Making the most of Sage Estimating > Tips for using an estimate without a standard database
Tips for using an estimate without a standard database
Because estimate and standard database information is stored separately,
you can work with an estimate without having a standard database open. This is
convenient for several typical procedures. For example, you can:
- Send an estimate electronically
to another associate who uses Sage Estimating but does not have access to the
standard database. They can then add notes or perform takeoff using a different
standard database, and then send it back.
- Work on an estimate from
a location that cannot access the standard database.
- Collect estimates that need
to be merged from branch offices without having to open the estimates
with the same standard database first.
- Review an estimate after
you have modified or deleted the associated standard database.
- Send from a subcontractor
to a general contractor an estimate with a list of estimate items as alternates
that they can easily modify and send back to the subcontractor.