The Network FAQ

1. About the Network
   1. What is the E1 Network?
   2. Where can I access the E1 Network?
   3. How can I find relevant companies on the E1 Network?
   4. What information can I find in a Company Profile?
   5. How does the CRN retrieval work?
   6. What does the ‘Retrieved’ date mean in the CRN section of a Company Profile?
   7. What do the different statuses next to the CRN in a Company Profile mean?
   8. How do I connect with a company on the E1 Network?
   9. What are the different types of companies on E1?
   10. Can I edit company profiles on the E1 Network?
2. Connecting your Address Book with the Network
   1. Why connect a company from the E1 Network?
   2. How do you create a connected company?
   3. How can I match subcontractors from my Address Book with the E1 Network?
   4. What actions can you take with a connected company?
   5. Can I add notes to a connected company
   6. Can other companies or contractors see my comments, updates or changes to a company or connected company?
   7. Where can I find my connected companies?
   8. What does it look like if I have a connected company?
   9. Can I remove a connected company?
   10. How do I know I am seeing the most up-to-date information from the Company I have connected with?
   11. What happens if a Company does not have an E1 account?

About the Network

What is the E1 Network?

The E1 Network is a vast directory of thousands of subcontractors and suppliers on E1.

The Network improves quote coverage, facilitates smarter company selection, and enhances your Address Book with detailed profile information.

Connected profiles are automatically updated with details published by the company, so your data is effortlessly maintained.

Where can I access the E1 Network?

You can access the E1 Network through the Network tab.

How can I find relevant companies on the E1 Network?

First, select a trade from the dropdown menu. You can then apply filters to narrow down your search for companies on the E1 Network, we recommend setting the location as a minimum.

You can filter by trade, location (including mile radius), contract size, number of employees, and project category.

What information can I find in a Company Profile?

Company profiles on the E1 Network provide a wealth of information to help you make informed decisions. You'll find details such as:

• their recent activity on the platform

• CRN

• location

• trades

• the project categories they work on

• contract size they typically perform

• number of employees

• a company description

• primary contact information

• office locations

• and a list of completed projects.

How does the CRN retrieval work?

E1 will use the CRN from a Company Profile to retrieve associated details from the Companies House page (UK) or Companies Registration Office (IE).

It’s important to check and verify that the business details match the expected company information as part of your suitability assessment when engaging with new companies.

You can view the retrieved information by clicking ‘Show details’. The results are drawn directly from the Companies House or Companies Registration Office sites, and you can click the page link to be taken directly to the results page.

What does the ‘Retrieved’ date mean in the CRN section of a Company Profile?

The retrieved date is unique to each user, and reflects when we’ve been able to retrieve information from the Companies House or Companies Registration Office page.

What do the different statuses next to the CRN in a Company Profile mean?

• Show details - we have found a match on the Companies House or Companies Registration Office page. Click ‘Show details’ to reveal the retrieved details

• CRN could not be found in the Companies House register or Companies Registration Office register - no results were found on either site for the noted CRN

• An issue prevented us from checking this CRN. We’ll try again later - a technical issue preventing a successful CRN look-up, we recommend refreshing the page a couple of times, but if the issue persists please reach out to our support team - support@estimateone.co.uk

• E1 does not currently check company registration numbers for this country - E1 currently only searches UK or IE issued CRNs, and does not perform a company identification number issued in other locations

• Checking the CRN - E1 is attempting a retrieval from the Companies House or Companies Registration Office page, a result or alternative message above will be displayed shortly

How do I connect with a company on the E1 Network?

Once you've found a suitable company, you can connect with them by clicking the ‘Connect’ button on their profile. This allows you to start sending them project enquiries, and receive automated updates to their profile information.

What are the different types of companies on E1?

