eTakeoff Integration with Sage Estimating Basic

eTakeoff Dimension is a digital takeoff solution you can use with almost any type of digital file (pdf, images, etc.) to create quantity takeoffs. It now integrates with the Estimating Basic module of Sage 100 Contractor v.22.2 or higher. In this recorded overview, you see how you can do takeoffs digitally and push that information into Estimating Basic.  Information can also be pushed back to eTakeoff from the estimating module.

If you already own the Sage Estimating Basic module and eTakeoff Dimension, you already have this functionality assuming you are on current versions of the two applications. There's no connector to buy or install.

Contact Alliance Solutions Group to learn more about eTakeoff and Sage 100 Contractor.

Recorded January, 2020

hh2 Remote Payroll for Sage Construction

hh2 Remote Payroll is a cloud-based time entry solution for construction. It integrates with Sage 100 Contractor and Sage 300 Construction & Real Estate. It eliminates the need to transcribe paper timesheets or perform double entry of time for employee labor and equipment.

To take a deep dive, check out this recorded webinar. Contact Alliance Solutions Group for more information.

Recorded January 2020

What are cloud software users thankful for?

What are cloud software users thankful for?

It's that time of the year to take a moment to appreciate what we all have and be thankful for it before the hustle and bustle of the holidays. Here are a few items that users of cloud software are thankful for...

  • Easier upgrades
    Depending on your systems, software upgrades can be a challenge. If I update this program, is it going to break something else? While no software perfect, modern cloud solutions ease the pain of upgrading your systems allowing you to take advantage of the latest innovations and benefits.
  • Easier to use
    Cloud business systems are relatively new and the developers know that what they are building has to not only be powerful, but easy to use.
  • Improved efficiency by accessing from anywhere
    The cloud gives their teams access to their software from anyplace with an internet connection via most any web-browser. Efficiency is improved because users don't always have to be in the office to get the job done.
  • Reduced hardware cost
    Because users access their software via a web-browser, when it comes time to replace hardware, they don't have to invest in PCs with extra RAM and higher processing units. The software processing is handles in the cloud, not on a local workstation or laptop. Some companies can ditch local onsite servers altogether.
  • More integration options
    Get what you want. Because most cloud solutions are built on modern platforms, it typically easier to integrate with other solutions. Depending on what you want to integrate with, in many cases, you'll have multiple options.

Have a safe holiday season and contact Alliance Solutions Group to learn more about cloud software solutions!

CRM for Construction with Acumatica

This recorded webinar focuses on the CRM (Customer Relationship Management) functionality in Acumatica Construction Edition. As a connected system, you have a single source of of truth with communications from front end sales through project completion. See how different roles in your organization utilize the CRM functionality to stay on top of leads, manage your sales team, stay organized, associate opportunities to projects, create opportunities and quotes, and more.

Recorded November, 2019


Connected Construction Software

Eliminate Silos, Improve Collaboration, and Increase Project Success

When individual employees or entire departments don’t have the right tools to share information and knowledge with each other—or they simply don’t want to—organizational silos occur. Silos can impede communication and collaboration, both of which are essential to providing smooth customer experiences and delivering construction projects on time and on budget. Siloed teams often end up working in isolation, leading to various internal and external problems for employees, sub-contractors, and customers.

The Dangers of a Siloed Company
Whether you self-perform or manage sub-contractors, you need access to accurate, timely business information so that you can make the strategic decisions that will move projects—and your business—forward. If you run your business with disconnected project teams, you’ll face delayed project updates, duplicate data entry, greater risk of errors, and unnecessary costs.

Construction firms typically use six to 10 software applications in tandem with their main accounting system. If these applications are legacy systems, they probably aren’t very well integrated—if they’re integrated at all. As a result, the entire staff will have to jump between screens just to perform routine tasks.

For example, employees may be using a series of spreadsheets or standalone applications to complete common workflows such as estimating, accounting, project management, bid management, and project scheduling.

Does Your Construction Firm Have Organizational Silos?
In firms that have organizational silos, teams work without thinking about how that work will impact other departments. This is especially common between accounting and field operations. Here are five signs your firm has silos:

  1. Information doesn’t flow smoothly across your organization—and your entire business suffers as a result.
  2. It’s difficult to determine which projects are profitable.
  3. You worry about lack of visibility on labor costs—one of the most expensive variable components of a project.
  4. You have numerous external systems that don’t integrate, resulting in manual data entry and the errors that go with it.
  5. You’re running older technology that limits transparency, access, and process improvement.

Contact Alliance Solutions Group to move from your siloed construction software to an integrated construction solution.

