Revised Checklist
I have gone back and revised my previous Excel spreadsheet for importing into HeavyBid to setup the Checklist feature. On a recent HeavyBid update the Checklist is now floating, that is it can be opened up and used while in the TreeView for example. Refer…
Favorites & Opening HeavyBid Tab Options
Want a quick way to get to your frequently used HeavyBid routines? For example, when I am training a new customer I am constantly making them go to Tools>Preferences>…… But with Favorites on the Ribbon Bar, I got right to the routine they need. Such…
Component Pricing in HeavyBid
When I started showing this feature I was surprised how many contractors can use this, especially ones that quote work to the power and utility companies. I have been in trainings with estimators practically give me a standing ovation when I teach them how to…
Holding Accounts & Self Perform Work
This is one of those blogs that probably most estimators using HeavyBid won’t know what I am talking about but there are those users that setup Self Perform work with Holding Account activities. So if the sub is selected more than likely the holding account…
HeavyBid in Dark Mode
I was at a customer site and one of the people I was training asked if HeavyBid had a “Dark” mode. If you don’t know what “Dark” mode is, it was recently rolled out for IOS (Apple) products. What this mode does is reverse the…
Fields to Populate in HeavyBid
I am seeing a lot of estimates recently where estimators are not filling in critical fields in the estimate setup. In NEW ESTIMATE>ESTIMATE INFORMATION on the first tab the location of the project address should be filled in or if there is no address the…
How to access the NEW Pre-Construction App
I have been seeing a lot of interest in the new web app HCSS is rolling out which will assist you in tracking potential projects. It was introduced at the last UGM. You can try it out now for no cost, but the catch is you…
Check Estimate in HeavyBid
At least 50% of the existing HeavyBid users that I train do not use (or even know about) the Check Estimate query. Here are some things that this will find for you: Priced biditems that are priced less than total cost Priced biditems that are…
Cross Estimate Analysis Report
I find that a lot of estimators don’t know about this report. I think HCSS could put this in a better location so that it is more easily found. The same report can be found in SETUP>SYSTEM WIDE MORE and it is called “Estimate Management”…
Replace Crew Feature V2019
This is one of the new features of Version 2019.0 that you might have missed. The replace crew feature has been around for a long time allowing the estimator to swap out one crew for another. But the issue was it would also replace modified…
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