Sub Name

Enter the spreadsheet name (up to 20 characters) of the subcontractor who submitted the bid. If there is no match for your entry in Address Book or the estimate, a window opens so you can add the subcontractor.

The self-perform row is the sum of the category amounts (except existing sub amounts) from the spreadsheet for the included items. Choose self-perform if your company is doing the work or if you want to restore items to their original category amounts.

Tips:  

  • To add a subcontractor, you can also right-click and choose Create Subcontractor on the shortcut menu.
  • To choose from a list of subcontractors, right-click and choose List Subcontractors.
  • To see the contact name and telephone for a subcontractor, hold the pointer over its sub name or click An image of the Ellipsis button used to browse a list of items. This information also appears in the notes.
  • You cannot edit the self-perform row.
  • To sort bids in ascending or descending order by sub name, double-click the column heading.