Proposal & Project Management Software

 (800) 598-5860
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  Tech Support

 
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 Call 805-309-0100 (opt 2)
If your software has a problem
 


Tech Support and software updates are included with purchase for STD, PRO and ENT users.
This requires annual renewal in January.
Check our policies for full details. Be Sure to Register your copy of BidMagic.
Checkout our webinars and User forums for additional training.

"I just wanted to thank your team for helping me with my problem today. The person I talked to was very knowledgeable, friendly and he assured me that he would fix the issue and he did. I must say that you guys have the best tech support in our industry. I really appreciate the help as I am so dependent on the software. You guys are great and so is the product!" - BidMagic user


» Download Software Updates

PLEASE RUN THIS DOWNLOAD TO GET ALL THE LATEST SOFTWARE UPDATES
Step 1. Verify which Windows operating system you are using. (Right click on My Computer to check)
Step 2. Select the Updater below for your version.
Note: Merge Templates in this update contain new technology and will overwrite user customized templates.

BidMagic Std Pro Enterprise Versions:
32 Bit Windows Operating System
64 bit Windows Operating System
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» Submit a Support Ticket




















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» Support Downloads

Download Current Templates for your Operating System- (Backup Custom Templates first - they will be Overwritten!)
Templates for Windows Vista & Win 7    
Templates for Windows XP
Click UnZip when prompted.

Installation Tech Notes:  BidMagic installation can take up to 20 minutes. Before Installing BidMagic, it is important to install every available Windows update. This may require several updates. To begin installing BidMagic, close all running applications and connect to the Internet. You must be the administator to install BidMagic. Do not attempt to install if not administrator. The installer will include SQL Express. Click OK or Next when prompted. Your PC may restart during the process.

Moving BidMagic and Database to another PC: Click Here for TechNote -PDF

Legacy Users:  If you have a version prior to 7.5 contact support for upgrade assistance.

Vista and Windows 7 can block access to key folders. In your PC, right Click on the BidMagic folder, then select properties. Go to the security tab. Edit. Add. Advanced. Click Find now, then scroll down to the active user that will be performing the update. Click OK twice to return to permissions and grant full control. This will allow full access to BidMagic & All sub-directories.

If you have trouble seeing all BidMagic content (some screen elements cutoff) Change the screen display properties (Advanced) to Normal 96 DPI. Requires PC restart. Then resize screen resolution for your tastes.
Screen Resolution minimum is 1024x768.

How to Download BidMagic (PDF)

» Support Links

Microsoft update to XP Service Pack 3 has a bug which will cause SQL to be uninstalled.  BM will fail to connect to missing SQL express. If you experience that problem, here is Microsoft's work-around fix:  http://support.microsoft.com/kb/968749

QBSync (Run or Save - then UnZip)
QuickBooks Interface Update  (Run or Save - then UnZip)

Free PDF Maker for Microsoft Office 2007 Users (Create PDF's and email from inside Word and Outlook- a great offer)

Current BidMagic User Guide (PDF)     Template Location for Windows XP - C:\Documents and Settings\All Users\Application Data\BidMagic\Templates\BidProposal\
Template Location for Windows Vista & 7 - C:\ProgramData\BidMagic\Templates\BidProposal\

Support Policy: Active Registered BidMagic users receive Level 1 Support. This includes telephone installation support and bug support. A software bug is a reproducable defect that does not perform according to documentation. Includes unlimited email support. Additional priority support is available at $75 per incident. Unexpected behavior that can be isolated to a user’s specific configuration or environment does not constitute a product defect.

How-to training is supplied via video tutorials, user guide, support forums and online webinars. We are happy to provide personalized training for your team. Call us to discuss your training needs.

» Tech Notes

Understanding Options for SQL Database Connectivity - (PDF)
How to Setup a VPN (Virtual Private Network) for Windows 7 - (PDF)
Walkthru Mode Hides Prices, Bid Summary & Tabs - (PDF)

» MICROSOFT SQL Resources

BidMagic comes with SQL Server Express. This database is sufficient for up to ten concurrent users. The full version of SQL is recommended for larger installations.

