Sage 300 Construction and Real Estate Logo

Sage 300 Construction and Real Estate Software Overview

With unmatched business insights, Sage 300 Construction and Real Estate (Formerly Sage Timberline Office) is the solution to choose when you want to take advantage of every opportunity to grow the bottom line today and into the future. Plus, with Aktion Associates, you can customize your software to fit your specific process.

 

Learn more: View features of the latest update – 17.1.3

Learn More: View the product brochure

 

Next Steps

Read the Video Transcript

00:00
hello folks thank you for joining us
00:03
this afternoon and thanks for
00:09
coming out here to see what action
00:11
associates is doing around the sage 300
00:14
product formerly known as Timberline one
00:20
of the things I like to do before we
00:22
kick off is to is to hear a little bit
00:25
about about your business just to make
00:29
sure to see if there’s anything that
00:31
maybe I need to cover in in this brief
00:33
demonstration just to make sure that I’m
00:36
doing the right things um I only see two
00:40
people two people from outside maybe
00:45
three people from outside of our company
00:49
I’m going to start with mike w my quince
00:54
I believe it is if you could if you’d
00:59
like to share a little bit about your
01:01
company so that we know what what type
01:05
of industry you’re in are you a concern
01:08
your contractor general contractor
01:09
developer or subcontractor would tell us
01:13
just a little bit briefly about about
01:15
you guys
01:25
well Martin you have to do I’m you
01:28
awesome you off you yeah Mike we fund me
01:32
to do all right well let’s go down to a
01:43
joto it Joe me oh I’m not on the phone
01:46
just on I am okay all right um
01:52
electrical you okay very good thank you
01:55
for us even though Joe thank you for
01:58
that all right very good mike is a
02:03
general contractor with about 70 million
02:06
on page 100 currently ah ok very good
02:11
excellent and I think there’s another
02:15
mic that is has joined us and I don’t
02:20
know if that’s our mic all right let how
02:30
about Jacob Jacob Carter can you tell us
02:32
a little bit about your company all
02:48
right I’m no problem we will that we
02:53
will keep going so and I’ll just kick it
02:58
off from here so here we’ll go to the
03:06
next page here so we are going to talk
03:11
about sage 300 construction and real
03:13
estate as I said before this is the
03:16
product that was formerly known as
03:18
Timberline i I’ve been representing the
03:22
sage 300 Timberline product for almost
03:27
20 years now and with action for 45 of
03:31
those years I actually came from sage I
03:35
worked with sage for several years
03:38
including some time out in the Portland
03:41
beaverton office out in organ and was a
03:46
I headed up there real estate sales and
03:50
was also a partner manager channel
03:52
manager for them for a number of years
03:54
and before that was with a business
03:57
partner out of Atlanta and so have been
04:00
around this product for a long time and
04:02
I still wouldn’t consider myself an
04:05
expert I’m definitely not a consultant
04:08
and excuse me part of our offering here
04:12
at action is to provide consultants to
04:15
help you walk through the implementation
04:16
of a product and get into those details
04:19
I am NOT at that depth of level but I do
04:25
know a good bit about it and so happy to
04:28
answer questions as we go through the
04:30
demonstration today please feel free to
04:33
type of question in and Laurie or
04:36
someone will stop me to answer a
04:39
question I’ll stop periodically to see
04:41
if there’s any questions out there and
04:44
we’ll go through this as we do so at
04:52
Lord’s that you care of muting most of
04:54
the lines so that we don’t get a lot of
04:56
feedback sometimes people use their
04:58
built-in audio through their computer or
05:03
some people are on a cell phone maybe
05:06
driving or out and they’re just
05:07
listening in so we’re going to have
05:09
those muted so that we can reduce the
05:11
noise as much as possible action has
05:17
been around since 1979 we we are a
05:22
provider of technology through several
05:25
different vendors that publishers of
05:27
software that we represent sage being a
05:31
primary one in our business it is it’s
05:37
not the only we do sell other software
05:40
to other industries and we’ll talk a
05:42
little bit more about that but sage is
05:45
one of our primary offerings we have two
05:48
products from Sage that we represent one
05:51
is sage
05:52
which is formerly the master builder
05:55
product and then sage 300 which of
05:58
course was formerly timberline those are
06:01
our two main construction oriented job
06:04
costs property management real estate
06:07
development oriented system that that
06:13
we’ve but we’ve been involved in for
06:15
just right at 25 years with action we’ve
06:21
got a large aec contingent of employees
06:26
that are focused on the architectural
06:29
engineering and construction and real
06:31
estate space and i will i’ll keep us
06:37
going we’ve got about forty five hundred
06:39
customers skin throughout action and in
06:45
our focus is is developing that
06:47
relationship with you to become your
06:49
trusted advisor on the applications to
06:53
help your business succeed from and
06:56
especially in the construction and real
06:58
estate world of job cost accounting real
07:02
estate property management and
07:04
estimating it from really the beginning
07:08
to end like i said before we have
07:15
several partners that we work with we
07:17
heavily work with sage deltek is a
07:22
architectural engineering type
07:24
accounting application for A&E; and
07:29
professional service type companies
07:31
acumatica is another software that we
07:35
represent that is we look at that real
07:39
heavily on the manufacturing and
07:42
distribution side but it also does have
07:46
some job costing capabilities so we also
07:50
look at companies that not only
07:53
manufacture and distribute products but
07:55
maybe also install those products so
08:00
that may be a fit for companies like
08:02
that as well
08:05
and it like I said it does have some job
08:08
costs project management capabilities in
08:10
it as well and for another product that
08:14
we have a long long standing
08:16
relationship on the manufacturing
08:20
distribution side we’ve been a premier
08:23
