Heavybid Cheat Sheet
I have posted this before. This is my one page HeavyBid cheat sheet. In the future I will work on page 2 of this sheet which will have more best practices.
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…
HCSS Projects: Admin vs User
I want to make a quick psa. My son and I recently noticed that his version of HCSS Projects is very different than mine. I have him designated as a user and I’m the admin. The user profile can only enter data in a form…
Resources in a Crew-Why?
One setting that you want to set in HeavyBid is found in Tools>Preferences>System Preferences?>Setup. It is the option to “Do not prompt for material resources to be added to crews”. This should really be checked as a default setting by HCSS but easy enough to…
HCSS Academy Courses
I try to keep updated on the postings on the HCSS Academy site. A highly recommended feature that HCSS rolled out several years ago that every HCSS user (not just estimators) should take advantage of. I just noticed that the UGM 2019 courses that were…
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…
Getting back into the Office
Returning to the office doesn’t have to feel like hitting the unpause button. This time away can be used to better your company and the estimating department in many ways. Here are a few suggestions: Keep open communication. Hopefully, while you have been isolated you…
HCSS Article – Is My HeavyBid Setup Correctly?
This is a good article from my friend Ray Zanon with HCSS. When I do a coaching session or come to your office I have a checklist of items that I go through so I can do an in-depth check of your HeavyBid setup and…
Advice for Growing Construction Companies
This month marks 10 years since my return to HCSS as a software trainer. In my travels visiting over 1,000 companies, I came in contact with many that are experiencing rapid growth. They were once under $10 million a year in revenue and now are…
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…