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LeftyJ

Sage 100 Contractor - Estimating Help

SUGGESTED
Posted By

Sage 100 Contractor

I have asked a few questions in the forums, but NEVER seem to get any responses.  Is ANYBODY using the Sage 100 Contractor Estimating software?  Is there a specific forum section to go to?  Navigating around the site is not very intuitive, so I apologize if I am asking this question in the wrong place.  If someone can point me in the right direction, that would be very helpful.

Regards,

Jason

  • 0
    Hi Lefty J,

    You have posted this comment in the incorrect forum - Sage 100 and Sage 100 Contractor are completely different products. I will move it to the Sage Estimating forum in the Sage Construction and Real Estate Support Group.

    The vast majority of our users find Sage City easy to use and navigate, but if you need any help, you can review our online help in the Sage City Town Hall or you can send an email to [email protected] and we can point you in the right direction.

    sagecity.na.sage.com/.../site-help

    Thanks,
    Derek
  • 0 in reply to Derek Vink
    Sorry, I forgot to include the direct link to the Sage Estimating forum - sagecity.na.sage.com/.../44
  • 0 in reply to Derek Vink
    Derek,

    I appreciate your help. I just assumed it would go under Sage 100, since that is the program we are using. I figured there would be more to it.

    What I am trying to do is get some answers about the estimating program.

    I know how to set up a "take-off", and enter bid items and such. However, once you have a completed "take-off", if there is an addendum, and the bid form changes, you might need to go into Jobs, and insert a new bid item. I have had to do that a few times. The problem I am experiencing is that when you insert a new bid item, all of the assemblies/parts stay there, and are now in the new item you just inserted. They do not move with the old bid item that they were in, that is one spot below now. Is there a way to get them to stay together?

    Thanks,

    Jason
  • 0 in reply to LeftyJ

    Hi Jason,

    To clarify, Sage 100 is formerly known as Sage 100 ERP, so it is a completely different product. All of the Sage CRE products, including Sage 100 Contractor and Sage Estimating would fall under the Sage Construction and Real Estate Support Group.

    Hopefully another member in the community will now see your question and provide some insight and advice to you.

    Thanks,
    Derek

  • 0 in reply to Derek Vink
    Got it. I really do appreciate the clarification. That makes more sense now.
  • 0 in reply to LeftyJ
    No problem. I have also asked our Support Team to look into this thread, so between another member of the community or a Sage employee, you should receive a reply this time.

    Thanks,
    Derek
  • 0 in reply to Derek Vink
    Hi Jason,
    Are you using the Estimating application (9-1) built into the Sage 100 Contractor product? In that case, you could post your questions in the Sage 100 Contractor forum (sagecity.na.sage.com/.../41). However, if you're using Sage Estimating which is installed separately from Sage 100 Contractor, you could post your questions in the Sage Estimating (sagecity.na.sage.com/.../44). Either way, I'd be happy to assist with any question you post in this thread.
    Thanks!
    Valerie
  • 0 in reply to Valerie K
    Ours in built-in to Sage 100 Contractor 2014. I do not know exactly what version, as I don't know where to find that in this program.
  • 0 in reply to LeftyJ
    O.K., found it... we have version 19.7.52
  • 0 in reply to LeftyJ
    Thanks! I'm checking with a Sage 100 Contractor colleague for an answer.
  • 0 in reply to Valerie K
    Valerie:

    Any word on the question? Also, I have other questions as well. Is there a "Best" place to ask these questions? We do have the Sage 100 Contractor, with the estimating built-in. I bought and watched the video training, and it was helpful to a certain extent, but it did not go into any detail on the day to day use, or how to manipulate any of the data.

    Another question I had was why there was no lace to put in a cost code for an assembly when you set it up. When I import an assembly into a bid, all of the parts come in with cost codes, but the assembly never does. I always have to go up and input that. Seems a bit strange that the ability to input the cost code while setting up the assembly is not available....

    Any help you could offer to either answer the question, or point me in the right direction would be appreciated. I know the answers are out there somewhere, I just can't find them.

