How Do You Use the Bidding Worksheet in Benchmark?

You signed up for our no cost subscription, Benchmark, now what? You are always welcome to call one of our specialists to personally walk you through the program. Just dial 615-212-3036 and press 2. If you do not want to speak directly with someone (we all have those days) or if it is outside of our business hours, we have you covered here with step-by-step instructions to walk you through the bidding worksheet.

Getting Started

If you are beginning a project for the first time in Benchmark, you will set up an estimate by clicking Add Project from your Global Dashboard. Follow the steps and enter a Project Name, select the CSI Cost Code set, and choose an Estimate Template. Then, enter the project owner information and the project address.

From the left-side menu, you will start work on the project estimate by Clicking on Bidding>Worksheet.

Next click Add/Remove Cost Codes to customize the cost items for this project.

To add items to the estimate worksheet, click a cost code from the left menu, Cost Items Not Selected, to add it to the right column, Cost Items Selected. To remove items from the right column, simply click the cost code, and it will move to the left column out of the project. Click the Done button at the bottom to close the window and return to your Bidding Worksheet.

Next you will set your Markups. On the top right of your screen, click Set Markups.

You will set your markups in the pop up. When you are finished, click the X in the top right corner to close the pop up and return to the Bidding Worksheet.

On the Bidding Worksheet as you hover over the cost codes, icons appear on the left side of the line item.

The icon farthest to the left—the double down arrows—we call Nested Assemblies. Here at paskr Nest Assemblies is where you can list all the items that will be included in the total cost code. For example, under Doors Frames & Hardware, you will add the doors, frames, hardware packages, closers, etc. You can enter the cost and quantity for each of these individual components, and it will roll up all the individual costs into the total for the cost code. To add your assembly items, click the double down arrows>Add>enter the assembly item info. Repeat for each item as needed.

To add any Scope of Work notes for each cost code, click on the Notebook icon next to the double arrows. These notes will be used to populate the Scope of Work report for your potential owner and can be included in your Proposal Package. In the pop up window, click Create New to begin a new note.

Enter any and all information in the note section. If this is a note that you may want to use for a future project, you can save it to your Save List so it will be available later. Simply check the box next to “Add to Save List” before clicking Save at the bottom.

If you need to delete any cost codes from your worksheet, simply click the Trash icon on the left.

Then last, but not least, add a Bid Day Reminder Note to a cost code by clicking the Pen and Paper icon to the right of total cost. This is to help remind you of certain details as you are analyzing bids

After you complete all of your cost codes, you will move on to Scope of Work and Proposal Package to complete your estimate. If you would like to invite subcontractors to bid on projects directly from the application or split costs, you will need to upgrade to our Top Out subscription. You can Request a Demo from one of our specialists to get a personalized look at all of the features of Top Out.

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