HeavyBid 101 and 201 classes are perfect for when you have one or two employees who need to be trained in HCSS HeavyBid.
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 who will be working in a current, established HeavyBid system.
Here is the current 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
HeavyBid 201 is a more in-depth course for current HeavyBid users who are looking to utilize the more advanced features within the software. Here is the current HeavyBid 201 agenda:
HeavyBid 201
Setups
- Code Structure Importance
- Labor, Equipment, Materials Best Practices
- Advanced Equipment Setup
- System-wide Quote Folders
- System-wide Display Options
- Preferences
Bid Items
- Holding Accounts
- Parent Child Relationships
- Subtotals, Headers, and Proposal Notes
- Summary Groups
Estimate Entry
- Calculation Routines
- Activity Codebook Use
- Bid Item Codebook Use
- Estimate Review
- Material Changes
Quote System Automation
- Quote Folders
- Vendor Setup
- Regions
- Products
Bid Closing
- Spread Overrides
- Markup Differences
- Handling Alternates
- Pricing Strategies
- Bid Proposal Options
For those companies needing to train several estimators at once, or for more extensive and individual on-site training with more specialized attention, HCSS recommends hiring a contract trainer visit your company. Our contract trainers have extensive experience in estimating and can directly tailor their training to your company’s needs.
