Building a Bid
Linking item sheets, organizing sections, applying markup, and balancing your number.
Linking Item Sheets to the Bid→
How to add priced item sheets to your bid, how linking differs from a write-in row, and what carries over.
Organizing Your Bid with Sections→
How to use section headers and subtotal rows to group, label, and subtotal your bid.
Write-In Line Items→
What write-in rows are, how to add and fill them in, and when to use one instead of building a full item sheet.
Understanding Markup: Category Markup, Overhead, and Profit→
The concepts behind markup, including direct cost, category markup, overhead, and profit, and how they combine to turn your cost into a price.
Applying Markup to Your Bid→
Where to set your markup percentages, what each type of markup does, and how the panel shows direct cost becoming the final bid price.
Bid Balancing and How It Works→
Why your bid total and your marked-up target can drift apart, what Auto-Balance does about it, and what to watch for.