Training & Videos

Over three hours of video is provided below for your training needs. Each section has four videos, and each video has on average five subtopics that are covered within the video. Once the video launches and is buffered, you can skip to a topic using the topic navigation links at the bottom of the video. The four main sections cover Prime Bid basic usage, and the videos below that are advanced topics. You can scroll down to the video you want, or use the simplified navigation to the right.

Subcontractor Database / Broadcast Fax and Email

1. Creating a Bid Vendor Database (8:13)

Creating a bid vendor database from a list of subcontractors and suppliers
  1. Starting a Bid Vendor Database
  2. Sorting the Source Database
  3. Selecting Vendors from the Source Database
  4. Using Lookup Criteria

2. Running a Broadcast Invitation (7:30)

Running a broadcast invitation from a list of selected subcontractors and suppliers
  1. Modifying the Broadcast Template
  2. Selecting the Broadcast Type
  3. Selecting the Broadcast Template
  4. Adding Attachments to the Broadcast
  5. Executing the Broadcast

3. Tracking the Broadcast Results / Reports (10:12)

Tracking the broadcast results as vendors confirm their bid status
  1. Running the Bid Vendor Database Filters
  2. Tracking the Bid Confirmation Status
  3. Telephone Calling
  4. Specific Contact Notes
  5. Subcontractor List Printouts
  6. Good Faith Reports

4. Editing the Vendor Database (9:15)

Editing the vendor database records so you can keep your customized data up to date
  1. Editing Vendor Records
  2. Editing Vendor Records in a Grid
  3. Importing / Exporting a Vendor Database

Prime Bid File Setup

5. Bid Information / Bid Setup (7:18)

Setting up Prime Bid to operate correctly in your work environment
  1. Managing Bid Files
  2. Filling in the Bid Information Sheet
  3. Understanding the Bid Setup Window
  4. Configuring the Multi-user Setup

6. Setting up the Summary Page (7:00)

The summary page consists of indirect costs like sales tax, markups, and bond calculations
  1. Editing Indirect Costs
  2. Reviewing Sales Tax Considerations
  3. Editing Markups
  4. Editing Bond Calculations

7. Adding Sections to a Bid (8:44)

Add sections to your bid to comply with your bid spec sheet
  1. Using Different Filters to Edit Data
  2. Adding Sections through the Input Filters
  3. Adding Sections from a List

8. Editing Matrices (5:47)

Matrices group together sections of work so you can easily navigate a bid for entry and analysis
  1. Creating a New Matrix
  2. Adding Sections into a Matrix
  3. Organizing Matrices

Inputting / Analyzing Bids

9. Inputting Bids into a Matrix (12:18)

Learn how to add bids into a matrix, and use vendors from your bid vendor database
  1. Adding a Vendor's Bid into a Matrix
  2. The Role of the Bid Vendor Database
  3. Scope Items Worksheets
  4. Horizontal vs. Vertical Views

10. Analyzing Bids in a Matrix (8:28)

Review solutions and condition bids so you can understand the matrix analysis and come up with correct numbers
  1. Reviewing the Solutions of a Matrix
  2. Conditioning Bids in a Matrix
  3. Understanding the Matrix Analysis

11. Reviewing Bid Results in Filters (12:03)

Use different filters to view information about the bid like subcontractor lists, low vs. second, etc.
  1. Reviewing Bids in the Matrix Recap Filters
  2. Comparing the Low vs. Second Matrix Results
  3. Subcontractor / Supplier Lists
  4. Reviewing the Bid Details Filters

12. Reviewing the Overall Bid in Filters (9:52)

Use Prime Bid's filters to display and edit bid information the way you want to
  1. Understanding the Summary Filters
  2. Understanding the Details Filters
  3. Understanding the Category Filters

Bid Closing

13. Adjusting the Summary View Elements (4:41)

Figure out Prime Bid's category and division summary and change indirect costs on the fly
  1. Understanding the Category Summary
  2. Understanding the Division Summary
  3. Changing Indirect Costs and Markups on the Fly
  4. Cut and Add Bid Total Adjustment

14. Performing the DBE Analysis (6:04)

Display DBE analysis information and choose your subcontractors appropriately so you meet your DBE needs
  1. Displaying the Qualified DBE Subcontractor Options
  2. Selecting the DBE Subcontractors
  3. Running the DBE Best Fit

15. Completing the Alternate Bids (10:14)

Prime Bid can run as many alternate bids as you want alongside your base bid, and can also implement derived bids
  1. Requiring the Low Base Bidder in the Alternates
  2. Understanding the Derived Bid Calculation
  3. Implementing the Derived Bid

16. Closing Out the Bid in the Tabular Window (5:19)

The tabular window is a perfect view for your bid captain to see crucial information quickly that he can relay to the bid runner
  1. Reviewing the Base Bid and Alternate Totals
  2. Subcontractor Listing
  3. Bid Breakdown Totals
  4. DBE Listing

Advanced Videos

17. Setting up Alternates (8:38)

Learn to set up alternate bids in Prime Bid
  1. Adding an Alternate to a Bid
  2. Replicating the Base Bid Sections
  3. Configuring the Alternates in the Matrices
  4. Replicating the Base Bid Addons

18. Setting up a Bid Using a Bid Template (10:53)

Using a bid template will save you time by providing a base set of information already saved into a bid file
  1. Adjusting the Summary View
  2. Editing the Costs for Self Performed Work
  3. Adding/Deleting Sections in a Matrix
  4. Customizing Sections in a Matrix

19. Understanding Scope Items for Sections of Work (6:52)

Edit and calculate scope item adjustments in Prime Bid
  1. Editing the Scope Items Worksheet
  2. Calculating Scope Item Adjustments
  3. Reviewing Scope Items in the Vertical View

20. Editing the Database Lists (5:27)

Edit the database lists for divisions, sections and job cost phases
  1. Modifying the Divisions List
  2. Modifying the Sections List
  3. Modifying the Job Cost Phase

21. Configuring the Bid Breakdown Lists for a Bid (4:47)

Assign bid breakdowns to sections and add unit quantities and job cost phases to create a budget
  1. Assigning Bid Breakdowns to Sections
  2. Adding a Unit Quantity to the Bid Breakdowns
  3. Assigning Job Cost Phases to Sections to Create a Budget

22. Printing Filters and Reports (7:19)

You can print just about everything in Prime Bid using filters and reports
  1. Using the Filters as Reports
  2. Understanding the Prime Bid Reports
  3. Viewing the Print Preview
  4. Configuring the Print Options

23. Exporting Bid File Information (4:09)

Prime Bid lets you export all your bid information so you can use it in other software or for your own unique needs
  1. Exporting Grid Information to a File
  2. Exporting a Job Cost Budget

24. Importing a Vendor Database (4:58)

You can import your vendor database using Excel or a text file
  1. Aligning the Record Fields
  2. Using a .csv/.txt File

We Value Customer Feedback

Prime Bid is customer-driven software. It is a tool specifically designed by general contractors to optimize results on bid day to produce the best lowest number.

Our goal is to make this the most useful piece of software for our customers and so we work with them and utilize suggestions for feature enhancements. In the past two versions of our software there have been over 80 customer suggested improvements.