partner with them for for 25-plus years
08:26
and then in fact also is a more of a
08:31
generic accounting application with
08:32
really good multi-company multi-currency
08:38
capabilities it does have some project
08:40
pieces for professional service type
08:42
companies but it also works really well
08:44
in nonprofits health care as well as
08:51
just general business so and that’s one
08:55
of our other partners that we work with
08:59
we are headquartered in maumee ohio just
09:02
outside of toledo but we do have offices
09:06
across the eastern from from the Midwest
09:11
through the mid-atlantic states I am
09:15
located down here in Charlotte North
09:17
Carolina I’m the business unit manager
09:20
for all of our coastal states so
09:23
anything on the east that that touches
09:26
from Delaware all the way down to
09:28
Georgia that’s my that’s the business
09:31
unit that I manage another gentleman
09:33
named Steve family manages all of our
09:35
Midwest through Genesee kind of this
09:38
whole swath of area here from Tennessee
09:42
West Virginia Kentucky up through Ohio
09:44
all the way up to Wisconsin Michigan
09:46
Illinois to Steve manages that group
09:51
with like I said we’ve got about 45 to
09:54
50 employees that are dedicated to a to
09:57
the construction industry those are made
10:00
up by consultants and salespeople and
10:03
service support a type people as well
10:11
axton is a is a very different value
10:15
added reseller of software we we don’t
10:19
just sell the software and implement the
10:21
software we also have a very large group
10:26
of IT services staff network engineers
10:31
that and software engineers that we
10:35
provide all the IT infrastructure we
10:37
have the ability to sell network
10:40
infrastructure servers workstations all
10:45
the pieces and parts that go into the
10:47
setup of the network we have the ability
10:49
to sell that we have the ability to
10:51
implement that infrastructure and put
10:53
that in place for your company whether
10:55
it’s virtualizing servers or taking your
10:58
company to your own internal cloud or we
11:03
also have a data our own data center at
11:06
our facility in money which we host sage
11:09
100 Ryo Sage 300 amongst other
11:12
applications that we can produce that
11:16
for you in the cloud so we host that on
11:19
our servers and in our infrastructure
11:22
which we’ve clicked quite a quite a bit
11:26
into both financially and resources to
11:30
to make that a world-class data center
11:33
available to our clients we’re currently
11:36
hosting about 300 to 350 of our stage
11:40
customers in that cloud we I would say
11:48
just it just as a something to keep in
11:51
the back of your mind is we probably did
11:55
50 to 60 new transactions last year of
12:01
people coming into the indus age 100 or
12:04
sage 300 and just about half of those
12:07
have gone into a cloud type model with
12:11
either us hosting or someone else and
12:16
that is something that we’re seeing more
12:18
and more of people that don’t want to
12:20
manage their own infrastructure we call
12:24
it renting emphasis
12:25
lecture and buying software so you own
12:28
the software you purchase it outright
12:31
but you rent your infrastructure so that
12:34
you can do the job that you were meant
12:37
to do I know in a lot of companies that
12:40
we talked to the CFO to the controller
12:42
the the COO they they become the quasi
12:48
IT person at their company and many
12:52
times they as they want that
12:55
infrastructure not that they don’t have
12:57
to manage it themselves and you’re not
12:59
going to pour the financial resources
13:01
into the type of infrastructure that
13:04
maybe we would put together for you in
13:06
our cloud at your own facility so but
13:10
possibly you do and possibly you have a
13:12
very very talented IT staff and you can
13:16
do this yourselves and if so we have
13:18
network engineers and software engineers
13:21
that can help in managing that and
13:24
making sure that your infrastructure is
13:26
where it needs to be 36 years in
13:34
business like I said 50 employees 25
13:36
certified full-time employees on sage
13:40
100 and save 300 from a consulting
13:42
standpoint like I said nearly 4,500
13:45
construction customers we do customer
13:49
education and events we do training
13:52
classes we and and we do come out
13:58
occasionally to do a area events to be
14:03
able to introduce new products new
14:05
add-on products that are coming out with
14:09
the sage 300 or sage 100 and we also do
14:14
offer our own telephone support hotline
14:17
which a when a customer calls into our
14:20
hotline they’re actually being serviced
14:22
by one of our consultants so not getting
14:25
it not to say that safe is support is
14:28
not a one quality they are very good I
14:32
worked in Portland I’ve seen an entire
14:36
floor of a building dedicated with 65
14:39
570 support staff that are very talented
14:42
people but we do have consultants to if
14:48
they have you know first-hand knowledge
14:50
of your company because they can talk
14:53
with the consultant that you work with
14:56
through the implementation stage and so
14:59
we know what’s going on in your company
15:01
and therefore our our hotline support
15:04
people can react quickly and provide a
15:07
little bit deeper knowledge but sage has
15:13
a great support team as well um at H the
15:20
construction area real estate has a
15:22
hundred and twenty thousand users
15:23
support professionals business partners
15:26
consultants all across North America and
15:30
we we have a it just were one of those
15:37
where we are always listed in the top
15:39
two three in the country as far as the
15:44
size of our organization compared to
15:46
other sage construction and real estate
15:48
partners glad to be one of the one of
15:53
those top partners with sage again sage
16:01
has been trusted for the actual
16:03
Timberline product started all the way
16:06
back in the late 70s so it’s been around
16:08
for over 40 years through several
16:12
iterations of change and introduced
16:16
introduction of new product but but that
16:21
products well known in the industry and
16:23
has been around a long time and there’s
16:27
a little bit of information about their
16:29
support structure so the type of cod
16:40
traktor that’s using sage construction
16:43
and real estate products fifty-nine
16:44
percent of the NR top 400 contractors
16:47
