Classes
2023 UGM Classes
To view the nearly 200 unique classes offered this year, click the link below to browse the full class list. Use the advanced search feature to filter by session, product discussed, level of difficulty, and class format. Otherwise, check out the suggested schedules based on job role below.
Recommended Schedules
With so many classes, it can be overwhelming to decide what to take, so we’ve put together some examples of schedules.
101 Workshops
New to HCSS? Come to one of our 101 workshops where we teach you everything you need to know to hit the ground running.
Tuesday
- Session 1 Foremen 101 (Part 1/4)-or- HeavyBid 101 (Part 1/11)
- Session 2 Foremen 101 (Part 2/4)-or- HeavyBid 101 (Part 2/11)
- Session 3 Foremen 101 (Part 3/4)-or- HeavyBid 101 (Part 3/11)-or-Safety 101 (Part 1/9)
- Session 4 Foremen 101 (Part 4/4)-or- HeavyBid 101 (Part 4/11)-or-Safety 101 (Part 2/9)
- Session 5 HeavyBid 101 (Part 5/11)-or- Safety 101 (Part 3/9)
Wednesday
- Session 6 Estimating Townhall -or- Safety 101 (Part 4/9)
- Session 7 Estimating Townhall -or- Safety 101 (Part 5/9)
- Session 8 HeavyBid 101 (Part 6/11) -or- Safety 101 (Part 6/9)
- Session 9 HeavyBid 101 (Part 7/11) -or- Safety 101 (Part 7/9)
- Session 10 HeavyBid 101 (Part 8/11) -or- Safety 101 (Part 8/9)
- Session 11 HeavyBid 101 (Part 9/11) -or- Safety 101 (Part 9/9)
Thursday
- Session 12 HeavyBid 101 (Part 10/11)
- Session 13 HeavyBid 101 (Part 11/11)
Take Control of Equipment Costs
This track is designed to show how tracking equipment cost can improve utilization of equipment and save money. Target audience would be dispatchers, estimators, foremen and project managers.
Tuesday
- Session 1 Telematics Town Hall -or- Best Practices for Tracking and Reporting on Owned and Rented Equipment in HeavyJob
- Session 2 Equipment360/FuelerPlus Town Hall -or- Best Practices for Estimating Owned and Rental Equipment in HeavyBid
- Session 3 HCSS Dispatcher Town Hall
- Session 4 Track Rentals to Save Time and Money with HCSS Dispatcher
- Session 5 Equipment360's Reliability Report In Depth: How to Set it up, and How to Use it Effectively -or- Ask the Experts: Come with Questions for our Fleet Team
Wednesday
- Session 6 Get the Most out of HCSS Telematics' Basic Features
- Session 7 Tracking non-inventoried parts cost in Equipment360 - Setup and Best Practices -or- Planning better with the Planner View in HCSS Dispatcher
- Session 8 Tracking Part Cost Through Inventory in Equipment360 - Setup and Best Practices -or- HCSS Presents: Setting your Equipment Rates with Andy Agoos
- Session 9 What's New in Equipment360 -or- What's New in HCSS Telematics -or- HCSS Presents: Shop and Yard Organization Best Practices with Andy Agoos
- Session 10 Introduction to the New for 2023 Telematics Maintenance Module
- Session 11 Advanced Equipment360 Fleet Reports
Thursday
- Session 12 Fleet Concepts to Eliminate Manual Meter Tracking -or- Introduction to Equipment Inspections in HCSS Safety
- Session 13 Better Shop Communication with Work Order Tags and Checklists in Equipment360 -or- Get the Most out of HCSS Telematics' Advanced Features
Take Control of Managing Projects
For project managers, chief estimators, and anyone in between, this track will follow a project from start to finish. From pre-bid to closeout, we will guide you through how our products interact with each other to solve specific problems on each project.
Tuesday
- Session 1 HeavyJob Reporting for the Office -or- Using Powerful Features in Bid Summary to Price More Efficiently
- Session 2 Tracking Time and Material in HeavyJob -or- Project Controls in HeavyJob Project Management -or- Fine-Tuning Your Bid Price Strategy to Maximize Profit
- Session 3 Using Note Indexes/Tags to Track Rework, Change Items and More
- Session 4 Takeoffs with HCSS Plans -or- Manage Jobs More Efficiently in HeavyJob -or- Set It and Forget It: Automatic Calculations in Indirects and Addons Save You Time
- Session 5 HeavyBid for the Project Manager -or- HeavyJob Production Planner Overview -or- How Do I Grow a Safety Person and What Training Can We Put Them Through?
