Onboarding
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      Getting Started with RhinoDox

      If you are new to RhinoDox, this article will help get you started with the Basics of creating a project and generating proposals.

      Welcome to RhinoDox. In this article we will cover:

      Knowledge Base

      RhinoDox has built out an extensive and growing knowledge base.  It can be found in two places:

      Option 1: Go to www.RhinoDox.com and click ‘Resources’ at the top and click Knowledge Base

       

      Option 2: While signed into your account, click the ‘Help’ button in the lower left corner in the screen shot  below:

      Contacting Support

      Searched the Knowledge Base but still stuck?  There are three ways to ask for help when you get stuck:

      1. Customer Portal: This is the best way to contact RhinoDox. When you click the Help button described above, it takes you to our customer portal.  You can register a support account by entering your email and creating a password.  
        1. NOTE: This can be a different password than your login to RhinoDox.
        2. Creating a customer support portal account helps keep track of all your support tickets with RhinoDox.
        3. When a ticket is created in the support portal, it alerts our support staff and other members of the RhinoDox team 
        4. This option will get you and your team the BEST response time of all options


      2. Email: You can also send an email to support@rhinodox.com.  This will create a support ticket as well as alert the same people above.  Doing it this way will not tie the support ticket to your account BUT you will get a high level of support.

      3. Chat: Use the ‘Chat’ to communicate real time with RhinoDox team members.  It looks like this:

      Create a Project

      RhinoDox has been configured by your company to collect the right amount of data to help streamline and automate the end to end process of your bidding.  

      Below are details on how to create a project OR

      Here is a step through guide on Creating a Project:

      STEP 1 - Create a Project and entering in Project Detail

      A project can be created in two ways:

      1. When you log into RhinoDox you will see a list of all jobs you are working on.  At the bottom of the screen you will see ‘Create New Project’ in the screen shot below:

      Clicking here will allow you to enter the project name and will create a project with the status of open like Leedom Elementary above.

      1. You can also create a project from the Bid Inbox.  More information on that in the Bid Inbox help article.

      STEP 2 - Project Details

      Once a project is created, you can click on it and see the details of the project.  Below is what an empty project looks like:

      Screenshot 2024-02-02 at 4.27.01 PM

      The first step in the detail is to select your name from the Estimator drop down list.  Once you do this the status automatically changes to ‘Estimator Assigned’.  Below are the remaining fields and what they mean:

        1. Estimated Start/End Date - This is used in Bid Analytics Backlog Dashboard to help visualize your backlog and details around margin. These details and ALL details on this page can be changed.
        2. Bid Due Date - When a project is created, enter the Bid Due Date.
        3. Divisions - Some clients configure accounts to separate different lines of business or locations and this field is where you do that.  RhinoDox also has the ability that when you select a Division, you only see certain templates or certain libraries.  You can also filter the RhinoDox Bid Analytics dashboards by Division if this is configured
        4. Branch - Configurable dropdown for different brances
        5. Bid Type - Configurable field for tracking hit ratio by types of bid.
        6. Project Category - You can select a Project Category and Sub-Category to track margin and hit ratio by project type
        7. Address - This is the Project address.  If no address information is entered, we will not print the address information to the proposal
        8. GC - This is where you add a GC to your project.  If you have contacts that are associated with a GC you can select them from the drop down list.  IF a GC is not listed in the search, you can add a GC right here.  If you have to add a contact, please see the instructions below on adding a GC Contact
        9. Architect - You can store a list of architects and select them from here.  Instructions are below if an architect is not listed and you need to add it

      NOTE: You must click ‘SAVE’ in the lower right to save this information any time you enter it or update it.

      Create a Proposal 

      Now that we have created our Project.  Let's build our first proposal.  Below is a walkthrough on creating a proposal:

      Important things to note on Saving proposals:

      Saving: A proposal may be saved at any point during it's creation.  Click the 'Save' button in the lower right of your proposal and come back to it at any time.

      Save and Complete: This button will generate a proposal for you.

      IMPORTANT - Saving Scopes and Alternates: When you add a Primary Scope or Alternate, these have to be saved on their own.  You will see a button that looks like this and note that it is NOT the same as Saving the Proposal or Saving and Completing a Proposal.

      Great job on creating your first Project and Generating a Proposal.  Need to make some changes OR Rebid the entire job?

      Check out this article and walkthrough on 'revising a bid' vs 'rebidding'