In this video, learn how to assign breakdowns to lines of takeoff, also known as the audit trail.
of Accubid Classic Pro is the ability to take off in your audit trail and assign different characteristics, or breakdowns, as they're called, to your estimate. So I'm going to start up an estimate here. Click on the new one, do you want a new database for this. I'm just going to say no, I don't like to do that too often. And we'll call this TEST ESTIMATE. But you're going to need to put a number in so it'll accept it. I click OK, all right, move some things around here. See if I can give myself some more room. There, that helps a little bit. We see the job info screen, that's not really what we're concerned with now. I want to get right into takeoff. So here we go, we have the takeoff screen and this where we start building our audit trail, adding our takeoff items. What I'm really concerned about, I'm looking at here, are the different breakdown areas: Job, Drawing, Area, Phase, System, Bid Item, and even Labor Factor. What happens is, every time you add an item in takeoff, or add a takeoff item, I should say, it's going to collect all the attributes of these breakdowns, different drawing numbers, different areas, different phases, and different systems, in addition to the labor value and material value of what you're putting in. You'll notice that some of these breakdowns have some preset values, this can all be done in your default job, I'll show you what I have. Lighting, Distribution, Feeders and Branch Wiring, all the way down to Nurse Call, there's a lot of them. You can add and subtract them easily. The best way to do that, click on the ellipses for that breakdown, in this case, it's System. And maybe I'm not going to have Sound and PA in this particular estimate, so I could delete it. Warning, yeah, okay, maybe I'm not going to have all of these items, and I can delete all of them. Now I only have the systems in the breakdown that I want. I'll hit Close, now, let's say, for instance, I want to add a particular floor or a different phase. You'll notice that Main Floors here, and I may want to add Second Floor. Just type it in, hit Enter, and there you go, Close. So that's how these different breakdowns work. Now, let's take off a few different items, and we'll use a few different breakdowns. We'll leave everything the way it is, Main Floor, Lighting, Base Bid, and I'll put in a little bit of wire, maybe. Let's put in some number 12 black. Let's say 1,000 feet, 1,000 feet of number 12 black. This is just an example, it really doesn't mean anything. Now, what we'll find out is, as we enter that, it's going to take on all of the attributes of these breakdowns, it's in Building A, it's Main Floor, it's Lighting, it's all there. If I want to put another thousand feet, or maybe, let's say 2,000 feet in Distribution, we'll put 2,000 feet of number eight. That was entered as 2,000 feet of number eight, but it went into Distribution. Well, why do I see it all here? I'll tell you why, because right now, I'm viewing everything in my complete audit trail. If I want to break it down by System, Phase, Area, or any other breakdowns, I could click this box to the side, and that will show or view only that particular selected breakdown. I click on the box, I'm at Distribution, and I see I've only got the number eight. That was only entered for Distribution. Now watch this, I'll change this to Lighting. What should I get, I should get just the number 12 and not the number eight, because that's what I took off in Lighting. See, that's how the breakdown works. I'll show you a little bit more in the extension screen in just a moment, but we're going to take off a few other things first. I'll unclick that, and there it is. I've got the number 12 and number eight back again. Let's go to Main Floor, this is a phase breakdown. Everything, when I click on it, should show. If I change to Second Floor, nothing. Why is nothing shown in the audit trail? Because I haven't taken off anything with the second floor selected as a breakdown. That's how you take off things as a breakdown. Now let's go to extension. All these items are here, make a little room up here, and they go all the way across. Now, later on we're going to sort and filter all of these. because the lighting is going to change. These are very powerful tools that Accubid has, and you should use them when you're putting an advanced estimate together because you're going to need them for sorting and filtering in the future. Let's try one more, let's go to Common Assemblies. Let's say I want to put in some LED lighting on the second floor, I'll lay in fixture with a whip and some supports. Here's one, what is this exactly? It looks to me like a two by four fixture, some three-quarter inch flex, some wire. Looks like it's got some wire hangers here, ceiling wire, okay, let's put in 200 of these fixtures and all the associated material that goes with it as an assembly. You notice the material extends out here, labor multiplies out, I'll click OK. It went into the Second Floor in Lighting. Well, I just realized I made a mistake. I didn't want that to be the second floor lighting. I wanted it to be the first, can I change it? Yeah, I certainly can, right-click, Change Breakdown, and instead of a Phase of Second Floor, I'll go to Main Floor, click OK. And that actually changes the breakdown, just in case you've changed something. So I click on this box next to Phase, you'll notice it goes away, it's not in the Second Floor anymore, it's in the Main Floor. Change it back to Second Floor, sure, easy. Change Breakdown, Phase, Second Floor, OK. You notice it's gone. I'll switch to Second Floor, and there it is. Now, you can click on a few boxes at once and show very detailed audit trails for building a second floor lighting base bid only that will show all of the breakdowns grouped together. I'll unclick them. Now, the Labor Factor is a breakdown also, but this is a little bit different. Labor Factor has more to do with labor. You'll see a lot of preset factors. They are for efficiencies in multiple runs or for changes in efficiency based on the type of installation. We all know that installing conduit in masonry takes a little bit longer. Let me show you this, I'll go into Branch Conduit and Wire. I'll find the EMT, three-quarter compression with box. Let's just change this a little bit, let's go back. Let's find a little bit better branch conduit. Nah, you know what, this is okay. We'll go into Branch Conduit again. Let's call this On Concrete. Put in 500 feet of conduit with a count of six. And it's going to calculate all how much conduit, fittings, anchors, and everything I need. It's a pretty common assembly, I'll click OK. I'll finish this and it's entered into the audit trail. It's in my Base Bid, it's in Lighting, it's in the Second Floor, it's in Building A. Look at the Labor Hours, see 30.45? What's happening here is it's using whatever labor column we typically use for conduit, all right? We do know that by going to masonry, we're going to add some more labor, that running conduit in masonry is labor intensive. So if I right-click this, change the breakdown, and go to a Labor Factor of Masonry, when I click OK we should see more labor included in the Labor Hour. And we did, it went from over 30 to 49.65. Now, I could have just done that by taking off in the Masonry, but I didn't, I went into Standard. I can go back again, Change Breakdown. Maybe I'll change it to something else. Maybe this conduit, instead of being in Masonry, might be branch conduit but it's exposed, and it's 30 foot high in the air. That's going to just change the labor factor a little bit from the standard to exposed up high, because sometimes conduit installed up high, or anything installed up high, has a little bit more labor. Let's see how it changes it. It went from 49 down to 42. It's still far away from the 30. This is how the labor factor works. You've got all these different labor factors, and you can use them whenever you want. But as a function of the breakdown, you can even sort and see what different items you have in those particular breakdowns just for labor. Now, those aren't ones that you're going to change too much. Those are already preset by Accubid, and I would leave those alone. The other ones on top of that, those are up to you. You can change the bid items, the systems, the phases. They're really up to you and whatever works for your estimate the best. This is how you understand and use the audit trail breakdowns. We're going to look at filtering and sorting in this later.
- Using audit trail breakdowns
- Creating and using typical takeoffs
- Creating reverse takeoffs
- Creating master and sub jobs
- Using cost allocations
- Making professional quotes with the quote pad
- Pricing your items