use sage thirty-three percent of the en
16:51
our top six hundred specialty
16:53
contractors use a sage construction and
16:56
real estate product in about thirty one
16:58
percent of the Builder 100 youths aged
17:00
those are all Ward’s companies and but I
17:04
don’t want to be that to create a
17:07
mistaken view stage timber line is that
17:11
i have i have sold the actual Sage 300
17:15
product to somebody who’s building ten
17:17
houses a year I’ve sold it to electrical
17:20
mechanical any type of sub or general
17:23
contractor that’s doing five million a
17:26
year um I don’t we don’t really like to
17:29
put a number on on on a revenue size
17:33
that says hey this is the type company
17:35
that’s ready to move from QuickBooks or
17:38
even a sage 102 sh300 we look at it more
17:43
cultural and it and and that their
17:46
company is ready to make that move
17:49
typically it’s an environment one multi
17:52
entity is definitely an environment that
17:54
makes sage 300 a little bit more
17:57
feasible for a particular company and
18:02
some things with project management some
18:05
areas of project management but also the
18:08
customized I’m going to say a word and
18:11
maybe it is but customizability and the
18:15
ability to really dial in maybe some
18:18
specific areas of the software for your
18:20
organization you get a lot more
18:22
flexibility and custom custom mobility
18:26
with with sage 300 there you go 50
18:36
and plus construction and real estate
18:38
companies use stage in North America
18:40
today all right so sage 300 it’s an
18:50
integrated solution for for construction
18:54
it is it has all of your typical core
18:58
applications applications such as
19:01
accounts payable general ledger a our
19:04
building and job costs which is all tied
19:08
together in one piece but then we have
19:11
some other products as well such as
19:13
service management which is completely
19:15
tied in with the rest of the products as
19:18
well as project management that’s
19:21
completely tied in with all of the job
19:24
related information from the system a
19:27
lot of a lot of project management
19:29
systems today that people have used
19:31
haven’t been tied in to their accounting
19:33
system and that’s been a frustration for
19:35
a long time but sage 300 does have a
19:39
fully integrated project management tool
19:41
as well as another new tool that I’m
19:44
going to talk about in just a little bit
19:47
as well so you do have and then there’s
19:55
a couple of other things as well Sage
19:57
CRM up on the top so say it does have a
20:00
customer relationship management
20:02
application and there’s been some
20:06
integrations built for that by some
20:08
different partners for integrating in
20:11
customer relationship management to tie
20:14
in either with service management or
20:16
from a project related standpoint and
20:20
being able to track vendors or customers
20:23
and at a deeper level and tracking
20:27
opportunities with new projects and so
20:31
forth we do have a full estimating
20:34
application that spans from a very
20:38
simple addition of that application all
20:41
the way up to the full estimating
20:43
extended that estimates Cruz has
20:47
assemblies and smart assembly
20:50
and gives you a number of different ways
20:54
to look at at an estimate and databases
20:59
to draw information from pre-built
21:01
databases that you can utilize or build
21:04
your own database we do have estimating
21:08
consultants that can help you configure
21:09
and build out your estimating system to
21:13
meet your needs at one of the ones
21:16
that’s not listed here on the front end
21:18
of estimating is we do have on screen
21:22
takeoff tools both with its on screen
21:25
and plants with and II take off from
21:28
sage so three different on screen
21:31
takeoff capabilities that tie directly
21:34
into the estimating system a bit
21:37
management is a new piece we do have a
21:40
new lip based collaborative project
21:43
management tool that has a full bid
21:45
solicitation and bid management
21:47
application in it it is not a bit de
21:50
tool it is not for doing comparative
21:53
analysis it’s for sending out
21:56
invitations to bid and receiving those
21:59
bids and the RFI’s and questions around
22:03
a particular bid receiving and tracking
22:06
that information and as that information
22:09
comes in its kept and then as those
22:12
vendors are put it into into a buyout
22:16
situation where you are actually
22:18
creating purchase orders and
22:20
subcontracts from that bid information
22:22
being able to track all that came in on
22:25
that bid and move forward through the
22:29
rest of your pre-construction process
22:32
below that collaborative project
22:34
management this new web-based project
22:38
management tool is fully is well it is
22:42
it is partially integrated to say 300
22:44
today they are working on the rest of
22:48
that integration over this year but we
22:51
are we’re getting to a point now where
22:53
we’re about three quarters of the way
22:55
there will probably be done with
22:58
integration to Sage 300 by the end of
23:01
the year also document imaging
23:05
you have a couple of different tools to
23:07
look at for document management document
23:10
imaging of invoices and the routing and
23:14
approval of those invoices of
23:16
constructions construction documents tax
23:19
documents whatever type of docs and
23:23
payroll employee d documents whatever
23:25
needs to be tied in with sage 300 we
23:29
have a couple of different pieces to
23:30
look at for that if you have a real
23:33
estate solution for companies that own
23:36
properties that need to manage leases
23:39
both on the construction side and then
23:43
we have as well a time a piece that we
23:47
can tie it in on the multifamily side
23:50
which we can talk about it another time
23:52
if that’s a a company need of yours um
23:55
we also have sage mobile solutions so on
23:59
the service management side we have a
24:02
product called sage service operations
24:05
this is a full field based web based
24:09
application for your field techs if you
24:11
if you’re in the service industry and
24:13
you need people in the field to be able
24:15
to use an iPad or a computer or a phone
24:18
to manage their work orders create
24:21
purchase orders silly and notes all of
24:26
that on a particular and when it work
24:29
orders complete get it signed off we do
24:32
all of those pieces and sage service