Wednesday
- Session 6 The Top 5 Heavy Fleet Metrics Affecting Your Bid and Job Costs -or- Plan Work, Reduce Survey Crew Use, and Work Faster with Location Services
- Session 7 Benefits of a HCSS Telematics and HeavyJob Integration -or- Connecting Jobsite to Office in Real-Time Using HCSS Plans -or- 22 Ways to Save Time in the Field in Spite of the Labor Shortage (You won’t believe #11!!)
- Session 8 Track Every Drop of Fuel Using HeavyJob and HCSS FuelerPlus -or- Circles of Success: Open Discussion of Best Practices With Fellow HeavyBid Users -or- Make Quick Changes Using Adjustment Tools in HeavyJob Web
- Session 9 Quote Folders are the Fastest most Accurate Way to Manage Quotes On Bid Day
- Session 10 Estimate to Job and Back Again -or- Bring Documents to the Field with HCSS Plans and Project Controls
- Session 11 Track Daily Quantities With HCSS Plans and HeavyJob
Thursday
- Session 12 The In’s and Out’s of HeavyJob Pay Estimate
- Session 13 Managing Needs Requests & Crew Schedules
Take Control of the Little Things
This track is designed to share a range of information that goes beyond standard product 101s. In this space, we’ll provide short, focused classes on best practices, setups, and how-tos where everyone should be able to find a few tips to make their every day tasks easier.
Tuesday
- Session 1 3 HeavyBid Mini Sessions: Bid Calendar, Linking Estimates, & Restore Estimate from Backup -or- 2 HCSS Mini Sessions: Benefits of Customer Success & Keeping up with HCSS
- Session 2 2 HeavyBid Mini Sessions: Tracking Bid Results & Working with Contacts in HeavyBid Pre-Construction -or- 3 HeavyJob Mini Sessions: Export to Payroll, Import from Excel, & Merge Options
- Session 3 2 HeavyJob Mini Sessions: Redownload Submitted Time Cards & Data Flow Between Manager and myField -or- 2 HeavyJob Mini Sessions: Create an Employee Detail Report on Web & Print or View the Daily Report
- Session 4 2 HCSS Skills Mini Sessions: Skills Email Alerts & Skills/Meeting Integration -or- 2 HeavyJob Mini Sessions: Set Up Cost Codes in Web & Missing Time Cards in Web
- Session 5 2 HCSS Plans Mini Sessions: Export Sheets from Web Console & Replace Old Revision/Upload Plans -or- 2 Partnership Mini Sessions: Clue and HCSS & PipelineSuites and HCSS
Wednesday
- Session 6 2 Multi-Product Mini Sessions: So You Forgot Your Password & Telematics/Equipment360 Integration -or- 3 Dispatcher Mini Sessions: Customize Magnet Board View, Export Daily Dispatch, & Sending (SMS)
- Session 7 3 Safety Mini Sessions: New Access Option, Schedule Meetings Through Manager, & Set Up Safety Alerts -or- 2 HCSS Field Mini Sessions: Troubleshoot Missing Data & HCSS Field 101: Sending on a Spotty Cell Signal
- Session 8 2 HeavyBid Mini Sessions: Back to the Basics & But Wait! There’s More… -or- 3 Project Management Mini Sessions: Add Files to Folders, Create New Custom Lists, & Using Templates
- Session 9 2 HeavyBid Mini Sessions: Learning from the Past & HeavyBid Copy/Merge Setups -or- 2 Telematics Mini Sessions: Activate OEM Link/Create Equipment Via Import & Understand the New Map
- Session 10 2 HeavyBid Mini Sessions: Import and Export with Excel & Import and Export to DOTs using AASHTOWARE -or- 2 E360 Mini Sessions: Configure E360 Mobile Mechanic & Set Up Equipment Preventative Maintenance
- Session 11 1 HCSS Mini Session: How to Onboard New Employees – Great Tips From Our Amazing Support Team
Thursday
- Session 12 —
- Session 13 —
Take Control of the Future
For managers and executives looking to stay ahead of the fast-changing landscapes, this track will help you react to volatility and make informed decisions for the future. Problems from labor shortages, digital onboarding, inflations, and DOT changes will all be addressed in this track.
