Sage Construction & Real Estate

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…

Is there a way to setup rate tables to add one rate for service techs and one rate for helpers? Our service techs charge $90/hour but the helpers can only be charged out at $60/hour. We are having to manually change the rate during work order/invoice…

We are having issues with unauthorized people changing job cost codes, moving people around in the D-board and activating jobs. We need to set up read-only access for SM work orders and found the area to restrict access in the Security Administration…

Is it possible to have the "Customer Viewable" Checkbox unchecked as a default?

Does anyone know if i can set up an Agreement, but let it charge Time and Material? i have an account that they want us to come and do service certain months but bill them time and material. Any suggestions?

What is the best way to show how many service PM hours you have in an agreement? I have not found a good way to list PM hours per visit as each visit may have different hours allotted. Any SM users that can help?

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…