Building the Bid

Create a bid, mange revisions, taxes, PW, markups, notes.

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22 articles in this collection
Written by Gabrielle P

Duplicate Line Item

Duplicate (copy) a line item for faster entry when building an estimate.
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Updated this week

What does ea. stand for?

Ea. stands for each and is meant to distinguish the time unit and the rate.
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Written by Gabrielle P
Updated over a week ago

Quickly add categories and line Items

Make small changes to your job's item catalog without affecting your Settings Catalog.
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Written by Gabrielle P
Updated over a week ago

Flat Fee

To display a flat fee, fill in only the rate and quantity and leave the time field blank.
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Written by Gabrielle P
Updated this week

Advanced Line Item Options

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Updated over a week ago

If Production Receipts are Not Needed

If clients don’t need receipts you can skip production. Use it to manage budget, but transfer from the estimate for an accurate invoice.
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Written by Gabrielle P
Updated over a week ago

Line Item Notes

Each line item in your bid or invoice can contain a private note only seen within BlinkBid. It's completely masked from your client.
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Written by Gabrielle P
Updated over a week ago

Base Hours

When entering line items, input the number of hours constituting a work day into the base hours field, and the overtime associated.
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Written by Gabrielle P
Updated over a week ago

Choose Logo Between Users of Shared Job

On a shared job you have the ability to choose which logo you want to attach when printing bids or invoice documents.
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Written by Gabrielle P
Updated over a week ago

Create a category within a job

To create a category on-the-go, click on the hamburger, and choose “Create Category.” Enter the category name, and the first line item.
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Written by Gabrielle P
Updated over a week ago

Delete Line Item in Estimate or Invoice

To delete a line item, click on a line item, and an orange window should open. The delete button is on the bottom left border.
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Written by Gabrielle P
Updated over a week ago

Quantity/Time Fields

When filling out the Quantity or Time Fields, you can use both, or one or none at all. BlinkBid will display your choice correctly.
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Written by Gabrielle P
Updated over a week ago

What Is a Job?

Think of a job as a folder that contains all the elements of the job you’re producing.
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Written by Gabrielle P
Updated over a week ago

Add items and categories

When you initially create a personality, the software will prompt you to assign an item catalog specific to the type of work that you do.
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Written by Gabrielle P
Updated over a week ago

Sorting Categories and Line Items

You can easily sort the order of your line items and categories.
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Written by Gabrielle P
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Understanding Your Categories

Here are some tips to understanding your categories and the components within your categories for a job.
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Change a Job Name

Changing a job name is easily accomplished in the tab called “Info”.
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Written by Gabrielle P
Updated over a week ago

Delete a Job

To delete a job that you created by accident or a job that you know for certain you no longer need, go into the hamburger menu < Delete Job.
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Updated over a week ago

Assign Job to another Personality

Under the hamburger menu there is an item that enables you to move the current job to a different personality.
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Written by Gabrielle P
Updated over a week ago

How To Upload And Add Your Logo And Signature Image

How to upload and add your Logo and Signature Image
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Written by Gabrielle P
Updated this week

Add Discounts

You can add a discount at the line item level by entering a negative value in the rate field. You can also create a “Discounts” category.
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Written by Gabrielle P
Updated over a week ago

Hamburger Menu

Access all the features form printing to sorting categories under the hamburger menu.
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Written by Gabrielle P
Updated over a week ago