trade partner'S training

1.BURR OAK EMAILS WILL APPEAR LIKE THIS ON YOUR END 

2. SIMPLY REPLY AS USUAL BY HITTING THE "REPLY" BUTTON, TYPING YOUR MESSAGE, AND THEN CLICKING "SEND." 

WHEN REPLYING  TO ATTACH A FILE TO YOUR MESSAGE, SIMPLY CLICK ON THE PAPERCLIP ICON 

 CHOOSE THE FILE YOU WANT TO UPLOAD FROM YOUR DEVICE. YOU CAN ATTACH A DOCUMENT, PHOTO, OR VIDEO, NOT LARGER THAN 25 MB. YOU ALSO HAVE THE OPTION TO SELECT MULTIPLE FILES. ONCE YOU'VE MADE YOUR SELECTIONS, CLICK ON 'UPLOAD.' 

WHEN YOU UPLOAD FILES IN GMAIL, YOU'LL NOTICE A BLUE PROGRESS BAR INDICATING THE UPLOAD PROCESS. ONCE THE UPLOAD IS COMPLETE AND THE BLUE BAR DISAPPEARS, CLICK SEND. 

ONCE SENT, GMAIL WILL DISPLAY A PREVIEW OF YOUR FILES, CONFIRMING THAT YOUR UPLOAD WAS SUCCESSFUL. 

CLICK ON THE GEAR ICON LOCATED IN THE TOP RIGHT CORNER OF YOUR EMAIL PAGE THEN CLICK ON "ALL SETTINGS" 

IN THE SETTINGS PAGE, CLICK ON THE "FILTERS AND BLOCKED ADDRESSES" TAB THEN CLICK ON "CREATE A NEW FILTER". 

FILTER MAILS FROM "COCONSTRUCT.COM" WHICH HAS THE WORD "COCONSTRUCT". UNCHECK THE "HAS ATTACHMENT" BOX.

THEN CLICK ON "CREATE FILTER".

TO APPLY THE LABEL, CHECK THE BOX "APPLY THE LABEL" AND CHOOSE "NEW LABEL." ENTER "BURR OAK CAPITAL" AS THE LABEL NAME, THEN CLICK "CREATE."

CHECK THE OTHER BOXES: "NEVER SEND IT TO SPAM", "ALWAYS MARK IT AS IMPORTANT" AND "ALSO APPLY FILTER TO MATCHING CONVERSATIONS". THEN CLICK ON "CREATE FILTER" TO SAVE. 

YOU CAN NOW EASILY VIEW BOTH NEW AND EXISTING BURR OAK CAPITAL MESSAGES BY SIMPLY CLICKING ON THE "BURR OAK CAPITAL" LABEL LOCATED ON THE LEFT SIDE OF YOUR EMAIL PAGE. 

1. Review the Invitation: A bid request from Burr Oak Capital will appear like this on your end. With an email Subject : Invitation to Bid

2. Access Important Files: Within the invitation, you'll find links to essential files for your planning and estimation. These files include blueprints and floor plans of the property. Click on the green bar to instantly view these attachments, saving you the need to visit the site in person. 

Matterport: In the plan room files, you'll find links to a Matterport 3D walkthrough of the project, providing a comprehensive view of the site. This tool allows you to explore various project aspects, including measurements and different angles, saving you time that would otherwise be spent on-site. It also assists in your plan creation and cost estimates.

3. Make Your Decision: After reviewing the files, make an informed decision about whether you would like to bid on the project. 

Respond to the Email: If you're ready to proceed, simply click the "Yes" button in the email to accept the bid invitation. Conversely, if the project doesn't align with your current capacity or interests, click the "No" button to decline. 

4. Submit Your Estimate: If you decide to accept the bid, reply to the email and attach a PDF document containing your estimate. This ensures that all necessary information is presented clearly. 

ACCEPTING PURCHASE ORDER

REQUEST AND PROCESS OF PAYMENT