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Getting Started with Quick Bid 4.99

Reference Number: AA-03544 Views: 1698 Created: 08/09/2019 12:24 pm Last Updated: 02/11/2020 08:34 am 0 Rating/ Voters

Congratulations on choosing Quick Bid. Let's get started!

Note

We assume you have installed the application and activated a license. 

If you have not installed and licensed Quick Bid, please review the most current Installation Instructions and How to License.

On the left side of this page, find links to:


 link to the product user guide
The User Guide
 link to product training video library
Training Videos
 link to product FAQs
Frequently Asked Questions
(FAQs)
 Link to product release notes
Release Notes
 Link to contact us article
Contact Us
 

Below, you'll find a few videos and links to key articles to help you get up-and-running quickly. The links open in a new tab or window so this article stays open, the videos are embedded in this article and should play, just click the play button start embedded video button.

Learning Goal

This "Getting Started" article is not intended to be all-encompassing training nor should you consider the User Guide and Training Videos as a replacement for true product training. If you want to get the most out of your software investment, it pays to invest a little time in training yourself and your team so you don't waste time trying to figure out everything on your own. Contact your account manager and schedule training today.

Rather, our goal for this article is give you a very brief introduction to Quick Bid if you have never used it.

Quick Bid uses "Tabs" to provide access to different program functionality. When you first open the program, only the Bids Tab is active. When you select a bid on the Bids Tab, the other Tabs become active (this is called "opening a bid").

Along the top of the program are the Program Menus and Toolbars. The menus are always visible, so is the "Main Toolbar". Different Tabs include different Toolbars - don't worry, all this is covered in detail in the User Guide, for now, we're just going to give you a quick walk-through.

The Bids Tab and the Conditions Tab

Let's look at the Bids Tab first - that's the main screen of the program and what you see when you launch it. It shows you all the Bids (Projects, Jobs, whatever term you use) in your current database

Next up, the Conditions Tab - arguably the most important part of the application, it's where you view plans, define what you want to measure, draw measurements, and mark up your plans.

What Are Conditions

Conditions are just our term for things you want to measure and price on your building plans. Some folks call them "assemblies", others "takeoff objects", some call them "items" - whatever the term, they are just different things on your plants you must account for. Examples of Conditions might be a specific wall type or flooring you need to measure or the number of fixtures you are going to install. Depending on what your are measuring/accounting for, you'll use a different "Style" of Condition: linear, area, count, or attachment.

If you are using On-Screen Takeoff and Quick Bid interactively, or if you are importing a takeoff file from On-Screen Takeoff, Oasis Takeoff, or ConstructConnect Takeoff, your Conditions start in those applications. 

Before You Start Bidding

There is some general "housekeeping" and product setup you need to do before you start bidding in Quick Bid. 


 link to options article
Program Options and Settings
 Link to product release notes
Learn How to Enter Values
 link to product FAQs
Review Masters
(FAQs)
 link to product training video library
Configure Your Payroll Settings
 

Note
Remember, this Getting Started articles only scratches the surface of Quick Bid and is not intended to be a replacement for formal product training. Please contact your Account Manager to schedule formal training at your earliest convenience.

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