Understanding Sage Estimating requires a closer look at its two main parts:
The standard database stores all the standard cost items you use to prepare an estimate including labor, material, and equipment items and prices, takeoff formulas, and more.
You can build a standard database from scratch or purchase an industry-standard one and customize it to suit your needs.
The spreadsheet presents the items, quantities, and amounts that make up an estimate in a format designed specifically for estimating.
When you create an estimate, you simply copy information from the standard database into the spreadsheet (a process known as takeoff), entering dimensions and specifications as required.
The standard database and estimates are kept separate. Changes you make to the standard database do not affect existing estimates. Likewise, changes you make on the spreadsheet stay in the estimate and do not affect the standard database or other estimates.
Note: Before making changes, be sure to note where your changes will be stored.