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📋 Morning digest: 4 things handled overnight — 1 needs your OK Inbox

planIQ Bid Coordinator <noreply@planiq.com>

to me arrow_drop_down

7:14 AM (2 hours ago)

planIQ Bid Coordinator

noreply@planiq.com

Tuesday, March 3, 2026
7:14 AM

Good morning, Graham.

I've been monitoring your portfolio since yesterday. 4 things handled overnight, 3 more queued for today — one needs your OK before I can send.

Review action plan in planIQ arrow_forward

check_circle 4 actions taken automatically since yesterday

expand_more

check

Scanned PlanHub — found 8 new HVAC matches across 3 projects

Today, 6:55 AM

check

Posted Lakeview Mixed Use to PlanHub directory — reached 1,240 subs

Yesterday, 9:00 AM

check

Sent nudge to Pacific Power Contractors — Electrical, Lakeview

Yesterday, 4:02 PM

check

Sent morning digest with 4 recommendations

Today, 7:14 AM

Portfolio Overview

Project	Bid Due	Coverage
Lakeview Mixed Use Need your approval	Mar 17
Oak Street Medical Office Monitoring · follow-ups today	Mar 14
Riverside Apartments Monitoring · follow-ups today	Mar 11
Pinecrest Elementary Reno On track	Apr 4
Summit Retail Plaza On track	Mar 28

Today's plan · 1 needs your approval

⚡ Auto · Today

Lakeview · nudging 5 Electrical non-responders · 2:00 PM

Riverside · nudging 3 HVAC non-responders · 10:00 AM

Oak Street · inviting additional Drywall suppliers · 11:30 AM

stop or adjust ▾

Lakeview: 5 Electrical nudges · 2:00 PM Stop Edit timing

Riverside: 3 HVAC nudges · 10:00 AM Stop Edit timing

Oak Street: 4 HVAC ITBs · 11:30 AM Stop Edit timing

⚠ Need your approval

Allow me to invite 8 HVAC subs from your directory to Lakeview Mixed Use

Found 8 highly rated HVAC subs in your directory who haven't been invited to bid yet. Need your OK to send personalized ITBs on your behalf.

✓ Approve gets HVAC to 4–5 of 5 bids edit subs › preview email ›

☎ Your move

Call or text Mike Torres at Western Mechanical

They do HVAC, Plumbing, and Electrical. 94% bid response rate, 3 comparable GC projects this year, not in your directory. A single call could close your Lakeview gap across multiple trades.

📞 Call · (415) 555-0192 💬 Text Mike dismiss ›

Review action plan in planIQ arrow_forward

Close the loop

Bids received this week — ready for your review

Review bids

Open RFI questions from subs waiting on your reply

Answer now

Subs who bid but aren't in your directory yet

Add all

Closed bids — participating subs haven't heard who won

Notify subs

Workspace

hub Network

search Project Finder

folder_open My Projects

construction Takeoff

balance Bid Leveler

groups Team

settings Settings

Dashboard

Emilie Jaxon expand_more

Active Projects

folder_open

trending_up +2 this month

Pending Bids

gavel

Across all projects

Due This Week

schedule

warning 2 urgent

Bids Closed (YTD)

check_circle

147

trending_up +23% vs last year

Creating Your Outreach Plan

Learning from hundreds of general contractors...

Recent Projects

View all

Lakeview Mixed Use Active

Apr 15, 2026 · 8 / 12 bids

67%

Riverside Medical Office Draft

Apr 28, 2026 · 0 / 8 bids

Harbor Plaza Retail Active

Apr 10, 2026 · 15 / 15 bids

100%

Quick Actions

Recent Activity

View all

gavel

Apex Mechanical submitted bid for HVAC

Lakeview Mixed Use · 2h ago

send

Invitation sent to 5 electrical subs

Lakeview Mixed Use · 4h ago

mail_outline

New message from Delta Plumbing

Harbor Plaza Retail · Yesterday

Upcoming Deadlines

View all

Final Bid Review

Harbor Plaza Retail

Apr 10

HVAC Bids Due

Lakeview Mixed Use

Apr 12

Electrical Bids Due

Lakeview Mixed Use

Apr 15

Scout

Setup Wizard

Show Predictions

Trade

Coverage

Goal

Sources

chevron_right

Electrical water_drop 5 subs viewed the ITB but haven't responded

visibility 5

front_hand 4

task_alt 2

Goal

arrow_drop_uparrow_drop_down

PlanHub

My Directory

Company Name

Contact

Status

Activity

Notes

Delta Electric SUPPLIER

mike@deltaelectric.com

(310) 555-0192

Bid submitted

View bid

Strong scope match

Summit Electrical Group

jen@summitelectrical.com

(714) 555-0874

Bid submitted

Responded to ITB

—

Pacific Power Contractors + Add to dir.

info@pacificpower.com

(949) 555-0341

Intends to bid

💧 Nudge

—

Westcoast Wiring + Add to dir.

bob@westcoastwiring.com

(562) 555-0558

Reviewing

💧 Nudge

—

Allied MEP Contractors

contact@alliedmep.com

(213) 555-0729

Interested

Downloaded files

—

chevron_right

Plumbing On track to reach bid goal

visibility 8

front_hand 5

task_alt 2

Goal

arrow_drop_uparrow_drop_down

PlanHub

My Directory

Company Name

Contact

Status

Activity

Notes

City Plumbing Works SUPPLIER

ops@cityplumbing.com

(323) 555-0182

Bid submitted

View bid

Very responsive ✏

Harbor Mechanical

tom@harbormech.com

(310) 555-0445

Bid submitted

Responded to ITB

—

Metro Plumbing Co. + Add to dir.

