Calendar and export
See your bid dates a month at a time, or take the job list into a spreadsheet.
The bid calendar
Click Calendar at the top of any page. Each day shows the bids due and the pre-bid meetings that day, with the time in Central.
- Green: likely fence work.
- Dashed outline: a pre-bid meeting.
- Struck through: your team marked it No bid.
- Today has a blue outline.
Click any entry to open the job. Use ← Previous and Next → to change months.
Filter the calendar
The calendar uses the dashboard’s filters. To see only some jobs, set the filters on the dashboard first, then click the Calendar link just above the job table. Opened from the top menu, it shows every active job.
The calendar shows past days too, so you can look back at a month.
Export to a spreadsheet
On the dashboard, click Export to spreadsheet (CSV) just above the job table. You get a file that opens in Excel or Google Sheets.
- The file holds every job that matches your current filters, not only the page you see, sorted by bid date with the soonest first.
- The columns match your company’s bid calendar. By default they are: Project, Agency / GC, Location, Bid Deadline, Pre-bid, Questions Due, Source, Est. Value, Miles to the nearest office, Nearest Office, Fence Fit, Status, and a link back to the job in BidTroller.
- Dates and times are Central.
- Want different columns or headings? Ask your BidTroller contact. They set the columns for your company once, and every export uses them.