How to make a record in Sage Timberline Office Address Book available in Timberline Estimating

Sometimes it’s the little things that bog you down when you’re using Timberline Estimating . Like simply entering a Subcontractor or a Client into an estimate that you know is in Timberline’s Address Book, but you can’t see when you click into the pick list. Here’s how to make a record in Sage Timberline Office Address Book available in Timberline Estimating:

1. Open AB, and find the Company or Person record that you’d like to use in Timberlne Estimating.
2. Click on the “Use As” button (on the right side of the window), and Select “Estimating Sub/Vendor“
3. Assign the (required) index number, and select OK

That’s all there is to it! The Vendors, Clients, or Subs for which you’ve followed the simple steps above will all be available in Estimating. (You may need to restart Estimating for the Address Book to display the updated records in Timberline Estimating)