Contractor: Getting started

Welcome to Sigma

To get a solid start using Sigma, please read this guide. It will explain the core functions of Sigma, describe the layout of Sigma windows and give you the ability to harness the power, precision and ease of use Sigma provides.

1. Creating a New Estimate in Sigma

To work in Sigma, you need to make a new estimate for your project.

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2. Structuring your Estimate

When you have made your estimate with headings, you’ll continue with the details of your estimate. For each heading, you’ll add components, sub-components, sub-subcomponents (and so on).

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3. Adding Resources

Your estimate gives you a cost based on the resources included in the estimate, such as labor, material, equipment, etc.

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4. Reusing an Assembly

To save time and provide consistency, Sigma lets you re-use an assembly from a previous estimate or from a library.

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5. Check the Cost Prices

Getting the costs right is what estimating is all about. Sigma makes it easy to check and update costs in your estimate.

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6. Set Automatic Markup

Getting the costs right is what estimating is all about. Sigma makes it easy to check and update costs in your estimate.

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7. Adjusting the Sales Price

When your estimate is finished, you may want to make changes to the sale price. This is easily done in Sigma.

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8. Print Reports

Sigma is loaded with standard reports that are a simple click away. Custom reports can also be made using Sigma’s Report Designer.

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