24:35
operations and it’s completely it was
24:38
built for on top of and completely with
24:42
sage 300 service management and job cost
24:52
accounting of course that’s that’s where
24:55
it all started that’s the hub of the
24:57
wheel really for the sage 300 product
25:00
I’m going to get put up get more into
25:04
the demonstration side of that here in
25:06
just a minute I’ve already talked about
25:08
all these so I’m going to forward
25:10
through most of the east
25:16
here’s my this is my contact information
25:19
here again my email address s ward at
25:24
action calm and this is our action
25:27
headquarters phone number feel free to
25:30
call if you would like me to answer
25:32
additional questions after the
25:34
demonstration I’d be happy to take a
25:36
call order an email and and either get
25:40
those questions addressed or get you to
25:42
the salesperson or consultant that can
25:44
answer questions for you and if you want
25:51
to follow us on any of our social media
25:53
activities it would make our marketing
25:55
people very happy and it will these are
26:00
all the different places that you can
26:01
find out the goings-on in action and the
26:05
type of things that we are doing new
26:07
product announcements events or anything
26:09
like that that has to do with action
26:12
we’d be glad to glad to help however we
26:16
can and and have you follow us on there
26:21
alright and if you need any additional
26:24
information after the presentation you
26:27
can always go to action calm / resources
26:32
to pick up a overview brochure a couple
26:37
of white papers out there you can pick
26:39
up information on stage project centre
26:41
which is the collaborative project
26:43
management piece that I was talking
26:45
about sage paperless is one of the
26:48
document imaging applications that i was
26:50
talking about you can see a video for
26:52
that out there another one would be
26:54
timber scam you can see a video for that
26:58
and you could pick up a number of pieces
27:01
of information after we’re done alright
27:09
so I’m going to minimize this and let’s
27:16
see here his escape and I’ll save that
27:20
for just a little bit so
27:25
have I’ll stop right now is there any
27:28
questions that anybody’s asked or
27:30
anything like that all right I don’t see
27:38
any questions in our chat box so i will
27:42
continue on or you said i was really
27:48
breaking up as it still alright so this
28:06
is the sage 300 cre desktop or dashboard
28:12
or a number of different things that you
28:15
could call it this is what you first see
28:17
when you log into stage three hundred
28:19
this particular piece of the application
28:22
is very configurable to who you are as a
28:25
user and so if I’m if I am stand and I’m
28:32
and I’m a project manager then I can
28:35
have this particular screen and my
28:38
taskbar over here I can have this set up
28:40
to me as to who i am and what what
28:45
information I need to see if I am Suzy
28:48
the controller I can have all of this
28:51
change this whole area here of a report
28:54
can be modified to be more financial in
28:57
it and in its presentation and show
29:00
different type of information based on
29:03
who I am also based on the security of
29:05
what I’m allowed to see so sustain the
29:09
project manager is logging in and only
29:11
seeing information about his projects
29:13
yet Suzy is logging in and able to see
29:16
financial information on the company
29:19
potentially general ledger information
29:21
or whatever that may be that she has
29:25
security to be able to see like I said
29:28
we can configure the my task area over
29:32
here what’s here under task is these are
29:36
all of the applications that
29:38
are available from sage and na sage 300
29:43
environment it you do not have to
29:47
purchase all of these they’re all sold
29:50
separately however as you come in here
29:55
and if there’s a particular activity
29:58
that you do so if I need to come into
30:01
general ledger and I’ve got a particular
30:04
report that I want to run I want to run
30:06
a year-to-date leisure I can just simply
30:09
move that up to my report and plot that
30:12
in there eventually I’ll get everything
30:14
that I do on a normal day to day basis
30:18
over here under my task and this will
30:22
allow me to eventually just be able to
30:25
close out that task window and now I can
30:28
see everything that I need to get to to
30:32
either put in information or see
30:34
information in the system while I’m
30:38
while I’m in here on this dashboard this
30:41
is this is a report that is in its
30:44
presentation form gives you the ability
30:46
to drill down this is information on a
30:49
particular job I can click through my
30:53
different jobs here and see different
30:55
information I can drill down and look at
30:59
my contract on this particular job what
31:03
was my original contract amount what are
31:05
my approved contract changes and so
31:08
forth information here see a little
31:10
graph I can look at all of that and just
31:13
simply go right back out here if I want
31:16
to look at the at the actual change
31:19
orders the proof change orders on this
31:21
project I can drill in by clicking on
31:24
that arrow and it shows me the actual
31:26
date and whether it’s a billable change
31:29
order the estimate amount and the price
31:31
so that I can see that on and that again
31:35
is on this individual project if I see a
31:38
particular area that I want to drill in
31:41
and look at a cost code to see where
31:44
those costs came from I can click there
31:47
and it’s coming in and showing me that
31:49
what made up these costs is at a weekly
31:51
equipment jar
31:52
so 32 hours at $65 an hour for this
31:57
particular piece of equipment is what
31:59
made up the cost that rolled up into my
32:03
overall cost spreadsheet are in this
32:06
particular report so i’m looking at a
32:09
report here that has our costco defy
32:11
description there richard by category
32:14
and then the original estimate any
32:17
approved changes total estimate after
32:20
change what’s committed what are my
32:23
committed costs against this budget
32:27
what’s my job today cost against that
32:30
budget what’s my percent complete and
32:33
then a formula driven what’s my caustic
32:36
completion which of course could be
32:39
customized and configured by you so that
32:42
if you have a particular way that you
32:44
