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MyAssistant Overview Webinar

September 26 @ 2:00 pm - 3:00 pm EDT

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Generate reports, spreadsheets, documents and email alerts automatically

It’s like your own personal assistant

Introducing MyAssistant for Sage 300 CRE.


Proactively monitor key performance indicators, provide instant alerts about issues needing attention and the information needed to take action. With MyAssistant, you can automatically generate reports, spreadsheets, documents, and email alerts—and distributes this critical information into the hands of those who need it, helping monitor and manage all phases of a project or property.


Here are just a few of the many things, MyAssistant can do for you!


  • Identifying subcontractors with insurance expiring in 30 days and sends them a personalized email requesting an updated certificate.
  • Providing each project manager with a list of costs codes that are over budget or close to going over for their jobs.
  • Generating and distributing each project manager’s job reports on a regular schedule.
  • Indicating jobs or contracts not billed in a certain number of days.
  • Alerting you when costs are entered to phases without estimates, to a job that has billed completely, or to a closed job


Join us for this one hour webinar to learn more about how MyAssistant can help you focus your attention where its needed and be more productive.


September 26
2:00 pm - 3:00 pm