How do I create a prequalification form?

Click on Prequal at the top of the page.

 

Click on Forms in the sub-menu.

 

Click Create new form.

 

Fill out a name for your form and then click Create.

 

After creating your form, it will appear in the list of all Prequal forms. Click on your form to begin building it.

 

You are able to choose and customize which information you'd like your potential subcontractors to provide by clicking the blue toggle button. You can also click the Required checkbox to require a particular field.

• • If you'd like to preview your form before sending it out to your subcontractors, click the Preview button on the right.
  • When you are finished creating your form, you can invite your subcontractor to prequalify by using the Invite button on the right.