Sage ConstructionandRealEstate-preferred

Sage 100 Contractor + Aktion

With contractor project management software like Sage 100 Contractor (formerly Sage Master Builder) you can stay on top of your projects and be prepared for what’s coming. Our Sage Product Experts at Aktion Associates will set you up with features like a personalized dashboard, a centralized project work center, email alerts, project profitability, and status reports. With all of these features accessible from any device, you’ll have what you need to stay on top of your business and keep projects moving.

Next Steps

From a single software solution, you can manage and control every aspect of your construction business: estimating, accounting, project management, service management and more. And with new integrated mobile capabilities through Sage Construction Anywhere, you can further extend your efficiency to the field, giving you an easy and cost effective way for your teams to access and share timely, critical project information.

 

Sage 100 Contractor (formerly Sage Master Builder) is an integrated financial and operation management solution especially well-suited for construction companies and contractors that have outgrown basic off-the-shelf accounting software.

 

Get a better view of your business with these features:

  • Customer Alerts for vital information
  • User Dashboard for the custom view into the processes and metrics that matter most
  • Report Drill-Down to multiple levels to get to the why
  • Project Work Center for an all-in-one command center on key project details
  • Dispatch Board for improved customer service

 

Sage 100 Contractor is built specifically for:

  • Upgrading from spreadsheets or Quickbooks
  • Growing Businesses
  • Small Contractors and Builders
  • Midsize Contractors and Builders

Sage 100 Contractor Screenshots

Screenshot of payroll management interface for Sage 100 Contractor
Example of Mobile Tablet Job Status Interface for Sage 100 Contractor
Screenshot of Sage 100 Contractor dashboard featuring the Job Costs report by cost type.
Screenshot of mobile labor costs Sage 100 Contractor
Screen shot of example of an email alert from Sage 100 Contractor
job billing summary Sage 100 Contractor

Already on Sage 100 Contractor?

Looking for Information on how to upgrade your version? – Click here for more information on upgrading Sage 100 Contractor

Personalized Dashboard and Modules

Get a customized dashboard, powerful modules, and a personalized workflow with Sage 100 Contractor and Aktion Associates. Inside of each module, you can setup an easy to use workflow that follows your companies specific process. Each team member can create custom shortcuts within the dashboard. Workflows, shortcuts, and reports can be secured, so your team members can only access the data they need.

Read More

 

The Sage 100 Dashboard

Get the information you need when you need it. With Sage 100 Contractor’s customized real-time dashboard, you can view current data that is crucial to running your company. View key project insights like:

  • Cost To Date
  • Income and Expenses
  • Job Costs by Cost Type
  • Accounts Payable
  • Service Receivables
  • Previous Year Comparisons
  • And more.

Drill down from any dashboard part to see the specific data you need to make quick decisions and keep your company profitable.

 

The Modules

Sage 100 Contractor is packed with powerful modules that help you manage every aspect of your business.

  • Clients & Service
  • Vendors & Purchasing
  • Projects
  • Payroll
  • Banking & Ledger
  • Inventory & Equipment
  • Estimating & Scheduling
  • Reports

 

Custom Alerts and Reporting

With Sage 100 Contractor you always see the big picture and easily stay on top of important details. Set custom alerts and get notified when important conditions, like expiring vendor certificates or unbilled change orders, occur in your business. A customizable user dashboard and industry-specific reports and queries—all with drill-down capabilities—allow you to easily get the information you need and verify that it’s accurate—every time.

Read More

For even more flexible and powerful reporting, Sage 100 Contractor Intelligence Reporting, a Microsoft® Excel®-based reporting tool, securely and accurately pulls current data from Sage 100 Contractor into report templates. Intelligence Reporting gives you further visibility into your financials, project information, and more, down to the details for each job. You can also easily modify these templates to design the reports you want, or even create your own reports from scratch.

 

Sage 100 Contractor Intelligence Reporting empowers you to:

 

  • Use your spreadsheet knowledge to view, modify, or create reports so you can extend your visibility across key areas.
  • Design customized reports that reflect your business environment. Once you have created and saved the reports you want, you can immediately access and use them anytime.
  • Spend more time ensuring that jobs are profitable and moving forward on schedule.
  • Schedule any of these new reports to be distributed to the right team members so they don’t need to be in the office to get the information they need.

Basic Estimating

Streamline your bidding process with Sage 100 Contractor’s basic estimating feature. Create a takeoff and automate common tasks. Also, Aktion can help you setup templates for specific project types, so you can minimize repetitive tasks.

 

One of the most powerful features of Sage 100 and its built in estimating, is the ability to export directly from your estimate. Create purchase orders, sub contract agreements, budgets, change orders, service work orders, and more.

Read More

Budgeting

View budgets by Cost Code, Bid Item, Hours, and more.

 

Purchase Orders

Export purchase orders by job, job-phase, change order, or by task.

 

Tracking

Your estimating data will be automatically used to generate reports on details like budget and actual expenses.

