TrenchIQ

Tutorial 03

Import a bid schedule from Excel, CSV or PDF

Bring the engineer's bid schedule in as line items — descriptions, units and quantities, in the owner's order — instead of typing it.

All tutorialsAbout 4 minutesWhere: Bid builder → ⬆ Import
  1. 1

    Open Import Bid Schedule

    In the bid builder toolbar, click ⬆ Import. (On the project page, ⬆ Upload Bid Schedule on the Bid Summary card does the same thing.)

  2. 2

    Drop in the file

    Drag the file onto the box, or click it to choose one. Excel (.xlsx, .xls), CSV, or a PDF with real text all work. A scanned PDF won't — it's a picture of text, not text.

  3. 3

    Match up your columns

    Tell TrenchIQ which column holds the Item description (the only one required), and, if the file has them, the Item number, Unit, Quantity and Section / group.

  4. 4

    Choose where the items go

    If the file has no section column, pick a section under Add these items to — or + New section… to make one.

  5. 5

    Check the preview and import

    Review the Preview table. Where TrenchIQ found a matching item in your catalog it says so; change any match, or pick No match — leave blank. Then click Import.

Try it on your next bid

TrenchIQ is in a closed beta for contractors who bid unit-price work. Founding Testers get the estimating free, for as long as we offer it.

Ask for beta access