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FAQ - Data Privacy

How do you protect my data?

We start with a secure internet protocol, SSL that is used across the internet to keep people from eavesdropping on your web application transactions. We then use a top-ranked web and application hosting company, Rackspace®. Rackspace® uses the best practices described in the ISO 27002 security standard. This standard is recognized globally as the most comprehensive framework for establishing and maintaining information security best practices within an organization. And finally, we use strong password to control access to the application database and source code.


Will other CreateABid.com users be able to see my parts list, invoices, user list, etc.?

No. Your data is stored in a database under a key that is specific to your company. Users logged in to other companies will not have access to your business key.

What data do you share with partners?

All data shared with partners is de-identified such that partners will not be able to identify any one user or business. Depending on the partner type, they will be interested in seeing patterns of part usage by time of year, geographic region (state, area of states), number of times accessing certain pages, number of estimates and invoices created, etc. Refer to our privacy policy for more details at https://createabid.com/html/privacy.html.

FAQ - Technical Requirements

What are the computer requirements to use CreateABid.com? What browsers are supported?

CreateABid.com is a web application and thus the bulk of its computer requirements have to do with the web browser you are using. Internet Explorer 9, Chrome 26, and Firefox 15 on Windows 7/8/10, Linux and MacOS Snow Leopard (or later) are browsers supported by CreateABid.com. Other browsers should work as well. If your computer is already slow when operating Gmail or Yahoo Mail or when watching YouTube videos or accessing your bank’s web application, it will be safe to assume that it will run slow when using CreateABid.com.

FAQ - Subscriptions

What is a concurrent session?

For paid subscriptions, only a certain number of people to use CreateABid at the same time. If you subscribe for two users, then two concurrent active sessions are allowed. When a third user attempts to login (or activate an inactive session), that user will be told the maximum number of concurrent sessions are in use and to try again later. No additional sessions can be started until one of the active sessions goes inactive (after one hour of inactivity) or until an active session is logged out.

NOTE: The "Ad-Supported/Free" plan allows for unlimited concurrent sessions to login and create estimates and invoices under your business.

If I subscribe for two users, how many users, stores and managers can I setup?

You can create as many users and locations as you want. Users can be assigned as many roles as you need. The only limit in using CreateABid.com with a paid subscription* is the number of concurrent sessions, which is based on your subscription level. If you subscribe for two users, you are allowed to have as many as two users logged in at the same time. Once a user logs out (or remains inactive for one hour), their login session becomes available for another user to login and use.

* If you are signed up under the Ad-Supported/Free plan, there is no limit on the number of concurrent sessions.

Why do I have to provide a credit card number in order to try the application during the first-month-free promotion?

A credit card number is required when you sign up for the first-free month to insure that you are a valid user and have the means to pay for a subscription at the end of the trial period. If you cancel your account before the end of the subscription period, you will not be charged any fees.
You can sign-up for the Ad-Supported/Free plan and bypass the credit card requirement. If you decide to go with an ad-free, paid subscription, you can provide your credit card at that time.

Can I pay with a check or PayPal instead of a credit card?

At this time we only accept credit cards.

Can I get a refund for a partially used month?

No. All subscription payments are non-refundable. However subscriptions can be canceled at any time without penalty.

Do you keep my credit card information on file? Will it be secure?

We use the services of http://stripe.com to manage your subscription payments. We use their web services to accept your credit card information and transact payments. Stripe.com complies with all security regulations related to credit card data and transactions. Refer to stripe.com’s terms of service for more information (https://stripe.com/us/terms).

What are the Terms of Service for CreateABid.com?

The latest copy of Createabid.com Terms of Service can be found at https://createabid.com/html/tos.html.

FAQ - Features

What types of signs are supported in CreateABid?

All traditional sign types are supported in the CreateABid estimator. The primary component types are vinyl, laminates, substrate, accessories, ink and sub-contract. You can also create custom parts to include in your estimates.

Can I create my own parts and/or materials to include in my estimates?

