Getting Started: Welcome to Estimating (SQL)
Description

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 from anywhere in the software or 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 from anywhere in the software or by choosing Product Documents from the Help menu.

Note: The demonstration version of Sage Estimating is fully functional except that you are limited to about 100 rows per estimate. It also includes an extensive Help system that should provide all the information you need to experiment with Sage Estimating.

Sage Estimating includes the following features.

Important! Certain capabilities, menus, and icons described in help are available only if you have 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 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

 

 

Note: *These products must be purchased separately.

Are there different types of Sage Estimating?

What type of Estimating do I have? (SQL) 

What is the difference between Sage 100 Contractor Estimating - Estimating Basic and Sage Estimating? (SQL) 

What to do we do First?

What is the process involved in installing Sage Estimating? (SQL) 

Getting Started: License Administration (SQL) 

Getting Started: Sage Estimating basics (SQL) 

How do I migrate data from Pervasive to SQL Estimating? (SQL)

Where can we get more install information?

Getting Started: Where to get help with Sage Estimating 

Where can I find the latest release, product update, or version of Sage Estimating (SQL)?

How do I find my Registration Name & Account ID?

How do I log into the Sage Portal? 

The Standard Database:

Getting Started: Database Set up (SQL) 

Getting Started: Addons (SQL) 

Getting Started: Assemblies (SQL) 

Getting Started: Bill of materials (SQL)

Getting Started: Crews (SQL) 

Getting Started: Variables (SQL)

Getting Started: Formulas (SQL) 

Getting Started: Formula Tables (SQL)

Getting Started: Subcontractors (SQL)

Getting Started: Updating prices in the standard database (SQL)

Getting Started: Vendors (SQL) 

Getting Started: Work Breakdown structure values (SQL) 

Getting Started: Maintaining and Safeguarding Your Data (SQL)

Getting Started: Models (SQL) 

Getting Started: Printing standard database reports (SQL)

Getting Started: Database Reports (SQL) 

The Estimate:

Getting Started: Producing an estimate (SQL)

Getting Started: Completing an estimate (SQL)

Getting Started: Reviewing crew information (SQL)

Getting Started: Sage 100 Contractor and Sage Estimating integration (SQL) 

Getting Started: Sage 300 CRE Job Cost interface (SQL) 

Getting Started: Sage Intacct interface (SQL) 

Getting Started: Using alternates (SQL) 

Using Bid Grid (SQL) 

Getting Started: Working in the spreadsheet (SQL)

Getting Started: Estimating Reports 

Getting Started: How do I Print an estimate report (SQL) 

Address Book

Getting Started: Managing Address Book Contacts (SQL) 

Means Integrator

Getting Started: Means Integrator (SQL) 

Database Editor (DBE)

Getting Started with Database Editor (DBE SQL) 

Estimating Management Console

Estimating Management Console (SQL) 

Learning about External Report (SQL) 

How do I migrate my SQL Estimating Data from one SQL Server to another SQL server? (SQL)

 

 

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