Workflow for producing an estimate: - Although each estimator has a different way of doing things, the estimating process typically involves four basic steps:
- Create an estimate. Start an estimate from scratch, copy an existing estimate, or merge several estimates into a new estimate.
- Perform takeoff. Select the items and specify their takeoff quantities. You can enter takeoff quantities yourself or have Sage Estimating calculate them for you.
- Complete the estimate. Customize items to suit the needs of a project, scan for missing information, or include markup costs. It is easy to adjust information directly in the spreadsheet and from the Detail window.
- Print reports for the estimate. Produce a variety of professional-looking reports. There are options for including ranges, sorting the information, and applying the fonts you want.
Note: Knowledgebase Articles with "(Supplemental Video)" in the title have a video example in the article
Here are some links that can help you get started:
Starting a new estimate: How to create a new estimate? (Supplemental Video) (SQL) Using an existing estimate to start a new estimate (SQL)
Performing Takeoff: How do I perform Quick Takeoff? (Supplemental Video) (SQL)
How do I perform Item Takeoff? (Supplemental Video) (SQL) How do I perform Assembly Takeoff? (Supplemental Video) (SQL) How do I perform One-Time Item Takeoff? (Supplemental Video) (SQL) Item List Sort Order Edit Item List Sort Order window (SQL)
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