Download the entire whitepaper: Connected-Construction:_Eliminate Silos, Improve Collaboration and Project Success

Article courtesy of Acumatica
Copyright Acumatica 2019

Cloud v. SaaS v. Cloud SaaS v. True Cloud - Accounting Software

When it comes to your accounting and operations software, the terms Cloud and SaaS (software as a service) are getting thrown around a lot today. Do you know what these mean? Here are some quick explanations.

In short, cloud is someone else’s computer that you are accessing via an internet connection. That’s it. It could be accessing an application or server via a web-browser, Remote Desktop, Citrix Connection, etc. Cloud by itself doesn’t just mean browser-based sites like websites. Some programs have cloud components that plug in to a server-based program for remote staff to push and pull data.

SaaS often gets lumped in with Cloud. SaaS is how you pay for a service. You are renting or leasing a software with a SaaS solution. SaaS solutions often seem to be more advanced because you, the customer, can leave the service when your term is up. Developers have a strong desire to keep you happy with continuous improvements. While you may have invested time and resources implementing and learning a new system, you didn’t have to make that large upfront investment for the software itself. Some SaaS applications are deployed locally, some are cloud only, and others can be deployed either way.

Cloud SaaS
When you combine Cloud and SaaS, you are just combining the subscription payment (monthly or annual are the most common) and depending on the software, it could be a server-based solution that is hosted, or could only be available in a cloud environment.

True Cloud
True Cloud is software typically only available as a subscription and is accessed via a web-browser. It’s generally delivered in the public cloud along with multi-tenancy, elastic infrastructure, high configurability, self-service expansion, and integration APIs.

Alliance Solutions Group represents software solutions that are deployed in all the ways described above. Contact us to learn more about business software technology.

Sage 300 Construction - Project Management Module Overview

See how the project management module in Sage 300 Construction & Real Estate helps you stay on top of your projects in this recorded webinar.

Recorded October, 2019

Introduction to RedTeam - Cloud-based Project Management

RedTeam is cloud-based construction project management software designed for construction businesses needing general contractor functionality. This webinar recording provides an overview of functionality in RedTeam that include:

  • Job costing
  • Estimating
  • Scheduling
  • Opportunity Management
  • Integration with Sage 100 Contractor and Sage 300 CRE

Please contact Alliance Solutions Group to learn more about RedTeam.

Recorded September, 2019

Acumatica 2019 R2 Enhancements - Construction Edition

2019 Acumatica Construction 2019 R2 Enhancements

Acumatica Construction Edition 2019 R2 enables contractors to benefit from the continued expansion of project management functionality by introducing Daily Field Reports, line level accounts receivable retainage and updates to existing and new reports. Additional features such as credit card expense tracking, and lien waiver automation will enable a smoother run operation. Many enhancements came as suggestions from customers, partners, and developers that were then vetted and selected through Focus Groups.

Construction Project Management

  • Company Credit Card Expense Receipts and Expense claims
    Now contractors can use corporate credit cards on the Expense Claim and Expense Receipt forms. This helps finance to categorize and track expenses, including expenses from employees using a corporate credit card for construction project expenses.
  • Lien Waiver Automation
    New lien waiver capabilities assist contractors with the monitoring and generation of lien waivers to avoid accidentally paying a vendor without release of the lien. This includes warnings and stop payment features and a more streamlined lien waiver generation workflow process.
  • Detailed Retainage Tracking
    This new feature allows users to track retainage at the line level on AR Invoices. Users can designate how much they want to release per project (project, task, cost code, and cost type). This expands the current invoice level capabilities.
  • Daily Field Reports
    To help make sure everyone is looking at the same information and that information has been transferred from the field to the office accurately, Daily Field Reporting (DFR) has been added. With the 2019 R2 release, Daily Reports will be comprised of several key components: Time Collection, Subcontractor Updates, Job Site Visitors, Issue and Change Request tracking, along with Job Site weather updates. These new capabilities will be followed by: Photo Logs, Change Orders, Material Receipts, Progress Updates, Equipment Usage, and Expense tracking.
  • Change Requests
    Provides the ability to notify the owner/customer with a change in scope. As the change could potentially impact existing cost and/or revenue budgets, Change Requests will allow users to track additions, deletions, or revisions to the project. Multiple requests can be selected for inclusion on the formal change order, providing two-tier change management. With ties to Project Issue and Request for Information entries, users have visibility into related activities.

