Deep Dive Session 4 - Preparation

Modified on Thu, 22 May at 7:43 AM

In the Deep Dive Session 4, we will continue reviewing additional functionality within HBS. We will review Estimates, Budgets, Bid Requests, and Tasks. We encourage you to review and complete each step below prior to the Deep Dive Session 4.

Step 1: Estimates

Estimating allows you to use your existing models and billing items to estimate the cost of a project. You can then add your mark-up and create a presentable document, with your company information/logo, you can present to a potential customer.

Learn more about Estimates here:

Step 2: Budgets

Budgets allow you to use your existing model or estimate to build out a budget for the project. Creating a budget in HBS allows you to monitor Budget versus Actual spend throughout the life cycle of the project.

Learn more about Budgets here:

Step 3: Bid Requests

The bid request feature allows you to quickly request and approve bids from new and existing trade partners. You can dictate how the job is bid whether that's as a package or as a single material. Once a bid is accepted, it will automatically be added to your library of billing items.

Learn more about Bid Requests here:

Step 4: Tasks

A task is a non-standard request that can be added to a project and assigned to multiple users. Once assigned, the task is automatically added to the checklist of the assigned user(s) and appears on the project schedule. Tasks are not linked to specific work orders and do not have any associated prices. They are typically used for smaller, one-off requests or activities that don’t require the complexity of a full work order, providing a flexible solution for simpler tasks within the project.

Learn more about Tasks here: