Quote Folder Automation – Youtube Video
Productivity, Quote System
Here is an excellent video done by Aaron Allshouse with HCSS. There are videos on the Academy also but Aaron is one of the best in terms of general knowledge of HeavyBid. I don’t see why companies don’t have quote folders set up to generate and populate with resources automatically. Manual creation is a good way to make errors and what is the advantage of manually creating the folders anyway? And doing it for every estimate? The answer is there is no advantage. An estimator’s time is better spent elsewhere in the estimating workflow.