SpecRecon

This update is about phoning your subs, seeing what is in play, and asking Kestrel about the market. CALLING YOUR SUBS • Confirm call: after a bid goes out, each salesman gets a list of the subs to phone. Open the job, press Confirm call on the sub's row, and note where our price stands and when they expect it to award. The list opens whenever you open the Hunt Board. • The timer counts up from the bid date: green for the first week, yellow after, red after a month. A revised bid starts it over. • Any Hunter can confirm a sub nobody owns yet, and Spotters can confirm any call. • Reports has a Sub calls tab showing who is phoning their subs and who is not. • Open bids follow the account: when a sub changes salesman, its open bids go with it. THE HUNT BOARD • Sort each column by bid date or dollar value, and filter to a range of bid dates. • Jobs still in design reach the Hunt Board once their bid goes out, so you can confirm with the subs. They stay until someone sends them back out for bid. PRICING • Every unpriced line carries an estimate until the quote is scanned in. After that the quote wins, and any line it left out keeps its estimate, marked not quoted, so the money we did not quote stays visible. • Estimates learn from the quotes we have scanned. Venting is estimated per boiler. • A bid sent by mistake can be taken back to Optics from the division card, with a reason. • A job with two divisions sends only the priced ones to the Hunt Board. REPORTS • Tabs are named for the boards: Pre-Bid, Bidding and Post-Bid. A Manufacturer report shows one brand across every live job, and prints. • Every column sorts, and every project name opens its dossier. • The No-Bid report shows what is waiting, whose desk it is on and how long, and lists jobs not yet handed to the Tagmaster. A job leaves the queue when no No-Bid line is left. MARKET ANALYSIS • Managers and Executives can ask Kestrel about the market: statewide counts by region, what the spec books say, and our own numbers, such as win rates, projects we did not bid and items not quoted. Kestrel can research the web for any equipment. SMALLER THINGS • Engineering calls save per project, and the project opens in a new tab. • A 75% CD set can be tagged by hand. • Removing a member takes them off every board, and Delete erases the account. • A notification opens the right job, and a refresh keeps account-admin rights. • Kestrel speaks your vocabulary.