Getting Started: Welcome to Estimating (SQL)
Description

The Getting Started series of articles aren’t designed to replace Training. Contact your Sage Business Partner or Sage Learning Services to schedule training.

Cause
Resolution

Sage Estimating blends ease of use with spreadsheet and standard database tools that enable you to estimate jobs more productively and profitably.

You can find everything you need to know about Sage Estimating right on your computer.

  • The Help system provides faster access to more information than most manuals. You can get help on how to use Sage Estimating by choosing Help Topics from the Help menu.
  • The Help menu provides access to Help and information about our services. It also provides direct links to our website.
  • The Product Document system provides faster access to more information than most manuals. You can get help on how to use Sage Estimating by choosing Product Documents from the Help menu.

The demonstration version of Sage Estimating is fully functional except you’re limited to about 100 rows per estimate. It also includes an extensive Help system that provides information you need to experiment with Sage Estimating.

Included features

NOTE:

Certain capabilities, menus, and icons described in help are available only if you’ve purchased the associated module.

Feature

Sage Estimating Essential Feature

CORE Feature

Separately licensed modules for use with CORE*

Integrations with CORE and Sage Estimating Essential*

Addons (markups)

 

 

Adjust assembly productivity

 

 

 

Adjust columns

 

 

Adjust job total and cost/unit

 

 

Advanced reports (Comparison, Variance, custom reports)

 

 

 

Alternates

 

 

 

Audit (takeoff audit)

 

 

Bids from subcontractors

 

 

Bill of Materials

 

 

Crews with unlimited rate tables

 

 

 

Customizable External Tools menu

 

 

Database Editor

 

 

Estimate-level security

 

 

Estimate reports

19

19

 

 

eTakeoff

 

 

 

Find/Go To

 

 

Formula tables

 

 

Item tables

 

 

 

Merge estimates

 

 

Model estimating

 

 

 

Move/Copy

 

 

Multiple open estimates

 

 

Price update methods

9

9

 

 

Rich text notes

 

 

Roles and permissions

 

 

Sage 100 Contractor

 

 

 

Sage 300 Construction and Real Estate

 

 

 

Save one-time items to a standard database

 

 

Saved report layouts

 

 

Scan for incomplete items

 

 

Smart Assemblies

 

 

 

Subcontractors

 

 

Substitute spreadsheet items with other items

 

 

Tabbed and ribbon user interface with tear-off and dockable panes

 

 

Takeoff methods

3

4

 

 

Ten-level spreadsheets and reports

 

 

Totals page templates

 

 

Undo/Redo (on spreadsheet)

 

 

Unit conversion (imperial/metric)

 

 

Unlimited spreadsheet layouts

 

 

User-defined subcategories

 

 

Vendors

 

 

Work breakdown structures

40

40

 

 

 

*You must purchase these products separately.

 

 

▼ Getting Started guides

The Standard Database

The Estimate

Address Book

Means Integrator

Database Editor (DBE)

Estimating Management Console

 

Steps to duplicate
Related Solutions