calculate cost to completion and your
32:46
company you could manipulate that and
32:49
then a gain or a loss based on original
32:53
estimate total estimate and then job
32:55
today cost looking at it at a gain or
32:58
loss on that particular item so this is
33:01
all good information that over time
33:04
we’ve been entering invoices on a
33:06
project first we entered in our purchase
33:08
orders and subcontracts to get our
33:10
committed costs before that we had
33:13
entered a budget out of our estimating
33:15
systems so we set up the budget we
33:18
generate our commitments purchase orders
33:21
and subcontracts now we’re entering
33:22
costs against that job whether it’s
33:24
through payroll whether it’s through a
33:27
labor hours and so forth whether that’s
33:30
equipment charges that are hitting this
33:32
particular job or whether it’s through
33:34
accounts payable through the payment of
33:36
subs or payment of purchase orders all
33:39
those costs are hitting the job and I am
33:42
tracking that information and it’s just
33:44
giving me a nice overview I’m not taking
33:47
up a use of anything in the system I’m
33:49
just in the desktop and I’m a project
33:51
manager and I’m able to scroll through
33:53
and look at this basic information about
33:56
my jobs now if I need to get more
34:00
detailed I could have open up what’s
34:03
called the Pete we call it the PJ job
34:05
overview
34:06
just a project management job overview
34:10
and I’m going to open this up and so
34:14
this is giving me a view of all of my
34:19
very here’s all of my projects that are
34:22
going on and I’ve got a whole just a ton
34:25
of information here and all of this is
34:28
drill down capable so if I want to look
34:31
at the original contract amount on this
34:33
particular project I can double click in
34:36
I see my schedule about use what my
34:39
original contract amount was / /
34:42
particular line item ed approved changes
34:45
my revised contract what’s been built to
34:48
date and what payments i have and so I’m
34:52
able to drill down into that and and
34:56
then up and I didn’t mean to do that
34:58
that was my fault sorry click through
35:04
that again i hit the wrong button there
35:10
we go so I’m back in if I want to look
35:13
at any pending change orders on this
35:15
project I click here and i’m looking at
35:17
any pending change orders i simply can
35:20
hit escape and it takes me back here’s
35:23
my approved change orders on this
35:25
project so my estimate of the change
35:28
order and so forth revised contract
35:32
total estimate so if I want to look at
35:35
my caught my estimate my budget broken
35:38
down by category here’s all of my line
35:41
items here by costco and by category as
35:45
well now if i want to look at my
35:48
commitments so on this project if i want
35:53
to go in and look here’s all of my
35:54
commitments and subcontracts on this
35:57
particular project and if i want to
36:00
drill in to some of this information so
36:02
what’s been invoiced i noticed that this
36:05
we’ve been voiced 31 or we’ve been
36:07
invoiced for thirty one thousand seven
36:09
hundred dollars but we’ve only paid out
36:11
28 8 and i want to see where that came
36:15
from so here’s my invoices that make up
36:18
that particular dollar amount
36:20
as to what’s been paid and I want to see
36:23
what’s been paid so i click in and it
36:25
drills me down all the way to the check
36:26
the date and the check number and the
36:29
amount that was written for that
36:30
particular invoice so again I’m just
36:36
escaping back out to add to my overview
36:40
so we kind of look at this as here’s the
36:42
30,000 foot view at my projects and I
36:46
can drill all the way down and kind of
36:48
into the board of body so I can actually
36:50
see all the details of what’s going on
36:52
within a particular project it you know
36:57
how did this information get in this
37:00
information was put in by either
37:02
somebody entering invoices or by payroll
37:07
labor being put in and calculated and
37:11
pushed to a job as well so all of that
37:14
information is coming from the
37:15
accounting system and and put in to
37:18
their I’ll open up briefly just just so
37:22
you can see what some of the screens
37:24
would would look like an invoice entry
37:28
screen I simply come in i’m clicking
37:31
into my vendors we have full compliance
37:34
management capabilities so we’re able to
37:37
look at a all of a company’s compliance
37:39
as far as insurance and and so forth and
37:43
if they’re out of ballots for out of
37:47
meeting the requirements will get a
37:49
warning that says hey this vendor is not
37:52
in compliance what do you want to do
37:54
with this do you want to ignore it you
37:56
want to put it in voice on hold I’m just
37:59
going to say to ignore and we’re just
38:02
going to enter a basic information here
38:04
an amount of a thousand dollars and
38:07
we’re coming through accounting date and
38:11
then I’m able to pull up and say hey do
38:14
I have a sub contract or do I have a
38:17
purchase order with this particular
38:19
vendor I’m tracking all of that
38:22
information that these are typical entry
38:25
screens for you’ll see these type of
38:27
entry screens in accounts payable
38:30
accounts receivable the contract is
38:33
same looking screen for entering journal
38:36
transactions and so forth so screens are
38:40
this way we’ve got lists there are
38:43
fastkeys such as fitting f-for a
38:47
different function keys for draw pulling
38:50
up certain information I don’t know what
38:52
all those are but all of our consultants
38:55
do but we this gives you fast access to
38:59
being able to enter information and so
39:02
forth I’m going to cancel that invoice
39:03
and cancel out of this particular piece
39:07
so one of the areas that we do have
39:14
that’s very strong for the typical
39:18
contractor is our project management
39:21
application and I’m going to skim
39:23
through this but try and touch on a
39:26
little bit of detail we do have the
39:29
ability to set up a job I can actually
39:32
set up a job without giving it a job
39:34
number but when I’m ready to actually
39:36
send this job over to the accounting
39:39
application I have to hit a job ready
39:42
button that’s going to that take that
39:44
information that I’ve created on this
39:47
job and I have to give it a job number
39:49
at that time so I’ve got some controls
39:52
around what’s actually going to become a
