Exploring the Importance of Version Release Notes

In the fast-paced world of technology, we are constantly updating TurboBid to provide users with better performance, enhanced features, and improved security. Whenever a new version of software is released, it is crucial for users to stay informed about the changes and updates that come with it. This is where version release notes play a vital role.

What are Version Release Notes?

Version release notes are documents that provide a detailed overview of the changes, improvements, and bug fixes that are included in a software update. They serve as a communication tool between the software company and its users, informing them about what to expect from the new version.

Why are Version Release Notes Important?

Transparency and Trust

By providing detailed release notes, software companies demonstrate transparency and build trust with their users. Users appreciate knowing exactly what changes have been made to the software they rely on.

 

Bug Fixes and Improvements

Release notes help users understand what bugs have been fixed and what improvements have been made in the new version. This information allows users to take advantage of these enhancements and avoid known issues.

 

Feature Updates

Version release notes also highlight any new features that have been added to the software. Users can learn about these features and how to make the most of them in their workflows.

 

Security Updates

In today's digital landscape, security is of utmost importance. Release notes often include information about security updates and patches, ensuring that users are aware of any vulnerabilities that have been addressed.

 

How to Access Version Release Notes

To access version release notes for a software update, simply visit the software company's website. Look for a section titled "Version Release Notes" or "Changelog" where you can find detailed information about the changes in the latest release. In some cases, software companies may provide release notes directly within the software application. You can typically find these notes in the "About" or "Help" section of the software.

Conclusion

Version release notes are an essential resource for users to stay informed about software updates and changes. By taking the time to read through release notes, users can make the most of the new version, stay up to date on bug fixes and improvements, and ensure that they are leveraging the latest features and security updates.

 

Version 5.13 Release Notes

We have revised the Documents tab

Bid Package Video Tutorial

We Have Added a "Bid Package" Button to the Documents Tab. Have you heard the news?

We have added a new feature to our platform that will make your bidding process even more streamlined and efficient. The "Bid Package" button is now available on the documents tab, allowing you to easily select the documents you want to include in your bid package with just a few clicks.

How Does the Bid Package Button Work?

When you click on the Bid Package button, a prompt will appear asking you to select the documents you wish to be included in your bid package. This process is quick and straightforward, allowing you to customize your bid package to include only the most relevant information for your project.

What Documents Can I Include in My Bid Package?

With the Bid Package button, you have the flexibility to choose from a variety of document options to tailor your bid package to your specific needs. From the Standard TurboBid Estimate to By Category and By Column options, you can select the documents that are most relevant to your project requirements.

 

Standard TurboBid Estimate: 

This option allows you to generate a standard TurboBid estimate, providing you with a detailed breakdown of costs and materials.

 

• By Category: Per Plan, VE, Per Plan/VE, Option Tabs: Customize your bid package by selecting documents based on specific project categories, such as plans, value engineering, or optional tabs.
• By Column: Per Plan, VE, Per Plan/VE, Option Tabs: Choose documents based on columns for a more detailed view of your project estimates.
• VE: Add/Delete: Include documents that focus on value engineering.
• Bid Price by Phase, Option Price List, Work Order, Formal Proposal.
• Select from a range of documents to create a comprehensive bid package that meets your project requirements.

 

Service Work Estimate:

This option allows you to generate a service work estimate, providing you with a detailed breakdown of service work costs and materials.

 

• By Category: Per Plan, By Category: Option Tabs
• By Column: Per Plan, By Column: Option Tabs
• Time & Material, Option Price List, Work Order
• Formal Proposal
• Customize your bid package with documents that provide you with a detailed breakdown of service work costs and materials.

 

Why Use the Bid Package Button?

 

The Bid Package button offers a convenient and user-friendly way to create customized bid packages that meet your customers’ needs.

 

With a variety of document options to choose from, you can ensure that your bid package includes all the necessary information for a successful bid.

 

So why wait? Try out the Bid Package button today and experience a more efficient and effective bidding process for your projects.

 

In Conclusion

 

The addition of the Bid Package button to our platform is just one more way we providing our users with the tools they need to succeed.

 

With customizable document options and a user-friendly interface, creating a personalized bid package has never been easier. Give it a try and see the difference it can make for your next bid.

 

 

Revised the Formal Proposal: Enhancing Clarity and Transparency

Formal Proposal Video Tutorial

Are you looking to improve the clarity and transparency of your formal proposals? We have revised the Formal Proposal to make it easier for you and your clients to understand the details of the project.

Benefits of the Updated Formal Proposal

The updated Formal Proposal now includes the Payout Phase Draw amounts for each estimate, making it clear and concise for both parties involved. The addition of the Option tabs allows for easy navigation and access to specific sections of the proposal, ensuring that all necessary information is easily accessible.

Increased Transparency with Tab #1 Selection

With Tab #1 selected by default, clients can quickly review the essential details of the proposal at a glance. This provides a quick overview of the project scope, budget, and timelines, allowing for faster decision-making and approval.

Customization with Tab #2

For more detailed information or specific options, clients have the flexibility to switch to Tab #2. This allows for customization of the proposal based on the client's preferences and requirements, ensuring a tailored approach to each project.

Simplifying the Total Bid Price

The Total Bid price is now prominently displayed in the Formal Proposal, making it easy for clients to understand the overall cost of the project. This transparency fosters trust and confidence in the pricing, showing a clear breakdown of costs and ensuring no surprises down the line.

In conclusion, the revised Formal Proposal offers enhanced clarity, transparency, and customization options for both clients and service providers. By incorporating Payout Phase Draw amounts, Option tabs, and Total Bid price, the proposal becomes a more effective tool for communication and decision-making. Upgrade your proposal process today with these improved features!

 

 

We have the ability to add to our Master Database located on a secure Microsoft Azure server.