    Jason
  • 0 in reply to LeftyJ
    SUGGESTED
    Hey Jason,

    I agree with you, this site is not intuitive at all. Forums have that have been around since the 90's have better user experience. For any Sage Employees reading this, if you need to explain this:

    "Are you using the Estimating application (9-1) built into the Sage 100 Contractor product? In that case, you could post your questions in the Sage 100 Contractor forum (sagecity.na.sage.com/.../41). However, if you're using Sage Estimating which is installed separately from Sage 100 Contractor, you could post your questions in the Sage Estimating (sagecity.na.sage.com/.../44)."

    Your websites UI/UX is bad. You scold him for posting in the wrong forum (of which there are many similar names, I don't know what you expect) and then don't even help him find an answer? I still don't know what forum I'm supposed to use. We have Sage 300 CRE for Accounting and we're also "using" Sage Estimating. I find myself using excel for estimates more than Sage though. Mostly because I don't know where to look for help because this website is so bad.
  • 0 in reply to whieronymus
    I appreciate the comment. I did get confused when they said not to post in the Sage 100 Contractor, even though that is what I was using.... I have asked questions in the past as well, and to date, not a single one has been answered. I truly get the feeling that the mods here in the forum are pretty versed in the accounting side of things, but NOBODY has any clue how to use the estimating portion of the software. Please understand, that I do not say that to knock anyone here. It just does not seem that anyone has the answers. It would be nice if there was a solid, easy to find, location where a person could ask about the estimating portion and get some real answers. I want to use the program but, like whieronymus states, I seem to be using Excel much more. Defeats the whole purpose.
  • 0 in reply to LeftyJ
    Hi Jason,
    I am very sorry! We have a few similar product names intersecting to create the maximum amount of confusion here. Added to that, I was unable to find a quick forum-ready answer to your question when it was first brought to my attention and it indeed fell through the cracks. So for that, I offer my personal mea culpa.

    I've pulled in a few colleagues who will certainly be able to assist. I would expect an answer, or more clarifying questions tomorrow. If at all possible, it might be better for all if we contacted you directly. I'll PM my contact info so we can coordinate. We'll also update the answer here when we've arrived at a resolution. Thank you so much for you patience and please accept my apology for all the confusion.

    In the future, you may post all of your Sage 100 Contractor estimating (9-1) questions in the Sage 100 Contractor forum. I believe your question was originally posted in the Sage 100 (formerly MAS 90 and Sage 100 ERP) which is why it was moved to the Construction and Real Estate section.

    Valerie
  • 0 in reply to Valerie K

    Valerie has suggested that a more appropriate home for this post is the Sage 100 Contractor forum, so I am going to move it there. Sorry for the confusion on this one. There should hopefully be an update available on this issue soon from a Sage Support Analyst.

    Thanks,
    Derek

  • 0 in reply to Derek Vink
    Derek / Valerie:

    Thanks for keeping me updated. I really do appreciate it.
  • 0 in reply to LeftyJ
    Jason, I just spoke with a support manager and she has assured me that a senior analyst will be in touch during business hours tomorrow. Thanks again for your patience!
  • 0 in reply to LeftyJ
    Jason,
    The answer to your question is dependent on the workflow you engage when setting up an estimate. If you own a support plan, you would be better served by contacting Customer Support at 800-866-8049.
    - Ken
  • 0 in reply to LeftyJ

    [:|] [8-)] Lol, a month and a half later they tell you to call customer service. Only if you pay extra for a support plan though.

  • 0 in reply to whieronymus
    SUGGESTED
    Jason,
    I'll get someone to call you directly. Can you please PM your phone number to me?
    Thanks!
    Valerie
  • 0 in reply to whieronymus
    SUGGESTED
    Your support plan is for your updates but also includes two choices: 5 calls per year or unlimited calls depending on the level.

    I looked back 6 months under the estimating section and not see any specific questions from you except this recent post.
  • 0 in reply to Char DeLange

    Char:

    There were at least two or three additional questions, but they have been moved all over the place by the mods. The mods were trying to help, so I don't blame them. We have paid for the calls, and that will be my next step. I tried it once but, unfortunately, the person I reached was not well versed in the Estimating portion of the software. She tried to help, and was very nice. It just did not work out. I'll try it again, when I get a chance.

    Thanks.

  • 0 in reply to LeftyJ
    Jason, please PM your phone number and I will have a senior analyst call you.
    Thanks!
    Valerie

*Community Hub is the new name for Sage City