39:54
job in my accounting portion of the
39:56
system versus what may be a future
40:00
potential job over in the project
40:03
management side where I may want to
40:04
track some information while I’m going
40:06
through the pre-construction process
40:08
before I actually have this as a job
40:11
that we’re going to perform so I can
40:15
track that I do have a full address book
40:18
that’s tied in with both our accounts
40:21
payable but also with all of our project
40:23
management of vendors customers all of
40:26
that I’m able to track their their
40:29
company information as well as the
40:31
individuals within that company and
40:35
utilize that information in my system
40:39
for setting up groups that I may want to
40:43
send certain information to and so forth
40:47
contracts I can’t I can go into the
40:50
contract module so a project manager may
40:53
you can you may or may not want to give
40:56
them access to setting up contracts
40:58
setting up a schedule of values
41:01
selecting building formats and so forth
41:03
or you may not want to give them that so
41:06
you can this is a security area that you
41:08
can track and control pretty much
41:11
anything in the system can be secured
41:15
based on a individuals login and whether
41:19
or not they can get into a particular
41:20
area I can do purchase orders and
41:23
subcontracts I can also handle change
41:26
requests and change orders so we call
41:28
that full change management one of the
41:32
areas that that makes sage 300 different
41:35
from sage 100 is the ability to to do a
41:41
change request versus just a single
41:45
change order per item so if today you
41:50
send multiple change requests so change
41:53
request number one two three four five
41:55
to the owner and the owner comes back
41:57
and says we approved change request
41:59
number one three and five if that’s the
42:04
case then you can take one three and
42:07
five and put them into change order
42:10
number one so you’ve actually got all
42:12
three of those change requests into one
42:14
single change order you can’t do that in
42:19
sage 100 stage 100 is looked at as a
42:23
single item change request change order
42:27
are all in one so it’s a one to one
42:30
ratio as far as that goes and then of
42:34
course we handle all of the upside
42:37
upstream and downstream to that change
42:40
so upstream to the owner as far as
42:45
requesting and getting approval and
42:47
tracking that change as well as
42:51
downstream to any sub contract or
42:54
purchase order that that change may
42:56
affect and so both up and down stream on
43:00
those
43:01
can enter estimates and build my budgets
43:03
and project management I can also import
43:05
my budgets from my estimating system in
43:09
project management I can also import
43:11
budgets from estimating into my change
43:14
area as well and then of course we’ve
43:18
got a full document area of tracking
43:21
correspondence and drawing logs and
43:23
meeting minutes and rfis and submittals
43:25
and field reports as well as any type of
43:30
custom log that you may develop as well
43:32
and so this is a full area for a project
43:37
manager to be able to manage their
43:39
communications and documentation going
43:44
along with their projects if I go into
43:46
an RFI and I’m just going to go into one
43:49
and I’m going to find a particular RFI
43:52
here we go I pull up that RFI I’m going
43:56
to stretch that open so we can see the
43:57
whole thing I can see two twos it going
44:02
to what’s the subject what’s the
44:05
question once i receive an answer i can
44:08
i can put that answer in i can send this
44:12
RFI out through my outlook so we have
44:15
outlook integration so when I say Finn
44:18
it’ll pop up a dialog screen for me to
44:20
put in an email address and say hey I
44:22
want to forward this RFI to someone I do
44:26
have the ability to develop custom
44:28
fields I can put up the 250 custom
44:31
fields here anywhere in anywhere in Sage
44:35
300 whether it be an accounts payable on
44:37
the vendor screen or the job strain or
44:39
an RFI screen or anything like that I’ve
44:42
got 250 customizable field in each of
44:45
those master files to be able to
44:47
customize data and information all right
44:55
so I’ll head out here now that brings me
44:59
to a point where so today that’s our
45:05
project management application however
45:07
we’ve now introduced what’s called sage
45:10
project centre and I won’t spend too
45:12
much time here but this is a full
45:14
web based product integrated back to
45:17
Sage 300 and this application is we
45:22
we’re seeing a lot of activity around
45:24
this because a lot of people have wanted
45:26
us to move towards the web based project
45:29
management world a very full system all
45:33
the way from the beginning of initial
45:35
pre-construction bid management all the
45:38
way to project closure and one of the
45:43
biggest benefits of this system from a
45:46
cradle-to-grave standpoint of bid
45:48
management to project closure is the
45:51
as-built information if you will that
45:54
the ability to maintain all of the
45:57
information that goes on in a particular
46:00
project all of the RF is transmittal
46:03
submittals meeting minutes spec
46:06
documents this is a full document
46:09
management area where collaborative
46:12
document management so people can go in
46:14
and check out a document and uploader
46:16
revision you can keep your plans here
46:19
you can keep your specs you can keep any
46:21
type of construction document out here
46:23
you can secure it to certain people and
46:26
make it so that only certain people can
46:27
see certain folders of information this
46:31
is an application that is meant for you
46:35
to be able to utilize both your internal
46:38
and external project theme so not only
46:42
are your project managers or your
46:44
superintendent or your project
46:47
coordinators in in-house able to login
46:50
and utilize this application but if you
46:52
choose you can open this application up
46:55
to your architecture engineers your
46:59
owner your beer subs whoever might be
47:03
involved in a project to be able to to
47:07
gather information look at information
47:09
and be involved in the collaborative
47:12
process of a project and keep all of
47:15
that we and all that documentation is
47:19
complete when your projects complete
47:21
being able to take your entire project
47:24
all of your documents aspect