Material Templates for Estimates Video Tutorial

We Have the Ability to Add to Our Master Database

As a top-tier provider of construction estimation software, we offer a wide range of features that set us apart from the competition. One such feature is our ability to add to our Master Database located on a secure Microsoft Azure server. This allows our users to access a vast library of items, templates, and assemblies that can streamline their estimating process and improve the accuracy of their bids.

Virtual Items (TurboCloud)

Our Virtual Items, powered by TurboCloud technology, are a game-changer for construction estimators. These virtual items are pre-built components that can be easily added to your estimates, saving you both time and effort. With a few clicks, you can insert these items into your estimate and adjust the quantities and prices to fit your specific project requirements. Say goodbye to manual data entry and hello to increased efficiency and accuracy.

Material Templates for Estimates

In the world of construction estimating, time is of the essence. That's why we offer Material Templates for Estimates, which are pre-configured lists of materials commonly used in commercial and residential projects. These templates can be easily customized to fit your specific needs, saving you valuable time during the estimating process. Whether you're working on a large commercial project or a smaller residential job, our Material Templates have got you covered.

Commercial and Residential Estimates

When it comes to estimating software, one size does not fit all. That's why we offer separate Material Templates for Estimates for Commercial and Residential estimates. These Material Templates for Estimates contain copies of items that are specific to each type of project, ensuring that your estimates are as accurate as possible. Whether you're pricing out a commercial office building or a residential home renovation, our specialized Material Templates for Estimates have the items and assemblies you need to get the job done right.

Option Price List Estimates

For projects with multiple options and upgrades, our Option Price List feature is a game-changer. This feature allows you to create a list of optional items that can be easily added to your estimates. With the click of a button, you can insert these items, complete with pricing and quantities, to give your clients a clear picture of their options. This not only streamlines the estimating process but also enhances communication with your clients, leading to more successful projects.

Virtual Assemblies (TurboCloud)

Finally, our Virtual Assemblies feature is a powerful tool for construction estimators. These virtual assemblies are pre-built groups of items that are commonly used in construction projects. By adding these assemblies to your estimate, you can quickly and accurately price out complex components of your project, saving you time and improving the accuracy of your bids. With Virtual Assemblies, you can take your estimating game to the next level.

In Conclusion

Our construction estimation software offers a wealth of features that are designed to streamline your estimating process and improve the accuracy of your bids.

From Virtual Items and Material Templates for Estimates, Option Price Lists, Virtual Items and Virtual Assemblies, we have everything you need to succeed in the competitive world of construction estimating.

Try us out today and experience the difference for yourself!

 

 

Option Price List Estimates

Option Price List Video Tutorial

For projects with multiple options and upgrades, our Option Price List feature is a game-changer. This feature allows you to create a list of optional items that can be easily added to your estimates. With the click of a button, you can insert these items, complete with pricing and quantities, to give your clients a clear picture of their options. This not only streamlines the estimating process but also enhances communication with your clients, leading to more successful projects.

 

 

TurboCloud Items Folder: A Step-by-Step Guide

TurboCloud Items Folder Video Tutorial

We have revised the Standard Items

The first thing you will notice when you log into the system is the updated layout of the Standard Items section. To access this feature, simply navigate to the folders tab and expand it until you find a folder with Items in it. This organization allows you to easily locate the items you need, saving you time and effort when creating estimates or invoices.

Expand the folders until you find a folder with Items in it

Once you have located the folder with the items you are looking for, the next step is to expand it to view the individual items. Simply click on the arrow next to the folder name, and a list of items will appear below it. This streamlined design is meant to enhance your user experience, eliminating unnecessary steps and making the process more efficient.

Right-click on the folder and you will see a menu

To further simplify the process, we have added a right-click menu that provides quick access to common actions. When you right-click on the folder containing the items, a menu will pop up with options such as "Add to Estimate" and "Delete." This menu makes it easy to perform actions without having to navigate through multiple screens, saving you valuable time and effort.

Click "Add to Estimate" to add the Items to an open estimate

One of the key features of the revised Standard Items system is the ability to quickly add items to an open estimate. Simply right-click on the desired item, select "Add to Estimate" from the menu, and the item will be automatically added to your current estimate. This streamlined process eliminates the need for manual entry, reducing the risk of errors and ensuring accuracy in your estimates.

Click "Delete" to delete the folder

In addition to adding items to estimates, you can also easily delete unnecessary folders or items using the new system. If you no longer need a specific folder, simply right-click on it, select "Delete" from the menu, and the folder will be removed from your list. This feature helps you keep your workspace organized and clutter-free, improving your overall productivity.

In conclusion

 the revised Standard Items system is designed to enhance your user experience by providing a more intuitive and efficient way to manage your items and estimates. By following the simple steps outlined in this guide, you can master the new system and take full advantage of its features. So why wait? Dive in today and experience the benefits of the updated Standard Items system for yourself!

As the world of technology continues to evolve, it's important to stay up-to-date with the latest advancements in software systems.

 

With our newly revised Standard Items feature, you can navigate your items and estimates with ease, saving time and improving overall efficiency.

 

Don't miss out on the opportunity to streamline your workflow and enhance your user experience. So why not give it a try today? Master the new system and take your productivity to the next level!

 

TurboCloud Assemblies Folder: A Step-by-Step Guide

TurboCloud Assemblies Folder Video Tutorial

How to Efficiently Manage Standard Items in Your Estimating Software

Are you struggling to navigate through the standard items in your estimating software? Are you looking for a quick and easy way to add assemblies to your estimate or delete unnecessary folders? Look no further! In this article, we will walk you through the process step-by-step, so you can efficiently manage your standard items with ease.

We have revised the Standard Items

First and foremost, it's important to note that we have recently revised the standard items in our software to make it more user-friendly and intuitive. The new layout and organization of the folders will streamline your estimating process and save you valuable time. So, let's dive in and explore how you can expand the folders to find the assemblies you need.

