HeavyBid 101 is best for new estimators who have been hired by a company that is already using HeavyBid. It is a good basic training course for new users in a current, established system.
Here is the HeavyBid 101 agenda:
HeavyBid 101
HeavyBid Overview
- System Data vs. Estimate Data
- Codebooks
- Master Estimate vs. Library Estimate vs. Estimate
- Bid Cost vs. Bid Price
Master Estimates
- Labor
- Equipment
- Bid Items
- Materials
- Calendars
- Overtime Rules
- Workers Comp
New Estimate Creation
- Create a new estimate using the master as the source
Estimate Building
- Adding Bid Items
- Adding Activities
- Adding Resources/Crew
- Calculations/Assemblies
- Quick Entry
Quotes
- Create Quote Folders
- Pull In Vendors
- Apply Vendor Prices to Estimate
Estimate Reviews
- Review Bid to Find Errors
- Create Checklists and Correct Errors
- Audit Trail
Bid Summary
- Calculate Costs/Markup
- Spread Markup
- Create Spread Overrides
Bid Pricing
- Modify Bid Prices
- Make Adjustments
- Discuss Bidding Practices
Reports
- Cost Reports
- Summary Reports
- Estimate Recap Reports
- Bid Proposals
To sign up for a HeavyBid 101 class, contact HCSS Professional Services at 281-833-6398.
