Guide to Using Credits With the Subbie Connect Feature

How to use Credits to unlock subcontractor details

3 min read

Subbie Connect is a feature on E1 that enables suppliers to generate inbound and outbound leads for tendering subcontractors.

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You can watch a quick introduction here

For outbound leads, suppliers can see a list of all the tendering subbies on a project, that match their trades. Suppliers can then view the subbie’s company profile to access company contact details so they can reach out to provide a quote to assist the subbie in pricing the job.

For inbound leads, suppliers can flag that they can provide the specified and/or equivalent products for a project, assign their key contact person, and make this available to all subcontractors that view the project. Suppliers will be alerted to how many subbies click to reveal their contact details, and who those subcontractors are.

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Watch a full tutorial video here

Viewing subbie details with credits

All suppliers who have a Professional or Professional Plus licence have a limited number of credits each month for unlocking the list of tendering subcontractors on a project, which is dependent on the licence tier and region as per the following table:

Accessing additional credits

If you need additional credits, we recommend upgrading your account as there are many additional features depending on your plan, please contact our team on 1300 705 035 or via email at sales@estimateone.com You can view our plan selection page here

Customers who have either a Professional or Professional Plus licence also have the option to purchase additional monthly credits to see tendering subbies on projects. Please reach out to our support team via 1300 705 035 or support@estimateone.com to discuss additional credit bundles

Credits reset monthly

Credits start/reset from the activation date of the most recent activated licence (e.g., if your Professional licence is activated on 4th September, then credits reset on the 4th of each month). You can view the reset date from any project page under the Subcontractors section, or head to Settings - Licences to view the number of remaining credits and the reset date.

Managing credits

An audit trail of the projects that have been unlocked, who unlocked them and when they were unlocked can be found in Settings - Licences - Credits.

Downgrading from Professional or Professional Plus subscriptions

Only customers with a Professional or Professional Plus subscription have access to the Subbie Connect feature. The following will be impacted on downgrade:

  • There will be no visibility of tendering subbies on projects
  • Visibility of previously unlocked tendering subbies will be lost
  • Subbies will no longer be able to view your product/company details on any projects where the Share and Connect feature has been utilised to highlight your products to subbies

If your downgrade is temporary, the following will take place when your Professional or Professional Plus subscription is re-instated:

  • We'll reinstate visibility of any tendering subbies that were already unlocked on projects in the past
  • We'll reinstate your product/company details on projects that were highlighted to subbies via the Share and Connect feature
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