Tuesday
- Session 1 —
- Session 2 Aligning Your Work with Your Brand: Market Positioning 101 -or- Reduce Material Ordering and Trucking Costs with Calculators
- Session 3 Automation in Construction: An Overview and What is Worth Adopting Now vs Waiting Until it Improves
- Session 4 —
- Session 5 —
Wednesday
- Session 6 Deprecation and Asset Management with E360 -or- Preventative Maintenance: Maximize Efficiency and Track More Than Just Oil Changes -or- How Living in the Past with Outdated Processes is Costing You Time, Money, and your Future
- Session 7 How to Use Technology to Recruit and Retain Workers -or- Take Control of Your Relationship with OSHA, MSHA, and Understand What Legislation is on the Horizon
- Session 8 —
- Session 9 Future-Proof your Prospective Work Pipeline
- Session 10 Estimating Strategies to Account For Inflationary Prices -or- Safety Open House
- Session 11 Safety Open House -or- 8 big threats to your company’s future you may not be thinking about
Thursday
- Session 12 Keep Your Estimating Department Up to Speed with HCSS Continuous Improvement Plans -or- Estimating Open House -or- HeavyJob Open House
- Session 13 Estimating Open House -or- HeavyJob Open House
Take Control of UGM
This track is for anyone that is looking to learn from their peers. In this track we let our customers take control to design and deliver their own content at UGM.
Tuesday
- Session 1 The Circles of Success: Estimating-Project-Accouting -or- HeavyBid for the Chief Estimator
- Session 2 Benefits and Challenges of Implementing Multiple Products -or- Well That’s Fun: Self Perform vs. Subcontractor -or- Women in Construction – No, It’s NOT More of the Same Statistics
- Session 3 What’s on the Menu?
- Session 4 When Should Reimplementation be Considered? -or- Implementation 1.0: When the Perscription Doesn’t Fit
- Session 5 How to successfully get adoption on mobile devices -or- Implementation 2.0: Building a Training Curriculum
Wednesday
- Session 6 Change Management: Acquiring and Being Acquired -or- Safety from the Ground Up
- Session 7 Post COVID: What’s Here to Stay? -or- Bridging the Relationship Gap Between Project Teams and Accounting
- Session 8 Out of the Box Training for Support Staff -or- Implementation 3.0: Measuring Success and Building the Champion Group for Continuous improvement
- Session 9 A Job in HCSS Start to Finish
- Session 10 Double Jeoprady: Preferences for 2000
- Session 11 Bid as you Build: Aligning Take-Off, Bidding, and Operations Activity Coding
Thursday
- Session 12 —
- Session 13 Mental Mindset – Mental Health Awareness & Suicide Prevention
Take Control of Your Company
Focus on impact areas outside of key product features and functionality. This track is intended for executives, super users, and admin personnel that use HCSS products and are interested in learning about best practices and collaborating with other users.
Tuesday
- Session 1 Using APIs to Keep All Areas of Your Business Talking
- Session 2 —
- Session 3 Overhaul Your Master Estimate To Gain Speed and Accuracy -or- Discussion: Running a Business with Constrained Resources -or- Creating new workflows with Forms
- Session 4 What to Know About Your First Joint Venture -or- How to Market Your Safety Program -or- DOT / Owner requirements & Compliance (Part 1)
- Session 5 The Activity Codebook is the Key to Automation -or- DOT / Owner requirements & Compliance (Part 2)
Wednesday
- Session 6 Transition HeavyJob to the Web
- Session 7 Panel: What Challenges Are Facing the Industry Over the Next 3-5 Years?
- Session 8 —
- Session 9 Using Safety to Gain Momentum in the Industry -or- Unexpected ways where HCSS can help (Part 1)
- Session 10 Best fleet options for your company – HCSS Telematics, Maintenance, and Equipment360 -or- Unexpected ways where HCSS can help (Part 2)
- Session 11 Managing a Growing Estimating Group
Thursday
- Session 12 —
- Session 13 —
Take Control of Risks and Compliance
For IT personnel, admins, chief estimators, project managers, and others that need to analyze and assess risk at their company as well as provide compliance documentation for various tasks. Expect to find classes covering everything from pre-bid owner compliance to general security strategies that can be applied throughout the business.
