2019 Year End Check List

Tips and tricks to help you get the most out of your estimating software in the year to come.

On the 2019 Year End Checklist are the following tasks:

Update Your Material Pricing

Times change and so does pricing. Chances are, your material pricing has fluctuated between when your account was set up and now. The same goes for your business’ production rates. These changes should be updated if you want the most accurate estimates possible.

EDGE v10 instructions EDGE v12 instructions

Archive Old Jobs

Congratulations! You’ve completed your estimate and finished the job. Now what? You can either do nothing, and continue to display all your estimates in the bid grid OR you can archive old jobs making your bid grid easier to navigate. *For v12 (Cloud Users) only

EDGE v12 instructions

Clean Up the “Lookups”

It‘s likely that pricing isn’t the only thing that has changed since set up. If you’re using different vendors, manufacturers, materials, subcontractors or anything else, your lookups should be organized. That way your team can find and access the most accurate information.

EDGE v10 instructions EDGE v12 instructions

Deactivate Former Employees

To keep things organized, it’s best practice to remove former employees. *For v12 (Cloud Uusers) only.

Watch the webinar

Verify The EDGE is on the Newest Version

To find out which version of The EDGE you are running, click on the Help menu and select About. The EDGE version will be shown.

EDGE v12 instructions

Schedule Training for New Estimators

When winter is here, training classes get booked. Email us today if you are interested in training. We want to make sure we can accommodate all requests.

Email us to schedule or discuss

Activate Accounting Imports for Easier Automation

If you haven’t heard, we’ve integrated with top accounting software, such as Plexxis mosaic, accounting, Computer Ease, Sage, Viewpoint and Foundation. For more details, contact your representative at marketing@estimatingedge.com

Email Us to schedule or discuss

Take Advantage of the Tax Deduction – up to $1 Million

Take advantage of Section 179 tax deductions. This deduction allows businesses to deduct the full purchase amount of qualifying software and equipment in the given year. In 2018, the IRS doubled the limit from $500k in 2017 to $1 million.

Learn more

In 2019, The EDGE has gone through four releases and has created some incredible time-saving tools.

Announced our new product: EDGE On Site is a mobile production management tool that extends the power of The EDGE estimating software into the field.

Introduced a new trade: EIFS

Some NEW Features are:

• • Zones
    best used when you are working in a specific area. For example, when jobs are built in phases, the General Contractor wants you to work in a particular area, or you can get an accurate material list for an exact section.
• • Product integrations
    connect The EDGE with many popular software programs (accounting).
• • Updated Fireproofing database (v10)
    many of the UL Designs/Fire Tests have been replaced and a number of manufacturer groups.
• • Shortcut Keys (v12)
    available download the PDF or bookmark the URL.
• • Change Orders
    create a change order (sub-scenario) as a separate line item in the estimate or create “what-if” situations e.g. changing material types or adding additional labor.
• • 12.7 Enhancements
    Condition Properties, Pricing and Labor Screen, Takeoff/Image Manager, and Recap Screen.