Many construction workers, myself included, transition from hands-on fieldwork to project management and eventually to an estimator. Initially, as an estimator, Microsoft Excel was my tool of choice because of its capabilities, yet it limited me in some areas. As my contracting business continued to grow, the need for specialized software became evident. Sage Estimating became an indispensable component of my operations, enhancing both efficiency and accuracy.
Precise Estimates with Digital Takeoff Software
Estimating material quantities effectively requires precision and understanding, and performing the takeoff function electronically optimizes the process. The ability to set a scale based on the plan's measurements and highlight takeoffs as they are completed ensures accuracy. For instance, when I was building a chicken coop, eTakeoff identified specific elements and accurately represented measurements of the roofing materials.
eTakeoff allows you to:
- Perform Takeoffs Quickly: Import PDF plans, set scales, and ensure precision in measurements.
- Highlight Features: The software highlights takeoffs as they are performed, minimizing errors and missed quantities.
- Create Accurate Measurements with TWO AI Technologies: SnapAI and Togal.AI streamline the measurement process with a 98% accuracy on floor plans.
eTakeoff eliminates the need for traditional methods like highlighters, colored pencils, and scale sticks, ensuring every detail is meticulously accounted for.
Seamless Integration with Sage Estimating
Thanks to its seamless integration, all of the measurements and takeoffs completed in eTakeoff can easily be transferred into Sage Estimating without ever opening the application. They are directly linked to Sage Estimating's "variables." Plus, any edits or changes made after you've "completed" the takeoff are automatically updated.
Watch the short video below to gain a brief overview of Sage Estimating and eTakeoff »
Creating Accurate Estimates
Sage Estimating is a robust platform for creating competitive estimates, bids, and budgets. It simplifies the process of creating detailed modifications and offers a comprehensive project estimate overview. Despite 64% of contractors continuing to use Excel, Sage Estimating provides a more secure, dedicated alternative for construction professionals. It transforms data management by consolidating information into a unified platform, overcoming the fragmented nature of Excel.
Key features and benefits include:
- Consolidated Data: All project details are centralized, simplifying navigation.
- Dynamic Editing and Secure Formulas: Estimates can be adjusted without disrupting formulas, a common issue in Excel.
- Industry-Specific Features: Tailored for construction, it includes functionalities such as alternates and status summaries.
- Structured, Standardized Trade-Specific Databases: Up-to-date databases that include historical averages.
- Manual Adjustments: Modify labor hours and material costs while maintaining data integrity.
- Customizable Smart Assemblies: Logical formulas easily include or exclude optional components within the estimate. Custom calculations can be assigned to individual items for a very custom calculation.
The ability to efficiently manipulate and review data ensures final estimates are accurate and reflective of actual numbers.
Proposal Development and Finalization
Once you've completed your takeoffs and estimates, a professional proposal is easily created by Sage Estimating. Sage Estimating's reporting capabilities support the presentation of detailed project information. Key functionalities include:
- Proposal Generation: Produce detailed reports with comprehensive breakdowns and totals.
- Accounting Integration: Sync with Sage Intacct Construction, Sage 100 Contractor, or Sage 300 CRE for smooth financial management.
- BOM/Labor/Equipment/Subcontractor Reporting: Estimated items can be assigned to bid packages for POs and Subcontracts, Labor sheets with Cost Codes for field use, and goal setting.
- Change Adaptation: Efficiently manage change orders with built-in estimate adjustments.
These features ensure client proposals are polished and precise, fostering trust and satisfaction.
Embracing Modern Estimation Solutions
The shift from traditional methods to modern construction estimation software can be overwhelming, but one bit of advice I can pass on from my experiences with Sage as a customer is that if I were to do it over again, I would purchase Sage Estimating from the beginning. With its extensive features and seamless integration, Sage Estimating is a frontrunner in this transformation. For contractors heavily reliant on Excel, it's time to explore the efficiencies and accuracies that Sage's preconstruction suite offers.
For those prepared to elevate their estimating practices, Sage Estimating provides the tools and support necessary to achieve precision and professionalism in every project. Contact our team to discover how Sage's suite of construction software can transform your business.