Tuesday
- Session 1 Security VS Compliance VS Privacy -or- Stop Wasting Time, Money, and Travel Towards Revision Control
- Session 2 —
- Session 3 Collaborating with Your Subcontractors -or- What to do When Sh!t Hits the Fan: Safety Inspectors Onsite, Preparing for Legal Cases, and Everything In Between
- Session 4 Risk and Compliance (Part 1)
- Session 5 Risk and Compliance (Part 2)
Wednesday
- Session 6 —
- Session 7 Deal with Volatility
- Session 8 Biggest Risks You’re Not Thinking Of -or- Risky Behavior: Avoiding Phishing and Social Attacks
- Session 9 How Hackers Get In (Part 1)
- Session 10 How Hackers Get In (Part 2) -or- Data Security in JV?
- Session 11 Data Integrity -or- Don’t be Afraid to Update
Thursday
- Session 12 —
- Session 13 Mental Mindset – Mental Health Awareness & Suicide Prevention
Take Control of ALL Your HCSS Products
For decision makers, IT personnel, and HCSS champions, this track will show you new ways to use your HCSS products. Expect to find classes on the latest features, incredible time-saving processes and integrations, and roundtable discussions from HCSS power users.
Tuesday
- Session 1 Take Advantage of Integrations Amongst Your HCSS Software -or- What’s New in HeavyBid in the Last 2 Years
- Session 2 Managing User Profiles in HCSS Credentials
- Session 3 Managing User Profiles in HCSS Credentials
- Session 4 Work with HCSS Experts to Get Your First Smart Form Setup
- Session 5 HCSS Academy/Community Session -or- What’s New in HCSS Safety
Wednesday
- Session 6 Take Control of New Features in HCSS Products (Part 1) -or- Best Practices: HCSS Safety Web Manager -or- Estimating Townhall
- Session 7 Take Control of New Features in HCSS Products (Part 2) -or- HCSS Champion Roundtable – What Have You Taken Control of Lately? -or- Estimating Townhall
- Session 8 Pre-Construction A-Z: Managing your Estimating Team -or- Quickly and Safely Change Data Throughout the Entire Estimate
- Session 9 Operations Townhall
- Session 10 Operations Townhall
- Session 11 Operations Townhall
Thursday
- Session 12 —
- Session 13 —
Take Control of Integrations
For anyone responsible for or interested in maximizing the use of their data, this track will include classes that illustrate the setup and value of having data move into, out of, and in between HCSS products.
Tuesday
- Session 1 —
- Session 2 Overview: HeavyJob Export to Payroll -or- Dispatcher Integration Overview
- Session 3 Next Steps After Finishing an Estimate
- Session 4 Stop Manually Moving Data Between Spreadsheets! -or- Maximizing the Value of Your Fleet Integrations
- Session 5 OEM Deep dive -or- HeavyBid to P6 at Ludicrous Speeds
Wednesday
- Session 6 An Overview of HCSS APIs
- Session 7 —
- Session 8 HCSS Azure Integration Platform – Talking to ERPs
- Session 9 Active Directory Integration with HCSS Credentials
- Session 10 —
- Session 11 —
Thursday
- Session 12 Getting Help with Accounting and ERP Integrations
- Session 13 —
Take Control of Reports and Data Analysis
For operational analysts, data stewards, and data gurus, this track will provide organizations with the understanding and know-how of gaining access to and leveraging their HCSS product data. Whether a customer is interested in diving into their estimate history, forecasting cost and comparing estimated to actual, or performing data mining from HCSS Forms, this track will show you what’s possible from the plethora of data gathered from the field. Customers can expect to see examples of how HCSS data can be used to drive business decisions and the different options for gaining report-level data.
Tuesday
- Session 1 —
- Session 2 Estimate History in HeavyBid: More Than Storing Estimate backups -or- Data Visualization Through Direct Access
- Session 3 Case Study: How Austin Industries Derives Insight From Their HCSS Data
- Session 4 —
- Session 5 —
Wednesday
- Session 6 —
- Session 7 —
- Session 8 Reporting Across the HCSS Suite -or- How to Get the Right Data From the Field so You Can Predict Incidents
- Session 9 —
- Session 10 —
- Session 11 Forecasting in HeavyJob Web
Thursday
- Session 12—
- Session 13—
