Export All Quote Folders to One Excel Spreadsheet
You get done with an estimate and want to export all the quote folders with vendors/sub quotes to one Excel spreadsheet. Maybe it is for the job handoff or for a bid review. Before you export a setting has to be adjusted first in Excel….
New Tree Bid Item Filters in V2018
V2018 has many very cool features. One of these is the way to filter just Direct Biditems and then not show Non-Additive items in Tree View. So if you have an estimate that has a lot of Non-Additive biditems you can filter your tree view…
Version 2018 HeavyBid – New Archive Estimate Feature
I love this new tool. Most of the users probably like me were probably not looking for the feature but once introduced it is like “where was this all my life?” But you have to determine how best to use it. Plan how you are…
Cost Report Plus – Start Using It
I understand the resistance to using the Reports + cost report over the Classic cost report but here are the advantages of this report: It will show all cost types (this is difficult to do in the Classic) New subtotals work (they won’t work on…
Small Projects Estimate
Sometimes creating an entire estimate for a one bid item project can be complete overkill. This suggestion comes from many years (back in the DOS days) that still is valid today. Consider for small estimates (one bid item) creating an estimate that will contain a…
Using Alternates – UGM 2018 Course
I taught this class at our 2018 UGM. Download the PDF of the Powerpoint of this course with this LINK.
Estimate Review Workflow – Do it Better
Want to change your estimate review procedures for the new year? Tired of seeing errors creeping into your estimate and then not finding it until after the bid is submitted? Try the following: Start requiring estimates to be completed with plugged subs and material prices…
% Efficiency-Worth Your Consideration (Comp Version Only)
I am not sure why more companies don’t use the “% Efficiency” feature (Comprehensive Version Only). It adjusts the crew hours based on any productivity. Here is the math of the feature. Calculated Crew Hours x % Efficiency = New Crew Hours so 80% efficiency…
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…
Milestones in Audit Trail – Make a Milestone Backup
The Audit Trail (Comp Version Only) allows setting of a milestone. First if you have a the Comprehensive Version of HeavyBid and don’t know what the Audit Trail is then call HCSS Tech Support and have them show you how to turn it on. Highly…
HeavyBid – Basics and Beyond is devoted to everything HCSS HeavyBid and estimating. Updated regularly with helpful insights and tools of the trade, this blog is designed to make your estimating easier and more successful.
