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  • I'm noticing that when I go back to certain takeoffs in estimating that the bid item's data will be deleted even after saving... why??

    I'm noticing that when I go back to certain takeoffs in estimating that the bid item's data will be deleted even after saving... why?? I go back to an estimate, expecting to see the final bid amount, but often it is lower than what I remember. When…
  • Bid vs actual

    We work with budgets, under over, and more, but what we really want is a way to compare a bid to the actual costs (after the job has closed). The objective: help our estimators see where they bid high or low on a particular item. I'm happy to write a…
  • How to change the status of a job? The option is greyed out.

    How can I change the status of a job? I.e. from Bid to Refused. Or Bid to Open?? The only option I can find is to change it to Closed or Complete (under Update in the menu) . My dropdown list for Job Status is greyed out once I create the job.
  • Take Control of Your Business

    I was reminded this week how important it is to be able to feel that one has a measure of control in life and in business. One of the worst feelings for anyone, and for a business owner in particular, is the feeling of being out of control. Perhaps you…