Job Setup and Accounts Receivable

With Sage 100 you can organize your jobs by job status and job type. Run Work in Progress (WIP) reports, and organize critical information about your clients and contacts. Organize your team by tracking key personnel for each job. In addition, you’ll want to track key project milestones by dates. Use alerts to notify you of approaching deadlines.Sage 100 Contractor can keep your projects moving forward.

Read More

Queries
Get a detailed look at your job data with custom queries. With Aktion, you can create custom queries for important parameters like Bid Tracking, Job by Job Status, Job by Job Type, and Job by a Specific Client.

 

Custom Fields
With the latest release of Sage 100 Contractor, users are now able to create custom fields within modules and reports.

 

Views

View projects by the following components:

  • Bid items
  • Phases
  • Budget
  • Purchase Orders
  • Subcontracts
  • Change Orders
  • A/R Invoices
  • Payments
  • Contract Summary
  • Proposal
  • A/P Invoices
  • S/R Invoices

Job Costing and Job Reports

Get a comprehensive job cost reports sorted and filtered for the specific information you need. The Job Cost Summary provides an overview of project details like budget, change orders, actual costs to date, and total balance. From the summary you can drill down in to specific details.

Read More

Specific Job Report Examples:

  • Job Status Report
  • Job Cost Journal
  • Job Labor Journal
  • Job Summary Report
  • Current Cost Summary
  • Job Cost Totals
  • Over/Under Billing Report
  • Bonding Report
  • Budgets
  • Budget Totals
  • Proposals
  • Committed Cost Report
  • Home Builder Reports

 

Over and Under Billings

Get an over/under billings report that includes parameters like active jobs, contract amount, estimated cost, estimated gross profit, percent complete, and more.

Change Orders

Monitor change orders with Sage 100. View a list of your change orders organized by record number, date, description, status, and more. Separate your change orders by requested changes and approved changes. Approved changes automatically flow into your job cost reports.

Read More

Types

Sort your change orders by custom types so you can know where requests come from or any other category you chose.

 

Get the Details

Review change order budgets by comparing original contracts and the requested change amount. Also view the amount changed and the new total contract amount.

Accounting and Payroll

Sage 100 Contractor is the perfect accounting and small business solution for small and medium sized contractors and construction companies. The payroll system is capable of handling certifications, unions, ACA (Affordable Care Act), and more. Also, manage employees in the field with Remote Time Entry.

Read More

Accounting Reports

  • Balance Sheet
  • Income Statement
  • Statement of Cash flow
  • General Ledger
  • And More

 

Daily Payroll Reports

  • Payroll Entry
  • Job
  • Labor
  • Equipment

Document Control

Sage 100 reduces your risk by providing you with greater control of your documents and a clean audit trail. Organize, store, and route all versions of drawings, RFIs, invoices, contracts, and more to keep your business moving.

Read More

In the Document Control section of the Project Management Module, you can find transmittals, submittals, daily field reports, punch lists, and more.

 

Learn More: Document Control

Learn More: Sage Paperless Construction

Track Your Project’s Progress

Construction projects are complex. With Sage 100’s Project Work Center module, track all project details in one place and keep your jobs on schedule and within budget.

Read More

With the Project Work Center, you can:

 

  • Monitor outstanding tasks like, invoices, billings, RFIs, and transmittals.
  • Track important project details like contracts, budgets, change orders and costs.
  • Easily view important job contact information including the client, email, and phone numbers—all on one screen.

Service Receivables Module

Managing your service operations can be complex. You need to stay on top of all of the rapidly changing activities such as scheduling, billing, and inventory, all while making your customers happy.

Read More

In Sage 100, the Service Receivables module is integrated with accounting and operations applications, so you’re able to avoid the extra work and mistakes that can occur when maintaining different systems for service management, accounting, estimating, purchasing, and inventory. And, with Sage Service Operations, your technicians will have instant access to needed information in the field, allowing them to complete work orders more quickly and on the first visit—all while providing excellent customer service.

 

Maximize your efficiency and quality of service with every customer:

 

  • Raise your efficiency in scheduling, performing, and billing for service and warranty work.
  • Improve service by assigning the right technician to the right job at the right time on the state-of-the-art dispatch board.
  • Keep your inventory up to date as service work is performed.
  • Reduce time-consuming data entry by allowing technicians to enter work order details in the field.

 

Learn More: Sage Service Operations

Progress Billing, Invoicing, Time and Materials

View your billing by job, description, billing date, and billing cycle. Completely customize the Progress Billing module to fit your company’s process perfectly. With the Time and Materials module, you can do billing setup, print invoices, manage wage rates, equipment rates, and more.

Read More


Full Demonstration of Sage 100 Contractor by Aktion Associates

Join Kathy Sherman, Sage Product Expert at Aktion Associates, for a deep-dive into Sage 100 Contractor.

 

We’ll explore the Sage 100 Contractor modules and dashboard. We’ll take an in depth look at the Basic Estimating module, Job Setup (Accounts Receivable), Change Orders, Job Reports (Job Costing), Accounting Reports and Payroll, Progress Billing and more.