Workshop & Trial Process
Workshop & Trial Process
Embedded Files
If you want to share the process with anyone on your team feel free to share this link
How we customize your experience
What you will get during the Workshop & Trial (after we sync everything up)
Basisboard Set Up Steps ~8 minutes
Basisboard Set Up Steps ~8 minutes
Some quick set up steps when you are first invited to Basisboard
Some quick set up steps when you are first invited to Basisboard
In order for us to help you get your ITBs out of your email into Basisboard follow these steps. (In the video)
Use the reset password emailed to you
Login & Bookmark your page so you can get back
Click on your name in the top right hand corner once you have logged in and click company settings
On the left menu under the Personal section click Email Accounts
Click the [+ Add account] button
Follow the steps (accepting permissions)
When it asks you how you want to sync your inbox choose (the middle option) for platforms. (unless you are syncing a bids@ or estimating@ inbox then you will want to sync everything).
Basisboard uses email scraping to read your bid invites the best it can. To improve the ability for our scrapers to read the bid invites accurately adding in your various platform credentials will enable it to be more accurate. To do this follow these steps. (In the video)
Click on your name in top right hand corner
Go to Company Settings
Go all the way to the bottom and select Platforms
Click + Add platform integration button
Common Questions and Answers:
Common Questions and Answers:
How Do I Log In to My Basisboard?
How Do I Log In to My Basisboard?
You will be invited to reset your password. Remember to save your login then bookmark the site. It is typically your website url then basisboard.com Example. Jeff@constructionjunction.com your Basisboard url would be - constructionjunction.basisboard.com
How do I add other estimators?
How do I add other estimators?
You just need to click on the chat bubble in lower right hand corner and request we add users.
If we have a shared estimating@ email address what is the best way to get those emails into Basisboard?
If we have a shared estimating@ email address what is the best way to get those emails into Basisboard?
We recommend either converting the shared folder into an individual inbox then syncing that email to Basisboard. You can also just create an auto forwarding rule where every email sent to estimating@/bids@ is forwarded to bids@basisboard.com sometimes your admin will need to enable permissions to auto forward outside of your company domain.
Can I add users from my company to just have read only access instead of edit access?
Can I add users from my company to just have read only access instead of edit access?
Yes we can add on read only users to get access but not update stages or edit bid amounts. You can also share your list online (with no login needed) or sync up your bid calendar into Outlook.
Can I export my data from Basisboard List?
Can I export my data from Basisboard List?
Yes! Anytime you want there is an export button. Whatever is visible in the list view can be exported into CSV
Can I add custom Fields (Columns)?
Can I add custom Fields (Columns)?
Yes, you are able to add custom fields in your settings (Pick lists, choice, text, date, multi select, and more!)
What Security Documentation does Basisboard have?
What Security Documentation does Basisboard have?
We are backed by supported in the Google Cloud platform. Link to documentation here:
If a customer calls me on the phone can I manually add in a project?
If a customer calls me on the phone can I manually add in a project?
Yes in the list view, board view or calendar view just click the + Add Project button and type in the name, and customer who invited you.
Can I import my contacts or companies from my CRM or Spreadsheet?
Can I import my contacts or companies from my CRM or Spreadsheet?
Yes, If you have your data in structured format we should be able to get them imported.
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