Adding Key Contacts in JobSite123
Feb 5, 2010 Qual-Port How-To\'s, customer solutions
By adding your company’s Key Contacts into your Qual-Port, you ensure that contact info is easily found by your clients and prospects. And the standardized categorization of your contact information allows anyone calling your company to quickly can get to the person they need without having to research further - saving time and money for all parties.
To add a Key Contact to your Qual-Port:
1.) Login to JobSite123.com with the username and password for your Qual-Port account.
2.) From your Welcome Page, look under the heading “Modify My Qual-Port” and click on the name of your company.
3.) Click on the tab in the left-hand navigation bar marked “Key Contacts”.
4.) In the top right-hand corner, click on “Add a Contact”.
5.) Fill out all the information you wish to list for that contact. You are required to select a contact type, and list a first and last name.
6.) To add a picture, click the “Browse button located next to the “Image” field. Select a photo of your Key Contact from your hard drive.
7.) Scroll to the bottom of the screen and click “Create Key Contact”.
To edit a Key contact:
1.) Login to JobSite123.com with the username and password for your Qual-Port account.
2.) From your Welcome Page, look under the heading “Modify My Qual-Port” and click on the name of your company.
3.) Click on the tab in the left-hand navigation bar marked “Key Contacts”.
4.) Next to the name of the Key Contact you wish to edit, click “Edit”.
5.) Make any desired changes using the fields provided.
6.) Click “Save Changes”.
How to Add/Edit your project history in your Qual-Port
Feb 4, 2010 Qual-Port How-To\'s, customer solutions
Displaying projects that your company has worked on is one of the best ways that you can showcase your qualifications. Rather than just listing the types of work that your company does, your Qual-Port allows you to include the size, scope and complexity of your past work. Giving a potential client this much insight into the work you’ve done can greatly increase your chanced of being awarded a job.
To ADD a new project within your Qual-Port:
1.) Login to JobSite123.com with the username and password for your Qual-Port account.
2.) From your Welcome Page, look under the heading “Modify My Qual-Port” and click on the name of your company.
3.) Click on the tab in the left-hand navigation bar marked “Completed Projects” or “Current Projects” (whichever is applicable).
4.) In the top right-hand corner, click on “Add a Project”.
5.) Fill out all the relevant project information. Required fields are: Project Type, Project Name, Project Owner, Architect, General Contractor, Completion Percentage, City and State.
6.) Scroll down to the heading “Project Images”. Click the Browse button and locate a photo of your project that you wish to display. When done, you can repeat for up to three more photos.
7.) Scroll to the bottom of the screen and click “Add Project”.
To EDIT an existing project within your Qual-Port:
1.) Login to JobSite123.com with the username and password for your Qual-Port account.
2.) From your Welcome Page, look under the heading “Modify My Qual-Port” and click on the name of your company.
3.) Click on the tab in the left-hand navigation bar marked “Completed Projects” or “Current Projects”.
4.) Find the project you wish to edit in the list that appears. On the right-hand side of the box containing the project information, click “Edit”.
5.) Make the desired changes to the project information.
6.) Scroll to the bottom and click “Save Changes”.
How to Add/Edit your Construction "Insurance Coverage" in your Profile
Feb 1, 2010 Qual-Port How-To\'s, customer solutions
Buyers in the commercial construction industry often have strict insurance requirements in order to work on thier projects. As an important part of the prequalification process, you can easily display all of your insurance coverage and proof of insurance certifications for each of your design and construction insurance policies right on your Qual-Port, including: general liability, workman’s compensation, auto liability, professional liability, errors and omissions, and others.
To ADD an insurance carrier and policy information:
1.) Login to JobSite123.com with the username and password for your Qual-Port account.
2.) From your Welcome Page, look under the heading “Modify My Qual-Port” and click on the name of your company.
3.) Click on the tab in the left-hand navigation bar marked “Insurance Coverage”.
4.) In the top right-hand corner, click on “Add Coverage”.
5.) Type in the name of your insurance agency. If your insurance agency is already in our system, their name will appear in the drop-down list for your selection. If you see their name in the list, click on it, and then click on ”Next”. (Note: If your insurance agency is not already in our system, you will be prompted to enter their information.)
6.) Type the name of your contact person within your insurance agency. If your contact person is already in the system, their name will appear in the drop-down list for your selection. If you see their name in the list, click on it, and then click on ”Next”. (Note: If your contact person is not already in our system, you will be prompted to enter their information.)
