User Tip Sheets

Tip Sheets are helpful as a quick job aid for simple Bid Manager topics.

 

A - C

D - Z

Add a Document

 

Add a Note

 

Adding Multiple Customers to a Job

 

Apply Multipliers

 

Assign Item Numbers

 

Copy an Alternate

 

Copy to Excel

 

Copy an Item

 

Common Take Off Elements

 

Create an Item

 

Custom Search

Designate Submittals, Construction Drawings with an Order

 

Eaton vs Distributor Order Entry

 

Exchange Rates

 

Express Order

 

External Sharing

 

Identifying Limited Functionality

 

Editing Market Data

 

Editing a Job Name

 

Select Job Type

 

SKM Syncing

 

Switch Bid Man ID