Picking subcontractors and entering their quotes

Before you begin

Click the Phase/Item tab to display the spreadsheet in phase/item order. While you don't have to display the spreadsheet in this order, it's typically the most convenient order to use for entering material quotes.

Make the first four spreadsheet columns non-scrolling so you can easily identify the items after you scroll over to the Material category columns. How?

To pick subcontractors and enter their quotes:

Scroll the spreadsheet until the Sub columns display.
Enter the subcontractor's quote in the Sub Price or Sub Amount cell for the appropriate item.
Enter the subcontractor's name in the corresponding Sub Name cell.
Right-click on the cell and select List Address Book Subcontractors for a list of companies in the Address Book database that are available for use as subcontractors.

If necessary, you can set up a new subcontractor from the Sub Name column. How?

Tips:

Did you enter a lump amount that applies to multiple items in the estimate? For each item covered by the lump amount, enter an * (asterisk) in the Sub Amount cell. The * indicates that the item is covered by monetary amounts located elsewhere in the estimate.
Sage Estimating places an * in the following cells to indicate that the item is covered by monetary amounts located elsewhere in the estimate: Sub Productivity, Sub Cost/Unit, Sub Quantity, and Sub Price.
Another way to enter bids from subcontractors is using the bid grid. How?