bids@metroplumbing.com

(818) 555-0993

Intends to bid

Downloaded files

—

chevron_right

HVAC water_drop 8 matching subs in PlanHub — none invited yet

visibility 1

front_hand 1

task_alt 1

Goal

arrow_drop_uparrow_drop_down

PlanHub

My Directory

Company Name

Contact

Status

Activity

Notes

Apex Mechanical Solutions + Add to dir.

bids@apexmechanical.com

(949) 555-0221

Bid submitted

View bid

91% resp. rate

BlueStar HVAC + Add to dir.

info@bluestarhvac.com

(714) 555-0817

Intends to bid

💧 Nudge

87% resp. rate

Trident Mechanical + Add to dir.

quotes@tridentmech.com

(562) 555-0664

Reviewing

Viewed project

—

Pacific HVAC Services + Add to dir.

bids@pacifichvac.com

(310) 555-0938

Reviewing

Downloaded files

80% resp. rate

Sierra Mechanical Group

graham@sierramech.com

(323) 555-0502

Reviewing

Viewed project

In your directory

chevron_right

Concrete Bid goal reached

visibility 14

front_hand 8

task_alt 3

Goal

arrow_drop_uparrow_drop_down

PlanHub

My Directory

Company Name

Contact

Status

Activity

Notes

Foundation First Inc. SUPPLIER

bids@foundationfirst.com

(213) 555-0301

Bid submitted

View bid

Low bidder last yr

SoCal Concrete Works

info@socalconcrete.com

(310) 555-0647

Bid submitted

Responded to ITB

—

Inland Concrete Group

bids@inlandconcrete.com

(951) 555-0882

Bid submitted

Responded to ITB

—

chevron_right

Drywall water_drop Nudge 3 likely subs before Friday

visibility 6

front_hand 3

task_alt 1

Goal

arrow_drop_uparrow_drop_down

PlanHub

My Directory

Company Name

Contact

Status

Activity

Notes

Premier Drywall Systems SUPPLIER

bids@premierdw.com

(818) 555-0312

Bid submitted

View bid

—

Western Drywall + Add to dir.

info@westerndw.com

(626) 555-0588

Intends to bid

💧 Nudge

—

Inland Drywall Inc.

quotes@inlanddw.com

(951) 555-0771

Reviewing

💧 Nudge

—

Cal Finish Contractors + Add to dir.

bids@calfinish.com

(714) 555-0423

Reviewing

Viewed project

—

Bid Coordinator Agent

auto_mode Active on Lakeview Mixed Use

Actions below apply only to this project. Approve or cancel as needed.

Waiting on you · Today

mail_outline

Invite 8 HVAC subs from your directory — Lakeview Mixed Use

Ready to send · Needs approval

8 highly rated subs · gets HVAC to 4–5 of 5 bids

Apex Mechanical Solutions

apex@apexmechanical.com

91% resp. New to directory

BlueStar HVAC

info@bluestarhvac.com

87% resp. New to directory

Trane Commercial Services

trane@tranecomm.com

84% resp. In directory

Pacific Air Systems

contact@pacificair.com

79% resp. In directory

Summit Climate Solutions

bids@summitclimate.com

71% resp. New to directory

Comfort Systems USA

comfort@comfortsys.com

68% resp. In directory

Air Excellence Inc.

info@airexcellence.com

65% resp. New to directory

Metro Mechanical Group

metro@metromech.com

62% resp. New to directory

check_circle Approved — agent will send ITBs to 8 directory subs

Dismissed — agent will skip this task

Upcoming · Today

notifications_active

Nudge 5 Electrical non-responders — Lakeview Mixed Use

Today, 2:00 PM · Auto

Expected: +2–3 responses within 48h

Pacific Power Contractors

info@pacificpower.com

Intends to bid

Westcoast Wiring

bob@westcoastwiring.com

Reviewing

Allied MEP Contractors

contact@alliedmep.com

Interested

Horizon Electric Co.

bids@horizonelectric.com

Viewed ITB

CalState Electrical

info@calstateelec.com

Viewed ITB

Cancelled — agent will skip this task

mail_outline

Invite 4 Drywall contractors from network

Today, 11:30 AM · Auto

Gets Drywall to 3–4 of 5 bids

Premier Drywall Inc

mstevens@premierdrywall.com

92% resp. New to directory

Quality Wall Systems

ngarcia@qualitywall.com

88% resp. New to directory

Coastal Drywall

pmartinez@coastaldrywall.com

83% resp. New to directory

BuildRight Interiors

radams@buildright.com

78% resp. In directory

Cancelled — agent will skip this task

notifications_active

Send reminder to 3 Plumbing intents

Today, 2:00 PM · Auto

Expected: +1–2 bids · deadline in 5 days

Valley Plumbing Co

dbrown@valleyplumbing.com

88% resp. In directory

Green Pipe Systems

awhite@greenpipe.com

84% resp. In directory

Metro Plumbing

ctaylor@metroplumbing.com

81% resp. New to directory

Cancelled — agent will skip this task

expand_more 2 more queued for later — all auto

Completed · Today

check_circle

Sent morning digest to Graham Davidson

7:14 AM today · Done

3 actions queued · 1 needs your OK

check_circle

Scanned PlanHub network for HVAC matches

6:55 AM today · Done

Found 8 vetted subs across 3 projects

Completed · Yesterday

check_circle

Sent nudge to Pacific Power Contractors

4:02 PM yesterday · Done

Electrical · Lakeview Mixed Use

check_circle

Posted Lakeview Mixed Use to PlanHub directory

9:00 AM yesterday · Done

Reached 1,240 HVAC & MEP subs in network

Scout Status

Scout is active

Scout automatically monitors and manages your bid outreach

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