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What is a “Relationship Status” for a company?

Written by Jen Gadus

A relationship status is a label you assign to a company in Riffle to reflect your working relationship with them. It helps Riffle understand which partners matter most to your business, so it can prioritize incoming projects more accurately.

Where you’ll see relationships

Relationship status badges appear in several places across Riffle:

  • Project Invites & Opportunities: below the name in the “Company” column, so you can quickly see who's inviting you.

  • Project Overview: in the “Bidders/GCs” section and in the “Priority Match Criteria” card, where it factors into your project's priority score.

  • Companies: in the “Status” column of your company list and inside the company detail panel.

  • People: in the “Company Status” column of your people list

⚠️ Although you'll see relationship status badges throughout Riffle, you can only edit them in the Companies panel.


The four Relationship Statuses available for any company

Relationship Status

Result

Explanation

Preferred

These are your most trusted partners whose ITBs you would almost always prioritize. You’ve probably bent over backwards for these guys more than once!

Good

These are reliable partners you work with regularly but may not always choose over others.

Problematic

These companies have a history of being difficult to work with. Maybe they repeatedly pay late, communicate poorly, or just don’t fit the mold of your ideal customer.

Do Not Bid

The are companies you do not want to work with at all. Whatever the reason is, you want to avoid doing business with them.

Empty/Blank

No relationship status has been added yet; these partners are treated as neutral.

How Preferred partners affect scoring

Riffle adds 2 points to the score, effectively making projects from Preferred partners the only ones that can be rated as "high" depending on your other preferences.

How Good partners affect scoring

Riffle adds 1 point to the score, making any project from a good partner a "mid" or "low" priority, depending on how other factors match.

How Problematic partners affect scoring

Riffle subtracts 2 points from the score, effectively setting its priority to Low, regardless of how well the other factors match. Riffle will never hide the project from you from you but an admin can choose whether or not to automatically decline ITBs from Problematic partners by visiting Settings → Project Preferences.

How Do Not Bid partners affect scoring

Riffle automatically archives new ITBs from Do Not Bid GCs. You will not see them in your Project Invites, only the Archive. These projects do not get scored.

How Unmarked partners affect scoring

There is no requirement in Riffle to add these statues to any partners. Companies without a status are treated as neutral, neither adding nor subtracting any points from the project priority score.


How to set a relationship status

To set a relationship status to Preferred, Good, or Problematic, the company has to be added to your Contacts. Ensure the company you are trying to flag is added to your contacts list by looking for known company names (underlined) vs. unknown company names (not underlined).

  • Open a Contacts panel by pressing any known Company name.

  • Make a selection in the "Company Relationship Status" section within the panel.
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  • Confirm the change in the dialog that appears.

⚠️ Only owners and admins mark a company as Do Not Bid. To set that status, owners or admins should go to the Settings: Project Preferences page and scroll to the bottom of the page to see the Do-Not-Bid List.


Why Relationship Statuses Matter

Tagging your partners allows you to quickly filter through hundreds of incoming ITBs and see only those from your favorite partners; but more importantly, unlocks Advanced Scoring. The more partners you tag, the more useful your priority scores become. Without any partners tagged, Riffle can only score projects based on trade, project type, and distance.

⚠️ If your team updates (or adds) a relationship status for a company, Riffle won’t "re-score" existing projects with that company. Only future projects will be scored according to any updated settings.


💡 Tips for Relationship Statuses

  • Start by tagging the companies you work with most. Even a handful of tagged partners will improve your priority scoring.

  • Review your statuses periodically. Relationships change, and a Problematic partner might improve, or a Good partner might earn Preferred status, over time.

  • Your whole team sees the same statuses, so coordinate with your estimating and project management teams when tagging.



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