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How to - 2 min read
Sep 2, 2016 2:30:00 PM
Buildsoft has always been at the forefront of making estimating as easy as possible for its users. As we offer multiple estimating solutions - and often customers using more than one of them - we've put together a short guide below on moving jobs between Cubit and Global (or Offsider).
Transferring a Job into Cubit would be done to turn an old Global/Offsider Job into a Cubit Template or Price List, or even just to utilise the Cubit Reports function. Bringing your Jobs into Cubit also allows you to add a plan to your Job and will allow you to keep all your jobs in the one place and make it much easier to access.
Or, if you've done your estimating and takeoff in Cubit but want to utilise the Subcontactor Comparison Program, you'll have to send your Job from Cubit to Global.
Inside Global (or Offsider) there are two built-in buttons that allow you to either send information to, or receive information from, Cubit. Clicking either of these buttons will prompt you to transfer your job. These buttons are in the latest versions of the software, so if you’re missing them, you will need to upgrade. These buttons are only found in Global (or Offsider), not in Cubit.
Transferring Job information to Cubit:
Transferring Job information from Cubit:
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