Sage Timberline – Estimating


Sage Timberline Office a.k.a. Sage 300 Construction and Real Estate allows construction and real estate firms an opportunity to streamline workflow and processes between departments to improve accounting efficiencies. This blog will provide information on Sage Estimating.

Sage Estimating works in tandem with Sage software so that when a client accepts a bid from an estimate you’ve built, the information can easily flow to the job cost module and accounting modules. This will eliminate the need for data entry into Timberline when it was already previously entered into Estimating.

There are five ways that Sage Estimating can make the process faster.

  1. The time it takes for the project to “take off” can be reduced by 50% or more when compared to using generic spreadsheets.
  2. It automates the process of the costs of items so there is no need to manually price items.
  3. The generation of final drafts of proposals and reports takes just seconds.
  4. It allows you to organize estimates in a precise manner so they can be found quickly and easily.
  5. You can tailor the process to the way you like to work so the learning curve is not as long.

Sage Estimating can help eliminate the need for repetitive data entry and routine tasks so you can spend your time building the best estimate or bid for your clients. Sage Estimating is powered by a Microsoft SQL Server database which stores all documents and data in one place so processing time is very quick.

An example is the flexibility that Sage Estimating gives you. Let’s say you submit a bid or estimate and the client requests that you reduce the bid by 5%. You can do this with basically the click of a button and see the side by side comparison of the original estimate compared to the reduced estimate.

Another benefit is streamlining and standardization. If your company has more than one person in charge of estimating, it’s likely they build estimates and bids differently. Sage Estimating can make everything uniform from form design to pricing.

I believe Sage Estimating is a very helpful tool because it provides uniformity between the way the estimates look and the pricing. Consistency is important in the marketplace – the last thing you want is to give a potential client a quote and they know someone else that also received an estimate from you with different prices for the same tasks.

This was a quick overview of the benefits of Sage Estimating. If anyone is interested in Sage Estimating, please feel free to reach out to me and I can connect you with a Sage Estimating representative. Together, we will get you on the fast track to producing professional estimates in house that will easily integrate with your Sage business management software.

Written by:
Annie Terracciano
TGG Accounting

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