Yes. You can build your own catalog of parts that describe the cost per unit (square feet, linear feet, per piece) and the minimum order for items. Your created parts will appear in the parts list and search results just the same as the CreateABid pre-populated parts.

How many lines are available on a CreateABid estimate/invoice?

As many lines as you need. The estimate and invoice will span as many pages as needed to include all the parts included in the job.

CreateABid also gives you a feature to consolidate your parts into a summary for your customer – giving you all of the materials and labor information you need without confusing your customer.

Can I change the price, width, or dimensions of the parts that come pre-populated with CreateABid?

Yes, the parts that come with CreateABid.com are the most commonly used parts in the industry. These parts are editable and can be changed using your prices at any time. The "Catalog" (accessed via a button on the Parts setting page) is a list of all parts from various vendors. The library will get updated periodically with price changes, adjusted minimum quantities, new items, and removal of discontinued items. You have the ability to import Catalog parts as needed and adjust with custom pricing and other changes.

How do I transfer an invoice to my accounting system?

Open an estimate, click on ‘Invoice’, then click the ‘Export’ menu item to create an .IIF export file. The .IIF file can be imported by most versions of the QuickBooks® desktop software packages. Check with your accounting software vendor to determine if your accounting package supports .IIF file imports.

How do I request new features in CreateABid?

Email us at support@createabid.com or call (972) 379-8420.

Where can I find answers on how to use CreateABid.com?

See the How-To and Training Videos below.
Email us at support@createabid.com or call (972) 379-8420.

Is there training available for using CreateABid.com?

Training videos can be found below.

Can I use CreateABid.com on my mobile phone or on my tablet computer?

Yes, but the CreateABid.com application is not yet optimized for small-format screen and touch interfaces. That will be a future enhancement if there is adequate demand for the capability.

What is the scrap factor?

Create A Bid software standard setting is 2 linear feet for print material and 5 linear feet for laminates. This can be found in the settings area using your business admin login under scrap factors.

Example: When printing on 54”material you will have 1’ in front of the print and 1’ at the end of the print that is scrap.

Print Scrap

Laminate Scrap: When webbing the laminator you will use approximately 5’ of material. We calculate 4’ for webbing and 1’ at the end of the run. See example image.

Laminate Scrap

How do I know my cost per square foot?

In the calculations section of the items screen you will find your cost per square foot along with other cost associated with the line item.

Why is the price calculated in linear feet?

We have found that using a square foot pricing structure is either over charging or under charging for materials. Pricing by the linear foot you are pricing your products by the actual amount of material that is being used.

What is the print configuration and substrate configuration?

In the items section under materials you will see the number of pieces you can get across and down. This will change depending on the quantity you enter. This is also based on the size of print material you have entered. In this case we have 18”x24” prints on 54” vinyl.

This is true for the substrate calculations as well. Based on the size and quantity that you enter, the software will nest the size on the substrate that you have selected. This is showing that we are getting 2 columns across and 5 rows down, for a total of 1 sheet for a quantity of 10 pieces.

Substrate Calc

What materials can be entered?

In the parts section you can enter rolled, ridged and accessories parts into the system. The rolled materials are calculated in Linear Feet and the Ridged are calculated in Square Feet. Refer to the parts section for adding a new part for these options. You can also add a part called an accessory part. Accessory parts are stakes, frames, or specialty items that you need.

Training

Video - How to create a banner estimate

Watch this video for tips on creating a banner estimate.

Video - How to create a custom part

Watch this video for tips on creating a custom part that can be included in estimates.

Video - How to create an estimate for a vehicle wrap

Watch this video for tips on creating a vehicle wrap estimate.

Video - How to import parts and customers

Quickly import your parts and customers by uploading comma-separated-value (CSV) files.

Watch this video.

Video - Send an estimate to customer

Once an estimate is complete and ready for customer review, you can send the estimate to the customer using CreateABid.

Watch this video.

Video - Setting up your business account and add users

It's easy to set up your business account and add users who will be creating estimates. Step through the Locations, Users, and Settings menus to add information that will populate estimates, enable users, and set rates and factors for your calculations.

Watch this video.

