New HeavyBid User – Study before Training
I recommend new customers study this portion of the HeavyBid Tutorial before a trainer arrives. Now the new customer does not have to do the tutorial itself (it would also help) but at least the trainer can assume the basics have been covered and can…
Book – “Managing the Profitable Construction Business” by Thomas Schleifer …
I would recommend this book for any growing construction company that is open to learning from mistakes of other contractors. This book address the author’s experience with construction companies in financial trouble and how they got there. It also includes success stories and while not…
Creating a Conformed Estimate
What is “conforming” an estimate? You might not be familiar with the term. A “conformed” estimate is just an estimate copied from the original and modified after the project has been awarded. Here is the workflow model. First you estimate the project. At the conclusion…
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…
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…
View Accounting Budget Import Settings
HeavyBid will export a file that can be imported into most Construction Accounting software programs. In the accounting program settings there is a one time mapping that usually has to be set. HeavyBid will export these settings to make this mapping easier. The map will…
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…
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.
HeavyBid Keyboard Shortcuts – 2018 UGM Course
Here is a course I taught at this year’s UGM. Keyboard shortcuts can really increase your productivity in HeavyBid, especially in Tree View LINK
Understanding Productivity Factors – 2018 UGM PP Presentation
This Powerpoint presentation is from the 2018 UGM course “Understanding the Math behind Productivity Factors” that I did. It is critical that estimators understand how the math works for each one of these factors. I always tell new users that HeavyBid doesn’t use anything more…