New Feature – 2022.2 Quote Folders
This is a new feature that I think at least some estimators will appreciate. Before this latest release, there was a way to force the material resource not to combine in Quote Folders, but it was tedious and somewhat obscure. Now it is just a…
Subcontract Bond Calculation- Quotes
In the Quote Folder you can apply a bond percentage to a subcontract but be aware of how the calculation work. It is not what you expect and most likely once you realize how the bond is calculated you will want to use another option…
Quote Folder Automation – Youtube Video
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…
Quick Sub/Material Entry
I did this Youtube video long time ago for HCSS but it the routine has not changed. Routine is still useful especially when you have a lot of bid items with the same sub resource. LINK Also useful for pulling up a sub-resource that is…
Copy Option Improvements
Copying from other estimates is a huge feature in HeavyBid but if you are not aware there have been some recent changes. I highly recommend that you take the time and review the changes over the last 6 or so updates and make sure that…
Settings in Quote Folders
If you are new to quote folders there are a few settings that you should consider setting up. These are user specific so everyone on the team would have to do this individually. Go to Quote Folders and enter on an existing quote folder for…
Subcontractor Scope Adjustments in HeavyBid – Video
One of the major issues putting together a good estimate is taking into account the costs of exclusions for Subcontract items. It can get complex trying to get accurate costs comparisons as each subcontractor for the same folder can be very different on what they…
Optional Setting – Quote Folders
In Quote Folders there is a function that requires the estimator to update the quote folders from the current estimate information. It is called “Estimate has Changed“. The default is that it will show you only the actions that can be modified. For example the…
Minority Goals in HeavyBid – Settings
If their is more than one minority goal for the project and/or subs/vendors qualify for more than one goal then there are some issues you need to consider. Here they are: If the minority type for the estimate doesn’t exist, add to the list in…
Cost Types – Setup for Quote System
In TOOLS>PREFERENCES>ESTIMATE PREFERENCES>COST TYPE SETUP you can setup additional resource cost types (Adv + versions only). It can be confusing what the check boxes do next to the setup. If checked HeavyBid will consider each resource beginning with that number as a subcontract. Therefore it…
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