Come train with me in sunny St. Petersburg FL!
I have had a dream for a couple of years now to offer a training in Florida near my house where estimators can train during the day and then enjoy the beaches and atmosphere of St. Petersburg with their families (or simply as a company)…
Critical HeavyBid Information
I presented this course in the 2017 UGM. The information is still applicable so I am posting it for download. Every company should develop its own “best practices” for HeavyBid and estimating in general and while this is not a best practices manual it does…
Copying from Other Estimates – A Discussion
This is not a blog on how to copy from other estimates but one that asks why are you copying from other estimates? I see many HeavyBid customers whose workflow is this. Create all the Activities (or Biditems) by going out to previous estimates and…
How to Access HeavyBid Tutorial
I get emails sometimes from companies saying that did not get HeavyBid launched successfully for one reason or another and what can they do? First make the commitment that Heavybid will not become expensive shelfware. I suggest this, complete the HCSS HeavyBid tutorial. HCSS has an…
Search Biditems or Activities by Description in Tree View
This might not seem like a very useful feature until you have hundreds of biditems or activities. In the TreeView and on the biditems right-click and you will get a pop up screen that has two radio buttons. One is searching on Biditem description and…
HeavyBid Path to Success for a New Customer
HCSS recently put this out. It is a good guide for a new HeavyBid customer. LINK HCSS Academy is not mentioned in the document but is an excellent source also for videos on HeavyBid subjects. The list of videos will grow and I expect the…
HeavyBid Cheat Sheet
Long ago when you purchase HeavyBid you received a box. In it was the program disk (or disks depending how long ago it was), VHS tapes on how to install HeavyBid and some tutorials and a laminated tri-fold cheat sheet. This is my version of…
Estimating Mistakes Using HeavyBid that I See
I am usually in one or two contractors offices a week. I see some using HeavyBid very well and others not so much. The worst cases are the ones I just hear about because the company doesn’t train their estimators on best practices of HeavyBid. Here…
Checking your HeavyBid Calendars and Work Rules
When I am training a company already using HeavyBid one of the first items that I review are the Calendar and Work Rules Setups. A few basic setup features that should be reviewed are as follows: 1. Make sure all your work rules are setup…
Options-Quote Folders Must Do
Be sure to activate the option in quote folders to show the additive quantity in the information grid so you don’t have to look at the bottom of the screen to see the quantity. There is plenty of room, so be sure all of your…