7.) Enter your policy information for each policy that you have with this insurance agency, such as: policy type, coverage amount, expiration date.
8.) Scan in a copy of your proof of insurance certificate(s) into your computer and save it as a .pdf or .doc file. You can then browse for your file and upload the document into your Qual-Port.
9.) When you have finished entering all of the policy information for this particular insurance agency, click “Save Coverage Changes”.
Do you have any other policies from another insurance agency? If so, return to step 5 and repeat the process.
To EDIT information from an insurance policy that you have already entered:
1.) Login to JobSite123.com with the username and password for your Qual-Port account.
2.) From your Welcome Page, look under the heading “Modify My Qual-Port” and click on the name of your company.
3.) Click on the tab in the left-hand navigation bar marked “Insurance Coverage”.
4.) Under the name of the agency you wish to edit, click “Edit”.
5.) Make any desired changes using the fields provided.
6.) Click “Save Coverage Changes”.
How to Add/Edit Your Construction "Bonding Capacity" in your Qual-Port
Jan 29, 2010 Qual-Port How-To\'s, customer solutions
Upcoming Events about Bonding Capacity
Your JobSite123.com Qual-Port allows you to showcase specific details about your construction bonding agent, construction surety company and construction bonding capacity, for both single project and aggregate limits. You can also upload a copy of your proof of bonding capacity letter.
To ADD your construction bonding information:
1.) Login to jobsite123.com with the username and password for your Qual-Port account.
2.) From your Welcome Page, look under the heading “Modify My Qual-Port” and click on the name of your company.
3.) Click on the tab in the left-hand navigation bar marked “Bonding Capacity”.
4.) In the top right-hand corner, click on “Add Bonding Capacity”.
5.) Begin typing in the name of your bonding agency in the field provided. If your agency is already in our system, thier name will appear in the drop-down list for selection. If you see their name, click on it, and then click ”Next”. (Note: If your bonding agency is not already in our system, you will be prompted to enter their information.)
6.) Begin typing in the name of your contact person within your bonding agency. If your contact person is already in the system, their name will appear in the drop-down list for selection. If you see their name in the list, click on it, and then click ”Next”. (Note: If your contact person is not already in our system, you will be prompted to enter their information.)
7.) Enter your bonding capacity information in the fields provided.
8.) Upload a scanned copy of your proof of bonding capacity using a .pdf file or a .doc file.
9.) Click “Save Changes” at the bottom.
To EDIT your construction bonding information after it has been entered:
1.) Login to jobsite123.com with the username and password for your Qual-Port account.
2.) From your Welcome Page, look under the heading “Modify My Qual-Port” and click on the name of your company.
3.) Click on the tab in the left-hand navigation bar marked “Bonding Capacity”.
4.) Under the name of the agency you wish to edit, click “Edit”.
5.) Make any desired changes.
6.) Click “Save Coverage Changes”.
How to Add/Edit your Construction "Banking & Credit References" in your Qual-Port
Jan 28, 2010 Qual-Port How-To\'s, customer solutions
You can demonstrate your construction company’s financial strength and credit worthiness in your Qual-Port, by displaying banking references from financial institutions, and credit references from vendors, material suppliers and other companies that extend credit to your company.
To ADD a banking or credit reference:
1.) Login to JobSite123 with the username and password for your Qual-Port account.
2.) From your Welcome Page, look under the heading “Modify My Qual-Port” and click on the name of your company.
3.) Click on the tab in the left-hand navigation bar marked “Banking & Credit References”.
4.) In the top right-hand corner, click on “Add References”.
5.) Complete the information for this reference using the fields provided. Fields in BOLD are required.
6.) To upload a letter of reference that is scanned and saved in your computer, click on the ”Browse” button located near the bottom of your screen to select the scanned document from its location on your hard drive. (Note: Documents must be in .doc or .pdf format.)
7.) At the bottom of the page, click “Create”.
To EDIT an existing banking or credit reference:
1.) Login to JobSite123 with the username and password for your Qual-Port account.
2.) From your Welcome Page, look under the heading “Modify My Qual-Port” and click on the name of your company.
3.) Click on the tab in the left-hand navigation bar marked “Banking & Credit References”.