SQL Server Express 2008 with Management Tools for 32 bit Windows.
https://www.microsoft.com/betaexperience/pd/SQLEXPDBMT32/enus/

SQL Server Express 2008 with Management Tools for 64 bit Windows.
https://www.microsoft.com/betaexperience/pd/SQLEXPDBMT64/enus/

BidMagic has several tools for programmers who desire to add integration with other software. These include web services, API DLL, SQL, and XML output (known as portable bid). Contact support for assistance.

» Training, Tips and Resources

 
   question

BidMagic comes with 2 hours of video tutorials to help new users get started. We will be adding tutorials for Enterprise features and Project Management features very soon. We also offer regular webinars on our home page, where participants can receive training and ask questions to the instructor. These include basic training and new Power training sessions for advanced users.

Additional live online and onsite training is available for a nominal fee.
Contact sales to schedule personalized training, setup and consultation sessions.

The BidMagic User Guide is a PDF that can be searched or printed out for reference.

arrowSecrets of Proposals for Luxury Clients -by Rich Riehl (Luxury CE Magazine) Learn the Key Goals of a Professional Proposal

arrowNew Project Calendar Demo/Training

arrow Customizing New Merge Templates Video (Learn to use the updated templates in version 7.6)

arrowSteps to Establish a QuickBooks Connection

arrowMoving BidMagic & Data to another PC

arrowEnterprise Setup Guide - PDFarrowEnterprise Setup Worksheet - Excel

arrowiPhone & iPad setup (pdf) arrowAndroid setup (pdf)

 

  Miss our last webinar? Click here for a recorded version. Speakers or headphones required.


» Power Tips: Product Pricing Strategies

BidMagic is fast and easy to use, but it is also powerful and flexible. Setting up your Products is a very important step to getting started. Here are 3 stategies to match the needs of your company as you begin to establishing your Product organization:
 
Beginning User - Enter Labor Manually - Create Labor Only Items
When you first begin, If you have not yet added labor to each product, you can directly enter total job labor in the Installation Adjust +/-  yellow box in the Bid Summary section.  You can also create labor line items, such as Installation Labor or Prewire Labor. With this method, you can add 42 hours of Installation labor by adding 42 of those labor items in any room or section of the proposal. Create the Product with Equipment sell price = $0.00. Click the Labor Tab to set labor values (ie. Installation Labor = $100.00) This method is suggested just for initial startup and will not deliver the real power of BidMagic. Enter more product and pricing detail to achieve the best results. Note: Equipment totals appear by default on BidMagic line items in Client Bids unless you set Equipment Sell Price = $0.00 and in Print Preferences check the option to Show Labor if Equip = $0.00. Client copies will then switch to show  labor amounts on line items instead of the equipment sell price.

Standard User - Labor Hour Pricing Provides More Info and Control
When creating a product, enter a fixed amount for cable/hardware, programming  - but for installation charges set the hours used for each phase in PreWireHR, TrimHR and FinishHR. The amount you charge for each phase is set in your Default & Bid Preferences. Leave the Installation (flat rate) = $0.00. With this method, whenever you update your labor rates, it will automatically update the labor charges for each product. This also allows job reports  to print the summary of hours sold for each phase of the job. The cable/hardware entry can contain a fixed amount you charge for wire, trim rings, connectors, etc. It can also include the charges for accessories like interconnects or similar items that you stock all the time. This method does not give you a breakdown of the included accessories. Just pull these non-inventory products from your truck and keep it simple.

Power User – Using AutoLinks For Automatic Detail of Cable, Hardware and Accessories
Setup your labor hours in the PrewireHR, TrimHR and FinishHR columns. Assign phases to all equipment for planning and ordering. Create hardware and accessories as separate model numbers. Assign the cable, hardware or other accessories in AutoLinks so they can be automatically added when needed.  For example: each  speaker autolinks to 50 Qty of a model number 16/4 cable at $0.20 per foot equipment and $0.01 per foot prewire labor. (= pull 100’ per hour)  All items will be detailed in the client proposal and installation copies. Your Purchase Orders can then calculate 1,850’ of wire sold will require 4 each of 500’ boxes. This method gives full detail breakdowns including cable types and lengths for you and the client. The linked items can easily be edited deleted if not needed at this time. Click ‘Hide’ on unimportant parts to assign them to Cable/Hardware which keeps the client’s copy very clear and understandable.

 


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