We have some equipment that we own and charge to jobs. We also rent equipment form third party suppliers. Is there a way to set up our third party rental rates in sage that will be visible in Sage Estimating?
Well, there are some article on this, guess there can be an answer. Check out this one.
How we handle our equipment and equipment we rent:
Group Phase – Rental Equipment (whatever)
Phase: Our Equipment
Item: -xyz- with a Takeoff Unit of ‘use’ – Category= ‘Equipment’ – Price (the amount we plan to charge/recover per use).
Phase: Delivery
Item: Deliver/Pickup from Rental Company
Item: Delivery to Jobsite – In House
(These items are included in each Assembly to capture these expenses.)
Phase: Scissor Lifts
19’ Scissor Lift/day
19’ Scissor Lift/wk
19’ Scissor Lift/mo
26’ Scissor Lift/day
Etc.
Phase: Boom Lifts
Etc.
Phase: Toilets – Trailers – Containers……
We have Items for all commonly rented pieces of equipment.
If separate Items are not feasible, you could create an Item/s like ‘Rent a Unit’ and plugin pricing on the Spreadsheet.
I created One and Two-Dimensional Item Tables for each piece – Size and Rental Duration
Totals Page – we have Addons for the Insurance % rate that we are charged.
Sales Tax
Markup
The Addons target the Phase/s by using the Range Choice.
On a Spreadsheet Layout – Setup Layout to show the Equipment fields you want to see.
How did you set up the one and two dimensional tables
One for size and two for duration and rate?
This is what one of the Item Tables looks like.
Thank you. Do you mind sharing the one deminional table. I just finished entering the items as weekly and monthly in the item list.
Thanks
Johnny
If you are using the Item Tables in an Assemble, I'm not sure One Dimensional Tables are necessary. It is certainly possible to have a unique circumstance to use one, but I don't use any ODTs in Lift Assemblies. For me, the two variables are always present.
Got it. I really appreciate the help!
Hi jdempsey, if the above suggested answer helped, please do mark it as verified for the benefit of others in this forum :). Thank you!
If you have a minute, tell us about your great experience on Sage City, take this short 3 question survey
*Community Hub is the new name for Sage City