Pre-Construction Webinar - An Intro to Pre-Con & Using it with HeavyBid (April 2024)

And Aaron sorry. That Aaron and his team have been working on. And so in this part, we're going to be looking at, what you can do with the intersection of heavy bid and precon. There's There's going to be a little bit of a a reminder of what precon does and some of the ways that you can use some of those fields together. So this is the intro to precon and using it with heavy bid. Agenda for today. First off, there's a little bit of HeavyBid prework that has to be done in order to have HeavyBid work well with Precon. So we'll briefly go over that. I would recommend contacting support if you have questions on it. They can walk you through the process, depending on what version of HeavyBid you have, whether you're on twenty twenty two, twenty twenty three, twenty twenty four, and they can show you how to, get it set up. Next, we'll look at what is precon in general, and what can it do, including the project tracking, contacts, and estimate insights elements of this. So let's get started. First off, the prework in HeavyBid. So I'm inside HeavyBid right now. Let me see if I can pull up these chat messages. Awesome. Okay. Inside HeavyBid right now, under tools and preferences, we can go down to system. And, hopefully, this pop up box is showing for you guys. I'm showing the entire screen. But if not, inside of preferences, under system preferences, under web applications, I'm gonna go to estimate archive slash history, and we need to make sure that this is enabled. What this does is make sure that the estimates and the bids that you are putting inside of HeavyBid that you're creating there are able to be sent over to preconstruction. Without this, there's no way for Precon and HeavyBid to talk, so we need to make sure that all of these are able to be sent up. The other thing that we need to do is make sure that we are actually sending them. So this enables them to be sent, and then we need to make sure that we are either syncing or archiving these estimates. Quick refresher on the difference between the two of those. Archiving is an estimate that you are no longer working on. You've set it to archive, so it's not showing in most of the things that you're doing inside HeavyBid unless you specifically, recover that, yeah, recover the archived estimate. And syncing means that you want to be able to take the information that's in HeavyBid, on that estimate that is synced and that it is sent over to, precon. So the easiest way to do that on an estimate by estimate basis is under file. You can see where it says estimate history here up at the top. We can either archive or sync. There are also ways to do this in bulk. Again, if you have questions on how to do the setup part of this to make sure that your estimates are coming across and going into estimate history, which is what Precon uses, you can talk to support, and they can walk you through step by step with your particular system and your particular setup. So now that we've looked at the prework there, let's go ahead and switch back here, and we're going to move into precon. So, this is precon dot h t s s apps dot com. You'll need to log in with user credentials that have access to Precon. Again, if you don't have that, feel free to reach out to support. They can walk you through. It's like four clicks or something. It's very easy to get set up, and start sending your information over. The one that we're looking at right now is just based Precon, and let's take a second to talk about what Precon is. So Precon is a preconstruction software that allows you to track potential, upcoming, in progress, and completed projects, all the way from, hey. I I heard about this project from a buddy, and I think it might be worth looking into, do we want to even create an estimate or go through the bidding process on this, all the way through to it's already been finished. We're in the the final financial stage of this, and we just wanna keep track of where it is in that process. It also gives you the power to run analysis on current and past projects. So So this will help you understand why bids are won or lost and which ones are worth going after in the first place. We'll take a look at that later on in the estimate insights section of precon. So first off, inside precon here, we have projects. Projects are available to be done without HeavyBid. You can do this entirely separately and track the the different pieces in here. Let's take a look at what's inside a project. Here, you can see a list. We have it formatted nicely by bid date, so I can see all the ones from twenty nineteen, then all the ones from twenty twenty, all the way up to twenty thirty five. And I can expand each of these to see the status of them, as well as the type of work that's included. You can adjust this and customize it quite a bit, by rearranging columns, adding in columns, deciding what sorting order you're doing, all sorts of stuff like that. And as I said, all of these are just individual projects that you can link to estimates from HeavyBid. So real quick, I have an example one here. Let me copy this over. Just kidding. Let me switch over to basic project list and try this again. Here we go. So this is an example, project that you might have inside precon. We have a bunch of different fields in here. Some of these, such as the