Estimating Items

Showing 23 of 754

Global Mark up Exclude line items

We would like the ability to create a global markup while also having the option to exclude certain line items from the estimate on this mark up during the creation process.

Victoria McCullough 9 days ago in Estimating Items / Markups | Adds | Cuts 2 Future consideration

2 VOTE

Add a total line to the item entry window in the estimating module.

I would like to see the total of the item I am entering on the same screen as I am entering the numbers in. Simple one line add for total item costs.

Ben Walters about 2 months ago in Estimating Items / Work Items 1 Future consideration

1 VOTE

Rearrange estimate codes

Please implement a feature that allows you to rearrange the estimate cost code by dragging; the method you have now is very inefficient.

Guest about 1 month ago in Estimate Cost Codes (WBS) / Estimating Items 0 Future consideration

2 VOTE

Intuitive one screen estimating

Could we get an estimating module that is not a chore to use. One screen or less as a moto. Currently, to enter one line item on an estimate it takes 4 different screen and windows before you are able to enter a price. And you have to do this for ...

Ben Walters 2 months ago in Estimating Items / UI User Interface Navigation 0 Future consideration

16 VOTE

Create integration with BlueBeam software

This software has great take off and drawing management capabilities not to mention others. It will give an alternative for take off

Guest over 1 year ago in Drawings / Estimating Items / New Product Integration 0 Future consideration

1 VOTE

Add a comments or notes column to the estimating items screen.

Adding a comments column to the item screen, that is editable an visible on the items tab, would allow a user to input comments for each item on the list for special instructions or clarifications. This is not the same as a comments tab for the wh...

Ben Walters about 2 months ago in Estimating Items / UI User Interface Enhancements 3 Already exists

1 VOTE

estimate summary report

I need a report that should already be available. There needs to be a report of the current estimate by lead including these columns, cost code, description, quantity, units and rates for each of these, (Material, labor, equipment, Sub and other),...

Ben Walters 2 months ago in Estimating Items / Proposals, Reports, Logs, Exports 3 Already exists

1 VOTE

Cost code to premade item list

Could you code a simple option on the items tab to make an item out of every cost code selected for the estimate? Currently you have to manualy choose each one to create the item list. Most estimates are 70+ items long. you could save us so much t...

Ben Walters 2 months ago in Estimating Items / Job Cost Codes / Work Items 1 Future consideration

3 VOTE

Add "Internal Notes" section to Estimate Tabs

It is often useful to have some space for internal notes when building an estimate. Having a tab similar to "drawings" and "specs" where such notes may be added would be useful.

Carl Lyles 8 months ago in Estimate Cost Codes (WBS) / Estimating Items / Work Items 3 Already exists

5 VOTE

Add a quantity field for Locations that can be used as a factor in the estimates

We're a GC in the hotel renovation business and when we prepare our estimates, we break it down by room types, which would be equivalent to locations in SAGE CM. Examples would be "Typical King Rooms" or "King Suites" or "King ADA Rooms" or "Typic...

Beverly McKay about 1 year ago in Estimate Cost Codes (WBS) / Estimating Items / Locations 0 Future consideration

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