Expand the folders to find Assemblies

To begin, open up your estimating software and locate the standard Assemblies section. Expand the folders until you come across a folder that contains the assemblies you are looking for. Once you have identified the correct folder, right-click on it to bring up a menu of options.

Right-click on the folder and Add to Estimate

Next, you will see a menu pop up when you right-click on the folder. Among the options listed, you will find "Add to Estimate." Click on this option to add the assemblies within the folder to your open estimate. This simple step eliminates the need to manually input each assembly, saving you time and effort.

Click "Delete" to remove unnecessary folders

In some cases, you may come across folders that are no longer needed or contain outdated information. If this is the case, simply right-click on the folder and select "Delete" from the menu. This action will remove the folder and its contents from your standard items, decluttering your workspace and improving organization.

Conclusion

In conclusion, managing standard Assemblies in your estimating software can be a breeze if you know the right steps to take. By expanding folders, adding assemblies to estimates, and deleting unnecessary folders, you can streamline your workflow and increase productivity. Remember to take advantage of the recent revisions to the standard items layout to make your estimating process as smooth as possible.

 

So, next time you find yourself overwhelmed with standard items, remember these simple instructions to navigate with ease. By following these steps, you can become a pro at managing standard items in your estimating software. Happy estimating!

Learn how to efficiently manage standard items in your estimating software by expanding folders, adding assemblies, and deleting unnecessary folders with our step-by-step guide.

Remember, practice makes perfect, so don't be afraid to experiment and explore the features of your estimating software to find what works best for you. With a little bit of patience and persistence, you'll be a master at managing standard items in no time!

 

 

Virtual Item (TurboCloud) Option Price List

 

Are you looking to streamline your estimating process for construction projects? Look no further! With the Virtual Item (TurboCloud) Option Price List, you can easily add copies of Items to your estimate, making the process more efficient and accurate. Let's dive into how this innovative tool can benefit you.

 

What is the Virtual Item (TurboCloud) Option Price List?

 

The Virtual Item (TurboCloud) Option Price List is a game-changer for construction professionals. It allows you to add copies of Items to your estimate with just a few clicks, saving you time and reducing the risk of errors. Imagine being able to quickly and easily access a list of pre-populated Items that you can simply drag and drop into your estimate. This tool offers convenience and precision, making your estimating process smoother and more reliable.

 

How does it work?

 

Using the Virtual Item (TurboCloud) Option Price List is a breeze. Simply log in to your account, select the Items you want to add to your estimate, and drag them over. You can customize the quantities and prices as needed, giving you full control over your estimate. With this tool, you can say goodbye to manual data entry and hello to a more efficient estimating process.

 

Virtual Assemblies (TurboCloud) Option Price List

 

In addition to the Virtual Item (TurboCloud) Option Price List, TurboCloud also offers Virtual Assemblies. These are copies of pre-configured Assemblies that you can add to your estimate with ease. By using Virtual Assemblies, you can save even more time and ensure consistency across your projects.

 

What are the benefits of using Virtual Assemblies?

 

Virtual Assemblies are a valuable resource for construction professionals. By adding pre-configured Assemblies to your estimate, you can speed up the estimating process and reduce the risk of errors. With Virtual Assemblies, you can ensure that your estimates are accurate and consistent, leading to better project outcomes.

 

How can you access Virtual Assemblies?

 

Accessing Virtual Assemblies is simple. Just like with the Virtual Item (TurboCloud) Option Price List, you can log in to your account, select the Assemblies you need, and drag them into your estimate. You can then customize the quantities and prices as required, giving you the flexibility to tailor your estimate to the specific needs of your project.

 

In conclusion, the Virtual Item (TurboCloud) and Virtual Assemblies Option Price Lists are powerful tools that can revolutionize your estimating process. By leveraging these tools, you can save time, reduce errors, and improve the accuracy of your estimates. Say goodbye to tedious manual data entry and hello to a more efficient and reliable estimating experience with TurboCloud. Try it out today and see the difference for yourself!

 

We have revised the "Material Take-Off" tab.

Category Display Video Tutorial

 

Learn about the latest updates to the Material Take-Off tab and how they can enhance your workflow.

 

Choose to have Categories expanded or collapsed by default for a more customized experience.

Introduction

In today's ever-evolving digital landscape, user experience is key when it comes to software and tools. We understand the importance of efficiency and ease of use, which is why we have made exciting enhancements to the Material Take-Off tab. With the addition of a Category Display button, users now have the flexibility to choose how they want to view their Categories. Let's delve into these new features and how they can streamline your workflow.

We have revised the "Material Take-Off" tab

The Material Take-Off tab is a vital tool for tracking and managing materials for construction projects. With our recent revision, we have made it even easier to navigate and organize your data. The new Category Display button allows you to customize your view, making it a more personalized experience. With just a few clicks, you can toggle between expanded or collapsed Categories based on your preference. This level of customization puts the power in your hands, allowing you to work more efficiently and effectively.

We have added a Category Display button

The addition of the Category Display button brings a new level of functionality to the Material Take-Off tab. Now, you can easily switch between expanded and collapsed Categories with just a simple click. This feature gives you greater control over how you view and interact with your data, making it easier to find what you need quickly. Whether you prefer a more detailed view or a streamlined overview, the Category Display button allows you to tailor your experience to suit your workflow.

You can choose to have the Categories expanded by default

For users who prefer to have a more detailed view of their Categories, the option to have them expanded by default is now available. This means that when you open the Material Take-Off tab, all Categories will be displayed in full, giving you a comprehensive overview at a glance. This setting is perfect for users who want to see all their data upfront and dive into specific Categories as needed.

You can choose to have the Categories collapsed by default

Alternatively, if you prefer a more simplified view, you can choose to have the Categories collapsed by default. This setting condenses the display, showing only the main Categories with the option to expand each one individually. This streamlined view is ideal for users who prioritize a clean and organized workspace, allowing for a more focused and efficient workflow.

