Configure Sage Estimating - First Time End-User Login

When Sage Estimating is first setup on Swizznet, end-users will need to configure Sage Estimating so they can login. We are assuming that Sage Estimating has been installed, data migrated, and users have been added to Sage Estimating.

This is what the end-user will see when first starting Sage Estimating

Select Use a local server for the License Server

Select Data Server, select OK to close the pop-up, select Change

Select search

Select (local)\Sage_Estimating for the server

Select Verify

Select Ok

Select Launch Application. 

At this point they can open an estimate or whatever they normally do with Sage Estimating. If you run into issues, you will want to reach out to the Sage Estimating Partner.



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