Sage Estimating
by Sage Group
Last updated Mar 29, 2026 · 1 revision
Enterprise-grade mechanical estimating with Visual Assembler, HVAC-specific assemblies, and Sage 300 ERP integration.
6.0 - Good Per User · $4,500/mo 20 Features
2 Integrations
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About This Product
Sage Estimating is an enterprise estimating solution for commercial HVAC and mechanical contractors, featuring the Visual Assembler tool for building complex HVAC assemblies, detailed material and labor databases, advanced reporting, and seamless integration with Sage 300 CRE ERP. Designed for large-scale operations needing tight integration between estimating, accounting, and project management.
FSH Score Breakdown
Ease of Use 5.5
Features 8.5
Support 7.0
Value 6.0
Integrations 7.0
AI Capabilities 2.0
Customer Reviews
Features
20 features confirmed across
10categories· Showing confirmed capabilities only
Technician Management5features
DTC Code LookupNative PDF supportAutomated Quality AssuranceAutomated takeoffSubcontractor ManagementTraining CoursesExporting estimates to Sage Intacct ConstructionContractor VettingMBE/WBE requirement tracking
Estimating & Quoting3features
Quoting & EstimatesCollaborative estimatingAssembly BuilderVisual AssemblerDigital Takeoff
Accounting Integration3features
Job CostingBudgetingUnion ReportingMBE/WBE Tracking
Reporting & Analytics2features
AnalyticsBidder participation predictionReportingCustomizable dashboards and reports
Platform & Customization2features
Data ImportCustom database importThird-Party IntegrationeTakeoff Dimension integration
Scheduling & Dispatch1feature
Project ManagementBid leveling and closing tools
Invoicing & Payments1feature
Price BookTrade-specific cost databases
Fleet & GPS Management1feature
GPS TrackingMBE/WBE tracking
Customer Communication1feature
Client PortalMulti-user collaboration
Equipment & Asset Management1feature
Air Quality MonitoringOutlier bid detection
Integrations 2 across 1 category
Accounting 2
Sage
Sage 300 CRE
Sage Intacct
Sage Intacct Construction
Pricing
- Model
- Per User
- Starting at
- $4,500/mo
- Notes
- Pricing starts at $365 per user per month. Part of the broader Sage Construction suite. Enterprise pricing may differ. Integrates with Sage Intacct Construction, 300 CRE, and 100 Contractor.
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