For new users I train I usually setup their Master estimate prior to my arriving at their office. To encourage them to use the note field I put the following notes (see below) in the pre-build master. Many users ignore the Lat/Long fields or Address and Bid Date. Bid Date is especially critical in HeavyBid as for many search options it has the Bid Date option. Take a look at your master estimate and see what input you can put in your Job Note to use this critical field.