How-To

How to import parts

Use these steps to import parts into CreateABid for your business.

Create the Import File with Parts to be Imported

1. Create a new spreadsheet with these columns. (You can download a file with these headers here.)
Description Type Units Width Length Minimum Order Cost Per Unit Cost Per Whole
2. Populate the spreadsheet with the parts you want to import
3. Valid values for Type are accessory, print, laminate, and substrate
4. Valid values for Units are linear foot, square foot, and each
5. For parts that have unit type of square foot, width, length, and minimum order values should be included.
6. For parts that have unit type of each, width and length are not required
7. Save the file to your local drive as a CSV (comma separated value) file

Here is a view of a sample file:
Parts Import 1

Import the File
1. Login as a user that is the owner of the business and/or a location manager.
2. Go to the Dashboard for that location
3. Go to the Settings page
4. On Settings, choose Parts
Parts Import 2

5. Click on the Import button
Parts Import 3

6. Click Choose File and select the CSV file that you created and saved from the steps above
7. Click the Import button
8. Do a search on the parts list to verify that the parts are not show in your list.

How to import customers

Use these steps to import customers into CreateABid for your business.

 
  1. Create a new spreadsheet with these columns. Insure no spaces are before or after the column name. (You can download a file with these headers >>> here <<<.)
  2. Name, Customer Number, Address1, Address2, City, Zip Code, State, Account Contact, Account Email, Accounts Payable Contact, Accounts Payable Email, Phone, Fax, Default Terms, Type, Sales Tax Rate, Tax ID Number, Notes
  3. Populate the spreadsheet with the customers you want to import
  4. Customer Number (second column) must contain a number
  5. Default Terms must be one of the following:
  6. ​    50 Percent Dep. Bal Upon Completion
        C.O.D.
        Charge Credit Card On File
        Due Upon Receipt
        Net 15 Days
        Net 30 Days
  7. Type must be either "wholesale" or "retail" (all lower case).
  8. Enter a number for Sales Tax Rate without the %. This column cannot be blank. Use 0.00 if there is no sales tax for the customer.
  9. Save the file to your local drive as a CSV (comma separated value) file
  10. In the CreateABid program, click on "Customers" on the top menu, click on the "Import" button, point it to the CSV files that you saved, and click OK.

Here is a view of a sample file:
Customer Import Header

How do I create multiple line items?

Click on the estimates button and create a new estimate. From the items tab your new item will be ready to be entered. Enter the quantity, length and width of the item and select a margin. Enter the print material, laminate material and substrate material. You then will choose your selectors that you will be using for the project and click the save button. This saves the item into the first line item of your estimate. You will see the item you entered to the left of the screen after it has been saved. You will be able to click on the button to the left to further edit the item. Continue this process for the next and so on. There is no limit to how many items you can enter.

Also see this tutorial on creating a banner estimate.

How do I add an accessory part?

You can quickly add an accessory part from the items screen when you are entering a part. In the accessories section click the add button and the parts dialog box will appear. Enter the specifications of the part and click the save button. The part is now ready to be used in the menu.

Create a custom part picture.

How do I determine the margin?

A margin will add space between your prints. For instance: If you have prints that are 18”x24” and you are printing on 54” material and add a margin of .25” then your final size of your prints will be 18.25”x24.25”. This is important for the substrate calculations.
Adding a margin to the project will affect how many sheets of substrates will be used.

Adding a margin
As you can see from the example that adding a margin can increase the size overall, if you are planning to use a substrate such as coroplast, your prints will fall off the substrate. In this case, print the 18”x24”with no margin so that they fit on the substrate with no waste. If you were just producing prints on 54” material then your margin will be ok.

Can I enter a subcontract amount?

Yes, under the items tab click on the show button next to the subcontractor section. Here you have the ability to add either a wholesale or a retail amount and choose your mark up. Subcontract Amount

How do I calculate my cost?

The cost section of the calculations button you can see your cost for every part that has been added to the line item. This area is specific to the item that you are on. To see your total cost for the entire estimate you will need to go to the summary tab and here you can see your total cost and profit.