4.) Find the reference you would like to edit from your displayed list. In the lower right corner of the information box, click “Edit”.
5.) Make your desired changes to your information.
6.) Click “Save Changes” at the bottom of your screen.
How to Add/Edit your "Geographic Service Area"
Jan 22, 2010 Qual-Port How-To\'s, customer solutions
Your Geographic Service Area is defined by the selection of all U.S. Counties that your company competitively markets and performs services. It is a very important template within your company Qual-Port(s).
Why? Because your Geographic Service Area is one of the 2 templates within your Qual-Port(s) that controls where your company Qual-Port(s) will appear in the JobSite123.com search engine. (The other one is your Scope of Services by CSI Code.) To illustrate this, let’s look at an example: A JobSite123.com user performs a search for electrical contractors in Orlando, Florida. If you are an electrical contractor and your Geographic Service Area includes Orange County, Florida (where Orlando is located), then your company Qual-Port will appear in the search results.
So be careful to accurately select all of the U.S. Counties that apply to your company’s Geographic Service Area. Leave out a U.S. County that you actually service, and you may miss out on an opportunity for a prospective new client to find you in our search engine. Having said that, don’t “over-do it” and select U.S. Counties that you really do not competitively market and perform your services, as you will risk frustrating or alienating potential buyers in the commercial construction community.
Please read the following TIP before begining: If your company has multiple office locations, you should create a unique Qual-Port for each location. You can then designate the appropriate Geographic Service Area for each office location in each of your Qual-Ports.
To ADD/EDIT your Geographic Service Area:
1.) Go to www.jobsite123.com and logon with your username and password in the fields at the very top of the screen.
2.) From your welcome member landing page, look under the section entitled “MODIFY MY QUAL-PORT” and click on the name of your company. This will take you into your Qual-Port in edit mode, where you can get to work adding/editing your information.
3.) In the left-hand navigation menu in your Qual-Port, select “GEOGRAPHIC SERVICE AREA”.
4.) In the top right hand corner, click “EDIT THIS SECTION”.
5) To add a new state to your Geogrpahic Service Area, click on ”ADD A NEW STATE”.
6.) Select your desired U.S. State – to view a complete listing of all the U.S. Counties located within that U.S. State.
7.) Use the checkboxes to SELECT the U.S. Counties in your Geographic Service Area – and click on “SAVE CHANGES” at the bottom.
8.) To continue on to another U.S. State, click on “RETURN TO STATE SELECTION” and repeat the steps.
9.) To edit selections from a U.S. State that you have already added to your Geographic Service Area, simply click on “EDIT THIS STATE” and repeat the process.
Questions? Contact us at: solutions@JobSite123.com .
How to Add/Edit your "Scope of Services by CSI Code"
Jan 13, 2010 Qual-Port How-To\'s, customer solutions
A complete and accurate ”Scope of Services by *CSI Code” is one of the most important templates in your company Qual-Port on JobSite123.com.
Why? Because the codes that you select inside this template (along with the U.S. counties you select in your geographic service area) will determine where your Qual-Port will be found in our search engine. So take the time to denote each specific code carefully. After all, if you fail to include a code that you actually service, JobSite123.com users who are searching under that particular code will not see your company listed. Conversely, if you select a CSI Code that you do not service, you run the risk of frustrating a client or prospect by misleading them into thinking that your company provides a certain service or product (when indeed you do not).
To add/edit your Scope of Services by CSI Code:
1) Go to www.jobsite123.com and login with your username and password in the fields at the very top of the screen.
2) From your welcome member landing page, look under the section entitled ”Modify my Qual-Port” and click on the name of your company. This will take you into your Qual-Port in edit mode, where you can get to work adding/editing your information.
3) In the left-hand navigation menu in your Qual-Port, select “Scope of Services by CSI Code”.
4) In the top right-hand corner of the Scope of Services by CSI Code template, click on “Edit this section”.
5) In the center of the screen, click the button marked “ADD CSI CODES”
6) Select your desired CSI code division from the menu of choices. (Note: The menu of choices will differ depending on your service provider type. Specialty contractors, vendors and material suppliers will see a list of the CSI code divisions from 1-50. General contractors, program managers, and corporate service providers will see codes created for their individual business types.)
7) You will now see a complete list of the (level 2) CSI codes found within that division. G0 ahead and select your desired (level 2) CSI code.