In Conclusion

 

The enhancements to the Material Take-Off tab offer a more user-friendly experience, allowing you to customize your view and streamline your workflow. By giving you the flexibility to choose how you interact with your data, we aim to empower you to work more efficiently and effectively. Try out the new Category Display button today and see how these updates can enhance your project management experience.

 

 

Introducing the Enhanced Material Take-Off Tab Experience

Have you ever struggled with navigating the Material Take-Off tab in your construction software? If so, you're in luck! We have recently revised the Select Columns button to make your experience smoother and more efficient. In this article, we will walk you through the exciting updates we have made to enhance your workflow.

What's New with the Material Take-Off Tab?

One of the key improvements we have implemented is the addition of a dropdown list to the Master Heading List. This change allows you to easily access different categories of items, making it simpler to find what you're looking for. Let's take a closer look at the new dropdown options:

Commercial

The Commercial category now houses all of the items in the Commercial Master Heading List. Whether you're working on a large-scale project or just need to quickly pull up commercial materials, this category has you covered.

General

The General category contains all of the items in the Master Heading List. This is your go-to option for a wide range of general materials that are commonly used in various types of construction projects.

Residential

Need to focus on residential materials? The Residential category is where you'll find all of the items in the Residential Master Heading List. From fixtures to finishes, this category is tailored to meet the specific needs of residential construction projects.

Option Price List

Last but not least, the Option Price List category includes all of the items in the Option Price List Master Heading List. This category is ideal for managing pricing information for different options and upgrades, helping you stay organized and efficient.

How Will This Benefit You?

With these enhancements, you can expect a more streamlined and intuitive experience when working with the Material Take-Off tab. No more searching through long lists of items – simply choose the relevant category from the dropdown list and access the materials you need in seconds. This efficiency can save you time and simplify your workflow, allowing you to focus on other important aspects of your project.

In addition, the enhanced Select Columns button improves visibility and organization, making it easier to customize your view and display only the information that matters most to you. Whether you're a seasoned user or new to the software, these updates are designed to enhance your overall user experience and increase your productivity.

Conclusion

In conclusion, the recent revisions to the Material Take-Off tab's Select Columns button have made a significant impact on the usability and functionality of the feature. The addition of the dropdown list to the Master Heading List offers users a more organized and efficient way to access materials, saving time and improving workflow. We are committed to continually enhancing our software to meet the evolving needs of our users, and we hope these updates will empower you to work more effectively and efficiently. Try out the new enhancements today and experience a better way to manage your construction projects!

 

 

We have Added a Flat Rate tab to the Item Editors and Assembly Editors can be a valuable enhancement for managing Flat Rate Pricing.

 

Global Flat Rate Settings Video Tutorial

Item Editor Video Tutorial

Assembly Editor Video Tutorial

The addition of a "Display Options" button in TurboCloud for both Items and Assemblies is a great enhancement for user control and customization. This feature can significantly improve how users interact with and view their data.

 

• This allows you to show your customers the TurboCloud Grid View.
• This will be helpful if you select the Display Option for "No Material or Labor".
• Showing pictures of items and assemblies to customers can significantly enhance communication and ensure everyone has a clear understanding of what will be installed.
•  Showing customers the TurboCloud Grid View with the Flat Rate Price can be a powerful way to present pricing information clearly and transparently.
• Displaying a "Regular View" in the Grid View of TurboCloud with key details such as Manufacturer, Catalog #, TurboBid Price, and Labor Units can greatly enhance the way users view and analyze item and/or assembly data.
• In the Grid View of TurboCloud, you can select to display the "Regular View" for Assemblies, which displays the Material Cost and Labor Units.
• The ability to display "No Material or Labor" in the Grid View of TurboCloud for Items and Assemblies is a useful feature for highlighting specific aspects of your data.
• This can help customers focus on items and assemblies that lack associated material cost or labor cost.
• Displaying "Global Flat Rate Settings" in the Grid View of TurboCloud is a powerful feature for providing a consistent view of Flat Rate Pricing settings across items and assemblies.
• Selecting a Global Mark-Up % for both Items and Assemblies in TurboCloud is a powerful feature that helps in applying a consistent Flat Rate Pricing.
• Automatically entering the Average Pay Rate and Average Burden Rate in the Jobsite Employees tab of an estimate can significantly streamline the process of estimating labor costs and ensure consistency across estimates.
• The sales tax that you have entered into the Bid Price Data tab willl automatically be entered.

Adding a Flat Rate Pricing tab to the Item Editors and Assembly Editors and enabling the ability to right-click on a folder to enter a Mark-Up % is a practical enhancement for managing pricing strategies efficiently. Here’s how to effectively implement and utilize these features:

 

 

 

 

Implementing and Utilizing the Flat Rate Pricing Tab and Mark-Up % Functionality

• Feature Implementation
• Flat Rate Pricing Tab: Add a dedicated Flat Rate Pricing tab to both Item Editors and Assembly Editors. This tab should allow users to enter and manage flat rate pricing details, including Mark-Up %.
• Right-Click Functionality: Implement a right-click context menu on folders within the Item Editors and Assembly Editors that provides an option to quickly enter or adjust the Mark-Up %. This feature should be intuitive and easy to access.
• The following formula is used to calculate the Flat Rate Pricing.
• (Material Cost * Sales Tax) + (Labor Hours * Jobsite Avg Cost) * Mark-Up %
• I was an electrical contractor in Illinois for a couple of decades.
• We did a lot of Tract Projects for National Builders.
• I believe that this concept will work well for commercial and industrial estimates as well.
• We would always include an "Option Price List" in our bid package.
• We kept of bid prices low enough so that we would win the project.
• We made between 180% to 360% profit margins if the home buyer wanted to anything from the "Option Price List", such as dimmers, receptacles, paddle fans, recessed downlights, etc.
  
  

 

We have added two new ways to add material to the "Material Take-Off Tab".

