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Security Access Rights in Estimator
Sometimes users make changes to basic window settings and configuration that can adversely affect data accuracy and system efficiency....
Dylan C
Mar 26, 20254 min read
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Override Group Tax Rate in SharpeSoft Estimator
This window is used to override the job tax rate only for a given group you are working on. As an example, this might be necessary if...
Dylan C
Mar 11, 20252 min read
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Override Detail Item Tax Rate in SharpeSoft Estimator
This window is used to override the job tax rate only for the detail line you are currently working on. As an example, this might be...
Dylan C
Mar 5, 20252 min read
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Quick Toolbar in SharpeSoft Estimator
Once you have been using the system for a while, you will find yourself going to certain windows on a regular basis. You can set up a...
Dylan C
Feb 25, 20252 min read
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Bid Item Status Flags in SharpeSoft
Bid Item Statuses are a quick and easy way to determine where a job stands with just a glance. Composed of a set of colorful flag...
Dylan C
Feb 18, 20253 min read
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Insert a Logo for Your Company in SharpeSoft Estimator
Company logos can be easily inserted into a job with the steps outlined below. Logos will appear on various generated reports inside the...
Dylan C
Jan 29, 20252 min read
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Refresh Detail Costs in the SharpeSoft Estimator
In the midst of bidding jobs, it may happen that users find themselves entering appropriate prices into certain bid item detail costs as...
Dylan C
Jan 20, 20252 min read
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Using the Filter Wizard in SharpeSoft Estimator
Key windows and tables throughout the system, especially those that contain long lists of entries (e.g. Jobs, Vendors, Owners and Item...
Dylan C
Jan 14, 20253 min read
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Escalation Factors in the Estimator
Escalation factors are a form of specialized markup that can be entered at the bid item or sub-item level. These factors are specific to...
Dylan C
Dec 19, 20242 min read
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Request and Receive Vendor Quotes (MatConnect)
SharpeSoft Estimator offers the ability to instantaneously request and receive quotes on associated bid items with either the MatConnect...
Dylan C
Dec 12, 20242 min read
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Bonding Table and Rate Calculation
Construction bonding is the system by which a specialized bonding company serves as an alternate source of relief funds in the event that...
Dylan C
Dec 3, 20243 min read
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Creating Report Packages in SharpeSoft Estimator
Watch the video below! What are Report Packages? Report packages are groups composed of reports that see regular use, either by an...
Dylan C
Nov 21, 20242 min read
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SharpeSoft Short Report: Material Package Analysis
In this Short Report series, CEO William Ontiveros walks us through multiple different applications of the SharpeSoft Estimator's...
Dylan C
Aug 30, 20241 min read
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SharpeSoft Short Report: Proposal
In this Short Report series, CEO William Ontiveros walks us through multiple different applications of the SharpeSoft Estimator's...
Dylan C
Aug 30, 20241 min read
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Pinning SharpeSoft Cloud Environment to Taskbar
Cloud.sharpesoft.app is an easily accessible web domain, however there are also options built into all popular web browsers that allow...
Dylan C
Aug 23, 20242 min read
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Generating Reports in Estimator
Introduction to the Reports Tree The Reports Tree lists all system reports in a 'tree' format on the left side of the window. Upon...
Dylan C
Jul 16, 20242 min read
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SharpeSoft IPM Fast Trax 3/8: Easy Steps for Creating an Inspector's Daily Report
Scroll down for 3 helpful videos! Activate a Project Go to: Setup menu > Projects In the Projects window, click on the project you want...
Dylan C
Aug 8, 20234 min read
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SharpeSoft IPM Fast Trax 2/8: Easy Steps for Entering Bids and Awarding Contracts
Scroll down for 3 helpful videos! There are two bid results windows. The Bid Opening window is used to quickly enter the overall bid...
Dylan C
Aug 2, 20237 min read
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SharpeSoft IPM Fast Trax 1/8: Easy Steps for Creating a New Project and Estimate
Scroll down for 3 helpful videos! To create a new job, you will go to the Projects window, open the Insert Project wizard and enter...
Dylan C
Jun 29, 20235 min read
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Initial Login to SharpeSoft Cloud Portal
Getting started with SharpeSoft is simple and easy to do. To log into the SharpeSoft Cloud Applications Portal, simply open your...
Dylan C
Jun 22, 20232 min read
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