There are 3 types of company relationships on E1

• A Connected Company - This company exists in both your Address Book and the E1 Network.
  • You will receive automatic updates to the company-managed data when a company makes changes to their details

  • Your internal information will not be affected by any changes made by the company

  • You can send an enquiry to a connected company for a quote and issue correspondence

  • A connected company can be identified on the E1 platform by the blue icon:

• An E1 Network Company - This record is in the E1 Network, but is not yet in your Address Book.
  • This record is a published profile by a company in the E1 Network

  • They are created by registered companies on E1 looking to create relationships with contractors

  • You are not currently connected to this company and cannot send them an enquiry or issue correspondence without connecting with them

  • An E1 Network company can be identified on the E1 platform by the grey icon:

• A Company - This record exists solely in your Address Book, and any information or contact details are visible to and maintained entirely by your team.
  • You can send enquiries to a company from your Address Book and issue correspondence

  • Note that the company may also have an E1 Network profile that has not yet been matched with your records

  • There is no icon associated with this type of record

Can I edit company profiles on the E1 Network?

You can edit some fields on a connected company profile, but only those maintained by your team. Any additions or edits you make won’t affect the company’s public profile, and are only visible to you and your team.

You can update information such as company name, trades, and contact details, as well as add notes and attach files. Fields maintained by you are highlighted in blue.

Connecting your Address Book with the Network

Why connect a company from the E1 Network?

Connecting companies to the E1 Network ensures that contact and company details are maintained and updated automatically. The Network company is integrated with your Address Book details so you have enriched data to make informed tendering decisions.

How do you create a connected company?

You can create a connected company by:

• Connecting with a company found in the E1 Network

• Matching and connecting an existing Address Book company with an E1 Network company. E1 will find and suggest matches in the E1 Network for you to connect with.

How can I match subcontractors from my Address Book with the E1 Network?

E1 suggests matches between your Address Book and the E1 Network, you’ll see suggestions in a banner at the top of the profile. You can review these suggestions and confirm matches to create connected companies. Once connected, you'll have a richer, automatically updated profile to aid in decision-making when inviting and awarding work.

You can also perform a bulk review and match of companies in your Address Book under Address Book - Connection Suggestions.

You’ll see a list of all suggested matches, and can ignore or confirm connection of the matches in one place.

What actions can you take with a connected company?

• Send and enquiry and issue correspondence

• Review and collate data on the company’s engagement with enquiries

• View their project history & relationship information

• Add additional, private information about the company (visible only to your team)

Can I add notes to a connected company

Yes, you can add and edit your own information on a connected company; this information is only visible to your organisation. The data that is published by the company cannot be edited by your team.

Can other companies or contractors see my comments, updates or changes to a company or connected company?

No, only people within your organisation can see any information you have added to a company or connected company profile.

Where can I find my connected companies?

Connected companies can be found in your Address Book tab. They can also be found on the Network tab, look for the blue icons, or apply the ‘Address Book’ filter in the relationship section

What does it look like if I have a connected company?

A connected company can be identified on the E1 platform by the blue icon.

Immediately after you have connected you will also see this banner at the top of their profile.

Connected company profiles will display the most recent version of a profile. Changes made by the company are automatically refreshed so they are always up to date.

You can add and maintain your own internal notes and information on a profile, which will remain unaffected by any data refreshes.

Can I remove a connected company?

There are 2 options to remove a connected company, depending on whether the company already existed in your Address Book.

• If you already had an Address Book entry for a company and connected a company from the E1 Network, you can remove the connection and retain your Address Book entry. Click the three dots in the top left of the company profile and select ‘Remove Connection’. The company will remain in your Address Book but only notes and updates maintained by your team will be possible.

• If the company was a new connection (they didn’t already exist in your Address Book), you can remove them by selecting the ‘Archive Company’ option, they will no longer be visible in your Address Book.

How do I know I am seeing the most up-to-date information from the Company I have connected with?

A Connected Company will be automatically updated by E1 without overriding your information, and is updated as soon as the company makes a change.

The most recent information will be available each time you view them, and the banner at the top will note when the profile was last updated.

What happens if a Company does not have an E1 account?

Companies that don’t have an E1 account will not have a company profile for you to connect with.

You can still create an Address Book entry for them, however it will not be automatically updated.