Easily Delete Data in the Residential Construction Proposal

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How to Delete Data in the Residential Construction Proposal

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how and what should be on a construction proposal can be confusing because youve seen it done a dozen different ways by a dozen different people in this video breakdown which worked for me and why it works hey everyone Im Mai Claudio owner of winrate consulting and host of the big stud sales podcast today were going to be reviewing some of the best practices Ive used when formulating creating and implementing new proposal creations ie whats on it where is it why is it there and how you can optimize the time you are using to put those proposals in front of clients so one of the first things and this has blown my mind for a long time I see an incredible amount of proposals that doesnt have the companys information on it I cant tell you how many times I went into a sales presentation and the client was like I was going to call this person but the information wasnt on the estimate or I cant find it anywhere I promise you theyre not saving your business cards so youre looking at

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How do I delete a project in building connected?

on the toolbar or right-click on a project or bid and select Delete. Deleted projects and bids are moved to the Recycle Bin, they are not removed immediately from your Projects and Bids List. If you are not a Project Owner for a project , you do not see it in your Recycle Bin when a Project Owner deletes it.

Can you delete a bid package on building connected?

If youd like to proceed with deleting a published bid package, please contact BuildingConnected Support and provide: A brief explanation of why youd like the bid package to be deleted so that we can provide alternatives, if available. The name of the project containing the bid package youd like to have deleted.

How do I delete a project on CoConstruct?

To remove a project from the Active, Prospect, or Warranty list, we simply archive the project with the following steps: Click on the project name. Go to the Setup page. Change the projects phase to Archived

How do you delete Photos from CoConstruct?

To delete a photo from the Photos page, click the i icon underneath of the picture. There you will see the option to Delete photo. Anyone on the builders side can delete a photo uploaded by a builder, and anyone on the clients side can delete a photo uploaded by a client.

How do I delete a contact in CoConstruct?

For an active partner account, you can delete a user by clicking the Delete button next to Edit. Inactive vs. completely deleted: You may notice that some partners cannot be deleted entirely from CoConstruct. This is because they have completed items in the system.

How do you delete a project in Coconstruct?

Amber Harlow To delete a file that was uploaded to the Project Files page, locate the desired document and click the X right above the client/trade partner visibility icons on the right hand side. You will then be prompted to confirm the deletion process.

How do you delete a project?

To delete a project In Windows Explorer, locate and select the files associated with the project or item you want to delete. On the File menu, click Delete.

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Delete Data in the Residential Construction Proposal