47:28
document everything and put it on a disk
47:29
with a working version of the product to
47:33
be able to access that information and
47:36
hand that to an owner as an as-built or
47:40
keep for yourself because all of us know
47:43
that five years from now somebody’s
47:44
going to call and say what was the tile
47:46
used in the bathroom and I need to be
47:49
able to go pull up that spec document
47:51
and show exactly what it was I need to
47:55
be able to search that out so being able
47:57
to track that type of information and
48:00
having that collaborative process during
48:03
the construction phase very valuable
48:08
just to go in here I’ll click on project
48:11
management this is going to take me in
48:14
so now I can come in here this is where
48:16
I can manage my transmittals my
48:18
submittals my any type of logs meeting
48:22
minutes rfis and so forth we’ve also got
48:25
the financial events that are happening
48:27
in a project as well so when I come in
48:31
to cost management this is where I’m
48:33
able to go into contract information
48:36
contract events such as change orders
48:38
commitment events such as commit
48:41
purchase orders and subcontracts and so
48:44
forth so able to track this information
48:47
and have it all in one place integrated
48:50
back to Sage 300 so just a brief
48:54
introduction of sage construction
48:56
project centre but a very strong piece
48:59
that we believe this is going to be this
49:02
is the future of sage 300 in the
49:04
direction that we’re headed all right
49:08
head back in so one of the area’s let me
49:13
close there all right so another area we
49:20
add tasks are
49:26
so another area that we do have is the
49:29
whole area of service management so i’ll
49:33
briefly open up service vanishment so
49:35
like the project management side and I
49:39
don’t III don’t have access to safe
49:41
service operations in here I wasn’t able
49:43
to get in on my cert on the web based
49:47
portion of this but we have the ability
49:51
to open up and look at all of our work
49:55
orders and and jobs and information
50:00
that’s going on within our service
50:02
organization so if I want to come in and
50:06
save you work orders I’m able to look at
50:09
here’s what’s open here’s what’s been
50:11
invoiced and if I have a particular work
50:16
order that I want to open up I can open
50:18
up and take a look at that work order I
50:20
can see purchase orders against it I can
50:24
see general information about that work
50:27
order what are my task well we need to
50:30
add in a AC clean in charge and we want
50:33
you to check for these things so i can
50:35
set up to do’s and all of that as i
50:39
enter this information when i say okay
50:42
that’s going to push this information
50:45
out to a dashboard and so i’m going to
50:50
come out to my dispatch board and now
50:52
i’m able to look at my all of my texts
50:56
in the field do they have any project
50:59
scheduled I don’t I don’t show any work
51:01
order scheduled for today but if I if I
51:05
wanted to I could assign a work order to
51:08
a particular individual I can search
51:10
through all of my people here to find an
51:13
individual that has the skill set
51:15
necessary to meet a particular work
51:17
order this dispatch board is for
51:21
internal use but once I put something on
51:25
this dispatch board and I send it out to
51:28
my field that’s where my tech is going
51:30
to pick up our web-based application on
51:33
an iPad or something like that they’ll
51:35
be able to pull up that work order that
51:37
can gps route themselves to the next
51:40
work order that they’re going to serve
51:42
they can run by the electrical supply
51:45
place and pick up a particular product
51:47
for a work order and produce a purchase
51:51
order for that work order they can enter
51:54
in notes about the customer about a
51:56
piece of equipment that they may be
51:57
servicing and track all of that
52:02
information and then when the work order
52:03
is complete they can get a signature on
52:05
it this service management application
52:08
also handles preventive maintenance so
52:11
if I need to be able to come in and and
52:15
look at my preventive maintenance
52:16
calendar so i can come in and say hey i
52:20
know that i have preventive maintenance
52:22
on the second tuesday of every month and
52:27
or every other month and then here’s
52:30
another preventive maintenance activity
52:32
so i can set up a customer i can set up
52:35
contracts with that customer service
52:38
level agreements and set up recurring
52:41
work orders that will happen
52:43
automatically and be scheduled out for
52:47
my text when they have preventive
52:49
maintenance type work to do so that is
52:54
that’s a full it’s a full picture of our
52:58
service management well a high-level
53:00
overview of our service management
53:02
application as well as the and do
53:06
remember we do at the full web-based a
53:09
piece as well for your field service
53:11
technicians so that is that’s my high
53:16
level for you guys of sage 300 I’m going
53:22
to open up the floor for any questions
53:26
that you may have or anything specific
53:28
maybe that you were hoping that I might
53:31
look at feel free to ask questions or
53:35
point me in a certain direction glory we
53:39
may want to if you want to ask a
53:43
question feel free to fill
53:51
free to either type it in or ask
54:15
lori i cannot hear you ah go ahead okay
54:24
sorry i wasn’t it me as I admitted
54:26
myself I have some oil muted and some
54:29
people not so if you need to ask a
54:32
question go ahead and just ask it in the
54:33
chat all right and we will we will await
54:40
any chat questions
55:04
okay well it appears we don’t have any
55:11
questions at least I haven’t seen any
55:14
come in yet we do appreciate you joining
55:20
us today again I will put up the
55:24
information I put up the information
55:29
I’ll go back one here there we go so
55:39
there’s my contact information I’ll
55:41
leave it up there feel free to email me
55:44
any questions that maybe you come up
55:46
with f excuse me after the presentation
55:49
and right at right at just about an hour
55:54
so we we thank you again for joining us
55:56
and we hope everybody has a good day we
55:59
will make sure that your sales people in
56:01
your area follow up with you to discuss
56:04
further thank you very much and
56:07
everybody have a great day go back