Add Items and/or Assemblies to the Take-Off Tab Video Tutorial

 

• You can click the "Add Material" button in the "Material Take-Off Tab".
• This will bring up the screen where you can see the Items and/or Assemblies that are in the estimate.
• Expand the tree to find the Items and/or Assemblies that you want to add to the estimate.
• Check the check boxes for the Items and/or Assemblies that you want to add to the estimate.
• Click the "Add To Take-Off" button

 

TurboCloud Add Items and/or Assemblies to the Take-Off Tab Video Tutorial

 

• Open TurboCloud.
• Click on the Items or Assemblies tab.
• Expand the tree to find the Items and/or Assemblies that you want to add to the estimate.
• Hover your cursor over the Items and/or Assemblies.
• You will see "Check Boxes" in front of the Items and/or Assemblies.
• Check the "Check Boxes" for the Items and/or Assemblies that you want to add to the estimate.
• You will see how many Items and/or Assemblies will be added to the estimate.
• Click on the "Selected: Add to Estimate" link to add the Items and/or Assemblies that you want to add to the estimate.

 

You currently have a Virtual Library for Items and Assemblies in TurboCloud.

 

• This makes a virtual copy of the original item. 
• These are usually items and/or assemblies that you use a lot.
• You can right click on these items or assemblies, and click on "Add to Open Estimate".

 

We have added an Virtual Library (TurboCloud) to the master database that is hosted on a secure Microsoft Azure Server.

 

Material Templates for Estimates Video Tutorial

 

• There is a folder titled "Material Templates for Estimates".
• We are adding the following "Material Templates for Estimates".
• Commercial
• Residential

 

• There is a folder titled "Option Price List" in the Virtual Library (TurboCloud) folder.
• There is a document named "Option Price List" in the Documents tab.
• We recently released a "Global Flat Rate Settings" for Items and Assemblies.
• You can select a Global Mark-Up % for both Items and Assemblies.

• In the Grid View of TurboCloud, you can select to display the "Global Flat Rate Settings" for Items and Assemblies.
• Since you have the ability to set "Global Flat Rate Settings" for Items and/or Assemblies".
• Since we've added a Flat Rate Pricing tab to the Item Editors and Assembly Editors, you can quickly right click on a folder and enter a Mark-Up %.

 

• In the Documents tab, there is a document named "Option Price List".
• We made between 180% to 360% profit margins if the home owner wanted to add anything from the "Option Price List", such as dimmers, receptacles, paddle fans, recessed downlights, etc.
• I believe that this concept will work well for commercial and industrial estimates as well.

 

Version 5.12.29.0 Release Notes

Revised the Invoice, Pricing Detail, and Work Order documents for Additional Labor Tasks.

      * The quantity will now display the rounded up days and weeks for additional labor tasks.

Revised the Bid Price by Phase document selector to allow you to select if you need to charge sales tax to your customers.

Revised the Bid Price Data > Direct Cost Detail tab to display the additional Labor Tasks to display the actual hours.

The Jobsite Employee's Additional Labor tasks formula has been revised.

Version 5.12.26.0 Release Notes

The Jobsite Employee's Additional Labor tasks formula has been revised.

You can select a different database, if your current database has failed to connect to TurboBid.

If you change anything in an item or assembly, the message in the prompt has changed.

      * Do you want to save the changes that you just made?

You can select a different database, if your current database has failed to connect to TurboBid.

If you change anything in an item or assembly, the message in the prompt has changed.

      * Do you want to save the changes that you just made?

      * You can view or modify these settings by clicking on the "Other Options" tab in the Item Editor. If you want to prevent the Item's values from reverting to their original state during cloud synchronization, simply uncheck the checkbox.

      * Click either the "Yes" or "No" buttons.

Since we have added "Do you want to save the changes that you just made?" we have removed the "Click here to view settings" from the TurboCloud synchronization process.

We have replaced the spreadsheet with a newer version of the spreadsheet. This has fixed many of the issues when using the spreadsheets.

We have fixed an issue when selecting an estimates columns. If you add a column from the Master Heading List, you no longer have to redo the values.

We have fixed an issue when Refreshing Planswift. If you select "Refresh", all of the items and assemblies are refreshed so that they will display the quantities in Planswift.

When you select a Planswift "Count", or "Linear Measurement" in TurboBid's take-off tab, Planswift is automatically opened up. When you select to "Stop" the "Count", or "Linear Measurement", TurboBid is automatically opened up.

In the Format Formal Proposal's Light Fixture Inclusion screen, we have replaced "Missing or Burned Out Lamps" with "Fixtures Are to be Pre-Assembled".

In the Format Formal Proposal's Light Fixture Inclusion screen, we have replaced "Missing or Burned Out Lamps" with "Fixtures Are to be Pre-Assembled".

We have revised the Invoice, Pricing Detail, and Work Order to allow you to select to check a checkbox that will "Show Line Item Bid Prices" and "Show Bid Price Total". This allows you to not display Line Item Bid Prices, while displaying the Bid Price Total at the end of the documents.

We have added the Activated Computer Name to the TurboBid License tab.

 

Version 5.12.10.0 Release Notes

Select to Create a Service Work Estimate.

Quickly select what you want to do.

 

We have revised the Customer / Project Info tabs. This also applies to Standard Estimates.

 

We have combined the Customer Info and Project Info tabs into a single tab.

 

We have also removed the # of Units section from Service Work estimates. This allows you to use different Direct Costs for each estimate. For example, you can use different jobsite employees or different Additional Labor for each estimate.

 

* Service Work: Customer / Project Info Tab Video Tutorial

* Standard Estimate: Customer Information Section Video Tutorial

* Standard Estimate: Project Name Section Video Tutorial

* Standard Estimate: Production Information Section Video Tutorial

 

Enter the Estimate's Name and the Scope of Work.

The Scope of Work tab is where you create the estimates for the project. We have added an Estimate Dropdown above the Project Tabs. The dropdown contains all of the estimates in the project. The Scope of Work will be to the right of the dropdown.

