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QB - 06.01 Creating a Quick Bid Project

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Note

When you create a project (bid, estimate, whatever you want to call it) in Quick Bid, the only field required is "Project Name". However, there are several important fields on the Cover Sheet, described in the next article, that affect how a Bid is calculated.

Please take your time and review the articles that follow carefully to avoid making any mistakes that could cause you to generate an inaccurate estimate.

To create a new bid,

Click File > New > Bid,
Click the New icon drop down and select Bid
Right-click anywhere in the Bids list or in the Bid Navigator and Select New > Bid, or
If you are already on the Bids Tab, just press the <Insert> key

The Cover Sheet opens,

Type the name of the Bid in the Project Name field (this is the only required field)

In your New Bid options, you define who your default "Bidding Company" is so it should be filled in. ("New Bid" defaults are configured under Tools > Options > New Bid.)

Job Status defaults to the first Job Status in the Master list.

Click OK.

Your new Bid is created and visible and on the Bids Tab (and in the Bid Navigator, if open) and the Conditions Tab opens, automatically.

As we mentioned, when you create a new Bid, the only Cover Sheet field that is required is Project Name. However, other fields that affect calculation and allow an Estimator to organize and manage Bids efficiently are available.

Let us look at the Cover Sheet in more detail.

What are Projects, Bids, Estimates?

Filling Out the Cover Sheet