Master Estimates – How Many Do You Need? Part 2
You need multiple labor setups but multiple master estimates can be difficult to keep synchronized. A better solution is to create one master with the labor, equipment, crews and default settings and then copy in labor rates from a Labor Master for each estimate that…
UGM 2015 Class Notes
I taught three classes at UGM and my notes are detailed enough that you can glean some good information from them even if you were not at UGM this year. If you want the native powerpoint presentation just email me. These notes would be good…
HeavyBid Youtube Help Videos
The staff and I have been working on help videos for HeavyBid. These are quick videos that should help develop new skills in HeavyBid. Eventually this will be linked to directly to the videos when you press Help (F1). Maybe late 2015 but for now…
Checklists in HeavyBid
There is a checklist function in HeavyBid. You can add categories and checklist items inside HeavyBid but it is easier to plan out the checklists in Excel. Click on this LINK (and then upper right of screen click on arrow) to download my starter checklist spreadsheet that you…
Documents for Training
These are three documents that anyone can benefit from but mainly intended for companies that I am going to train. The link is for the following documents. 1. HeavyBid 101 booklet – good reference especially if you just want to go through a simple estimate….
Equipment Setup – Fuel Usage Component
For contractors setting a price for estimating purposes for equipment is a daunting process at best. With the price of diesel dropping in the last few months consider if you have not done so developing your EOE based on a fuel usage per hour. Then…
Accounting Software – Visual ContrAcct
I am not endorsing this but I did a training in Chicago and the contractor recommended this accounting software. They said the support was excellent which is something of a rarity among accounting software companies. Quickbooks is great for a startup but it has a…
Quote Folder Adjustments and Bid Quantity/Takeoff Quantity Differences
This is an advanced topic but one that estimators doing large at risk estimates should be aware of especially if there are significant bid quantity/takeoff quantity differences. First there is a setting in Tools>Preferences where you can set if bid quantities are desired to come…
Bond Routine – It Does Work Correctly
In the Summary routine the bond routine calculates the bond on the balanced bid price. It is not basing the bond on the bid price in the pricing screen but instead it is on the balanced price in the Summary. So you might question why it does…
Quick Parent Child Relationship
If you setup Biditem Parent-Child relationships you should try the “Quick Parent-Child Relationship Setup”. It brings up a dialog box where you can simply drag and drop child items into Parent Biditems without even setting the biditem as a Parent (dragging it to a biditem…