If there is one module that is often ignored in HeavyBid setup it is the Vendor Contact System. A little quirky (where is the save button!) and I think it needs some updating but the benefits are huge in getting this setup and setup correctly. Here is what this module can do for your team.

  1. Gives a common contact system that all the estimating team uses and updates. If everyone is diligent in keeping this updated it is the go-to source for phone numbers and names.
  2. Connects to the Quote Folders in HeavyBid and if set up correctly can quickly populate the folders with vendors or subs.
  3. Connects to the fairly new vendor solicitation module. You can send out a notice to everyone or a filtered list that you are going to be bidding a project.
  4. The HCSS HeavyBid team is working on a web-based quote system that will connect to this list of contacts and you want to be ready for this knockout feature.
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My company can take your Excel export for your contacts, revise it and import it into HeavyBid. Contact us if you want a quote for this service but this way you get it designed correctly so that the product codes and vendor types work as intended.