Get prequalified bids from subcontractors faster by sending custom pre-qualification forms through PlanHub. This guide will walk you through each step as shown in the product demonstration.
Step 1: Start at the Final Project Posting Step. You're on the last screen of your project—Invite and Finish. Near the top, spot the Include Prequalification Form option.
Step 2: Enable Prequalification Form and Customize.
Check the box for Include Prequalification Form.
Next, click the Customize button to adjust the form to your project's specifications.
Step 3: Set Form Requirements Inside the customization window, choose whether to make the form a requirement or just a request for your subcontractors.
Step 4: Apply Changes.
Select Apply to save your changes.
Step 5: Finish and Send Invitations.
Complete any other final details. When you're ready, press Invite and Finish to send invites to subcontractors.
Step 6: Remind Subcontractors (Optional).
If some subs haven't replied, go to the project's overview page.
Click the Activity and Status tracking tab to view responses.
Find the bell icon beside a subcontractor’s name and click it to send a reminder for their pre-qualification form.
Using prequalification forms builds transparency and trust, helping you get the right bids faster.