IntelliBid ships with two pre-defined Vendors: TRADE/3-COL and Trade Service’s Target Pricing. You can add as many as 8 additional Material Vendors, giving you many options in material pricing in the Takeoff area. The Labor Levels in the Takeoff area allows you to select the appropriate Labor Level based on the job’s degree of difficulty. IntelliBid ships with four pre-defined Labor Levels: the level labeled CONEST is an aggressive rate based on ConEst’s experience;LABOR 1 (Normal) contains rates for a normal installation, LABOR 2 (Difficult) is used to set rates for a more difficult installation and LABOR 3 (Very difficult) contains rates for what you would consider is a very difficult installation. There are two more levels: Unused 5 and Unused 6 (for a total of six) that you may customize to your specific needs.
Note: another way to look at the differences in Labor Levels: Labor 2 is 25% greater than Labor 1, Labor 3 is 50% greater than Labor 1.

Labor_Maint

With all that said, did you know that with IntelliBid you can now customize these two drop-down menus?

Customizing the Vendor and Labor drop-down menus can be accomplished in the Maintenance -> Items section. To customize the Vendor drop-down menu, click on the Vendor button at the bottom of the Items section (see image below). There are three new columns to adjust for customization:

  1. Default – For new jobs, the Takeoff area starts with the pricing with a default vendor of your choice. You can specify which favorite vendor that will be by checking the column labeled Default. You can also manually change the vendor for a particular job in the Takeoff area by selecting a different vendor from the dropdown list.
  2. Use for Best Buy – You can include and exclude vendors from being considered in the Best Buy processing. In the illustration below, VENDOR 7, 8, 9 and 10 are not included in the price comparison to select the vendor with the lowest price. The Best Buy Vendor itself cannot be included.
    Note: This feature is useful if you have a vendor that you do not update pricing on a regular basis.
  3. Show Vendor – This identifies the vendors that will be included in the Takeoff Vendor dropdown list. This acts as a filter in Takeoff to exclude vendors such as the “unassigned” vendors (e.g., VENDOR 7, VENDOR 8 …) or it could be that you may not want your estimators to use TRADE 3/C for pricing jobs. Simply Uncheck the box for TRADE 3/C. In the illustration below, VENDOR 7 through 10 and TRADE 3C will not be in the Vendor dropdown list in Takeoff.

Labor_Maint2

To customize the Labor Level drop-down menu in the Takeoff area, click on the Labor Level button at the bottom of the Items Section (see image below).

There are two new columns to adjust for customization:

  1. Default – for new jobs, the Takeoff area starts with the ConEst Labor Level however, you can specify which favorite Labor Level you would like to use for each job by checking the column labeled Default. You can also manually change the Labor Level for a particular job in the Takeoff area by selecting a different level from the dropdown list.
  2. Show Labor Level – allows you to customize the list by including or excluding which Labor Levels are displayed. In the illustration below, UNUSED 5 and UNUSED 6 are excluded from the Labor Level drop-down menu in the Takeoff area. You may also want to exclude certain Labor Levels to keep your team from accidentally using them.

Labor_Maint3

 

For any questions:

ConEst Sales Division
Mon. – Fri., 7:30 am to 5:30 pm Eastern
1-800-662-7687
ConEst Technical Support
Mon.- Fri., 7:30 am to 6:00pm Eastern
1-800-662-7687 x2

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