First things first, you’ll need both HeavyBid and HeavyJob. If you just implemented HeavyJob and want to include past production history in your search as well, we can import quantities, hours, and budget summarized by cost code into HeavyJob from your accounting software. Moving forward, the binoculars will pull your robust HeavyJob project data in.
Let’s say you’re estimating excavation and think you can do 1,000 yards a day. If you’re using consistent activity codes, one click to the binoculars says you’ve averaged just 750 yards a day on the last four or five jobs, so you can adjust your estimate to be more accurate and include the historical information in your notes, so you’ve got proof of why you’re estimating differently.
If one of those jobs shows you did deliver 1,000 yards a day, just one more click will drill into that job and show you the equipment and crew that worked each day on that activity, so you can match your estimate to the crew makeup that delivered the best.
If you don’t have a consistent codebook across HeavyJob and HeavyBid, you can still take advantage of the feature by keyword searching. Typing bulk excavation will pull up all cost codes from HeavyJob whose description has that phrase. You can also use wild cards: typing bulk exc* looks for the word bulk, followed by any word starting with ‘exc.’
If you don’t have this feature turned on yet, you’ll need two clicks to get it running: one checkmark in system preferences and one in credentials. The production history button is available in all versions of HeavyBid, including HeavyBid/Basic.