So lets say your company has four HeavyBid licenses and they stay pretty tied up. Wouldn’t it be nice if someone like a PM or owner could print some reports on an estimate without getting into HeavyBid (and having to force someone else off)? This is now available in HeavyBid (Advanced and Comp Versions) and it’s easy! All it requires is the following:

  1. 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.
  2. 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 or setup in the Master Estimate.
TOOLS>PREFERENCES

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.
https://hbinsights.hcssapps.com/ . Again call Tech Support and they can lead you through the steps.