Note: This functionality is available only if you have the Estimating Module.
Depending on the type of work you perform, you might need a few files or a large library.
Think carefully about how to create each file that you build. A file can include as much or as little information as you want. A good file is one that requires little modification. The more you have to change a file to suit a specific situation, the less time it saves you.
You can either use an existing record as the basis for a file, or build a file from scratch. When using an existing record, most of the work is already completed. Simply recall the record, modify it to meet your needs, then export it as a file.
Various commands are available on the Export menu. Many of the menu commands, such as Change Orders, Proposals, Purchase Orders, Request For Proposal, Subcontracts, Service Work Order, and Takeoff Prices to Part Prices have submenus with more commands.
For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.