For companiesFor contractors

How do I review and award a bid?

Open the posting from Opportunities → Posted Opportunities. Each response shows whether the firm accepts your terms as posted or offers its own (price, visit time, expenses, expiry), any RFP response file, and the firm's rating. An expired offer can't be awarded. A Company Manager awards the bid they choose; the job is created for the contractor straight away and the other bidders are told they weren't selected.

If you set a closing date, no bids come in after it; you can still award a bid made before it. The posting's creator or a Company Manager can extend the closing date or cancel the posting, giving a reason the bidders see. A bid outside the budget you gave is marked "Outside budget".

Once awarded, confirm the visit's date and time on the job's Schedule tab: the technician and their firm are told straight away, and everyone is reminded the day before.

Awarding forms an agreement with that firm at the agreed price and scope, recorded by PeerToSite and shown on the job for both of you. After that a job is canceled only once PeerToSite staff confirm it: ask from the job page with your reason.

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Which services come with my plan?

Every plan includes both Opportunities and Dispatch.

How do I post a job for bids?

Opportunities → Post an opportunity (needs the Opportunities service).

How do I request a dispatch?

Dispatch → Request a dispatch: category, what needs fixing, how urgent.

What are plans?

Basic, Base Term, Premium or Enterprise — in Settings → Plan & services.

How is a dispatch job priced?

A service call, a travel fee, and time after the first hour.

How do I follow a job and approve the sign-off?

Check-in, messages, sign-off photos, then your approval.

How do I set sign-on and sign-off criteria and site documents?

Company management → Visit criteria and Documents, once for every job.

What if the work isn't right?

Send it back while they're on site, request a return visit, or dispute it.

How do I review and pay an invoice?

Payments → open the invoice → record payment.

How do I add my sites and equipment?

Company Management → Sites — one at a time, or import a spreadsheet.

Can I import my sites and equipment from a spreadsheet?

Company Management → Sites → Import a file: Excel or CSV, for Company Managers.

How do I require licences, insurance or other credentials?

Compliance → Add requirement, for Company Managers.

Can PeerToSite connect to our service desk?

Yes — Settings → Integrations: API keys and webhooks.

Where can I see a history of everything that's happened?

Settings → Audit Log, for Company Managers.

How do I add people and set their roles?

Settings → Manage Users, for Company Managers.