An example of the scope of work might be: Relocate the Microwave Receptacle and the Refrigerator Receptacle.

* Scope of Work Tab Video Tutorial

 

We have revised the Take-Off tab. We have also revised the Standard Estimates Take-Off tab.

Enter the material quantities, additional minutes needed to gain access, to drill obstacles and fish wire, and increase labor in the event that a worse-case scenario happens.

 

You can add a location or a description of the service work that you will perform to the take-off tab. Checkboxes are included next to the location or description of the service work. Select an estimate and check the box for the location or description of the service work to be added to the estimate.

* Select Columns Video Tutorial

 

Add items and/or assemblies to the service work take-off tab.

* Add Material Video Tutorial

 

The material sort order lets you rearrange the order that your material is displayed to facilitate the way that you take-off an estimate.

* Material Sort Order Video Tutorial

 

You can change the take-off tab names.

* Tab Names Video Tutorial

 

We have added textboxes to the take-off tab that contain various costs for the current take-off tab. These include material and labor costs, time and material tasks for material and labor costs, labor for gaining access for service work tasks, labor for drilling through obstacles to feed the device, ability to add minutes or a percentage for flat rate pricing, total labor, total labor cost, misc. expenses, overhead cost, profit amount, and bid price.

* Data Text Boxes Video Tutorial

 

Service Work Estimate's Take-Off Tab

 

Standard TurboBid Estimate's Take-Off Tab (No Access, Obstacles, or WCS)

 

Add Time & Material Tasks or Temporary Assemblies. This also applies to Standard Estimates.

 

Time and Material Tasks allow you to add Time and material tasks, or temporary assemblies, to the take-off tab. Enter a description of the task or assembly, the labor hours to install the material, and the material cost.

* Time & Material Tasks Video Tutorial

Each Employee can use a Billable Rate Per Hour. This also applies to Standard Estimates.

 

We have revised the Employee wizard.

 

We have added Field Employee checkboxes that when checked, will add the Employee to the Overhead Calculator. This is important because the Overhead Rate Per Hour is based on the Employee Hours that you can bill out for the year.

 

It also allows you to enter the percentage that you want to make on the employee's Billable Rate Per Hour.

* Employee Wizard Video Tutorial

The Billable Rate is based on the Overhead Calculator. This also applies to Standard Estimates.

 

The Jobsite Employees are automatically added to the Overhead Calculator.

* Overhead Calculator Video Tutorial

We have revised the Direct Cost tabs. This also applies to Standard Estimates.

 

You can save the settings as the Default Value for each tab. This will allow you to complete estimates faster.

 

We have also removed the # of Units section from the Project Info tab. This allows you to use different Direct Costs for each estimate.

 

You can use a different number of Jobsite Employees for each estimate.

* Jobsite Employees Tab Video Tutorial

 

You can use different Additional Labor cost for each estimate.

* Additional Labor Tab Video Tutorial

 

You can use different Misc. Direct Job Expenses cost for each estimate.

* Misc. Direct Job Expenses Video Tutorial

 

You can use different Tools cost for each estimate.

* Tools Tab Video Tutorial

 

You can use different Subcontracts cost for each estimate.

* Subcontracts Tab Video Tutorial

 

We have revised the Bid Price Data > Direct Cost Detail tab.

 

We have added line items for the following:

 

 T&M Material
 T&M Billable Rate
 T&M Pay Rate / Burden
 Access/Obstacles/WCS

* Direct Cost Detail Tab Video Tutorial

 

 

We have added a Display Option button to TurboCloud's Item and Assembly tabs.

 

We have added a Display Options button to TurboCloud’s tool strip.

 

TurboCloud makes the ultimate Flat Rate Price Book. It displays Pictures, Catalogs, Spec Sheets, Catalog Descriptions, Specifications, etc.

 

You can show your customer's TurboCloud so that they can see what items and or assemblies are available to be installed in their project.

 

You can choose between the following Display Options:

 

* Display Option Video Tutorial

 

Regular View: Displays the Manufacturer Name, Catalog Number, TurboBid Price, and Labor Unit.

No Material Pricing or Labor Units: Displays the Manufacturer Name and Catalog Number.

 

Flat Rate Pricing Mark-Up: Displays the Manufacturer Name, Catalog Number, and Flat Rate Price.

 

The Display Option button will open a new screen where you can select TurboCloud's Display Option.

 

 

 

Regular View

Items: Displays the Manufacturer Name, Catalog Number, TurboBid Price, and Labor Unit.

Assemblies: Displays the Material Price and Labor Hours.

 

 

No Material Prices or Labor Units

Items: Displays the Manufacturer Name and Catalog Number.

Assemblies: Displays no data.

 

 

Flat Rate View

Items: Displays the Manufacturer Name, Catalog Number, and Flat Rate Price.

Assemblies: Displays the Flat Rate Price.

 

We have revised the Documents tab.

 

We have added a Time and Material Document

 

Version 5.11.1.0 Release Notes

New Video Tutorials were added to various video players

TurboCloud Item video player

Material Take-Off Tab video player

We have revised the Item Copy/Paste process

Paste as Duplicate

1) This will paste a duplicate copy. If you choose this option, make sure to revise the item's fields since they will probably be different.

Paste as Virtual

1) This will paste a virtual item. This feature allows you to add virtual copies within your database as needed. When you open a virtual copy, it opens the original. Any changes that you make to the original item will be reflected in the virtual copies.

We have added a Specification Filter to TurboCloud Items and Assemblies

Most items and assemblies have Specifications

We have revised the Material Take-Off Tab

We have added a button in the take-off tab ribbon that will allow you to hide or display Tab #2

We have revised the Advanced Group Renaming process in TurboCloud

1) If you are using the specification filter, when you use the Advanced Group Renaming process, only the items or assemblies that are displayed due to the filter, will reflect the new name.

