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Estimating Items

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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 about 2 months ago in Estimating Items / Markups | Adds | Cuts 2 Future consideration

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

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 4 months ago in Estimating Items / Work Items 1 Future consideration

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 4 months ago in Estimating Items / UI User Interface Navigation 0 Future consideration

Create Estimates on Ipad

Be able to create estimates on the Ipad or an option to view it
Guest 4 months ago in Estimating Items / Mobile - Android / Mobile - Apple 1 Future consideration

Add a margin to individual items in an estimate

Would like to be able to select the Margin percentage from the drop down of an individual items cost type.
Stacey Leary 5 months ago in Estimating Items 1 Future consideration

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 3 months ago in Estimate Cost Codes (WBS) / Estimating Items 0 Future consideration

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

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

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 3 months ago in Estimating Items / UI User Interface Enhancements 3 Already exists