Mobile Field Service for Sage 300 Construction & Real Estate

Sage Service Operations (SSO) is a web-based service management solution for Sage Construction software. Your field technicians access the information they need and push data to your back office Sage Construction accounting system.

With Sage Service Operations you...

  • Put timely and relevant information in front of your techs in the field.
  • Complete work orders on the first visit.
  • Get rid of expensive and time-consuming data entry.
  • Quote directly from the field so a call to the office isn't needed every time...even collect credit card payment if needed.
  • Can get a self service portal for your customers to view current and past work orders on demand.
  • Get integration with Sage 300 Construction & Real Estate or Sage 100 Contractor.

The video below is specific to the functionality with Sage 300 Construction & Real Estate.

Contact Alliance Solutions Group to learn more at 888-559-9540.

Recorded May, 2018


TimberScan for Sage 300 CRE - Automate AP Invoice Routing and More

TimberScan is an Enterprise Workflow Automation System designed for Sage 300 Construction & Real Estate.

  • AP Routing & Approval
  • Full Enterprise Content Management
  • OCR Capabilities
  • Mobile Approval of AP Invoices

Below is an hour long video that takes a deep dive into how TimberScan works and helps Sage 300 Construction & Real Estate users.

Recorded April, 2018


Let's Talk about HR for Construction

Sage HRMS is a software system to maximize your return on employee investment.  It can be used as a stand alone system, or can integrate with the Sage 300 Construction & Real Estate payroll module. This solution allows you to have complete employee records in one centralized location while tracking the complete employee life-cycle.

Quick access to compensation, benefits, time-off management, powerful reporting, easy report writing, and much more.

See how Sage HRMS can help your construction and real estate business in this webinar recorded in March, 2018.


Remote Payroll with hh2 Cloud Services

hh2 Cloud Services has a portfolio of solutions designed for Sage 100 Contractor and Sage 300 Construction & Real Estate.  hh2 Remote Payroll and hh2 Field Reports solutions for Sage Construction software allow users to:

  • Enter Time
    • Select a field that is setup for your pay id's and enter your hours. It is that simple. hh2 Remote Payroll supports customizable options that allow you to enter time whether you are online or not with iPad, iPhone, and Android apps.
  • Approve Time
    • Create and roll out customized approval paths for your payroll groups. hh² Remote Payroll supports virtually every option available with multiple approval levels, report viewers, passive approval, and a multitude of additional options. Create Unique approval processes to fit your unique needs.
  • Run Reports
    • Reports that detail the time being coded on your jobsites are available in an instant. Labor detail reports can be created for viewing in our system, exported to PDF, or exported to excel for further analysis.

See how hh2 Remote Payroll and hh2 Field Reports works in this video recorded in January, 2018.


Year-end Prep Study Halls for Sage 300 CRE Announced

View all the Sage 300 Construction and Real Estate study hall information here:
https://sagecity.na.sage.com/support_communities/sage_construction_and_real_estate/b/sage_cre_product_blog/posts/year-end-prep-join-us-for-sage-study-hall

Note, you must be a member of the group to participate.

Accounts Payable:

Sage Study Hall: Reconciling AP to GL and closing the year in AP for Sage 300 Construction and Real Estate hosted by Josh Gwalchmai | Monday, November 27, 2017 – 3pm ET

  •    Reconciling Accounts Payable to the General Ledger using Reports
  •    Closing the Accounts Payable year
  •    Closing the 1099 Accounts Payable year

General Ledger:

Sage Study Hall: Closing the Fiscal Year in Sage 300 Construction and Real Estate hosted by Jesse Gordon | Friday, December 1, 2017 – 1pm ET

  •   Timing of year-end tasks for U.S. and Canada
  •   How to close the fiscal year in General Ledger

Sage Study Hall: Troubleshooting financial balances and printing prior year reports in Sage 300 Construction and Real Estate hosted by Josh Gwalchmai | Monday, December 4, 2017 – 3pm ET

  •    Common Causes of out of balance financial statements
  •    Troubleshooting out of balance financial statements
  •    Printing financial statements for prior years

Sage Study Hall: Updating your Sage 300 Construction and Real Estate software for year end hosted by Raynette Grant | Thursday, December 7, 2017 – 1pm ET

  •    Supported versions for year end
  •    How to upgrade and apply the year end updates to close the year: year end update, Aatrix download, payroll tax download

Payroll:

Sage Study Hall: Closing the year in Payroll and installing the tax update in Sage 300 Construction and Real Estate hosted by Gaylene Willis | Friday, December 8, 2017 – 10am ET

