Sage 100 Contractor: Latest in Estimating

Votes
8

takeoff descriptions to Proposal

We provide lump sum Proposals to our clients despite using a breakdown for our estimated costs. Our Proposals have lengthy descriptions of the work we will complete by ...

Comments (2)

by: Karen F. | over a year ago | Last activity about a year ago | Status changed over a year ago | Estimating
Votes
1

Select All or Deselect All in Exporting Purchase Orders

When exporting purchase orders from a takeoff by task can you give the ability to select all or deselect all instead of having to go through and click every single little ...

Comments (0)

by: John M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
Votes
1

Sales Tax on Purchase Orders with Cost Type of Subcontract

When using purchase orders and exporting said purchase orders if a part in the takeoff is set up as cost type 4 subcontract why in the world does it still include sales ...

Comments (1)

by: John M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
Votes
3

Special Client Part Billing $

I would like to have a separate tab in 9-2 Parts to have a special billing price tied to a specific client. So if we have agreed to a special prices for that one Client, ...

Comments (1)

by: Coleen N. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Estimating
Votes
2

9-2 Parts Screen - Default Cost - Pop up that offers to change billing ...

In 9-2 Parts screen, when changing the Default Cost, remove the default pop up of "You have changed the Default Cost. Do you want the Billing Amount updated to ...

Comments (2)

by: Jessica W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
Votes
1

Custom fields do not copy over when copying/pasting a record

At least in the 9-2 Parts menu, custom fields are not saving when copying/pasting records.

Comments (0)

by: Matthew D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
Votes
3

In estimating takeoff it would be nice if you could change the color ...

When you create an estimate it would be nice if you could change the font or color of text in a line so you could track changes in the estimate.

Comments (0)

by: Sandy B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
Votes
3

Labor Sell Rates on Estimates/Takeoffs

It would be nice if you could set the labor cost and labor sell price for each Takeoff/Estimate. Currently I can update Overhead/Profit by Cost Type to set the labor cost ...

Comments (1)

by: kevin S. | over a year ago | Last activity 6 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
13

Allow 9-5 Part Description Change to Export into Budget

In creating Takeoffs 9-5 you allow the part description to be changed. For example "Footings" may need to be labeled 'Interior Footings' or 'Wall Footings' etc. I don't ...

Comments (2)

by: Cynthia V. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
Votes
1

Would like to be able to specify a bid item for each part in an ...

Would like to be able to specify a bid item for each part in an assembly so that when the assembly is brought in to a takeoff the parts all go to the correct bid items.

Comments (0)

by: Glenn B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
Votes
3

Would like to be able to import more than one takeoff, specifying ...

Would like to be able to import more than one takeoff having more than one phase. Would like to specify which phase each takeoff is imported to.

Comments (0)

by: Glenn B. | 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
2

User Defined Fields in 9-5 - Setup as Date BUT sort as if they are ...

In the 9-5 Screen, we have User Defined Fields that are Date fields. However, when we run a report pulling those fields, they are not sorting in full date order. They ...

Comments (0)

by: Barbara T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
Votes
8

Retain row order when exporting

I have experienced this in a number of different menus, but when exporting records, many times the rows are reorganized alphabetically or by part number when used. I ...

Comments (0)

by: Tim B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
Votes
3

Enter a Total for seleceted items in takeoffs

when working in takeoff it would be very helpful to have a sum total display at the bottom of the takeoff window So when I want to know a total cost in one section I can ...

Comments (0)

by: Joel W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
Votes
3

Allow the Description of Bid Item 0 to Be Changed in 9-5 Takeoffs

There are many useful reports that can be generated from the 9-5 screen. Unfortunately, Bid Item 0 can only be named "None", so "None" shows up on a lot of reports. Bid ...

Comments (0)

by: Ryan B. | over a year ago | Last activity about a year ago | Status changed over a year ago | Estimating
Votes
2

Maintain parts database crushing Sage 100 - Object reference not set ...

This is when you don't have Estimating enabled but have service receivables and inventory enabled. You are able to add parts in bulk, however, when you open maintain ...

Comments (0)

by: Richard K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
Votes
1

The ability to export a takeoff into a Unitary Billing or Proposal.

It would be great if there was a way to export a takeoff into Unitary Billing and Proposal or the ability to create a Unitary Proposal Template to use for import.

Comments (0)

by: Andre D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
Votes
11

Tax on Change Orders

We are a contractor that needs to separate out taxable vs non-taxable items for reporting purposes. Currently tax is included in the total for the materials when ...

Comments (1)

by: Shawna K. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Estimating

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