project name, and the project status are in by default. These are ones that we provide to you because we found they're useful to, the vast majority of our customers. But you can also add in all sorts of different things that are specific to your company. So here, for instance, we have the owner's estimate. This is just a number that I, as the senior estimator, type in as, I think it's gonna be roughly this this amount, or and this can be updated as I go with, when I get more information each time. So we have a bunch of different sections here, and I can kind of kit this out to be, representative of whatever I need with different orderings for these things, different fields, just depending on how my process at my company goes. And we have one other thing that I wanna highlight here. Just kidding. Apparently, I did not save it after. Okay. Well, we can link it in here then. So once you have heavy bid set up to be able to send over these estimates and you have those estimates synced or archived, you're able to bring those into precom. So here in the heavy bid estimate section, you can see this button that says link estimates. If I click on that and it does not want to go for me. Just a second. Technical difficulties. Let me reload the page and see if that, fixes it here. While this is loading, the, linking the estimate means that I am saying that this project that I'm currently looking at is, linked to or in some way related to this heavy bid estimate that I've created. So here you can see it's been added in. We have the estimate code, the name of that estimate, and I've included a couple of extra pieces on here such as the man hours. This is the actual number of hours, not the dollars, But I can put in extra information about it. And if I have multiple estimates for a project, whether that's because I'm splitting the project into multiple phases that each require a different estimate, or if I have multiple people working on different estimates that I need to sum up, you can see down at the bottom, we're able to do those calculations and show all of the different ones. And I can choose which ones are going to be included in those sums. So if I have, for instance, two phases of the project, each with a different estimate, and I have a junior estimator doing a a general total and a senior estimator actually nailing down the the individual pieces. I can choose which of those I want to show up in this total or not. Once these are linked, this will also give us a bunch more functionality that we'll see in the future. So, this is the project details. And inside this project, we're able to put in information regardless of what's in heavy bid, extra information about this. So for instance, I have the job site, just giving me a little bit of a description. I have some notes on here. I have the point of contact to the, for this project, the type of work, all this information that I was able to include as additional information outside of what's in HeavyBid. The parts that I'm taking from HeavyBid are obviously the estimate here, where I linked that directly in. But we also have a couple of other fields that we can use that draw that information from HeavyBid. So over here in the left hand side under customize setup, you can see a little, icon, a little heavy bit icon next to a lot of these fields. And these fields are the same ones that we just saw inside project details. This is just saying these are fields that I want on every project. Whether or not those get filled in depend on the the people in your company and what information is relevant to that particular project, but all these fields will show up. And next to each one that has this little icon, that means it's pulling that information directly from the linked estimate in HeavyBid. You can see we have a bunch of these all the way down. Over on the left hand side under the customized setup screen in HeavyBid integration, we can determine what gets pulled over for which, which pieces. So for instance, the project number inside Precon is pulling project number, that field, from inside HeavyBid. The job site inside Precon, this field, is pulling in the, latitude slash longitude field from my HeavyBid estimate. So this is where that information is automatically being pushed over, from HeavyBid. Now up at the top, we have a couple different options on what we want our source of truth to be. So maybe I want if I change something inside Precon, maybe I want to push that change down into HeavyBid if I change the project name, for instance, or some of the notes on the job. Maybe I want Precon to be the the system of truth that I'm using, in which case I can choose project tracking and have it push that information from precon down to heavy bid. Currently, we have it set so that if I change something in heavy bid, it will change it up in precon. So if I have two different pieces of information for the same thing, maybe the job site is different between the two of those, it's going to use the one in heavy bid and overwrite precon with the heavy bid data because that's what I have selected as the source of truth. I'm gonna pause for just a second here because we already hit a lot of different things. Are there any questions so far? Alright. I'm not seeing anything. If you guys do have questions at any point, feel free to put them in the chat or in the question and answer area. I'll see