Prep and Setup
Get Plugged In
Import Data
- Import from HeavyBid
- Create budgets and cost codes directly into HeavyJob using your winning estimate
- Import from Excel
- Import Budget and Job tracking setups using Excel imports
Entry
Time Card Entry to Drive Your Data
- Using Simple and Lightening-Fast Data Entry
- Time Card Entry
- Diaries and Photo Attachments
- Material Entries
Billing and Forecasting
T&M Tracking and Billing
- Using HeavyJob to Produce Time and Material Bills
- Overview
- Assigning rates to Employees and Assets
- Marking Transactions for T&M Billing
- Creating a T&M Bill
Stay In Charge of your Projects
- Cost-to-Complete and Forecasting
- Using Cost-to-Completion values to stay in-charge of projects
- Generating a forecast in HeavyJob
- Using HeavyJob to Forecast Cost-to-Completion
- Understand the impact of forecasting
Pay Estimate and Billing
- Overview of Automating Client Billing
- Setting up the pay estimate feature
- Automating billing
- Electronically creating bills
- Working with disallowed quantities
Verify and Report
Eliminating Barriers
- Validating Data Entry from the Field for Accuracy
- Introduction to production quantities.
- Using production quantities to drive reporting.
- Why recording production quantity is the most important information from the field.
Field Reporting
- Using the Right Tools for Smarter Decisions in the Field
- Time Card Analysis
- Daily Digest
- Job Analysis
- Production Planner
- Using Data to Plan for Tomorrow
Verifying Data for Export to Payroll
- Validating Data for Export to Payroll
- Reports to ensure data accuracy
- Making changes before exporting to payroll
- How to export to payroll using HeavyJob
