BidMatrix | How-To Video Series
Below is a series of how-to videos on BidMatrix, broken out into four parts, so you can get the most out of your software.
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100: Settings
110 | Profile & Help
In this video, learn how to update user profiles, reset your password, and how to sign out of BidMatrix, as well as how to access the BidMatrix knowledge.
120 | Settings: Company, Subscription & Users
In this video, learn how to access the company section of settings in order to use products like Microsoft Power BI, and Microsoft Excel to create reports utilizing the BidMatrix data, ss well as how to create a product and where to find your API key. How to add users to your BidMatrix environment, set users roles, and deactivate users.
130 | Settings: Project Attributes
In this video, learn how to customize additional, trackable information in your projects, search and find projects based on their attributes or access information using custom reports, sort estimates by market segments, or sort what lead estimator closes more jobs in a year. All this in BidMatrix.
140 | Settings: Subcontractor Attributes
In this video, learn how to set up attributes on subcontractors as well as where to interface subcontractor lists from products like SmartBid and BuildingConnect. Attributes include bonding limits, enterprise types, or even rank subcontractors. Use attributes with your statistics to ensure your big includes necessary business enterprise requirements.
200: Subcontractors
210 | Subcontractor: Summary, Detail Attributes & Contacts
In this video, learn how to add and modify subcontractors in the database as well as how to set subcontractor bonding capacity and business enterprise type in BidMatrix.
215 | Subtractor: Modify
In this video, learn how to update, or modify subcontractor information and attributes once entered in BidMatrix.
220 | Subcontractor List: View Title & Sorting
In this video, learn how to go between a list view, and tile view, and sort them accordingly, as well as how to sort different fields and attributes in BidMatrix.
230 | Subcontractor List: View Table, Sorting, Pinning & Columns
In this video, within table view learn how to sort, and pinning columns to stay on the screen as well as define the columns you want to include on the screen for viewing in BidMatrix.
240 | Subcontractor: Export
In this video, learn how to export subs to a JSON file and open it with Excel.
250 | Subcontractor: Import
In this video, learn how to import subcontractors in BidMatrix.
300: Projects
310 | Project: Detail, Attribute & Permissions
In this video, learn how to create and modify projects, assign attributes to the project, and permission settings in BidMatrix.
315 | Project: Modify
In this video, learn how to update project information and attributes after creation in BidMatrix.
320 | Project: Template Project
In this video, learn how to use a template estimate to create new projects using a previous estimate or create template estimates in BidMatrix.
330 | Project: Archive Project & Delete
In this video, learn how to archive, estimate and restore if needed, as well as how to delete an estimate and the difference between archiving and deleting in BidMatrix.
340 | Project List: View Title, Sorting & Search
In this video, learn how to look at the project list while in tile view and how to sort projects in BidMatrix.
350 | Project List: View Table, Sorting, Pinning, Columns Selection & Search
In this video, learn how to look at the project list while in table view and how to sort by different columns, pin columns to stay on the screen and select what columns to view in BidMatrix.
400: Summary Sheet
410 | Alternates: Add, Modify, Activate & Deactivate
In this video, learn how to set up alternates, and modify alternate names as well as how to activate and deactivate alternates in BidMatrix.
415 | Bid Packages: Add & Modify
In this video, learn how to add and modify bid packages in BidMatrix.
420 | Import Estimate: Excel Template
In this video, learn how to quickly setup bid packages by importing a list of bid packages and their phases from an Excel spreadsheet in BidMatrix.
425 | Import Estimate: Sage Estimating
In this video, learn how to create bid packages, and the phases within them, from a Sage Estimate in BidMatrix. This allows you to see items under each phase within BidMatrix allowing you to use your estimate items as supplement amounts for subs missing scope.
430 | Expand & Collapse
In this video, learn how to couple expand, or collapse, an entire project grid into single sections in BidMatrix.
435 | Totals & Markups
In this video, learn how to add markups in a project to get a number to turn in for your bid in BidMatrix. Markups are added to a project like permits, insurance, fees, and bonds.
440 | Statistics
In this video, learn how to analyze projects to show what participation you have of different business enterprise types in BidMatrix.
445 | Print View
In this video, learn how to print your project in BidMatrix.
450 | Export
In this video, learn how to export your project in BidMatrix.
460 | Show / Hide: Setup Layouts
In this video, learn how to see default layouts and how to create new layouts in BidMatrix.
465 | Show / Hide: Current Users
In this video, learn how to view what other users are working on in a project as well as a history of edits per user in BidMatrix.
470 | Show / Hide: Search Summary
In this video, learn how to search within a project phase of work or even sub to find content faster than scrolling through a project in BidMatrix.
475 | Show / Hide: Grouping Options
In this video, learn how to change bid grid sorting as well as the additional ways to group a project in BidMatrix.
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