them, and we also have, Aaron and Amanda on here that are helping with it. One other section inside of here that I think is going to be, very useful to a lot of people here is the contact and company type fields. So here under point of contact, I've already added in a contact type field. You can see I can just take this and drag it in. And when I do that, it's going to ask, what do you want this field name to be? And then it'll give me an area on every project to be able to put in a contact. So if I, actually, we can just ignore that and go back. I wanna show you what that looks like in action here. So this is what we were looking at. We added in a contact field and named it point of contact, and now I'm able to choose from contact management, which we'll get to in just a second here. And I can choose a contact that I have in there. I can also do this for a company. If instead of a single person, I want, for instance, the bond company, I could have a, company field type and name it bond company, and then I can add in that, person there. So you can see we have a drop down list. I've chosen, in this case, for this example, myself. But you can choose whoever the point of contact is or the bond company or whatever you want to use that contact or that company for. So this is taking the, the contacts and companies that you have in Precon and also in HeavyBid, which we'll get to in just a moment, and you're able to use them inside the project. One last thing about this particular feature is this also shows up on, PDF reports. So if, for instance, I go in here in the top right corner and click that three, dots for a drop down, I can say download PDF. It'll ask me which sections of this project do I wanna download. For this, I'm just gonna do the project details because that's what we're looking at here, and I'll click download. And we give it just a second to generate that report for me. There we go. And now when I open this up, we can see it pulls in that point of contact, and it pulls in the information for them. So in this case, we have the entire, information related to that contact. Again, this would work if you want to do it for a company as well, whether that's your project owner, whether that's your bond company, whatever the case may be. Alright. Now that we've taken a look at the basics of project, details and the project list, who's using this type of thing? So Precon is usable for a couple different, user roles. We have business development representatives that are able to track, project opportunities. You can see in this case, this is a project that is already awarded, but it could definitely be perspective work. As I hear from, my buddy Bob that calls up and says, hey. I there's a project coming up for this private owner, that I think they're gonna be releasing soon. We'll get more details to you. I can go ahead and create a project for that. And for instance, maybe just fill in the project name and project status. And if I have a job site, great. I can put that in. In the notes or, in my contact or company type field, I could put in the, hey. I heard about this from Bob on this date. And as Bob comes back with this extra information or the, project is posted to where we have more info, I can come back in later and fill in that additional information here. So business development representatives can use this to understand what upcoming work they have. And as we'll see in estimate insights, they can look at previous work that was done and compare it to see what is, useful information and what types of projects should we be going after. Obviously, this is useful for, people that work adjacent to the estimators, as we're able to pull in a lot of this information from HeavyBid. HeavyBid is a very, very powerful system, but as such, it requires a lot of training to understand where to find everything, how all these pieces interact together. And Precon is meant to give you a view of that that's a little bit easier to understand for somebody who doesn't need all of the power that comes with HeavyBid. Really, all they need is some of the results that are coming over. And so we're able to pull in some of that information automatically from HeavyBid and see it displayed in a way that's a little bit easier to understand for somebody that maybe isn't as involved in there. Obviously, also useful for administrators and project managers, the people that are overlooking on maybe a little bit of a higher level for the projects. If we go back into the project list here and we get rid of this guy so we can see all all of our projects, I can see, as I mentioned earlier, I can change, what is included here for the filters and how that's displayed. But I can see the information all in one place. And in fact, I can see this in other areas. So we have the list view right here up in the top right. But I could also look at different charts for this. And if we give it just a second to load here my computer is struggling just a little bit. So here we can see project count. Let's change that to something slightly more useful. Change this to estimator, for instance. And now we can see how many estimators are working on different projects at a particular time. We have a whole bunch of unassigned ones here and then a couple of other people down at the bottom. So I can change the charts to show different information. I can also look on a map. Again, if