Construction Estimating Software
Below is a series of how-to videos on Sage Estimating, broken out into four parts, so you can get the most out of your software.
In this step-by-step tutorial, learn how to create and manage projects, bids, and subcontractors using BidMatrix. This video covers the essential tools to streamline your bid process, from setting up subcontractors to analyzing bids.
In this video, learn how to update user profiles, reset your password, and how to sign out of BidMatrix, as well as how to access the BidMatrix knowledge.
In this video, learn how to manage settings for company logos, user licenses, custom reports, and integrations with tools like Procore for seamless data sharing and synchronization.
In this video, learn how to customize additional, trackable information in your projects, search and find projects based on their attributes or access information using custom reports, sort estimates by market segments, or sort what lead estimator closes more jobs in a year. All this in BidMatrix.
In this video, learn how to set up attributes on subcontractors as well as where to interface subcontractor lists from products like SmartBid and BuildingConnect. Attributes include bonding limits, enterprise types, or even rank subcontractors. Use attributes with your statistics to ensure your big includes necessary business enterprise requirements.
In this video, learn how to manage project and subcontractor attributes, specifically focusing on deleting attributes and handling cases where they remain referenced by active projects or contracts.
In this video, learn how to add and modify subcontractors in the database as well as how to set subcontractor bonding capacity and business enterprise type in BidMatrix.
In this video, learn how to update, or modify subcontractor information and attributes once entered in BidMatrix.
In this video, learn how to go between a list view, and tile view, and sort them accordingly, as well as how to sort different fields and attributes in BidMatrix.
In this video, within table view learn how to sort, and pinning columns to stay on the screen as well as define the columns you want to include on the screen for viewing in BidMatrix.
In this video, learn how to use advanced search techniques for subcontractor lists, including filtering by attributes like trade type or business classification using a semicolon shortcut to refine results efficiently.
In this video, learn how to export subs to a JSON file and open it with Excel.
In this video, learn how to import subcontractors in BidMatrix.
In this video, learn how to create and modify projects, assign attributes to the project, and permission settings in BidMatrix.
In this video, learn how to update project information and attributes after creation in BidMatrix.
In this video, learn how to use a template estimate to create new projects using a previous estimate or create template estimates in BidMatrix.
In this video, learn how to archive, estimate and restore if needed, as well as how to delete an estimate and the difference between archiving and deleting in BidMatrix.
In this video, learn how to look at the project list while in tile view and how to sort projects in BidMatrix.
In this video, learn how to look at the project list while in table view and how to sort by different columns, pin columns to stay on the screen and select what columns to view in BidMatrix.
In this video, learn how to perform advanced searches for projects, using specific fields and attributes like market segments or lead estimators to refine your project list.
In this video, learn how to set up alternates, and modify alternate names as well as how to activate and deactivate alternates in BidMatrix.
In this video, learn how to add and modify bid packages in BidMatrix.
In this video, learn the basics of importing an Excel estimate into BidMatrix, focusing on mapping columns to BidMatrix fields for seamless integration and project setup.
In this video, learn how to import detailed estimates into BidMatrix, including work breakdown structure (WBS) codes and categories like labor and materials, allowing for refined grouping, sorting, and cost analysis.
In this video, learn how to create bid packages, and the phases within them, from a Sage Estimate in BidMatrix. This allows you to see items under each phase within BidMatrix allowing you to use your estimate items as supplement amounts for subs missing scope.
In this video, learn how to install SkyBridge, an add-on for BidMatrix that streamlines importing estimates from Sage Estimating and allows bid data to be synced back to Sage for final reporting and job costing.
In this video, learn how to import estimates directly from Sage Estimating into BidMatrix using SkyBridge, streamlining the process without requiring export files and allowing for seamless integration of detailed project data.
In this video, learn how to use SkyBridge to close out projects by transferring finalized estimates from BidMatrix back to Sage Estimating, enabling detailed reporting and job cost integration.
In this video, learn how to couple expand, or collapse, an entire project grid into single sections in BidMatrix.
In this video, learn how to add markups in a project to get a number to turn in for your bid in BidMatrix. Markups are added to a project like permits, insurance, fees, and bonds.
In this video, learn how to analyze projects to show what participation you have of different business enterprise types in BidMatrix.
In this video, learn how to print your project in BidMatrix.
In this video, learn how to export your project in BidMatrix.
In this video, learn how to see default layouts and how to create new layouts in BidMatrix.
In this video, learn how to view what other users are working on in a project as well as a history of edits per user in BidMatrix.
In this video, learn how to search within a project phase of work or even sub to find content faster than scrolling through a project in BidMatrix.
In this video, learn how to change bid grid sorting as well as the additional ways to group a project in BidMatrix.
In this video, learn how to create a Matrix, add project phases, and assign subcontractors to specific scopes of work, enabling organized bid comparisons.
Looking for more ways to get the most out of your construction software? Explore our YouTube channel for Sage tutorials, product walkthroughs, and practical tips to help you work more efficiently.
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