Estimating Basics

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Join Taylor as he highlights the key features of OnCost. Our award-winning, triple-layered estimating software makes it simple to track your project finances. • 0:10 All Things Estimating • 0:27 Primary Estimate Files • 0:41 Templates – Custom and Provided • 1:03 Create a New Estimate from template or blank • 1:49 Setting Materials and Sales Tax • 2:11 Project Totals View – Categories and Subcategories only • 2:35 Individual Category Sheets – Category, Subcategories, and Line Items • 3:31 Method: Detailed Vs. Lump Sum • 4:09 Adding or Deleting Line Items and Subcategories • 4:52 Adding or Deleting Categories – Project Totals Page Only • 5:40 How Estimating Works Within OnCost • 5:57 Adjusting Sales Tax and Other Options • 6:40 Line Item Markup • If you add the Line Item Markup to the FIRST Line item, it will apply to ALL items within a subcategory. • 7:12 Show/Hide Additional Columns • 8:08 Standard View – Quantity, Cost, Total Price with additional information • 8:25 Organizational View – Classification, Dimensions, Contact Group, etc • 8:33 Financial View – Estimated Values, Taxes, Actuals (manual or imported from QuickBooks), Variance, Sales Tax, Total Cost, Etc. • 8:53 Advanced View – Every Column Offered in OnCost Estimating • 9:30 Save Estimate as a Project File or as a Template to use in future estimates • To learn more about OnCost Estimating, take a look at our other videos: • Creating and Using Items Database: • Creating Using Items Database • Change Orders in ConstructionSuite: • Change Orders in ConstructionSuite • Options and Allowances in ConstructionSuite: • Options and Allowances in Constructio... • Applying Overhead and Markup: • Applying Overhead and Markup • Thanks for joining us! • If you have any additional questions, don’t hesitate to give us a call - It is our pleasure to assist. • UDA Technologies • 1-800-700-8321 • ----------------------------------------------------------------------------------------------------- • To learn more about using ConstructionSuite as a solution for your construction management needs, visit our website today! http://www.uniteddesign.com/cs_compar... • Join us on Facebook! / udatechnologies • Get the latest updates via Twitter! / udatechnologies • ----------------------------------------------------------------------------------------------------- • Award–winning construction project management software, tailored to fit in anywhere, with results that stand above. UDA Technologies has always believed the best way to stand out from the crowd is to surge ahead. When you’re driven by the singular ambition of the success of your clients, merely good or just meeting expectations is never enough. • Dynamic desktop performance fuels ConstructionSuite, powering superior construction estimating software, scheduling, CRM, QuickBooks integration, job costing, contracts, proposals, templates, reports, construction contracts and more. Import materials lists using PlanSwift, CadEstimator, CAD Soft, Chief Architect, eTakeoff, OnCenter, Revit and SoftPlan. • Innovation powers ConstructionOnline, the leading online construction software in the industry. • With speed as a top priority, experience the world’s fastest online scheduling, project logging, punchlists, calendars, GamePlans, To–Dos, and file sharing for documents, photos and videos. Give your customers the VIP treatment with ClientLink, which allows them to access change orders, selections, deadlines, schedule information, files, photos, RFIs, messaging and more. • Inspired by the needs of clients, OnSite Mobile Apps are second to none. Available for iPhone, iPad, and Android devices, the largest family of construction mobile apps in the industry gives both your customers and your team an all–access pass to daily logs, photos, videos, blueprints and plans, files, calendars, punchlists, ToDos and messages on the go. For even more power, expand your horizons with a custom company mobile app using your branding.

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