• Allocating addons to bid items and exclude some

    I need assistance in allocating addons to bid items and want to exclude some items. Example, there are 50 bid line items and I want to exclude bid item 10, 15, 30 & 40 from the addon allocation.
  • Sage Estimating Report Layout Modification

    Hi, Is there a way to modify the layout of a report? I'm trying to print a "Bill of Quantities" report, but the data within the columns are getting truncated.
  • Sorting / moving estimate line item

    Hi, Is there a way or method to sort / move an estimate line item in the order which I want to? The estimate is sequenced to group the estimate under Bid Item. I want to move line number 14 to line 13 and vice versa.
  • Can't delete an unwanted addon

    I hit a toggle of some sort unintentiolly. Now in my Totals window there is an addon that says "Total with included alternates". This shows up when I print reports & I don't want it there. I can't delete the addon from the Totals and I can't change the…
  • Totals Page - View Separate Equipment - Rental from In-House?

    Is there a way to set up the Total Page to show separate Totals and Markups for each Equipment Subcategory? I use 'Range' to set up markups for the Subcategories, but I want a quick view of the breakdown of the Equipment Total between the different subcategories…
  • Highlighted notes in spreadsheet reports

    I have some notes highlighted with a certain colour to show its importance, then when I go to the spreadsheet report, nothing is highlighted. Is there a way to show this? I know I can create a background colour for the entire notes column, but if certain…
  • How do you add a grand total in estimate separate from the "totals page"?

    Is there a way to add a Grand Total to an estimate that is separate from the "Totals Page"? I have my "Totals Page" set up how I like it, but I would like to have a Grand Total number in the estimate before the "Totals Page"
  • How to unlink/unlock/turn off unit column?

    How to unlink/unlock/turn off unit column? IE Material Price should show up but not Material price unit. I'm looking for this in multiple categories. I'm trying to recreate the layout we need to interface with our accounting software. Sage Estimating…
  • Estimating

    We have upgraded to sage squal and are using the estimating to JC transfer. On pervasive, we had a report that would tell you your exact errors that will not transfer - I cannot seem to find a report like that now. Is there a canned report that will…
  • Totals Page Templates-Format Command-Not Saving v18.12

    Totals Page/s: Format-Save. Has anyone on 18.12 been able to successfully save a Totals Page Template where the Format option was used to Align Text, Font Size/Color, etc.? My templates save with basic formatting like; reordering the predetermined Headings…
  • Estimate Templates?

    Is there a way to create a template for estimates so that i don't have to add all the items each time i start a new estimate?