HeavyBid Classroom Training
If you have estimators who are new to HeavyBid or estimators who want to take their product knowledge to the next level, classroom training is a great solution.
HeavyBid 101
Learn how to use HeavyBid. We’ll cover all the essentials – from basic setup to bid review and bid closing – in this introductory course.
HeavyBid Overview:
• System Data vs. Estimate Data
• Codebooks
• Master Estimate vs. Library Estimate vs. Estimate
• Bid Cost vs. Bid Price
• Codebooks
• Master Estimate vs. Library Estimate vs. Estimate
• Bid Cost vs. Bid Price
Estimate Building:
• Adding Biditems
• Adding Activities
• Adding Resources/Crew
• Calculations/Assemblies
• Quick Entry
• Adding Activities
• Adding Resources/Crew
• Calculations/Assemblies
• Quick Entry
Bid Summary:
• Calculate Costs/Markup
• Learn how to Spread Markup
• Create Spread Overrides
• Learn how to Spread Markup
• Create Spread Overrides
Master Estimates:
• Labor
• Equipment
• Biditems
• Materials
• Calendars
• Overtime Rules
• Workers Comp
• Equipment
• Biditems
• Materials
• Calendars
• Overtime Rules
• Workers Comp
Quotes:
• Create Quote Folders
• Pull in Vendors
• Apply Vendor Prices to Estimate
• Pull in Vendors
• Apply Vendor Prices to Estimate
Bid Pricing:
• Modify Bid Prices
• Make Adjustments
• Discuss Bidding Practices
• Make Adjustments
• Discuss Bidding Practices
New Estimate Creations:
• Create a New Estimate using the Master as the source
Estimate Reviews:
• Review Bid to find Errors
• Create Checklists and Correct Errors
• Audit Trail
• Create Checklists and Correct Errors
• Audit Trail
Reports:
• Cost Reports
• Summary Reports
• Estimate Recap Reports
• Bid Proposals
• Summary Reports
• Estimate Recap Reports
• Bid Proposals
HeavyBid 201
Learn how to bid more efficiently. This class is designed for those who know the basics of HeavyBid and would like to take advantage of more advanced features.
Setups:
• Code Structure Importance
• Labor, Equipment, Materials Best Practices
• Advanced Equipment Setup
• System-wide Quote Folders
• System-wide Display Options
• Preferences
• Labor, Equipment, Materials Best Practices
• Advanced Equipment Setup
• System-wide Quote Folders
• System-wide Display Options
• Preferences
Estimate Entry:
• Calculation Routines
• Activity Codebook use
• Biditem Codebook use
• Estimate Review
• Material Changes
• Activity Codebook use
• Biditem Codebook use
• Estimate Review
• Material Changes
Bid Closing:
• Spread Overrides
• Markup Differences
• Handling Alternates
• Pricing Strategies
• Bid Proposal Options
• Markup Differences
• Handling Alternates
• Pricing Strategies
• Bid Proposal Options
Biditems:
• Holding Accounts
• Parent Child Relationships
• Subtotals, Headers, and Proposal Notes
• Summary Groups
• Parent Child Relationships
• Subtotals, Headers, and Proposal Notes
• Summary Groups
Quote System Automation:
• Quote Folders
• Vendor Setup
• Regions
• Products
• Vendor Setup
• Regions
• Products
“I was amazed at how much I picked up, learned again, and found easier ways. It was a pleasant surprise as to how useful this time was spent.”
– Michael Roche, The Joy Company
Pricing
Houston
City Trainings
Online
1 Registrant:
$1050
$1275
$850
2 Registrants:
$1025 per person
$1250 per person
$825 per person
3 Registrants:
$1000 per person
$1225 per person
$800 per person
4 or More Registrants:
$975 per person
$1200 per person
$775 per person
Upcoming Dates
Frequently Asked Questions
Please bring your laptop and any laptop accessories (charger, mouse, etc.). Note: If you plan to attend training with a MacBook, you must have software pre-installed that allows you to operate in a Windows environment.
The training is two days long.
7:30-8:30 AM - Registration and breakfast
8:30-11:30 AM - Training
11:30-12:30 PM - Lunch
12:30-4:30 PM - Training*
*Training tends to end earlier than 4:30 PM on the second day
8:30-11:30 AM - Training
11:30-12:30 PM - Lunch
12:30-4:30 PM - Training*
*Training tends to end earlier than 4:30 PM on the second day
No. Prior to the start of training, we will send you a download link and instructions on how to install a temporary training version of HeavyBid. Ideally, you should have this installed before the first day of training.
After you register, you will receive an email with information on how to book your hotel room at our negotiated rate.
Register
If you have any questions regarding HeavyBid Classroom Training, please contact us at events@hcss.com. If you are looking for other HCSS events, check out Events page for a full list.
Learn best practices and network with others in the industry.