8 ) You will now see a complete list of the (level 3) CSI codes available for selection. Use the checkboxes to add/delete any codes from your Scope of Services. When finished, click “Save Changes”.
9) Repeat the process, starting with step 7, for any other CSI codes within that division.
10) When you are finished within that division, use the green button at the top of the list marked “Return to CSI Code – Divisions” so that you can go into any other divisions that may apply to your Scope of Services
11) Begin the process again at step 6 to add/edit any codes in a different CSI division.
Questions? Contact us at: solutions@jobsite123.com.
* Construction Specifications Institute
Construction Professionals – Continue Editing Your Qual-Port
Jan 8, 2010 customer solutions
Now that you’ve completed the Qual-Port wizard, you probably think you’re finished, right? Not exactly. As we outlined in a previous blog post -there’s a big difference between just finishing the Qual-Port Wizard vs. completing all the available templates. Today, I’m going to teach you how to log back in once you have completed the wizard, and continue to enhance your Qual-Port.
To start, you’re going to need to go to the JobSite123 Homepage At the very top of the screen, you’ll see a place to enter your username and password. Go ahead and type these in. Now you’re in the Start Search Page. (Look familiar?) Once again, you’ll see three grey boxes in the middle of the screen. Now the one on the right-hand side will contain the heading “Modify my Qual-Port”, and the name of your company will appear underneath. Click on the name of your company.
Now you should be looking at your Qual-Port. The contact information you entered in the wizard will appear at the very top, along with your company’s logo, if you entered one. On the left-hand side you’ll see the navigation bar. This contains all of the templates we have set up for you to best display your company’s qualifications. Notice how only a few of them are green, and have a puzzle piece next to them? This means that there is information in these templates. Our goal is going to be to have every one of these filled out by the time we’re done.
Anytime you’re logged in, and viewing your own Qual-Port, you will be in what we call “Edit Mode”. This means that whenever you click on one of the templates in the left-hand navigation bar, you’ll see the words “Edit this section” or something similar in the top right hand corner of the new screen that comes up, depending on what template you’re in. All you’ll need to do is to click on the “Edit this section” link to add to, change, or delete the information contained inside.
Next, we’re going to go into a bit more detail on each of the individual templates…
Construction Qual-Port Set-Up: Step 1 – The Start-Up Wizard
Jan 5, 2010 Qual-Port How-To\'s, customer solutions
No special computer programming or skills required!
If you can point, click and type – you can begin building your commercial construction company’s Qual-Port in JobSite123.com today. We have made the entire process super easy!
Follow these 5 simple steps to get started:
- 1. Logon to our homepage by clicking here: www.jobsite123.com
- 2. Register for a free account. (Don’t worry - it takes seconds. We only need your name, e-mail address and a password.)
- 3. Go back to your inbox to open an auto-generated e-mail from us. Click on the link provided to validate your correct e-mail address. (This shows us that you’re a real person, and not an evil spammer.)
- 4. You will now be logged in to your Welcome Landing Page. Near the lower right hand side, you will see an icon called “Create my FREE Qual-Port”. (Click on it. Don’t be scared.)
- 5. The Start-Up Wizard will open and walk you through a series of questions designed to capture the minimal amount of information required to maintain a company Qual-Port in our search engine. (It’s very basic stuff!)
HINT: You will breeze through the Start-Up Wizard in minutes if you know the following information before you begin:
- 1. Your company’s basic contact information (address, phone, website, etc.)
- 2. Your company’s geographic service area (by U.S. states and U.S. counties)
- 3. Your company’s service provider type (i.e. general contractor, specialty contractor, material suppler, etc.)
- 4. The CSI codes that apply to your company’s services (this is not as hard as it sounds – we can help you if you get stuck)
- 5. Contact information for at least one ”Key Contact” within your company (i.e. an executive, sales person, estimator, or whomever - you will be able to add as many as you want later)
After you complete the Start-Up Wizard - your Qual-Port will be visible to the entire commercial construction industry! You can now go on and continue enhancing all of the various templates in your Qual-Port. And stay tuned for more great tips….
Need further help getting started? Click on the big red FEEDBACK button on the left hand side of any page in JobSite123.com. Send us your questions – and we’ll shoot you the answers. If you would rather talk to a real live person - call our Customer Solutions Department at 954.581.2810 from 8:30am – 5:00pm EST.
