name, location, and company type
- Trades
- Bidding Status (with the option to update this yourself)
- Contact name, email, and phone number
- Highest value of activity on your project
- Notes: where you can add notes regarding this contact on this project
- Contacted toggle: quick action toggle to mark that you connected with this contact
- Actions
- Bell: send them a reminder to fill out the prequalification form
- Heart: adds this contact to your favorites list on this project.
Click the small arrow next to a column's title to sort the list based on the column.
To view a Company's profile and Qualify them for this project, click on the company's name.
Once you have filtered and sorted your list to align with your preferences, you can download a report of your contacts by clicking the "Download Report" button above your filters
You can also send bulk messages to the contacts in your list, this is a great way to remind them to respond to the ITB, provide required documentation, site walk-through dates, and build relationships with qualified contacts.
Check off all you wish to message on this project or click the select all box, then click the "Message" button.
In the Popup message box, enter the message you want to send to all contacts selected and attach any documentation as needed. Click "Send"
You will receive any responses in the "Messages" center.
If you invited contacts from your in-network list to your project and would like to see who has not registered their free account to view your project, click on the toggle for "Show Unregistered Emails"
*Info: Your in-network list gets free access to the projects you invite them to once they register with the email you listed for a free PlanHub account.
If you have unregistered contacts, you can click on "Send Group Reminder" to send out a reminder to register and bid on your project.
You can switch to viewing this project's Activity and Status Tracking contacts in the "Directory" to discover new bidders and send out more ITBs by clicking on "Directory"
