Direct Award Contact

Summary

Award Contact lets you skip the full bidding process and immediately assign a subcontractor to a contact you already know and trust.

Use this when you have a preferred contact, don’t need competing quotes, and want them on the job right away. The subcontractor still receives a formal award notification and must accept before they are officially added to the project and assignments become active.

This is the fastest way to bring a known trade partner onto your project while keeping everything tracked inside BuilderPal.

Prerequisites

Steps

  1. Open the Subcontractors section — In your project, click Subcontractors in the left sidebar.

  2. Choose the Subcontractor — Click the subcontractor you want to assign (e.g., Electrician, Plumbing, Debris Hauler, etc.).

  3. Start the direct award — In the subcontractor panel that opens, click the Award Contact button (usually at the top next to “Create Bid Package”).

  4. Select your contact — Your Contacts list will appear. Find and select the company or person you want to award. They must be a connceted contact.

  5. Confirm the award — Click Award Contact in the modal. The award is sent instantly.

Confirmation

After awarding:

The contact receives a notification in their Inbox and accepts via the Bid Conversation panel (not from their own Subcontractors page).

FAQ

Q: What’s the difference between Award Contact and inviting bidders?
A: Award Contact skips bidding entirely and goes straight to award. Inviting bidders or posting a bid package is for collecting multiple quotes and comparing pricing.

Q: Do previously assigned Actions carry over?
A: Yes — everything you already assigned to that subcontractor (Actions, files, schedule items, etc.) instantly becomes visible to the contact after they accept.

Q: Can I undo the award?
A: Yes. Before they accept, click Unaward Job. After acceptance, remove them via normal participant/subcontractor management.

Q: What if my contact isn’t in my Contacts list yet?
A: You must first add them as a contact (or invite them). Award Contact only works with existing contacts.

Q: Will the subcontractor see the award right away?
A: Yes — they get an Inbox notification immediately and can accept from the Bid Conversation panel in their account.


Revision #5
Created 5 November 2025 16:10:59 by Gabe
Updated 21 November 2025 21:09:49 by Gabe