Trimble Estimation – HVAC – Data Management Virtual Training

This training course equips students with the skills and knowledge they will need to manage their HVAC Estimation database effectively. The topics support learning objectives that focus primarily on managing data tables, pricing and reporting.

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Class Setting


Course Prerequisites

Experience working in a Microsoft Windows environment

Who Should Attend

Junior Estimators, Chief Estimators, Senior Estimators

Course overview

The mode of instruction features an instructor-led virtual learning experience that effectively combines demonstrations with hands-on practical exercises to reinforce learning. The class is delivered in 3 – 3-hour sessions.

Learning Objectives

Upon completion of the course, the implementer will be able to:

  • Modify the data tables so that the software accurately reflects the company’s method of doing business
  • Report out MS Excel via the Rapid Reports option  

Training Modules

Course Topics

Session 1

  • Databook
  • Pressure Tables
  • Labor Tables
  • Company and User Setup


Session 2

  • Preview Fittings Standards
  • Creating and Levels
  • Specials
  • Modifying Custom Menu


Session 3

  • Preview Hanger Support
  • Backup and Restore Process
  • Report Templates

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