we give it just a minute to load. And I can see where all where all of these projects are, from one place. So I can see all the different projects that I'm working on throughout Rosenberg, Richmond, Sugar Land, really all of outer Houston in the case that we have here. Finally, I can also see these different projects on a calendar. So the calendar view allows me to take the dates that are in these projects, whether that's a pre bid date, whether that's a work, starts on this date, whatever the case may be, whatever I choose to set up, I can include in the calendar. So here we can see one of the projects, with that date on Friday, the first of March. Inside here, I can also subscribe to calendar. So if I instead of seeing it inside Precon, I wanna see it in my Outlook account. I can create links and have it, have two way sync between those or just have it push that information over to, Outlook for me. So it's a great way to be able for those project managers, and for those administrators to be able to see on a calendar level, where all the projects are and what's happening at each step when that step is happening. Any questions before I jump over to contacts? Alright. I'm not seeing anything right now. Oh, actually, sorry. One more thing inside here that I think will be useful in a similar vein as the calendars and charts is scheduled reports. So if I go into customize setup on the left and go down to subscription setup, this will give me a recurring, list of projects in some way. So in this case, I'm having it send everything that's on my basic project list template, and I'm having it being sent to just myself, but I could include other people in here. And it's being sent, every weekday at nine thirty nine AM central time. I could change this over and have it be different people or a different project list. One of the, most common use cases that we see for this is to have a list of projects for each estimator. So I might have a project template, called, estimator Joe, and I have that sent to Joe every Monday at eight AM. And then I have a separate setup, and, that setup is for estimator Jane. And estimator Jane is the project list template. It's sent to Jane every Monday at eight AM. So I can create as many of these as I need with the different templates, that allows it to be emailed to them so that they get a list of just their projects. It doesn't have to be broken down by project. It's however you have your, project list template set up. We got a question. Would the estimator slash PMs need admin access to use the Outlook calendar option? The I believe it can be set up through, Precon without them having to have admin access. The only thing that'll have to be done is them signing in. So inside calendar, unfortunately, I don't have Outlook on this computer to be able to do a a full showing of that. But when you go to subscribe to calendar, it's going to, give you either the iCal link so that you can just send that to them and have it pushed out once, Or you can create that Outlook connection, and then they would sign in with their Outlook account to, create that link between the two of them. So you can do this, for instance, on I I could do it on my Precon account and have it create that Outlook connection to Aaron's Outlook as long as Aaron signs into Outlook during this process. Alright. The other thing on here that I wanna talk about with charts is our bid results dashboard. So this is something that comes, standard, and you do not have to create yourself. It is not populating right now, but it will give you all the different bids that you have and give you results for those. I think right now, we do not have it set with, won versus lost for some of these, so it may not be showing up. But there will be a a chart here that shows, some very useful information on comparing why you won and lost some projects, based on the number of projects won and lost, the profit margin for those, that sort of information. Alright. Let's go ahead and, jump over. Bob asked, how can you adjust what date categories are shown in the calendar? For instance, say, I only wanna see the bid due dates and not the pre bid dates on the calendar. The easiest way is to adjust inside of your, project here. Let's switch back over, for instance, to the basic project list. So inside this particular template, I can switch it over. You wanted bid due dates. I'm not sure that I have that column showing. We have bid date right here. Okay. Let's also add in a pre bid date just as the the counter to this. So I can take this bid date and just move it over, and this first date is the one that's going to be shown by default inside of your calendar. So if I want that, bid date to show instead of pre bid date or the other way around, I can just drag that column over. Make sure up at the top that you click save, and that's the one that's going to take priority. Sorry, Paul. I gotta cut in on that one. So any dates that you have on your template are going to be what shows on your calendar. So if you pull up the calendar, widget at this point, that's another good way of kind of checking to see which dates are likely to move over, and take your filter off on your projects list real fast. So if you wanna check what dates are likely to go over in a sync, anything that you see on this calendar is gonna be what goes over. You can control which of which dates those