Introduction to Sage 300 CRE Project Management

The Project Management (PJ) module in Sage 300 Construction & Real Estate is loaded with functionality and tightly integrates with Sage 300 Construction & Real Estate accounting. The video below is a great introduction to PJ for you to review to see if it's right for your organization. Please contact Alliance Solutions Group to learn more.

Recorded September, 2019


We are Hiring! Are You Ready to Join our Team?

Exciting Software Sales Opportunities with Top Software Partner, Alliance Solutions Group
Friday, August 16, 2019 - Bonita Springs, FL

Alliance Solutions Group is looking for highly motivated sales professionals with 2+ years of sales experience preferably in the software as a subscription environment. In this role, the Business Development Representative will engage with prospective customers in meaningful conversations about their business issues. Based on the consumer’s needs, you will provide proposals, work with our sales team to coordinate product demonstrations and close transactions. BDRs regular activities will include following up on leads, prospecting, networking, tracking prospect and customer data and growing our customer base. Ideal candidates are hungry to transact business and have a drive to learn both product and industry.

Alliance Solutions Group LLC has been based in Florida since 2005. We provide software solutions and business consulting to improve the operations and financial efficiencies of construction and real estate businesses. We have offices in Florida, Texas and California.

Role Responsibilities

  • Develop and maintain construction industry and software solution knowledge
  • Build rapport with existing customers and referral sources through effective communication and knowledge to maintain a high level of client satisfaction and self-generate leads
  • Track activity and opportunities in Sales Force for accurate forecasting
  • Immediate follow up and qualification on inbound leads and customer requests
  • Meet or exceed sales revenue goals for provided territory

Desired Skills and Experience

  • 2+ Years of demonstrable sales success, ideally in SaaS software, technology, services or construction.
  • Proven ability to multi-task and have strong communication skills – both written and oral using communication tools provided by the company
  • College Degree or equivalent experience preferred
  • Strong desire to learn new software applications and their benefits to our customers
  • Willingness to travel locally
  • Microsoft Office and SalesForce Professional Edition experience a plus
  • Construction Industry knowledge a plus

Work Hours and Expectations

  • Full Time position
  • Bonita Springs offices
  • Vacation and benefits
  • Requires significant phone and computer usage

To apply, please send your resume to info@alliance-sg.com!


Why Hartzell Construction Chose Acumatica Construction Edition

Hartzell Construction chose Acumatica Construction Edition because they wanted a cloud construction solution where you access most all your data on one screen. After outgrowing, they moved to Procontractor, but it was inefficient due to too many steps, screens, and hiccups. After moving to Acumatica Construction Edition, Anderson Pinto, CEO of Hartzell Construction, said "I highly recommend Acumatica to the construction industry."

"Alliance Solutions Group brought their team to our site and they gave us all the necessary guidance to make sure the implementation was smooth and perfect," said Reinaldo Mesquita, Director of Operations.

Check out this video covering why Hartzell Construction chose Acumatica Construction Edition.  Learn more about Acumatica Construction Edition or contact Alliance Solutions Group for more information.


Substantiated Billing in Acumatica Construction Edition

Acumatica Construction Edition (ACE) development continues at a rapid pace. Substantiated Billing is a new feature Acumatica Construction Edition users may want to use.

What is Substantiated Billing?
In the construction industry, when contractors bill their customers, the customers may want to see proof of the costs. In this case, contractors need to provide supporting documentation along with the customer statement or invoice.

Acumatica ERP Construction Edition now allows emailing of a substantiated billing report for a specific billing period to retrieve costs and scanned or uploaded images associated with the costs. The substantiated billing report provides a list of costs from payable invoices, labor, and other project expenses, in addition to hyperlinks to attached documents.

For example, if a payable invoice has a scanned image of the vendor invoice attached, a hyperlink to that image is included in the substantiated billing report. A user can see the image by selecting the hyperlink and entering guest credentials into the Acumatica ERP sign-in page. As a result, the user does not need to download, compress, and send large file attachments.

Supported Billing Types
The functionality supports the following types of project billing:

  • Progress billing
  • Time and Material billing
  • Cost Plus billing

System Configuration to Use the Substantiated Billing Report
To be able to use the Substantiated Billing report (shown in the screenshot below), perform the following steps:

  1. Verify the Construction Reporting package (ex. 19.102.3.1.02) or higher is published.
  2. On the Attributes (CS205000) form, create an attribute with the following settings:
    • Attribute ID: APPID
    • Description: Application Link
    • Control Type: Text
    • Reg. Exp.: Enter the URL of the site from which the hyperlinks will launch. Make sure to include the forward slash at the end of the URL, for example, https://CompanyName.Acumatica.com/ or https://CompanyName.Acumatica.com/InstanceName/
  3. In the Substantiated Billing report, (Construction>Reports>Substantiated Billing) enter the project and the billing period range from which costs should be listed.

If you are interested in working with a consultant to assist with setting this up, please email consulting@alliance-sg.com to set up a ticket.

Posted 7/12/2019


Alliance Solutions Group Welcomes Frank Di Lorenzo, Jr.