We have revised the Estimate Tab

1) You can now edit or remove the Estimated By field.

Version 5.10 Release Notes

Added the ability to import a list of new items into your database. (View Video Tutorial)

Added a new "Import Items” icon to TurboCloud’s toolbar. (View Image)

The new "Import Items” icon opens a "TurboCloud Admin Help” screen.

Added a new "Import New Items” grid. (View Video Tutorial)

Revised the "Update Vendor Pricing with TurboPricer" process. (View Video Tutorial)

Added the ability to create virtual copies of the items in your database. (View Video Tutorial)

The TurboPricer exception report has been moved.

The items that you create on your own are no longer uploaded to the TurboCloud team.

We have revised the material screen. (View Video Tutorial)

Version 5.9 Release Notes

Added an analytical tool to TurboPricer so that you can compare your current vendor prices with the new vendor prices.

Revised the Formal Proposal to include the Proposal To section located in the Customer Info tab. (View)

Revised the Take-Off Analytical Details document so that additional labor in displayed in the Labor columns. (View)

Added a prompt asking you if you want to exclude the changes that you made when renaming items.

1. If you rename an item or use the Advanced Group Renaming feature, you will receive a prompt asking you if you want to exclude the changes that you made from reverting to the cloud values during future TurboCloud Synchronizations.(View)
2. If you select "Yes”, the changes you made will automatically be excluded from future TurboCloud Synchronization process.
3. In other words, you can change an item’s data to reflect what you want it to be without worrying that the data will be changed back during a TurboCloud Synchronization.

Version 5.8 Release Notes

Added a "Vendor” (Supply House) filter to the TurboCloud items screen. (View)

1. The Item Editor's "Pricing Details" tab includes a section that lists your vendors that carry the item. (View)
2. TurboCloud's administrator has been using our customer's Vendor Price Update Files to add the selected vendor to each item in the price file.
1. The vendor's price is not added until you run a vendor price update file or run a TurboPricer update.
3. TurboCloud's administrator has been using our customer's Vendor Price Update Files to add new items to TurboCloud.
4. The vendor filter can be toggled on and off or hidden.
5. The vendors that you have selected in the "Manage Vendors” screen will be displayed in the filter. (View)
1. If you do not have any vendors selected in the manage vendors section, all vendors will be displayed.
6. Each vendor displayed in the filter can be selected by checking the vendor’s checkbox.
1. If a vendor is selected, only items that include the selected vendor will be displayed in the item tree and grid.
2. This will allow you to view the items that your vendor(s) carry.
3. This will make it easy to substitute assembly items with items that your vendor(s) carries.

Added a search "By Folder Name” feature to find and display folders with a specific name. (View)

The Work Order, Pricing Detail and Invoice documents have been revised to sort alphabetically.

The search feature has been revised to return more results. Please keep your search terms as short as possible.

If you select to expand folders in TurboCloud, and the folder includes hundreds of child folders, the expansion can take some time. You can now click your keyboard's "Escape" button to cancel the folder expansion.
Version 5.7 Release Notes

We have made it easier for you to edit an item’s data without worrying about the data reverting to the cloud master value during a TurboCloud Synchronization.

1. When you have a TurboCloud subscription, our TurboCloud administrators can manage the data for the items in your local database. (View)
2. We have revised the Item Editor so that any changes that you have made to an item’s data will cause a prompt to appear, asking you if you want to exclude the changes that you made from reverting to the cloud values during future TurboCloud Synchronizations. If you select "Yes”, the changes you made will automatically be excluded from future TurboCloud Synchronization process’. In other words, you can change an item’s data to reflect what you want it to be without worrying that the data will be changed back during a TurboCloud Synchronization. (View)
3. Revised the Item Editor’s "Other Options” tab to include checkboxes for each of the following data points: (View)
1. Update Description
2. Update Job Phase
3. Update Catalog Description
4. Update Labor Unit
5. Update Manufacturer
6. Update Quantity Take-Off Text
7. Update UPC
8. Update Catalog #
9. Update Package Quantity
4. These check boxes will be checked by default. However, if you edit these data points in the item editor, the checkbox will become unchecked and the data that you edited will not be updated during a TurboCloud Synchronization.
5. The "Sync local database with cloud database maintained by TurboBid” screen includes a link to view the item data changes. This is the "Sync Local Items (Click here to view settings)" link. (View)
1. The "(Click here to view settings)" link opens the Item Update screen. This screen displays all the items that have different data values in your local database versus the cloud master database. Each item displays the data in your local database and compares it with the data in the cloud master database. (View)
2. Checkboxes are included for all the data points listed above. If the checkbox is checked, the data will be updated during the Synchronization.
3. The checkboxes in the Item Editor and the Item Update screen are tied together. This means that if you check, or uncheck, a checkbox in the Item Update screen, the same checkbox in the Item Editor will also be checked or unchecked. You can adjust what data gets updated directly from the Item Update screen without having to go to each Item Editor.

We have added the Price Status to the Item Editor. (View)

1. Active: The item has an active price.
2. Discontinued: The manufacturer has discontinued the item.
3. POA: Price on Application. The manufacturer is no longer providing pricing on the item. Prices listed are the last known prices.
4. Unlisted: The item is currently unlisted. Prices listed are the last known prices.

We have added the ability to add a package quantity to "Per 100” and "Per 1,000” Unit of Measures. (View)

1. This does not affect the pricing in your estimates. The purpose of this feature is to help you order the correct quantities of material in the Material Screen.
1. For example, your estimate includes 100’ of #14 THHN wire. #14 THHN wire is only sold in spools of 500’.
1. The #14 THHN wire item has the following values.
1. UOM of "Per 1,000”.
2. Package Quantity of 500’.
2. The material screen will include the following to help you order the correct quantities of #14 THHN wire.
1. Bid Quantity of 100’.
2. You will receive an alert that the "Package Quantity” is 500’ (View).
3. If you click on the alert, it will automatically order the correct amount. (View)
4. The additional cost for ordering the minimum package quantity will be displayed.
5. If you won’t be able to use the additional material in a future project, check the checkbox to add the additional cost to the estimate.