are, basically, by controlling what dates are in the template. Because when you create a calendar sync, you pick which template is that's gonna be built off of. So it doesn't really the order of columns is the part that doesn't really matter. It's more so, do you have that column toggled on or off at all? Alright. Thank you for the correction. Yeah. So if you didn't want the, the pre bid date in there, you can go to show hide columns, and we'll take out the pre bid date. Just kidding. I scrolled past it. Take out the pre bid date here and close this. And then up at the top, we're gonna save, and it'll update to only show those dates. So you can see we have the bid date here, but we don't have any pre bid dates. Awesome. Alright. At this point, I don't think I've forgotten anything. So we're gonna try going over contact management again and see, what I forgot as it comes up. So, here inside the company list, this is a list of all the different companies that I have inside my contact management system. Inside each company, I can have different contacts with information about them. So here up at the top, I have the company. I have my minority statuses there, bond rate, bond percent, accounting code, and notes. And then for each, contact, I'm able to put in whatever information I need there as well. Something that was introduced in heavy bid twenty twenty four dot zero is the ability to, use this system for heavy bid. So beforehand, you would have the preconstruction contact management system, and this would handle all of your precon contacts and companies. Inside HeavyBid, you would have system vendors. With the introduction of twenty twenty four dot zero, you're able to change that so that HeavyBid is taking all of that information and putting it into here so that all of your contacts are in one place for precon and HeavyBid at the same time. This is something that we saw from Aaron, in the previous webinar. If you have any questions on that, feel free to check, that webinar or to contact support, and they can walk you through the steps to make sure that all of the information is being, transferred over correctly. So as we were looking at earlier, this is the list of, companies and contacts that were being used inside of project tracking. So, when I pulled in that information earlier as a point of contact for Paul Lambert, it was pulling that information from here. I can change this at any time. I can change what office they're in, anything like that, so that I have that view of contacts from my contact management system or from my system vendors being used inside the project itself. We are working on a lot of additional features to contact management, inside Precon right now. So this will continue to grow in functionality, as we go because this is, one of our areas of focus to make this as useful as possible for our construction companies that are that need to use a CRM for a construction focus. If you have a bunch of, contacts as well in a separate place outside of HeavyBid, outside of precon, rather than adding them in one by one, you're also able to import contacts. So here, if you're if you have, for instance, all of your contacts inside Outlook, you can export those contacts from Outlook, and then we're able to import them into, contact management inside of Precon. And, you'll just follow through the steps here. So you'll upload the file, choose a couple of configuration settings, and then map where each of those pieces of information is supposed to go, such as the company name, first name, last name, address, that sort of thing. And then you'll be able to do that import, and they will all be showing up inside this company list for you. Again, if you have, HeavyBid and Precon, using the same system, if you did that system vendor sync over to Precon, that means that those contacts will also transfer down so that they're usable inside of HeavyBid. Any questions on contact management or contacts inside precon, before I move on to estimate insights? Alright. Over on the left hand side then, we're gonna go to this middle button here for estimate insights and take a look at some of the things that are available within here. So estimate insights is a way of comparing estimates, that have been brought over from HeavyBid. So we went through that first step, and we told HeavyBid, hey. I want you to be able to, move that information up into precon, and then we either synced or archived those estimates. They'll be showing up in this list. So here we have a list of the different estimates that are currently either synced or archived. And on the right hand side, we have a map. Now the difference between this map and the map that we saw in project tracking was in project tracking, it was showing the projects, and it was showing a dot in the area for each of those projects. On this screen on estimate insights, this map is showing, the estimates themselves, And you can see some of them are bigger than others, and that's because of the relative size. So for instance, this one is about a hundred and forty four thousand dollars, whereas this much larger one is two point three seven million. So this is going to show me all of my estimates with their relative sizes. In project tracking, remember, we can have projects that don't have estimates. So for that opportunity that we were talking about earlier where Bob told us that there's a