Bidding tool tutorial

One of the most important tools you’ll have at your disposal is our bidding tool. Use this to:

  1. Quickly estimate a job after gathering data on an audit: proposed cost, estimated payback, and impact
  2. Show a customer a graphical depiction of the outcome – painting the picture for them with graphics and data often leads to a signature on the contract to do the retrofit
  3. Analyze the larger upgrades for the home or business and generate a PDF of your consultation

Check out the video below to get a walk-through on how it’s used, but keep in mind, the written tutorial is the accurate set of instructions. This video is just to give you another way to learn the tool.