Quick Bid User Guide

Comprehensive documentation for how the Quick Bid works and how to get the most out of your software investment.

01 Introduction to Quick Bid

Quick Bid - Welcome to Online Help

Quick Bid - 01.00 An Introduction to Quick Bid

Quick Bid - 01.01 System Requirements and Installation Instructions

Quick Bid - 01.02 Licensing Quick Bid (Unlocking Full Functionality)

Quick Bid - 01.03 How to Use Keyboard Shortcuts to Navigate Through the Program More Efficiently

02 The Program Tabs (Bids, Conditions, Equip, Subs, etc.)

Quick Bid - 02.00 The MyOnCenter Tab - Getting Connected

Quick Bid - 02.01 The Bids Tab - Bid Organization

Quick Bid - 02.01.01 The Bids Tab Context Menu

Quick Bid - 02.01.02 The Bid Navigator

Quick Bid - 02.02 The Conditions Tab - Material and Labor Building Objects

03 Setting up Quick Bid (Before You Start Bidding)

Quick Bid - 03.01 Program Options and Default Settings

Quick Bid - 03.02 Program Options - General - Adjusting How You Work with the Application

Quick Bid - 03.03 Program Options - New Bid (Setting Defaults for New Bids)

Quick Bid - 03.04 Program Options - M/U Cost Codes (Associating Cost Codes to Various Markups for Exporting and Reporting Purposes)

Quick Bid - 03.05 Program Options - Lookups (Assigning Fields to Master Record Contact Types)

04 Masters (saved, reusable records and lists)

Quick Bid - 04.00 What are "Masters" or Master Tables / Master Records?

Quick Bid - 04.01 Finding and Replacing In-Use Records So You Can Delete a Master Record

Quick Bid - 04.02 Masters: Contacts - Who or What are Contacts

Quick Bid - 04.02.01 Masters: Contact Types

Quick Bid - 04.02.02 Adding a Contact (aka Company)

05 Items - the Building Blocks of Quick Bid Estimating

Quick Bid - 05.01 Master Items - Overview and Video

Quick Bid - 05.02 Show Where Used - Identifying Where Master Items are Used

Quick Bid - 05.03 How to Tell the Difference Between a Master and a Bid-Level Item

Quick Bid - 05.04 How to Create Master Items

Quick Bid - 05.05 Item Detail Dialog Box Overview

06 Creating and Managing Bids, Alternates, and Change Orders

Quick Bid - 06.00 What Are Bids?

Quick Bid - 06.01 Create a New Project (Bid, Tender, Estimate)

Quick Bid - 06.01.01 Creating a Bid: Filling Out the Cover Sheet

Quick Bid - 06.01.02 Creating a Bid: Setting Bid Preferences on the Cover Sheet

Quick Bid - 06.02 Creating a Bid by Importing a Bid Package

07 Creating and Editing Conditions, Bid Areas, Typical Areas, and Phases

Quick Bid - 07.00 What Are Conditions?

Quick Bid - 07.01 How to Create or Add Conditions to a Bid

Quick Bid - 07.01.01 Copying Conditions to a Different Bid or a Child Bid

Quick Bid - 07.01.02 Duplicating Conditions within the Same Bid

Quick Bid - 07.02 Create Conditions from an Excel File (Importing a Quantity Survey)

08 Section Markups, Indirect Expenses, and Additional Markups

Quick Bid - 08.01 Viewing and Adjusting Bid Markups - Overview

Quick Bid - 08.01.01 Viewing Markup Detail for the Bid, by Section, or for the Bid and Alternates

Quick Bid - 08.01.02 What is the Difference Between Straight and Gross Markups Calculations?

Quick Bid - 08.02 What Are Indirect Expenses? (Stocking, Cleaning, Per Diem, and Supervision)

Quick Bid - 08.02.01 Adjusting Indirect Expenses for a Specific Section

09 Adjusting Materials and using eQuotes

Quick Bid - 09.01 Making Adjustments to Materials Used, Suppliers, Material Costs, and eQuotes

Quick Bid - 09.02 Material Swapping (Replacing a Material throughout your Bid)

Quick Bid - 09.03 Refreshing a Bid's Material Pricing from Master Data

Quick Bid - 09.04 Rounding Quantities (to whole container) on the Materials Tab

Quick Bid - 09.05 Using eQuotes To Request and Manage Material Pricing

10 Adjusting Labor Costs and Production

Quick Bid - 10.01 Making Adjustments to Labor Cost and Production

Quick Bid - 10.02 How Labor Production is Calculated

Quick Bid - 10.03 Adjusting Labor Production for a Single Item in a Condition

Quick Bid - 10.04 Adjusting Labor Production for all Items in a Condition

Quick Bid - 10.05 Adjusting Labor Production at the Bid Level

11 Adjusting Selling Price and Equip, Subs, and Other Costs

Quick Bid - 11.01 - Changing Equipment, Other, and Subs Expenses and Adjusting the Overall Selling Price

Quick Bid - 11.02 Assigning Subs, Equipment, and Other Costs to Bid Areas

Quick Bid - 11.03 Setting the Selling Price for a Section

Quick Bid - 11.04 Setting Selling Price for the Bid

Quick Bid - 11.05 Setting Selling Price When Your Bid Includes Alternates or Change Orders

12 Built-in and Custom Reports

Quick Bid - 12.01 Reports - Overview

Quick Bid - 12.01.01 Reports - Bid Reports

Quick Bid - 12.01.02 Reports - Analysis Reports

Quick Bid - 12.01.03 Reports - Labor Reports

Quick Bid - 12.01.04 Reports - Material Reports

13 Proposals, Quotations, and the Schedule of Values

Quick Bid - 13.01 Proposals and Quotations

Quick Bid - 13.02 Customizing A Proposal Template

Quick Bid - 13.03 Available Fields You Can Use in a Proposal

Quick Bid - 13.04 Adding a Company Logo to a Proposal

Quick Bid - 13.05 Setting up a Schedule of Values

14 Bid, Accounting, and Material Exports

Quick Bid - 14.00 Importing and Exporting - Overview

Quick Bid - 14.01 Exporting, Sending, and Importing Bid Packages

Quick Bid - 14.02 Bid, Labor, Material, and Accounting Exports

Quick Bid - 14.02.01 Global Export Options

Quick Bid - 14.02.02 Exporting Specific Bid Areas, Typical Areas, Divisions, and Sections

15 Databases

Quick Bid - 15.01 What is a Database and Why Do I Need One?

Quick Bid - 15.02 Opening and Closing Databases

Quick Bid - 15.03.01 Finding an Access-type Database (one not stored in the Default database location)

Quick Bid - 15.03.02 Connecting to a Microsoft SQL Database

Quick Bid - 15.04.01 Creating a New Microsoft Access Database