project coming up, I might have that showing on the map inside project, tracking. But if I haven't created an estimate for it yet and linked that estimate with that project, it would not show up in here. Let's quickly look at I was gonna say the codebooks dashboard. I feel like, we did a a webinar on that a couple of months back. I would highly recommend checking that out. It's a way to look through your codebooks and see what's being used, what's not being used, what's being changed, and how often, all sorts of information on that. Feel free to refer back to that. We're actually going to dive into individual estimates here. So let's say that I just created this twenty three dash man dash zero zero seven three, and I'm interested in understanding a little bit more information about this estimate compared to others. If I go ahead and click on that here, the first screen that we'll get is the estimate details, just giving us some basic information, the location, some of the key dates, the totals for it, that sort of information. Under key indicators, this is one of the more powerful pieces of, or one of the more powerful features inside precon. Key indicators is going to let me take the estimate that I'm currently looking at, that twenty three dash man dash zero zero seven three, and compare it to other estimates that I have that are showing inside precon. I think my Internet may be running extra slow today, unfortunately. Here we go. Alright. So right now, we have a list of different categories of things that we are comparing. And up at the top, we're showing what we're comparing it against. So right now, the only thing that we're comparing is exactly this one that we're looking at, but we want to compare it to others. So let me excuse me. Let me switch this over from just archived estimates to look at all of my estimates. And you can see now we're comparing it to fourteen. Now if this is for a particular owner, I may want to narrow that down and say, I only wanna compare this estimate to other estimates from the same owner. I'm not interested in how it compares to a completely different project owner, because that information may not be relevant to me. So I can go up here, click on owner, and choose. In this case, we only have one. But this works for any of the filters. So I can say bid date, I only want things that were bid on in the past two years. I don't wanna compare this to other information from two thousand two, because the numbers are going to be very different, different circumstances. I can also include other filters inside here if I want other things that I'm, filtering against. So I can go here and adjust filters, and you can see we have a lot of different things that we can filter by. Some of the stuff from heavy bid and, actually, all of this stuff from heavy bid because it's pulling in the information from the estimate. So let's look at what this looks like as we go into h one. So inside labor, we have a couple of different ones, that are included. It's going to say, what are we comparing? So for this first one, we're comparing the base labor over total over total labor. That calculation, I wanna compare that value for this estimate to that same value on all the other estimates that I have included here at the top. And we can see the normal range for this is seventy six point or sorry, seventy four point six two to ninety two point o three. So this is where most of my estimates lie. And you can see this one is at ninety five percent. So this is higher than what I would normally expect. Now for this particular estimate, I may have made some changes. I may have negotiated with the project owner. I may have different set of circumstances now. Maybe that being a little bit high is exactly what I expected. Or maybe I thought this was within the normal range, and it's weird that it's a couple percentage points higher than the highest part of my normal range. This is a really good way to be able to check through and understand, like, a quick temperature check on where everything sits. At the top, we have it all kind of rolled up into one. So I could go through and expand each of these and see, for each one where they lie, but maybe I'm only interested in things that fall outside of that normal category. In that case, I can see up at the top, I have thirty two that are inside that normal category. I have one outlier, and I have twelve warnings. And I can see that breakdown over here on the right. So inside labor, I have two warnings. Inside equipment, I have that one outlier that we're seeing up here. And up at the top, I can even, narrow that down and say, maybe I only wanna see the warnings and the outliers. And you can see now labor got shrunk down to just these two that are either warnings or outliers. And so this gives me a way to, first off, quickly check and make sure that the estimate that I'm looking at, whether it was one that was already completed or one that's in progress, how that compares to other estimates. So if I'm getting ready to submit this bid, I might wanna use this as the last little step and see, okay. Well, I have a couple things that are outside the norm. This one, for instance, is two hundred and ninety one thousand percent. That seems a little bit weird. Maybe I'm doing a a a weird calculation here, or I accidentally put in a couple extra zeros on one of the, values inside HeavyBid, whatever