Insights
Practical notes on Sage Estimating.
Articles and guides from the people who implement and support it every day.
Articles
Practical guidance on Sage Estimating, BidMatrix, and eTakeoff Dimension.
Sep 28, 2026
Keeping eTakeoff Dimension and Sage Estimating in step
Sep 28, 2026
Planning a Sage Estimating upgrade without disrupting active bids
Sep 28, 2026
Getting ready for bid day in BidMatrix: packages, scopes and leveling
Sep 28, 2026
When to build an assembly, and when a line item is enough
Jan 15, 2026
Using historical cost data to review bid‑day pricing in BidMatrix
Jan 12, 2026
Reporting on Sage Estimating data with Crystal Reports and Power BI
Jan 5, 2026
Moving from spreadsheets to Sage Estimating as your team grows
May 2, 2025
How Sage Estimating helps mid‑sized contractors increase bid capacity
Guides
Longer, practical resources to keep. Each one downloads straight away.
Guide
The Sage Estimating playbook
A consultant’s guide to adopting Sage Estimating, from setup and licensing to building your database, first estimates, takeoff, pricing and upgrades.
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Sage Estimating database health checklist
A practical checklist for reviewing your Sage Estimating database, from items and assemblies to labor rates, pricing, WBS codes, permissions and backups.
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Bid‑day readiness checklist for BidMatrix
A before, during and after checklist for bid day in BidMatrix, covering bid packages, scopes, invitations, quote leveling, final sign‑off and post‑bid review.
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Sage Estimating upgrade planning worksheet
A fill‑in worksheet for planning a Sage Estimating upgrade: timing, a test copy of the database, reports and integrations to verify, and a rollback plan.
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