One of our HeavyBid trainers, Arthur Nix, was recently tasked with trying to "tuneup" HeavyBid and return it to a best practices setup. As one of the HCSS HeavyBid trainers, Arthur works with HCSS customers on a yearly basis to review all aspects of their HeavyBid software and provide more training on new skills and on time saving features.
Arthur is just one of our many talented HeavyBid trainers that provide this best practices service. While you may only see one of our Trainer's on a yearly basis, there's no need to wait on finding our about these valuable time saving features.
Not only is Arthur a talented trainer but he is a very skilled blogger and has already started to line out some tuneup lessons for the HeavyBid masses!
Here are a few lessons to get you started, be on the lookout for more to come.
HeavyBid Tuneup - Introduction to Upcoming Lessons
Tuneup Lesson 2 - Workers Comp Option (Estimate Specific)
Tuneup Lesson 3 - Tools>Preferences Features>Estimate Preferences
Tuneup Lesson 4 - Tools>Preferences Features>User Preferences
Tuneup Lesson 5 - Tools>Preferences>System Preferences
Let us know if you found this helpful or have a question for Arthur.
Don't need to see move confirmations?
For Manual Dispatches, you can turn off the confirmation window if you want to quickly make moves that have already happened. In User Preferences > Magnet Board, just check the Do not show confirmation when moving magnets. Any manual moves will happen instantly, without a confirmation popup.
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Quickly see current and future resources at a location
Need a quick way to zoom into a location on the magnet board so you can easily see all of the resources at that location? To see a more detailed view of a Location in the Magnet Board view, click on the magnifying glass icon in the upper-left hand corner.
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Multiple versions of a report in batch reports
Did you know you can add a report to batch reports multiple times? This allows you to send out multiple copies of the same report, each with different options, and have them go to different individuals. You can also rename each copy of the report by right-clicking on it and selecting “Rename.” The report will also use this name as its report title.
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Automatic status changes when moving resources
You can setup Dispatcher so it will automatically change the status of a resource when you move it to a certain location type. For instance, you can have the system automatically change the status of equipment to “Available” when you move it to a “Yard.” You can set this up by going to setup > location > types. Select the location type from the left, then on the right side, check the box for “Changes” and then select either “All, Equipment or Employees” and the status you want them to change to when moved there.
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View equipment hours across a date range
Use the GPS Equipment Hours located under Reports >Standard Reports > GPS to quickly view meter and mileage data for your GPS-enabled equipment. For the selected date range, this report provides starting and ending meter readings, miles traveled, working, idle, and total run time
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Custom reports
One feature that gets overlooked is the customizable reports in The Dispatcher. If the built-in reports are not what you are looking for in a report, you can create your own report by going to Reports > Customizable. At the bottom of that window, click the green button to add a report to the customizable reports. Right click on the Add Columns bar to get started. Custom fields can be added to create your own custom report, and the report can then be saved for future use.
Default magnet board
On the Magnet Board tab you can set a default Board to show up every time you log into the program. Set your default Magnet Board view easily by going to Tools > Preferences > User Preferences.
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Declutter magnet board
Sometimes your board can get too cluttered with information that you’d like to see but not all at once. You can limit this option by clicking on the More Details hyperlink that is located to the top right of the magnet board. It will give you the option to show or hide certain resources, location notes, and inventory items.
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How to set up prompt for material used in the field
HeavyJob can be set up to automatically prompt for material used in the field. After entering production quantity on a time card, this set up will allow HeavyJob to automatically prompt for material used in the field.
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