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!
Note: Pick and Choose is not turned on by default.
How to Enable Pick and Choose:
- Select the client, then the job
- Select eBid under the “Reports” category in the menu on the left side of the page
- Click SETTINGS
- Check the ALLOW PICK AND CHOOSE box
- Click DONE
Important: Material Rounding must be OFF in order to use Pick & Choose.
How to Turn Off Material Rounding:
- Select SETTINGS >> MISC >> DEFAULTS
- Click EDIT to verify the Material Rounding settings
- Un-check the box next to ROUND UP MATERIALS
- Un-check the box next to ROUND UP TO WHOLE CONTAINERS
- Click DONE
If you prefer to leave rounding turned ON by default, you can turn it off on a job-by-job basis.