Are you struggling to maintain storage on your local server, and want a safe place to offload your old estimates without losing the ability to analyze your Estimate History?
HeavyBid 2020.1, and newer updates, can take your estimates that you no longer need to work on, and archive those estimates to our HCSS Azure database, freeing up your disk space and decluttering your Open Estimate screen. This secure data, available only to you, will remain available to include in reports, and if needed, you can import the estimate back into your system if you need to work from it actively.
Updating to the latest version of HeavyBid provides you with the latest features and security measures to safeguard your hard work. Basic users were given this feature that was exclusive to Advanced users until 2021.2 and above. If you are a Basic user, take advantage of this.
How can I learn more?
This support article outlines how to use the Estimate History, and how you can use Archived Estimates:
This support article quickly explains the difference between an Active estimate and an Archived estimate:
This support article goes through how to stay on top of updates:
Contact HCSS Support 24/7 at 800-444-3196, or online.
Leave a Reply