Better estimating, Bigger profits

Customized databases and hands-on training to increase your efficiency, save time, and drive profits.

Estimating Training & Consulting by Construction Industry Professionals

With more than 40 years’ construction industry experience, Barry and his team have held roles from Laborer and carpenter to Project Manger, Estimator, and General Contractor. We speak your language. Your time is valuable, and your expertise is in running your projects profitably, not in implementing complex technologies. That’s where we come in. We have worked with over 100 companies designing, configuring, and training more efficient systems.

We can help

Trying to decide the best estimating software solution?
Need to upgrade your existing estimating database?
Looking to migrate to the Cloud?
Tired of the status quo and feel like there must be a better way?

Call for a free no-obligation consultation

Contact Us

What We Do

We offer both in-house and virtual consulting targeted to your company’s specific needs and budget. Our consulting services help optimize companies’ processes and increase productivity, driving more profit to the bottom line.

Our Mission

Our goal is to provide you with the highest quality training and consulting. With over 40 years in the construction industry, we bring our field experience to you with real-world solutions. We strive to be the best business-partner and pride ourselves in responsiveness, personal attention, and fair prices.

Estimating Software Selection

Evaluating what estimating software will be the best fit for your company? We have experience with several suites and can help you through the selection. Investing in the right software is a major decision that will have lasting affects on your future procedures, work product, and capabilities. Let us help guide you through the process.

Estimating Training

Our custom-designed training for your estimating and project management team will provide new estimators the basics and seasoned professionals new tips and time-saving tricks. We can help streamline your processes and get everyone on board.
Our standard Sage Estimating agenda is a 3-session series that puts the power of the new Sage SQL engine at your team’s fingertips.

Database Customization

Stop wasting your time with out-of-the box databases that don’t reflect your company’s work. We can help you with fully integrated, custom-designed job cost systems. No-more endless lists of items that aren’t applicable. Want to save even more time? Produce detailed estimates in half the time with custom-built assemblies.

Customized Reports

Frustrated with continually adjusting reports and graphic displays and not getting the results you want?  We’ll make it easy for you by designing custom reports based on your exact specifications. Custom estimating reports can produce bid-ready documents or effective analysis tools. Whether you are looking for estimate specific reports or big-picture database-wide analytics, we can create it.

Integrations

Save hundreds of Project Management and clerical hours per year! We assign your cost codes to your estimating database items, automatically producing the project budget for Project Manager’s review. Following any adjustments by the PM, the estimate is imported into your Jobcost accounting system. (Viewpoint, Sage, and Spectrum accounting systems to name a few).

Hosting Services & Upgrades

If you’re tired of trying to keep up with software updates and bugs or just looking to migrate to the cloud, ask about our Hosting services. We can replace your on premise server and handle upgrades for Sage Estimating and more for an affordable monthly payment.



Estimating Consulting Expertise

  • Crystal & SSRS Custom Reports

  • Estimating Assembly Design

  • Custom Cost Coding

  • CSI – Master Format Conversion

  • Sage SQL Upgrade

  • Job Cost – Project Management Interface

  • Sage SQL Upgrades

  • Sage, Vista, Spectrum, ProEst Integrations

  • Database Management

  • Estimating Software Evaluation

  • ERP Integrations

  • Cloud Migration


What CLIENTS SAY About Us

Our Testimonial

Take a look at what some of our client’s have to say about us

Estimating Training Examples

Sage SQL Estimating
US Cost

Cassell Consulting has offered Sage Estimating training for more than 20 years.

Course Description:
In the 2-day introductory course students will learn how to create an estimate from the beginning. This comprehensive training provides you with hands-on instruction you need to increase efficiency and productivity. This is an interactive class featuring practical examples and exercises. Our class sizes are kept small to ensure that each student receives individual attention.

Course objectives include:
How to create a new estimate
Managing database items
Using and creating templates
Assembly takeoff
Reporting
And More…


Seminar 1- Basic Estimating I
Create estimate
Item takeoff
Using new Add Item feature
Save 1-Time items to database
Add markups print
Review, & re-print the finished estimate
Using file tools
Export to pdf, xls

Seminar 2- Estimating Basics II
Estimating Templates: Build & use
Define, assign & organize the Estimate with wbs codes
Assembly takeoff: adding items to assembly
Review assemblies
Replace passes
View & print assembly audit
Printing custom reports

Cassell Consulting has offered US Cost Success training throughout the US, Asia, and Western Europe.

Course Description:
In the 2-day introductory course students will learn how to create an estimate from the beginning. This comprehensive training provides you with hands-on instruction you need to increase efficiency and productivity. This is an interactive class featuring practical examples and exercises. Our class sizes are kept small to ensure that each student receives individual attention.

Course objectives include:
How to create a new estimate
Building and using project trees
Creating and assigning labor, equipment, and material resources
Importing costs using RSMeans libraries and legacy estimates
Applying markups and taxes to a project
Utilizing contractors in an estimate
And More…

Agenda:
Day 1
Navigating Success Estimator
Creating A New Project
Project Trees: Building, Hierarchy, Tree display
Detail Item Assignments: Fields, Creation, Notes, Direct Costs
Screen Management, Access and Reviews
Labor and Equipment Resources
Contractors: Fields, Creating a contractor, Markup Vendors, Assigning Contractors/Vendors

Day 2
Transfer Information between Estimates: Click & Drag, Cost Item Browser, Lookup Tool
Level Markups, Totaling the Project, Applying Markups (Tax Rates if Applicable)
Assemblies: Creating Assemblies, Multi-Level Assemblies
Printing / Reports, Bill of Materials, Active Views, Previewing Reports
Adjusting Data

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