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Elective: Bidding Masterclass: Setting Up Templates

Build default templates for each construction type to save time and win more bids. (1 hr)

What You'll Learn

  • Build default templates that are best for your contracting business
a satisfied vision user

Who Is This Class For?

Estimators, Project Managers, Owners
Those that prefer 1-on-1 training rather than group.


Current version of EBM and EPIC

Class Description

Winning bids depends on quick, accurate estimates. This course is practical, company-specific training for students who want to stop losing time and money on bids. We’ll help you build default templates that you can use every time you bid on a specific type of job.

Whether your primary business is single-family residential, multi-family residential, industrial, or commercial, we’ll help you create templates appropriate for each type of construction to shorten and simplify your estimating time.

After Completion of the Class:

  • Create templates for specific bidding scenarios
  • Add default settings to EBM
  • VALUE ADD: We'll send you a video recording of the class, so you can refer back as often as you'd like

Ready to Maximize your ROI?

Invest in your career today

Confident VisionInfoSoft User

What's Next?

This is an elective class for our Vision InfoSoft Certification program. Upon completion, you’ll be ready for another Bidding Masterclass, or one of our other elective options. Please see our Hands-on Training page for a full list of classes.  Or, email us to register now.

Brian Hoffelder

Professional Trainer & Consultant

Brian Hoffelder is a co-founder of Vision InfoSoft and combines over three decades of experience in software development, software training and first hand estimating to provide a real-world perspective on the most critical skills required for efficient and profitable bidding.