Develop estimating templates to quickly and easily generate future bids. And because the Estimating Basic application is integrated with the rest of the Sage Master Builder modules, once you win a bid, just a few mouse clicks allow you to generate budgets, subcontracts, purchase orders, schedule tasks and more—reducing duplicate data entry and jump-starting production.
Feel confident about your estimates. The Estimating Basic add-on module makes the estimating process fast and accurate—and is fully integrated with the system’s scheduling, project management, and accounting functions. Combining the best features of a database and spreadsheet, the Sage Master Builder Estimating Basic application is one of the easiest-to-use assembly-based estimating solutions on the market today.
Estimate Creation
Global variables, formulas, and templates make your estimating process easier and more accurate. You can selectively factor in cost increases and lock prices to prevent accidental edits, highlight an item with a visual flag, and add notes for clarity. Windows functionality (such as cut, copy, and paste) enables you to import blocks of information from other estimates with just a few clicks of the mouse. All grids are Microsoft Excel compatible-you won't have to learn a new interface if you are familiar with spreadsheets.
Once the takeoff is complete, you can easily generate the budget, proposal, requests for proposals, purchase orders, and subcontracts. You can even fax them directly to your subs and suppliers without printing them out.
Sage Master Builder Estimating Basic provides several ways for you to quickly assemble and update a parts database. Use the data-import feature to import a parts list and to update prices directly from your suppliers, or instantly create your database from one of the included parts lists. You can also easily account for sales taxes in your pricing as required and regularly update templates for prices received from vendors.
Take advantage of pre-built databases for the Residential Building and Home Remodeling trades to move quickly through the estimating process. Data includes a chart of accounts, cost codes (CSI and trades-specific), more than 19,000 parts and materials, and more than 1,000 assemblies (collections of parts and materials that can be quantified with a single entry). The simple assembly tools help you build new assemblies without leaving your takeoff. With just a few mouse clicks, you can copy, adjust, or create assemblies from scratch.
Estimating Basic Integration
The Estimating Basic module integrates with all the following Sage Master Builder applications:
- Budgets
- Purchase Orders
- Change Orders
- Subcontracts
- Scheduling
- Service Work Orders
This tight integration means that you can create accurate budgets, subcontracts, purchase orders, production schedules, and other documents quickly and easily. You spend less time inputting data and more time managing the important tasks of your business.
Proposals
And, after creating a takeoff or budget, Sage Master Builder Estimating Basic can export it to automatically generate a proposal. Using a variety of custom-designed document formats, you can produce and print the most professional-looking and complete proposal possible.
Note: If you wish to use a supplementary estimating database, choose Estimating Standard or Estimating Extended.
Download the sales sheet for additional information.