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:
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Send an estimate electronically to another associate who uses Sage Estimating (SQL) 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.
Note: If you are using multiple standard databases and you intend to use Review Assemblies, estimators need to keep track of the standard database used for assembly takeoffs.
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Work on an estimate from a location that cannot access the standard database.
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Collect estimates that need to be merged from branch offices without having to open the estimates with the same standard database first.
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Review an estimate after you have modified or deleted the associated standard database.
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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.