  •    How to close the year in payroll
  •    How to download and install payroll tax updates
  •    Common year-end payroll issues

Sage Study Hall: Entering third-party sick pay in Sage 300 Construction and Real Estate hosted by Gaylene Willis | Thursday, December 14, 2017 – 10am ET

  •   How to add third party sick pay and disability wages in Payroll
  •   How to add long term third party sick pay and disability wages in Payroll
  •   How to enter third party sick pay when deductions are withheld

Sage Study Hall: Setting up W2 formats and adding local taxes in Sage 300 Construction and Real Estate hosted by Gaylene Willis | Friday, December 15, 2017 – 1pm ET

  •    How to set up W-2 formats
  •    How to set up a W-2 template
  •    What formulas are commonly used on a W-2

Sage Study Hall: Archiving employees in Sage 300 Construction and Real-Estate hosted by Jesse Gordon | Thursday, December 14, 2017 – 2pm ET

  •   How to archive Payroll data
  •   Running reports from your Payroll archive folder

Sage Study Hall: Setting up and entering bonus pay in Sage 300 Construction and Real Estate hosted by Jesse Gordon | Friday, December 15, 2017 - 4pm ET

  •   How to set up bonus pays or supplemental wages to be taxed at a specific rate in US Payroll
  •   How to gross up a payroll check so the employer pays the employee FICA taxes
  •   How to enter a bonus pay or second sequence check and have only taxes calculate

Introducing Sage Mobile Projects

Sage Mobile Projects is a web-based solution that connects users in the field with the Sage Project Management (PJ) module. Using the Sage Construction Central website, users can view information in the Project Management module, and also capture and send information back to the Project Management module.

  • See your Open Field Reports and Unanswered RFIs
  • Create RFIs, add attachments, and create field reports
  • Other Project Management tasks like change requests and additional reporting are coming soon

Sage Mobile Projects is compatible with Sage 300 Construction & Real Estate v17.1 and higher. You must own the Project Management module in Sage. It does not connect to Sage Construction Project Center. For a limited time, you can get one Sage Mobile Projects user for free for a year. View a 3 minute over of this new subscription-based solution.

Recorded in July, 2017


Solutions for the Modern Homebuilder - BuildPro

Today’s construction environment calls for builders to produce more while spending less. The need for efficiency and mobility has never been higher.

BuildPro was designed by homebuilders for homebuilders. It takes scheduling and supply chain management to the cloud, providing real-time information with greater accuracy and efficiency.

BuildPro Features and Functionality...

  • Save time with seamless integrations to most major accounting systems
  • Eliminate conflicts with real-time scheduling
  • On-the-Job Mobility
  • Supplier clarity with the SupplyPro network
  • Warranty Management
  • And much more...

Recorded August 2017


New User Interface for Sage Construction Project Center

See the new user interface for Sage Construction Project Center (SCPC) and more in this introduction video. Collaborative online on your projects with all stakeholders, both internal and external.  SCPC is a brower-based project management solution that integrates with Sage 300 Construction & Real Estate, Sage 100 Contractor, or can be utilized as a stand-alone project management solution. When projects are completed, deliver all the project files in one tidy file.  Watch to learn more.

Recorded August, 2017


Great Resource for Report Writing for Sage 300 Construction & Real Estate

If you are designing any type of report or inquiry to pull data out of Sage 300 Construction & Real Estate, the Quick Aim Manual is a great inexpensive resource to have. It is an excellent tool to have to understand the database, regardless of what reporting tool(s) you use (ie. Crystal Reports, Report Designer, Office Connector).

In the video below, senior Sage 300 Construction & Real Estate (Timberline) consultant, Dori Kane, is interviewed about the value of Quick Aim. Dori is an experienced implementer of Sage 300 Construction & Real Estate and has provided training services for many construction clients of Alliance Solutions Group. Visit https://www.event1software.com/_product/quick-aim/ to learn more about Quick Aim.

Recorded July, 2017


I’ve Received a Claim on my Payment or Performance Bond! Now What?

Join Alex Barthet and Warren Alter for 20 minutes as they provide the steps to review claims on your payment or performance bond...

  • What is a payment and performance bond?
  • What is the first notice I will likely receive when a claim is made?
  • What steps should I take once the claim is made?

Watch the video below or contact the presenters directly for more information. Video complements of Alter Surety Group IncThe Barthet Firm, and Sunray Construction Solutions in June, 2017.