the case may be. So I can use this as a proactive way to make sure that the bid that I'm about to submit is falling within the values that I expect it to. The other way that I can do this is using it to understand why certain bids were won or lost. So if I have a bid that maybe I submitted this, I already heard back, and I lost on this. And I'm trying to figure out why in the world did I not get picked for this particular project. I can go in and see, okay. Well, let me narrow it down by owner, by bid date, whatever the case may be, just to other projects that are similar to this. And I can go in and see, oh, well, this is normally only at ninety two percent, and the one I submitted was at ninety five. Maybe in the future, if I'm bidding on a similar project in the future, I can find a way to move around some of that money, or adjust those numbers or adjust the resources that I have to bring down that owned equipment over total equipment ratio. So there's a couple different ways that it can be used, inside here to, compare those estimates. Awesome. And Amanda's answering questions in the chat there. Do I have any questions about, anything inside of here, inside of estimate insights? Alright. I'm not seeing anything else. That kinda covers the basics of precon. We do have couple of other sections that are useful to different industries and to different customers, and I'm happy to take you on a tour of some of the the interesting pieces here. The normal range list in the text, does the bar chart show the extreme ranges? Yeah. So if we go back into estimate insights and go into one of these, back in the key indicators, and look at labor, for instance, it is in teeny tiny detail. So let me zoom in and see if that helps any. Maybe even a little bit more. Oh, okay. Way too much. So here you can see, one more, here you can see the normal range. And if I hover over this bar, it'll show me. So, just below my mouse, it says seventy four point six two. That's what we see on the normal range here. On the right side, we see that ninety two point o three that we see here, and we also see the low and high. So we have forty eight point five percent as the lowest and a hundred and eighteen point one five as the highest. So it does show, both the normal range and kind of the the outliers that you're seeing there. For instance, the burden over total labor on this has a negative eighteen point nine five percent. That might be interesting to figure out why it's a a negative percentage there. But, yes, it it does show normal range and the outliers on either side as well. Alright. We saw, inside of the project list, if we go into an individual project, that we can connect the estimates there. There's one other place. So let me just quickly show you what we were talking about. This is where we added in the estimate to this project. We mapped the estimate to this project. The other place that we can do that, is a nice big red button right here that's a reminder when you have estimates that are not mapped. So under estimate mapping, it shows this little one. And if I click on that, we can see the list of, estimates over here. Or sorry, the projects. So these are the projects. You can see this one has zero linked estimates. This one has one linked estimate. And over on the left hand side here, we can see all of our estimates that are not currently linked to a project. So this connection between heavy bid and precon, ideally, you should have a project for every estimate because even if you decide not to go through with that bid, if you just build out the estimate or if you, are not awarded the bid, you still wanna link that to a project so that you're able to, better understand which which ones you're winning on, why you're winning those projects, and so on. So, ideally, we don't wanna see this red number here. In order to do that, we can click on this little button here, and we can choose which one we wanna link it to. Or even easier, we go here, and we can just click this link button. And you can see up at the top, it'll say that it's been saved, and now those are linked. And you can see all estimates have now been mapped or hidden, and they might be hidden by the filters, for instance. I can even undo right here, and I can show hidden estimates. So this is the other way. This is a quick little, again, temperature check to make sure that there's nothing that you're forgetting. If we have any projects without estimates, that's usually fine. If you have, for instance, an opportunity coming up and you haven't started an estimate on it yet, that would be a project without an estimate. But if we've created an estimate in HeavyBid, we want to link that to a project so that we're be better able to do that data analysis and even have that have Precon do that data analysis for us, in the bid results v two template that we tried to look at earlier and, was not loading correctly for me. Alright. That covers the interaction between Precon and HeavyBid. Let me go ahead and throw this up on screen. If anybody has any questions, we still have a couple minutes here. I'm happy to go through them here. If you think of something later, we have my email up at the top here. Feel free to email me anything pre con related, or estimating related. I can either get you the answer or get you to somebody who knows the answer. We have the support email and the phone