Integrations · Estimating
ControlBoard and B2W Estimate
ControlBoard® imports the estimate you built in B2W Estimate, so the bid becomes the job’s budget and its
resource needs without retyping. The export comes in as the job’s bid, at the estimator’s own grain. Your
rules propose a cost code and an activity for each line, a person confirms the mapping, and ControlBoard
builds the budget and the needs the schedule fills. B2W Estimate stays the estimate of record.
What flows where
Your system keeps the money. ControlBoard runs the work.
Once per job and scope, when the bid is awarded; a new export replaces the bid in place.
B2W Estimate
The estimate, its pricing, its resources and its revisions.
Into ControlBoard
- Bid items and bid lines from the B2W Estimate export
- Resources, hours, quantities and cost per line
ControlBoard®
Schedules the labor and equipment, tells the field, collects the hours and keeps job cost and the forecast live.
Getting connected
Export the estimate from B2W Estimate.
Import it on the job.
Confirm the proposed mapping of bid lines to cost codes and activities.
Keep the mapping as rules, so the next bid maps itself.
Common questions
Does the import change the estimate?
No. The bid is read-only once imported. Only the mapping and what it builds are edited in ControlBoard.
Do we have to map every line by hand?
No. Rules saved from a bid you mapped once propose the mapping for the next one. A person still confirms it, and nothing is built while a line is unmapped.
Can we use B2W Estimate and HCSS HeavyBid in the same company?
Yes. Each job’s bid is imported from whichever estimating system priced it, and the same mapping rules and the same build apply to both.