New Construction Reports

  • Construction Bonding
    A new Project Bonding (Profitability) Report has been added, increasing the information available to share with outside parties, as well as providing internal visibility. The report will provide Earned Revenue, Billed to Date, Unbilled Contract Amounts, as well as Cost Incurred to Date, Calculated Cost at Completion, Current Period Costs/Billings, as well as prior year Billings and Costs.
  • Job Cost/Project Cost Transaction History Report
    Cost Detail Report provides a detail or summary report of project cost information for a selected date range. The report provides 'Actual Costs' incurred to a project, expanding the one project at a time view available within Project Transactions.
  • Project Budget Forecast
    A Project Budget Forecast by Month Report has been added to print information entered within Project Budget Forecast. Users specify an ending date, which is used to determine the prior six periods, and “beginning balance” dates. The report will print Original, Revised and Actual budgeted amounts (e.g. Quantity, Amount) for each period, totaling the category and subtotaling each period by Project Task. In addition, a Summary and Detail version is available.
  • Transaction History Reports
    Customer and Vendor Transaction History Reports are added to provide visibility into invoices, payments, adjustment, and other related activity. For date ranges entered, users can view detail or summary information, with additional filtering for specific customers/vendors/projects.
  • Project Cost Transaction History Report
    This new report provides actual cost information based on project, account group, cost code, and cost types.
  • Customer and Vendor Transaction History Reports
    This new Invoice History report shows customer/vendor invoices posted within a specified date range. The reports have a summary and detailed version. The summary report shows one line per invoice. The detailed report groups and subtotals transactions by invoice. It shows one line per posting date and transaction type. Transaction types include invoice entry, invoice adjustment, receipts/payments, and voids.

Field Service

Field Service has new features for contractors including usability enhancements to the Staff Board, the ability to manually apply discounts to service orders and appointments, and the capability to associate a project, project tasks and cost codes on the Service Contracts and Service Contract Schedule forms. The overall enhancements in the R2 Release are designed to further streamline contractors’ operations, run more successful projects and profitable growth.

  • Staff Calendar Board
    Updates to the Staff Calendar Board now show Monthly and Yearly view in an Outlook look and feel. Additionally, an agenda mode shows the scheduled appointments as a list making it easier to schedule appointments.
  • Support of Manual Discounts
    On the Service Orders and Appointments form the Discount Percent and Discount Amount columns have been added to the entry tabs providing more flexibility. Now users can manually specify line-level discounts (which are applied to each line of the document) in a service order or appointment.
  • Define a Default Cost Code by Service Order Type
    A default Cost Code can now be set by Service Order Type and when creating documents in the field service, if needed, the user can manually overwrite it at the detail line level.
  • Define a Default Service Order Type by User Preferences
    The software can now be configured to set up a default Service Order Type by User, that if specified, will have priority from the default Service Order Type, set on the field service preferences. In a scenario where a company has multiple field service departments and each department has an assigned Service Order Type, each department manager can now be responsible for creating and scheduling Service Orders and Appointments for his/her department.
  • Asking for Service Order Type When Creating Appointments from the Calendar Boards Based on a User preferences setting
    Depending on user preferences, when creating appointments from the calendar boards, the user can now select the service order type for the created appointment greatly streamlining the process.
  • Associating a Project, Project Tasks and Cost Codes, on the Service Contracts and Service Contract Schedule forms
    The Service Contract form allows users to create service agreements by defining the terms of the work to be performed, including the scope of the work and the related fees. Now users can streamline their work by creating service contracts and schedules associated with a project and additionally define the task and cost code of each service to be performed.

Overall Enhancements

  • Pivot Table Dashboard Widget
    Pivot tables are tremendous time savers by letting users quickly summarize large amounts of data into useful reports. Now pivot tables can be displayed on Acumatica dashboards using the Pivot Table Widget.
  • Expense report receipts
    Expense report receipts can now be autogenerated from images.
  • Worldwide SMS Support
    Users can receive mobile text notifications (SMS) of business events without requiring the Acumatica mobile app to be installed on the recipient’s device.
  • Conditional Formatting
    There is an option of specifying the style of rows or columns, including the use of formulas with dashboard table widgets.

Download the 2019 Construction R2 Enhancements Brief

To learn more about construction software solutions, look no further than Acumatica Gold Certified Partner, Alliance Solutions Group. We are the premiere provider of construction technology. Contact us to start a conversation. We've assisted many construction firms with selecting and implementing construction software systems in California, Texas, Florida, Louisiana, and more.

A Day in the Life of an Acumatica Construction User

In this recorded webinar, we dive into Acumatica Construction Edition and show how construction businesses benefit from the software by user role. We know different people in your organization have different needs. From top level executives to accounting to project managers to sales, the flexibility of Acumatica Construction has powerful (and customizable) dashboards to put the information users want to see right up front. Easily access Acumatica software via any web browser.

Recorded October, 2019

To learn more about Acumatica Construction Edition, contact Acumatica Partner of the Year Alliance Solutions Group. With offices in Florida, California, and Texas, we cross all time zones and have the construction software knowledge you'll want to maximize your business success. Contact us for for more information, Acumatica pricing, and a personal demonstration.