number, in case you need to set up HeavyBid to be able to, create this integration between the two of them to enable that and to do those syncs and the archiving, or any other questions that you have related to, estimating support in general. I'll give about sixty more seconds in case anybody thinks of a question, and, otherwise, I'll give you your time back. Amanda or Erin, if you guys have anything that, that you want to see here that I forgot to show off, feel free to chime in now as well. Actually, I did think of something, but people are dropping out. But it's okay because it'll be in the recording. The calculated fields and the way that estimate data can be a part of that. Yes. That is a good thing to talk about. So back inside Precon here, still sharing my screen. Yes. Under customized setup and projects, there are a bunch of different field types that we can include. One of those is the calculated field. So if I move this over, just drag and drop. For now, I'm putting it in bid results. Ideally, you would put this in whichever section made sense for you. Let me give it a field name. So let's say, something like, gross profit and add in some values. So what this is going to do is take the values that I give it and do some sort of math on them, and it'll do it on a project by project basis. So for each project that we go into, it'll have a different value because it's pulling, for instance let me take, add on cost and actual markup bid and bid total. So here, I'm going to take the add on cost actual markup for the bid and the bid total. And for each project with an estimate linked to it, I'm going to pull those values from heavy bid from the estimate that's linked. And now I can do some sort of math on those. So for instance, one that I saw recently was, let me copy it because it's way faster. Add on cost plus actual markup bid divided by the bid total. Your one of your copies, you can catch. Times one hundred. Add on cost. Oh, thank you. There we go. So in this case, I'm taking the sum of the add on cost and markup, dividing it by the bid total, and multiplying it by a hundred to get a percentage, and that'll give me my gross profit percent. Now if I save this and go back into projects, And we'll just do it inside the project list here so that you can see it for all of them at once. Gross profit and close. So now on each of these, you can see it's calculating based on those numbers. In this particular one, the estimate associated to it ends up with ten point nine from the calculations that we did. Ten point nine percent for the profit. Three point seven three percent, ten point eight four, and so on all the way down. So any type of calculation that you wanna do based on numbers from heavy bid or numbers from inside the project can be done here, and you can mix and match those. So back inside customized setup here, let's hop in one more time and scroll all the way down to the bottom. So all three of these numbers are from HeavyBid, and you can see that because it has this little HeavyBid icon. If I add in a value and, for instance, we talked about this earlier, the owner's estimate, that's something that my senior estimator just typed in. It was his gut feeling on what we think the estimate for this project would be. I can use this field that he just typed in inside precom project and do math with it, in conjunction with the heavy bid ones. So maybe instead of times one hundred, this this formula is gonna make no sense now, from, like, a realism standpoint. But I can now multiply that by the owner's estimate instead. Or maybe I can do a minus the owner's estimate to see what the difference was in the bid total minus owner's estimate. Let's do that because that makes way more sense for real life example. There we go. So now I have bid total minus owner's estimate, and this lets me look at what's the number that I got from HeavyBid versus the number that they put together maybe in, step one inside the process. They were giving a very rough estimate, a ten percent estimate, and trying to figure that out. And I can compare that to the bid total and see how far off am I usually. Is my senior estimator pretty accurate, usually within, you know, a ten percent, or are they off by, like, fifty percent or off by five hundred percent or whatever the number may be? So I can mix and match between these heavy bid numbers and the numbers that I'm using inside Precon and do whatever math I want on those. If you have, questions on that about specific use cases or if you have a a use case that you wanna try and, put together with this, the number that you wanna see, feel free to email us, and we can help you set that up as well. Anything else, Amanda, that you had? I'm satisfied. Alright. I'm not seeing anybody else coming in in chat. Let me just go ahead and put this up on screen one more time, in case anybody has things that they want to talk about later or they wanna take a a picture or anything like that, to make sure they have that information. Amanda, do you mind dropping it in chat as well so they can copy paste just the email address? Thank you. And that concludes this webinar. Thank you all very much for coming out. We have a webinar again next month. We'll be sending out reminder emails on that for you to be able to hop in. If you think of anything after, feel free to give us an email or a call, and we'll see you next time.