Sage 100 Contractor: Top in Estimating

Votes
5

Takeoffs - exporting to Request for Proposal by job/phase allow the ...

If you have a vast amount of phases for a takeoff, It is extremely time consuming to "uncheck" all the phases to export just a couple. Allow user to toggle on/off all ...

Comments (1)

by: Terri m. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Estimating
Votes
5

Do not delete notes from Proposals when using Phases.

Currently any additions or updates to proposals will erase all existing notes in all phases upon saving. The notes on each line are an important part of the Proposal. ...

Comments (0)

by: Lou F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
Votes
5

9-5 Takeoff Tax

As a re-seller of material, under 9-5 takeoffs when creating an estimate for a client we need to be able to show sales tax on certain items after O/H and profit rates are ...

Comments (3)

by: Alex D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
Votes
5

Exporting Subcontracts - better control

When exporting subcontracts from a takeoff, allow us better control over what we're exporting, like an option to select by phase or a "deselect all" button.

Comments (2)

by: Chris B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
Votes
5

Rename the 9-5 Takeoffs Bid Item 0 Description

It would be nice to be able to rename the Bid Item 0 Description from None.

Comments (0)

by: ROBERT M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
Votes
4

Add a column to the Takeoff for additional comments

We would also like to be able to add columns to the takeoff

Comments (0)

by: Michelle S. | 11 months ago | Last activity about a month ago | Status changed 11 months ago | Estimating
Votes
4

Create a pricing matrix for parts that calculates the vendor cost of a ...

I have a access database that i created to do this functionality outside of sage and then import the net price into sage as a vendor price for a part. But it would be ...

Comments (0)

by: Manuel A. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Estimating
Votes
4

search by client in 9-5 Takeoff Launch

When searching for a Takeoff in 9-5, we'd like the ability to be able to search/sort by client name as well. Many of the job names can be similar and the unique value is ...

Comments (0)

by: Elizabeth G. | over a year ago | Last activity about a year ago | Status changed over a year ago | Estimating
Votes
4

Add a Rounding Feature to Assembly Solving Formulas

Extremely common scenario: the main measure of an assembly can be fractional (eg. a length), but certain components of that assembly are not. For example, the very first ...

Comments (0)

by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
Votes
4

Add Multiple Templates To Same Job

We are a fireplace and outdoor fire feature company. Let's say a client wants one indoor fireplace, one outdoor fireplace, and one outdoor fire pit. It would make our ...

Comments (1)

by: Trenton K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
Votes
4

takeoff entered date

It would be nice to be able to see the number of takeoffs created within a specified period. The only date field available for reporting purposes is "last date edited" ...

Comments (0)

by: Sherri G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
Votes
4

Deleting Parts and Assemblies is now a pain in v20

I have a ton of jobs in my company that are open because of an AP invoice from years ago that may be off by a few dollars. This discrepancy does not allow me to delete ...

Comments (0)

by: JJ S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
Votes
4

Fix the "Zero" (None) bid item

The "Zero" (None) bid item should be fixed, so the associated costs can be allocated to the base bid items on a percentage basis in the exported proposal. When costs ...

Comments (0)

by: Peter I. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
Votes
4

Create 'toggle' for Profit Rate for markup/margin

Our sales people use Margin for everything, and it is a real pain to enter everything in Sage as Markup (even though the bottom of the grid reflects the total Margin, ...

Comments (0)

by: Michael B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
Votes
4

updating price lists by alpha part number

We get price lists from our vendors with new list prices once or twice a year. In order to upload a new price list it needs to be updated by the sage part number which ...

Comments (0)

by: Jennifer H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
Votes
4

Cost Type Entries

Cost Types are limited to only 9. This makes no sense. Cost Type has no ability to add new cost types past #9. Using Cost Types for estimating is critical to varying ...

Comments (0)

by: Gordon T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
Votes
4

On the Jobs 3-5 screen, I would like to have a link to the 9-5 ...

It would be similar to the links available to go to the AP Invoices, AR Invoices, Proposals

Comments (2)

by: David C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
Votes
4

Overwrite extended prices in bid item details

Rather than calculating the extended price by applying overhead and mark up %'s, provide the option of overwriting the extended price and allowing the system to back into ...

Comments (1)

by: Terrie H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
Votes
4

Most of our bids are set up by bid item. We want to be able to export ...

Most public works or commercial bids are set up by bid item. Sage recognizes this as it possible to estimate by bid item. We want to be able to export our budget by bid ...

Comments (0)

by: Jennifer K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
Votes
3

Word level text enhancements

The ability to customize text to stand out in estimates for better organization.

Comments (1)

by: Steve K. | about a month ago | Last activity about a month ago | Status changed about a month ago | Estimating

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