Alliance Solutions Group Welcomes Frank Di Lorenzo, Jr.

Sarasota, FL, June 20, 2019 - Alliance Solutions Group, LLC. (ASG) is proud to announce the addition of Frank Di Lorenzo Jr. as a Senior Solutions Consultant. His knowledge is vast and is an excellent addition to the ASG team.

Prior to joining ASG, Frank had experience with a variety of construction-specific solutions and brings with him many years of software and industry knowledge. Frank was also the former president of Con-Tec Management Systems, a Sage business partner in Northern California.

“Building long-lasting relationships by helping construction firms leverage software technology is a passion that has only grown over my 35-year career. I’m excited to get back to my roots and also engage with new solutions,” said Frank.

Mike Griffith, Managing Partner at Alliance Solutions Group said, “Frank is well respected in the construction software industry. His joining our firm will go a long way in helping educate the thousands of ASG clients on the benefits of our subscription and cloud-based offerings”.

Frank Di Lorenzo, Jr. can be contacted at 888-559-9540 ext. 2023 or via email at fdilorenzo@alliance-sg.com.

About Alliance Solutions Group
Alliance Solutions Group is a team of experienced professionals specializing in providing software solutions to construction and real estate businesses. They have successfully assisted over 6,000 clients to find and implement integrated solutions to streamline business processes, control costs, and increase revenues. Offering a unique combination of product expertise and real-world business experience, Alliance Solutions Group is uniquely qualified to help you select, implement, and maximize your construction software investment.


Digital Takeoff with eTakeoff

See how the functionality in eTakeoff helps estimators to be more efficient in this digital takeoff solution that integrates with Sage Estimating Core and Core Plus. Contact Alliance Solutions Group for more information at 888.559.9540.

Recorded June 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 June, 2019


Alliance Solutions Group Adds RedTeam Project Management to Portfolio

June 3rd, 2019, Sarasota, FL – Alliance Solutions Group, LLC., a construction software reseller specializing in sales, installation, and support of a variety of construction-specific solutions, has partnered with RedTeam to expand their portfolio of software solutions.

Alliance Solutions Group, LLC. looks to fulfill the needs of construction businesses when it comes to accounting and operations management systems. Alliance chose to partner with RedTeam because their visions were on the same track…providing technology systems and tools that help construction businesses be successful.

RedTeam is a cloud-based project management system built by contractors for contractors. By integrating with leading construction accounting systems like Sage 300 Construction & Real Estate and Sage 100 Contractor, a construction business handles their project management as a contract centered process while still having powerful reporting and job costing required by the accounting team.

Mike Griffith, Managing Partner at Alliance Solutions Group stated “We were hearing a lot of great feedback from the marketplace about RedTeam, when we connected we quickly understood why, this is a team who truly understands construction and fills a need for many of our clients. Adding RedTeam to our product offering offering made perfect sense and aligns perfectly with our commitment to offer best in class solution to our customers.”

According to RedTeam’s Chief Strategy Officer, Frederic Guitton, “As soon as we met it was clear that Alliance and RedTeam share cores value when it comes to offering great tools to contractors, we are thrilled to be working with such a great group and look forward to a great long term relationship.”

About Alliance Solutions Group, LLC:
Alliance Solutions Group is a team of construction software experts offering the most popular construction and real estate software solutions and consulting services from proven software developers. The group has a deep understanding of the construction and real estate market along with the available technology. This allows Alliance Solutions Group to make the best recommendations to their clients. Visit http://www.alliancesg.com to learn more.

About RedTeam Software
RedTeam Software offers the most comprehensive cloud-based solution for construction project and accounting management. With intuitive social design interface and real-time updates, RedTeam enables construction and accounting teams to collaborate effectively online at all stages of a project - from business development and pre-construction to closeout.

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If you would like more information about this topic, please contact Tim Boerio at 888-559-9540 x4003 or tboerio@alliance-sg.com.


Sage Paperless Construction Demonstration

In this video, you'll see all the features in the Sage Paperless Construction suite.

  • Store documents digitally
  • Use AP FLOW to process invoices and route to approvers
  • Use DOC ROUTE to route any document to approvers
  • Use eCAPTURE to send invoices/receipt and information through the approval from a device app
  • Use eFORMS to collect information, route, and send to the back office
  • Use ePORTAL to see documents that need to be approved
  • Documents are attached to records in Sage 100 Contractor or Sage 300 Construction & Real Estate

Contact Alliance Solutions Group for more information.

Recorded in March, 2019


sage project management software

TimberScan Mobile Replaced with TimberScan Go

Here's an early look at TimberScan Go, the new mobile app for TimberScan that is replacing the TimberScan Mobile app.  It's free for TimberScan customers using Sage 300 Construction & Real Estate. TimberScan Go will be released in batches over the next few months to existing customers.

With TimberScan Go, approvers can review, modify, approve, reject, and route invoices from their Android and iOS mobile devices, or laptop. This mobile app is designed and supported by Core Associates,  the developers of TimberScan.

TimberScan Go Datasheet | TimberScan Go FAQs

26 minute introduction recorded Feb 2019