We have added a "Package Quantity” selection to the "Pricing Detail > Manage Vendors” section of the Item Editor. (View)

1. While the Item Editor includes a "Package Quantity” on the Overview tab, it’s possible that your vendor pricing might be for a different Package Quantity. (View)
2. For example, let’s say that an item is for a box of 10 light bulbs.
1. The TurboBid Price is $100.
2. The Pricing Unit of Measure is "Per Box”.
3. The Package Quantity is "10”.
4. For estimating purposes, the TurboBid Price will be divided by the Package Quantity to determine the price per each light bulb in the box.
1. $100 / 10 = $10 per light bulb.
5. Now let’s say that your vendor’s price file includes pricing for a Package Quantity of 1 for the light bulb. Now that you can specify that the Vendor Package Quantity is for 1 bulb, instead of 10 bulbs, the formula for calculating the price per bulb will be as follows:
1. The Vendor Price is $10
2. The Vendor Package Quantity is "1”.
3. For estimating purposes, the Vendor Price will be divided by the Package Quantity to determine the price per each light bulb in the box.
1. $10 / 1 = $10 per light bulb.
4. Without this new feature, the price would have been calculated incorrectly per the following formula:
1. The Vendor Price is $10
2. The Item’s Pricing Unit of Measure is "Per Box”.
3. The Item’s Package Quantity is "10”.
4. For estimating purposes, the Vendor Price will be divided by the Package Quantity to determine the price per each light bulb in the box.
1. $10 / 10 = $1 per light bulb.

We have revised the Vendor Price Update file process to use both Tab Delimited and CSV (Comma Separated Values) formatted files. (View)

1. The process is designed to automatically detect the correct format, but you can still manually select the format as needed.

We have added a new Vendor Price Update Analysis feature to the Vendor Price Update from File screen. This new feature provides you will a method to keep on top of your vendor pricing. You can sort by the % Of Change column and identify price increases that you need to discuss with your vendor. (View)

1. Select the Vendor.
2. Select the Price Update file.
3. Click the "Read Prices” button. (View)
1. The Vendor Price Update Analysis screen will open displaying the following sortable columns.
1. UPC
2. Description
3. UOM
4. New Price (From price file)
5. Current Price (Item’s current vendor price)
6. Difference between the New Price and Current Price
7. % Of change
2. Analyze the update and if all looks good, click the "Update Prices” button.

We have revised the Vendor Price File process to automatically deal with certain formatting issues.
Version 5.6 Release Notes

Enabled the item editor's Package Quantity when calculating an estimate's material pricing. (View)

1. The price for many UPC numbers are for a package that contain multiple items.
1. For example, a UPC number might be for a case of 6 light bulbs.
2. The UPC's material price will be divided by the package quantity to determine the price for each item in the package.
3. This is the material cost that will be used in the estimate.
2. If an item's pricing is based on the standard per 100, or the per 1,000 pricing method, you can enter the item's package quantity.
1. This will not effect the price calculation of dividing the price by 100 or 1,000.
2. This information will only be used in the material screen to alert you that the item has a minimum order quantity.

Added a Package Quantity column to the material screen. (View)

1. The price for many UPC numbers are for a package that contain multiple items.
2. If the package quantity is greater than 1, you will receive a notice informing you how many items you must order to satisfy the minimum order requirement.
3. Clicking the warning icon will automatically order the correct amount based on your bid quantity.

We have started adding items to TurboCloud's master database using customer's vendor price update files. (View)

1. We're doing this so that every user's database will include all of the items that they purchase from their vendors.
2. When we add items from a vendor price update file, the process adds the vendor's name to the item editor for both new and existing items.
3. The material price will be zero until you run a price update file for that vendor.
4. Our next update will include a vendor filter in TurboCloud.
1. This will filter the items in TurboCloud so that only items that include the selected vendor are displayed.
2. This will make it easy for you to do mass substitutions for assemblies that include items that your vendor does not carry.
5. Everyone can recieve these new items that have designated vendors.
1. Each item can have numerous vendors attached to it.
2. This will allow you to see which items different vendors carry.

We have been approaching many vendors in an attempt to get them to provide you with vendor price update files

1. Some vendors were not able to provide the 11 digit UPC numbers that we used to require.
1. We have added a new feature that trims or adds digits to their UPC numbers as needed.

Revised assemblies to use the correct pricing for items that have a package quantity.

Added many new Unit of Measure designations that might be used in vendor price update files.

Revised the TurboCloud Refresh process to adjust pricing in case your local item has a different package quantity than what is in the cloud master.

Version 5.5 Release Notes
Highlights

• Revised the look and feel of the software’s User Interface. (View)
• Revised the look and layout of the documents.
• Added Item and Assembly Images to the documents.
  • This allows you to show your customers pictures of what is included in your proposal.
• Revised Item Editor.
  • Vendor Price Tab.
    • This is an incredibly cool new feature. The Default Price Source for each item will automatically be used in your estimates and material screens. An estimate’s items will automatically contain a mix of List Price, TurboBid Price, Default Vendor Price or the Lowest Cost Vendor!
  • Users can select to use their own images.
• Revised Assembly Editor.
  • Users can select to use their own images.
• Added a new Material Screen for Viewing Material and Creating Purchase Orders for your vendors. (View)
• The new material screen Displays Labor Hours for Each Job Phase.
• Revised the Material Vendor Price Update by File feature to update prices in mere minutes.
• Add Unlimited Material Vendors to each item.
• Removed the Software Upgrade and Support Plan and TurboCloud subscription requirements to view images in TurboCloud’s grid view.

More…. Interested in trying a shiny new version? Don’t forget to Renew Your TurboBid Software Upgrade & Support Plan! Renew now.

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