Calc Cost

How do I see my profit?

In the summary tab you can view your total cost and total profit for the entire project. The summary tab is in its own section for your privacy. Here you can take a look at discount levels, production cost, print time and more. All of the technical data that you will need to know will be in this section. Click on the Summary tab a top of the estimate screen.

See Profit

How to import a CreateABid invoice into QuickBooks unsing an IIF file

Follow these steps to import a CreateABid.com invoice into QuickBooks using an Intuit Interchange File, or IIF, file.

 
  1. Prepare QuickBooks for import:
    –Insure that you have an account named (exactly) "Accounts Receivables" (without the double quotes).
    –Make sure that the account name does NOT begin with an asterick (*).
    –Verify that the tax names used in CreateABid are defined as Tax account names in QuickBooks
    –Check that the customer names used in CreateABid either exist as customer names in QuickBook or that the name is not used in the "Other Names" list used by QuickBooks.
    –Create QuickBooks "Item List" entries for the product line names used in CreateABid
  2. Go to the estimate that you want to export as an invoice, highlight it, and click the Invoice menu button and choose "Generate"
  3. While the estimate is still highlighted, click on the invoice menu button again and choose "QB Export"
  4. This will create an IIF file in your downloaded files directory. The name is like CAB_InvExport_20001_20002.iif where 20001_20002 is the estimate number range of invoices that were exported. (More than one invoice can be downloaded at once.)
  5. In QuickBooks, choose File | Utilities | Import | IIF Files... and select the file you downloaded from CreateABid
  6. QuickBooks should report "Your data has been imported"
  7. Go to the Customer Center and then to the customer that is on the invoice and verify that the invoice was imported.
  8. Edit the invoice to add an invoice number according the next available number in QuickBooks and make any other adjustments needed on the invoice.

Adding logos to your estimates and invoices

You can add your company logo to your estimates, work orders, and invoices by following these steps.

 
  1. Create a JPG version of your logo to use for estimates, etc.*
  2. Login with the owner account and choose the owner role at login
  3. Click Settings menu
  4. Go to the Business Setup tab (on left)
  5. Go to bottom and click Edit button
  6. In logo section, choose the logo file on your local disk drive
  7. Click Save (at bottom)

* The logo image will be dynamically resized to fit to a maximum height of 160 pixels or to a maximum width of 263 pixels. If the logo size is adjusted, it will be done proportionally so that the image won't be skewed.

Clearing browser cache

When changes are made to the CreateABid.com application, it may be necessary for you to clear your browser's cache (pronounced like cash). A browser's cache is temporary storage of web program code and data that speed up the performance of an application such as CreateABid.com. When CreateABid.com changes are installed on the cloud server, it is a good idea to clear your browser cache to make sure you are getting the latest version of the application. The timing of application changes will be included in our change announcements.

Here are the instructions for "clearing the cache" in the Google Chrome, Firefox, and Internet Explorer browsers. If you have any difficulties following theses instructions, contact us at (972) 379-8420 or support@createabid.com.

Google Chrome
1. Click the menu button at the top-right area of the browser, click Tools, click Clear browser data... (or click Control-Shift-Delete)
2. Clear all the check boxes EXCEPT "Cached images and files"
3. Click the "Clear browsing data" button
More information: https://support.google.com/chrome/answer/95582?hl=en

Microsoft Internet Explorer
1. Click the sprocket icon at the top-right area of the bowser
2. Click the Internet Options menu item
3. On the General tab, under the Browsing History section, click the Delete... button
4. Uncheck all the items EXCEPT "Temporary Internet files and website files"
5. Click the Delete button
More information: http://windows.microsoft.com/en-us/windows7/how-to-delete-your-browsing-history-in-internet-explorer-9

Firefox
1. At the top of the Firefox window, click on the Firefox button and then select Options
2. Select the Advanced panel.
3. Click on the Network tab.
4. In the Cached Web Content section, click Clear Now.
More information: https://support.mozilla.org/en-US/kb/how-clear-firefox-cache




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