Access HeavyBid Reports from Insights (Web Based)
Insights, Setup HeavyBid, Try New Things, Uncategorized
So
Person who wants the report has to have HCSS credentials setup. Easy to do – call HCSS Tech Support (no charge for setting up someone and it does not have anything to do with the number of licenses). If you use HeavyJob then most likely most users have credentials already.- Estimates do not have to be archived to have access for the Cost, Cost & Price and Estimate Recap Reports. But each estimate will
tagged to upload to HeavyBid Insights. This setting can be an estimate by estimate basis orsetup in the Master Estimate.
Every time a Summary is run then the estimate data will be uploaded to Insights. All someone has to do is go the web address now which will your companies Insight web address and enter in your credentials.