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Manage & Respond to ITBs

How to manage and respond to Invitations to Bid (ITBs) | Online and In App

This video walks users through how to quickly manage and respond to Invitations to Bid (ITBs) using both the PlanHub website and the new ITB Inbox mobile app. Viewers will learn how to access their ITB Inbox, mark projects as interested, archive projects that are not a fit, review project details and files, and connect with general contractors. The video also highlights how the mobile app helps users stay organized and respond to opportunities on-the-go with simple swipe actions, file access, and streamlined project management tools.

Online:

Step 1: Log in to your PlanHub account. Open Project Finder for access to incoming ITBs.

Step 2: Open the ITB Inbox tab to view projects you've been invited to bid on.

 

Step 3: Mark a project as interested by clicking the Star. This saves it to your team's Bid Board for easy access.

 

Step 4: Archive any project that's not a good fit to remove it from your list, and notify the general contractor that you will not be bidding.

 

Step 5: Select a project to see more details in the panel on the right. Use the star to save, archive to remove, or share to send the project to a contact.

 

ITB Inbox App

Step 1: Use the ITB Inbox app for on-the-go access. Download it and log in with your username and password for your PlanHub account to see your ITB project list.

Step 2: Swipe right on a project to star and mark as interested, or left to archive and mark as not interested. Use the buttons at the bottom for the same actions.

Step 3: Select a project to access the overview and details, files, and the general contractor list.

 

Stay organized, respond faster, and never miss an opportunity with PlanHub’s ITB tools. Log in to your account or download the ITB Inbox app today to start managing your invitations to bid anytime, anywhere.