Trimble® ACCUBID™ Training

Trimble® ACCUBID™ Software Training

The following Trimble® ACCUBID™ classic software modules are available online or onsite. All training modules include a training manual with detailed lessons with instructions and screenshots. The Trimble® ACCUBID™ Basic and Advanced lessons are in one 160-page training manual. Every employee in the training will receive a manual, whether online or onsite.

MODULE 101 – TRIMBLE ® ACCUBID BASICS

This module consists of seven lessons. You will learn to start a new estimate, the takeoff basics, how to apply labor factoring, maneuver though the various takeoff libraries and master the audit trail. Learning the power of grouping at the extension screen will put you in control of analyzing your estimates.

Lesson 1 – Job Schedule Screen

  1. Sorting Projects
  2. Filtering Projects
  3. Job Screen Styles

Lesson 2 – Starting A New Estimate

  1. Starting a New Estimate
  2. The Job Information Screen
  3. Notes Screen

Lesson 3 – Program Overview

  1. Program Structure
  2. Database Structure
  3. Database Items
  4. Takeoff Libraries

Lesson 4 – Takeoff Basics

  1. Structuring the Estimate
  2. Selecting the Takeoff Breakdown
  3. Labor Factor Breakdown
  4. The Takeoff Libraries and Options
  5. Temporary Items
  6. Temporary Assemblies
  7. Database Find

Lesson 5 – Performing Takeoffs

  1. Items
  2. Common Assemblies
  3. Designations – Fixtures & Distribution & Heating
  4. Branch Conduit and Wire
  5. Feeder Conduit and Wire

Lesson 6 – Audit Trail

  1. Filtering the Audit Trail
  2. Modifying the Audit Trail
  3. Copying and Pasting Takeoffs
  4. Reassigning Takeoff Breakdowns
  5. Substituting Items

Lesson 7 – Extension Screen

  1. Consolidated Item View
  2. Modifying Labor & Material Pricing
  3. Supplier Link Column
  4. Locking Values
  5. Re-Extending the Job
  6. Filtering the Extension
  7. Labor Columns
  8. Grouping the Extension

 

MODULE 102 – TRIMBLE ® ACCUBID ADVANCED

This module consists of seven lessons. You will learn to start a new estimate, the takeoff basics, how to apply labor factoring, maneuver though the various takeoff libraries and master the audit trail. Learning the power of grouping at the extension screen will put you in control of analyzing your estimates.

This module consists of seven lessons. Setting up your default job properly will make estimating and closing the project smooth and simple. You will learn to make substitutions in your audit trail, adding notes to takeoff items, and how to handle a project that is a rebid. Unit prices are a part of most projects in today’s market and Trimble® ACCUBID™ makes unit prices simple. You will learn to set up powerful reports and learn the power of the various screens in finalizing the price of your project. Exporting extensions and pricing your items using supplier link will save you hours of time.

Lesson 1 – The Job Schedule

  1. Working with Multiple Job Directories
  2. Backing Up and Restoring a Job
  3. Setting the Project Status

Lesson 2 – Program Settings & Defaults

  1. Options
  2. Modifying the Default Job
  3. Database Folders
  4. Job Data Folders
  5. Modifying Make-Up Defaults

Lesson 3 – Advanced Takeoff

  1. Typicals
  2. Adding a Note to a Take-off
  3. Multiple Users and Merging (ACCUBID Pro Only)
  4. Importance of Factoring Labor
  5. Labor Adjustments
  6. Rebidding a Project
  7. Creating Unit Prices
  8. Switching Databases

Lesson 4 – Extension

  1. Analyzing Your Estimate Through Grouping
  2. Understanding Blended Labor Rates
  3. Increasing Labor by Percentages in Categories
  4. Sorting the Extension
  5. Setting Unit Price Group Defaults
  6. Adding an Item

