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

 

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Adjust columns

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Adjust job total and cost/unit

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Advanced reports (Comparison, Variance, custom reports)

 

 

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Alternates

 

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Audit (takeoff audit)

✔

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Bids from subcontractors

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Bill of Materials

✔

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Crews with unlimited rate tables

 

 

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Customizable External Tools menu

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Database Editor

✔

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Estimate-level security

✔

✔

 

 

Estimate reports

19

19

 

 

eTakeoff

 

 

 

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Find/Go To

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Formula tables

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Item tables

 

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Merge estimates

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Model estimating

 

 

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Move/Copy

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Multiple open estimates

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Price update methods

9

9

 

 

Rich text notes

✔

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Roles and permissions

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Sage 100 Contractor

 

 

 

✔

Sage 300 Construction and Real Estate

 

 

 

✔

Save one-time items to a standard database

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Saved report layouts

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Scan for incomplete items

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Smart Assemblies

 

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Subcontractors

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Substitute spreadsheet items with other items

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

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Takeoff methods

3

4

 

 

Ten-level spreadsheets and reports

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Totals page templates

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Undo/Redo (on spreadsheet)

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Unit conversion (imperial/metric)

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Unlimited spreadsheet layouts

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User-defined subcategories

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Vendors

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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