Sage Master Builder Estimating Basic

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Sage Master BuilderEstimating Basic

• by Jim Schuett
• SMB Report Writer / Advisor

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SMB Estimating Basic
HOW ONE-CLICK CAN IMPROVE YOUR PROCESS!
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SMB Estimating Basic
HOW ONE-CLICK CAN IMPROVE YOUR PROCESS!

• CLICK
• EXPORT
• TO
• CREATE
• Budget
• Proposal
• POs
• Subcontracts
• RFPs
• and more

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SMB Estimating Basic
HOW ONE-CLICK CAN IMPROVE YOUR PROCESS!

• CLICK
• EXPORT
• TO
• CREATE
• Budget
• Proposal
• POs
• Subcontracts
• RFPs
• and more

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SMB Estimating Basic
HOW ONE-CLICK CAN IMPROVE YOUR PROCESS!

• CLICK
• EXPORT
• TO
• CREATE
• Budget
• Proposal
• POs
• Subcontracts
• RFPs
• and more

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SMB Estimating Basic
HOW ONE-CLICK CAN IMPROVE YOUR PROCESS!
CLICK Print Proposal
NOTE Not a standard SMB form
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SMB Estimating Basic
HOW ONE-CLICK CAN IMPROVE YOUR PROCESS!

• CLICK
• EXPORT
• TO
• CREATE
• Budget
• Proposal
• POs
• Subcontracts
• RFPs
• and more

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SMB Estimating Basic
HOW ONE-CLICK CAN IMPROVE YOUR PROCESS!
CLICK Print Purchase Order
NOTE Not a standard SMB form
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SMB Estimating Basic
HOW ONE-CLICK CAN IMPROVE YOUR PROCESS!

• CLICK
• EXPORT
• TO
• CREATE
• Budget
• Proposal
• POs
• Subcontracts
• RFPs
• and more

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SMB Estimating Basic
HOW ONE-CLICK CAN IMPROVE YOUR PROCESS!
CLICK Print Subcontract
NOTE This is a standard SMB form
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SMB Estimating Basic
WHY DO ALL OF THIS?
FOR THIS!
NOTE This is a standard SMB form
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SMB Estimating Basic
WHY DO ALL OF THIS?
And FOR THIS!
NOTE This is a standard SMB form
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SMB Estimating Basic
WHY DO ALL OF THIS?
And FOR THESE!
NOTE This is a standard SMB form
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SMB Estimating Basic
WHY DO ALL OF THIS?
And For Accuracy Save Staff Time!

• No Additional Data Entry Needed For
• RFPs
• Budgets
• Proposals
• Subcontracts
• Purchase Orders
• and
• Progress Billings
• AP Invoices
• Job Costing
• and more
• Data Entry Errors

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SMB Estimating Basic
HOW TO CREATE A TAKEOFF
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SMB Estimating Basic
Where 9 ESTIMATING 5-TAKEOFF
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SMB Estimating Basic
CHOOSE JOB Double Click Job or Enter Job
or Create New Job
Click Here To Open Takeoff
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SMB Estimating Basic
ESTIMATING TAKEOFF SCREEN Time To Choose Parts
or Descriptions
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SMB Estimating Basic
IF USING PARTS OR ASSEMBLIES
IF USING DESCRIPTION ONLY
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SMB Estimating Basic
HOW TO CREATE A TAKEOFF

• Choose the Columns
• you want to use
• Click the Columns
• you want to see
• Unclick the Columns
• you dont want to see

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SMB Estimating Basic
USING ASSEMBLIES
ENTER ASSEMBLY All Associated Parts Appear
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SMB Estimating Basic
USING PARTS
ENTER PART All Associated Info Appears
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SMB Estimating Basic
USING DESCRIPTION
ENTER DESCRIPTION Enter Associated Info
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SMB Estimating Basic
ASSIGNING COST CODES COST TYPES
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SMB Estimating Basic
ASSIGNING VENDORS
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SMB Estimating Basic
ASSIGNING MARK-UPS
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SMB Estimating Basic
ASSIGNING SCHEDULE TASKS INTERNAL EXPORT
NOTES
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SMB Estimating Basic
AFTER CREATING YOUR TAKEOFF MAKE IT A TEMPLATE!

• Create Your Most Common Takeoff
• Save It As A Template
• Use Template Over Over Again
• Modify Templates To Create Other Templates
• Let Sage Master Builder
• Do the Work For You!
• Questions Answers

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Sage Master BuilderEstimating Basic

• by Jim Schuett
• SMB Report Writer / Advisor