Lesson 5 – Reports & Views

  1. Setting Up Screen Views
  2. Setting Up Extension Views
  3. Setting Up Reports

Lesson 6 – Bid Summaries

  1. Bid Summary Toolbar
  2. Creating Multiple Bid Summaries
  3. Combining Bid Summaries
  4. Modifying Bid Summaries
  5. Renaming Bid Summaries
  6. Deleting Bid Summaries
  7. Changing the Order of Bid Summaries
  8. Switching Between Bid Summaries

Lesson 7 – Closing the Job

  1. Direct Labor
  2. Incidental Labor
  3. Labor Factoring
  4. Labor Escalation (Pro Only)
  5. Indirect Labor (Pro, BidWinner Plus, BidWinner Only)
  6. Subcontractors
  7. General Expenses
  8. Equipment – Pro, BidWinner Plus Only
  9. Quoted Materials
  10. Final Pricing Screen (Pro Version)
  11. Setting up Bond Table

 

Module 301 – Database Management

This training module consists of six lessons. These lessons will guide you through the most important concepts of mastering your database. Taking control of your database is the key to having a productive estimating department. Assigning this task to the right person is paramount. Database management is the most vital ingredient to keep your estimating program functioning at the highest level.

Module 401 – Change Order PRO

Classic Change Order software allows you to effectively manage contract variations, track change notice status, generate accurate cost data for each change notice, expedite the approval process, and minimize rejections. It also allows you to store unit prices, labor rates, overhead, and markups for each project, view the results immediately when totals change, produce professional-looking change notices, and send electronic copies of change notices to your clients.

Online Training Available

Online training is a viable option for the busy contractor. But there are some limitations to this method of training. Many distractions take place daily in the office of a busy contractor. These distractions sometimes hinder quality training. Software training can be combined with onsite estimator training into a two, three, four, or five-day package.

Training is the key to employees performing at optimum levels, especially in the world of estimating. Every employee must know their function in the company to have a successful team. Every team player must know their role. In a short amount of time, an estimator must fully understand the building design and have a complete understanding of the specifications to arrive at a competitive price for the project. To do so, he must have a full understanding of the science of electrical estimating and the tools that he has been given to work.

If an electrician doesn’t know how to properly use an electric conduit bender, it will cost you money, especially in extra labor. And if an estimator doesn’t know how to use the estimating software to its fullest potential, it will cost you money and a lot of extra labor. Your estimator has a better chance to perform at his maximum potential if has been properly trained by someone with estimating experience and an in-depth understanding of electrical estimating software. Estimators need a solid philosophy of electrical estimating.

If you are interested in having online training, please review the training courses and decide which courses and lessons you want taught. You can pick and choose the lessons within each module to get help where you need it most. Send an email noting courses of interest and approximately how many hours of training that you are interested in booking and how many people you want to train. A determination will be made of an approximate time that it will take to complete the training and you will receive a call to discuss the best solution to fit into your company’s schedule and priorities. Feel free to call if you have any specific questions not addressed.

Online Training Blocks of Time
• 10 Hours
• 15 Hours
• 20 Hours
• 25 Hours
• 30 Hours

Testimonial from a satisfied client

“I am writing today to give you my firm whole-hearted recommendation for Don Kiper and Estimating 101. I am an experienced Trimble® ACCUBID™ user with over 10+ years experience in working with their products. In just a few short hours, I was able to gain many tips and tricks in working with the program.

I was able to custom tailor the training time we purchased from him to work only on the areas I wanted to that helped me gain the most. He has since been a reliable resource for my disposal. Apart from Don’s wealth of knowledge of the Trimble® ACCUBID™ program, I was able to gain estimating approaches and philosophies that you would not in a lesser experienced trainer.

The knowledge I gained in working with Mr. Kiper was put into practice in my estimating almost immediately. Our firm will be doing more work with Don in the future as we grow and take on more staff. The monies we would spend on this type of education and continuing education will come back to us at least 100-fold.”

– Al Costa, VP of Operations, Leeway Electric, Buena, NJ