Hi ColleenGA,

Thanks for reaching out. Have you reviewed the offerings on www.sageu.com? There's a course called:

300C - Sage 300 Construction and Real Estate - Service Management Core Workflow and Additional Topics (Replay)

It covers most of what you mention:

• Overview and Settings
• Work Orders
• Bill/Close Work Orders
• Purchase Orders
• Dispatch Board
• Daily Processing

Service Management Additional Topics also included are:

• Payroll Integration
• Agreements
• Inventory
• Job Cost Integrations

I'll tag my colleague Jesse Gordon in case he has other suggestions. You can also reach out to the Sage 300 CRE sales team to inquire about your modules at 1-800-628-6583.

Hope this helps!
Erzsi

yeah that course cost money and it seems I need an add on to do what we want...is everything in that inventory module, work orders, tracking?

Hi Colleen,

Here is a knowledgebase article regarding how to setup your Payroll time entry view to enter time to equipment:

How do I setup an EQ Detail time entry view?

Also, it sounds like you are implementing some new processes for your company. We would recommend reaching out to your certified Sage consultant that can make sure you have everything you need, as well as guide you through some of the new processes and create any reports you might need.

Thanks!