With Sage 300 Construction and Real Estate you can access reports on any mobile device through the system’s integrated cloud project portal. Set up the solution to trigger automated email alerts and reports when certain criteria are met. You’re always in the know on what’s happening with projects and properties. You’re people will collaborate better. Projects will progress predictably.

Sage 300 Construction and Real Estate Software Screenshots

Sage 300 Main Dashboard
sage 300 Construction and Real Estate Reports
sage 300 Construction and Real Estate dispatch board

Keep projects on budget

Project based industries have a lot of unpredictability and small margins. That’s why your business needs complete oversight and a crystal clear view of project costs and income.

 

With Sage 300 Construction and Real Estate you and your team can execute projects and make critical decisions as you go, without stopping the project. Sage 300 CRE methods are GAAP compliant and will help your company achieve its financial goals.

Do all your business tasks in one place

Manage Estimating, Project Management, and Job Cost tasks with Sage 300 Construction and Real Estate. Plus, connect your employees in the field with latest project updates and data available.

 

With efficient business processes and better connectivity, Sage 300 Construction and Real Estate can keep you on track and moving forward on projects.

Build your team

Construction companies deal with more red tape than most industries. Certified payroll for government work, unionized labor, and high turnover rates are just a few examples.

 

With Sage 300 Construction and Real Estate, you can manage payroll, manage workers, and comply with regulations.

Connect the field to the office

For field service work, Sage 300 Construction and Real Estate will help you deliver faster-better service to your customers. Increase revenue and margins by reducing parts inventory costs and collaborating more effectively with your field technicians. Plus, Sage 300 CRE has a more simple process for scheduling your appointments.

Mange your properties with ease

Need one great tool for accounting, budgeting, and building maintenance? Sage 300 Construction and Real Estate has tools for Real Estate companies of all types. Plus, Sage 300 CRE automates the entire leasing process.

Personalize Everything

The Aktion Associates consultants and software engineers can help you customize every module to fit your specific company process.

 

Request a one-on-one consultation today.

Manage Projects with Ease

Track progress and make the necessary adjustments without slowing down the project. Solve problems before they become a real problem, so you can stay on budget.

 

Watch a full demo now. 

Avoid Needless Liabilities

Develop a risk management program that can help you and your people avoid needless liabilities.

 

Download this practical guide to developing a risk management program.

Track Documents and Stay Organized

Audits can be less of a hassle with Sage 300 Construction and Real Estate Document Management features.

Mange Your Payroll

With custom configurations, Sage 300 Construction and Real Estate gives you complete control over your payroll process. Make sure your payroll is done accurately.

Get Your Data and Documents When You Need It

With Sage 300 Construction and Real Estate and Aktion’s Cloud and Managed Services, you can access your data any time, any where.

Sage Construction Project Center

Sage Construction Project Center helps teams reduce risk and drive efficiencies by automating the sharing, distribution, and tracking of all project-related details, including email communication, documents, approvals, and more!

Learn More: Sage Construction Project Center

Sage Service Operations

Effectively manage service operations and reduce the time to invoice. Sage Service Operations enables technicians to complete their work in less time and make fewer trips by providing the real-time information they need in the field on any tablet or mobile device. Sage Service Operations also reduces administrative time by integrating with your Sage 300 Construction and Real Estate solution.

Learn More: Sage Service Operations

Sage Construction Anywhere

Sage Construction Anywhere, an extension of Sage 300 Construction and Real Estate, is designed to help you get critical project information into the hands of those who need it most—anytime, anywhere, on any web-enabled device, making it easier to:

  • Work collaboratively and share common information with everyone involved in a project.
  • Safeguard documents and data in one virtual project hub.
  • Use role-based security access to control who can view project reports and specific information.
  • Easily transition new companies, people, and contacts to a project.
  • Document projects from pre-construction through post-construction services.

Sage Estimating

Sage Estimating (formerly Sage Timberline Estimating) helps construction business win more work and ensure the profitability of every project. The system enables firms to build estimates with more speed and precision than ever before.

With features like trade-specific databases, Smart Assemblies, and digital plan takeoff support, firms can build bids with quick precision. Best of all, stimating works in tandem with Job Cost, and Project Management. Once a bid is approved, the appropriate data feeds seamlessly into Sage 300 Construction and Real Estate and across your business. No data loss. No redundant entry. No wasted effort.

Learn More: Sage Estimating

Learn More: Sage Basic-Standard-Extended

Read Now: Sage Estimating Success Story – Harper Corporation

Sage Bid Management

With Sage Bid Management you’ll experience true collaboration among everyone on the project including estimators, subcontractors, and material suppliers.

The solution helps estimators and bid coordinators automate and more efficiently manage the entire bid process. As a result, estimators can spend more time on vendor/subcontractor pre-qualification, selection and negotiating the best contract terms.

Learn More: Sage Bid Management

Sage Paperless

Simplify processes from project start to finish and eliminate the paper chase for accounting and operations staff. Sage Paperless Construction integrates with your Sage 100 Contractor or Sage 300 Construction and Real Estate solution to reduce costs, save time, and increase productivity.

With Sage Paperless Construction, you’ll gain control over electronic content with an easy way to store, retrieve, and route documents throughout your organization. Automate your routing and approval workflow processes to improve communications. Manage invoices and other critical documents with efficiency and confidence.

Learn More: Sage Paperless (Brochure)  & Sage Paperless (Video)

MyAssistant & MyCommunicator

The best way to keep an eye on your business and take action: Sage 300 Construction and Real Estate (formerly Sage Timberline Office) MyAssistant proactively monitors key performance indicators, providing instant alerts about issues needing attention and the information needed to take action.

 

While MyAssistant issues automatic alerts, generates reports, and distributes documents, MyCommunicator extends that power. Now you can monitor, assign, and follow up on key activities in Sage 300 Construction without ever leaving your email application.

Learn More: MyAssistant

Learn More: MyCommunicator

 Event
 March 9
 10:00 am EST
 Event
 March 14
 11:00 am EST
 Event
 March 15
 11:00 am EST
 Event
 March 21
 2:00 pm EST