This set of videos will help you:
understand how to use the software
learn tips & tricks
become an expert at estimating projects with BuilderBid
prepare you to start your first estimate
1. Project Pipeline & Create New Project (4 minutes)
We will cover how to:
Customize the project pipeline
Create a new project
2. Estimating: Initial Screen Setup (7 minutes)
We will cover how to:
Import a template
Collapse/Expand the main menu
Adjust browser zoom %
Adjust split-screen
Zoom in/out
Pan around plans
Configure plan sheets
Navigate to different plan sheets
Scale plans: option 1 (auto-scale)
Scale plans: option 2 (distance between two points)
3. Estimating: Takeoff Tool / Measuring Plans (11 minutes)
We will cover how to:
Launch a measurement directly from the spreadsheet
Create measurements from scratch
Area tool + Linear tool + Count Tool
Subtract From Tool
Link measurement to spreadsheet
4. Estimating: Budget Spreadsheet (12 minutes)
We will cover how to:
Import a template
Import an assembly from the BuilderBid Cost Library
Add/Delete/Edit line items
Add/Delete/Edit sections
Overview of each button
Adding waste, markup, taxes, & rounding
Spreadsheet formulas
5. Estimating: Adding Markup (10 minutes)
We will cover how to:
How to Add Markup (cost-plus fixed fee)
How to Add Markup (cost-plus %)
How to Add Markup (fixed-price)
How to Add Markup (no client)
Global Markup vs. Line Item Markup
Markup vs Margin
Discounts & Taxes
6. Estimating: Proposals (13 minutes)
We will cover how to:
Header: input contact information & upload a logo
Quoted Items: customize the level of detail to show the client
Allowances Report
Terms & Conditions template + editing Terms & Conditions for a project
Export to PDF (Download Proposal)
7. Estimating: Customizing a Template (13 minutes)
We will cover how to:
Browse BuilderBid Templates
Browse Assemblies in BuilderBid Cost Library
How to Customize a BuilderBid Template
How to Customize a BuilderBid Pre-Built Assembly
Create your own custom template (or let us import/set it up for you)
Edit a template
Import template into a new project
Import cost library assembly into a template/project
8. Bid Requests (10 minutes)
We will cover how to:
Create a new Bid Request
Add a New Sub/Vendor
Understanding What Subs/Vendors Receive When Asked to Bid
Bid Request Dashboard: Copy Link to Plan Room, Resend, Award
Bid Request Dashboard: Edit Bid Request, View Bid Submission
Our Team is Here to Help:
Use the Chatbot to chat with us for support & quick responses
Questions piling up? Book a 1on1 training call here: https://calendly.com/builderbid/training
Subscribers get access to 1on1 training & account setup:
Reach out if you want us to import your subs/vendors list, cost codes, setup a custom template, etc.