About 9-5 Takeoffs and controlling the bid total on estimates

Sage 100 Contractor provides a way for you to override or control the bid total regardless of the changes to the takeoff details, insurance, tax, bonding, or margin/markups.

To reduce errors and speed up the workflow, both the calculated and manual totals appear at the same time on the Bid Summary tab. This total is always in view regardless of which tab you are using. Any changes that occur to the 9-5 Takeoffs tabs, such as Takeoff Details, Insurance/Tax/Bonding, are reflected in the Calculated Bid Totals. This allows you to see what the Bid Amount would be if it were not locked.

In the following table representing the window section, the calculated bid amount is 67,828.16. This amount has been overridden and rounded up to 70,000.00. Because the calculated bid amount has been overridden, the Lock Bid Amount checkbox has been automatically selected and the lock icon appears on the Bid Amount line.

Overridden calculated bid amount

 

Profit

Gross Margin

Bid Amount

Calculated Bid total

2843.80

18.16%

67.828.16

Overridden Bid Total

4787.51

20.38%

70,000.00

(locked)

 

Bid Amount

$70,000.00

Note: This functionality does not support overriding the totals of individual bid items or phases. It only controls or overrides the final estimate total.