Sage Construction & Real Estate

Can a JOB have more than 1 contract attached and if so HOW do we do that? We have one project but two separate scopes of work and the want to different SOV's for the progress billilng?

Im trying to archive work orders in service managment using the Archive Wizard under tools. Does anyone know what could be causing this error. All dates in work order are valid. Thanks for the help. Archive Work Orders 1/3/2024 8:59 AM Criteria summary…

Does anyone have a good method of handling invoices on hold in paperless. We want to get them into AP in order to follow the matching principle and recognize revenue. Currently the Project Manger has to approve them and notify us that that they need to…

We currently bill and enter cash receipts in Job Cost, but I want to transition it over to the AR Module. How would I go about setting this up?

I was on the phone with sage for an hour and half....IF anyone has an idea let me know. 20210219154500546.pdf .

If I enter a new Commitment is there a way to track and remind myself if the contract has not been signed by the subcontracter. I see I can put a due date in the Checklist section for when I want it signed by. But is there a report or way to notify myself…

We are an Ohio based paving contractor looking for ways to streamline processes. Most of our projects are short term in the 2-5 day range with approx. 80 employees. Looking for ideas to get information from the office to the field and back. Are there…

Hello, We are currently set up with period end dates equal to the end of the month (ex January 31) however we have made a decision to implement a 4/4/5 week schedule as that aligns better with our operations. Is there any way to change and pick the…

Is there a way to assign commitment-specific payment terms? For example, we'd like to offer our subcontractors quick pay terms in exchange for a discount on certain projects. If they opt for it, is there a way to assign payment terms on just that subcontract…

We enter our change orders in the job cost and contracts module. How can i pull the change order info out to have my field employees be able to review and comment on the change orders on a daily basis. We are constantly printing logs and writing hand…

I am attempting to created equipment repair jobs to track all shop personal activities. We use HCSS Heavy Job for time keeping in the field and we are looking at having our mechanics use it. Does anyone have a good template for equipment repair labor…

Hello Sage City bloggers, How can we setup salary employees so we can capture all hours for billing purpose but report only equal to or below 40 hours to process payroll and for JC? Our Project Managers are all salary employees but several work well…

I was wondering how other companies who use SAGE CRE handle small jobs/work requests? These range from repairs that take only a few hours to some that might take a day or so. We currently have a JOB inside of SAGE that is set up for these and each job…

We would like to track leads coming in within Sage rather than offline in Excel as well as being able to track and report on disposition, conversion, etc. Thanks for any help in advance.