At a Glance

This month's updates focus on improving how you organize and manage your data. The new Bid Table, refreshed Bid Details page, and expanded Bulk Actions make everyday tasks faster and easier while continuing to prepare the platform for upcoming Dashboard and reporting enhancements.

Included in this update:

• 🎥 Watch the Live Walkthrough
• ⚡ Quick Release Video
• 📝 New Bid Table
• 📄 Refreshed Bid Details Page
• 📦 Components Export
• ✅ Bulk Actions for Bids, Tasks & Leads

Click here to see what's still to come! 

⚡ Quick Release Video

📝 New Bid Table

The new Bid Table gives you a company-wide view of every bid in Contractor Accelerator.

Instead of opening individual projects to locate bids, you can now search, filter, sort, export, and manage all bids from a single table.

Navigate to Bids from the left navigation menu.

Available Information

The Bid Table includes information such as:

• Customer
• Property
• Project
• Salesperson
• Bid Status
• Bid Type
• Bid Total
• Follow-Up Campaign Status
• Created Date & User
• Verification Requested Date & User
• Finalized Date & User
• Accepted Date
• Declined Date
• Declined Reason
• Canceled Date & User

Note: Available columns may vary slightly depending on your permissions and enabled features.

Search, Sort & Filter

Like the other tables throughout Contractor Accelerator, you can:

• Search by keyword
• Sort any column
• Apply one or more filters to narrow your results
• Export your filtered results

For example, you can quickly find:

• Accepted bids this month
• Declined bids with a specific decline reason
• Bids assigned to a particular salesperson
• Bids waiting for verification
• Finalized bids within a date range

Follow-Up Status

The Bid Table now displays the current Follow-Up Campaign status, allowing you to quickly identify bids that have follow-up enabled or disabled without opening each individual bid.

📄 Updated Bid Details Page

The Bid Details page has been refreshed with a cleaner layout while keeping the information and workflow you're already familiar with.

You can continue accessing Bid Details from either:

• Project → Bids → View Details
• Bids → Select a Bid

Cleaner Layout

The updated page now organizes information into dedicated sections, making it easier to find what you need.

Bid Information

Quickly access:

• Bid Number
• Bid Total
• Follow-Up Status
• Financing
• Bid Document
• Job Document

If your company uses Contractor Accelerator Financing, you can also send a financing application directly from this page.

Bid Contents

Review everything included in the bid:

• Line Items
• Components
• Drawings
• Images

Components Export

Need to review or share the materials included in a bid?

You can now export the Components list directly from the Bid Details page.

More Actions Menu

The new More Actions (three-dot) menu groups common bid actions into one convenient location.

Depending on the current status of the bid, available actions may include:

• Accept Bid
• Cancel Bid
• Disable Follow-Up Campaign
• View Details

Note: Available actions vary depending on the current status of the bid.

History

The History section provides a complete timeline of important bid milestones, including:

• Created
• Verification Requested
• Finalized
• Accepted
• Declined
• Canceled

Each event includes the date and, when applicable, the user who performed the action.

Collapsible Sidebar

Need more room to review your bid?

The Bid Details sidebar can now be collapsed, giving you additional screen space while still allowing quick access to bid information and history whenever you need it.

Navigation Improvements

Navigation has also been improved.

Depending on how you entered the Bid Details page, you'll see navigation options that match your workflow.

From the Bid Table

Use the Back button to return directly to the Bid Table.

From a Project

If you opened the bid from a Project, you'll see View All Project Bids, allowing you to return directly to that project's list of bids.

Breadcrumb Navigation

Use the breadcrumbs at the top of the page to quickly jump back to the Customer, Property, or Project.

✅ Bulk Actions for Tasks

Bulk Actions are now available for Tasks, making it much easier to manage large task lists.

Available Actions

You can now:

• Complete Tasks
• Reopen Tasks
• Delete Tasks
• Edit multiple tasks at once

Bulk Edit supports updating:

• Assigned User
• Task Type
• Priority

This makes it much faster to reassign work, update multiple records, or clean up older tasks.

Preparing for the Dashboard

Tasks will be featured on the upcoming Dashboard. Cleaning up completed or outdated tasks now will help ensure your Dashboard highlights the work that matters most when the new experience launches.

📋 Bulk Actions for Leads

📋 Bulk Actions for Leads

Bulk Actions have also been expanded for the Lead Table.

Available Actions

You can now:

• Edit selected leads
• Delete selected leads
• Kill selected leads

This makes it much easier to clean up imported lead lists or update multiple records at the same time.