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Bid Due Dates

Adding a bid due date to the job allows you to easily track the progress of the job and allowing for followup sales calls as the date approaches.  The bid due date  default is the date the job was entered. To change the bid due date enter it manually or select a date for the pop-up calendar.  If your bid due date is an estimated date, you can indicate this by checking the box next to the date field. 

Bid Due Date Expiration

This is the number of days that the quote will expire.  (Note:  The defaults are set in the Office/Site Record, see below.)

Additionally on the Site Configuration Record, you can select if you want the bid due date to expire "x" number of days from the bid due date or the date the quote was entered.




Site Configuration Record Quote Expiration Information



When viewing Jobs and Quotes in the calender view, you will notice that they are sorted by bid due date.  By using the calender view, you can easily see what is coming up within the next few weeks.

See also