How to Enable the Pick & Choose Feature

The Pick and Choose feature allows your customers to interact with items on the eBid. If you feel like you’re constantly re-working estimates because customers want to see different options, then you need Pick and Choose!


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Note: Pick and Choose is not turned on by default.

 

How to Enable Pick and Choose:

  1. Select the client, then the job 
  2. Select eBid under the “Reports” category in the menu on the left side of the page
  3. Click SETTINGS
  4. Check the ALLOW PICK AND CHOOSE box
  5. Click DONE

 

Important: Material Rounding must be OFF in order to use Pick & Choose. 

 

How to Turn Off Material Rounding: 

  1. Select SETTINGS >> MISC >> DEFAULTS
  2. Click EDIT to verify the Material Rounding settings
  3. Un-check the box next to ROUND UP MATERIALS
  4. Un-check the box next to ROUND UP TO WHOLE CONTAINERS
  5. Click DONE

If you prefer to leave rounding turned ON by default, you can turn it off on a job-by-job basis.


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