Sage 300 Estimating Free Training Webinars

Looking to get more out of you Sage 300 Estimating Software?

Sage Software is hosting a number of free training webinars for Sage 300 Estimating during the month of May. Details about each of the webinars along with a link to the webinar registration page can be found below.

Create efficiency in your bid invitation process utilizing Sage Bid Management

Tuesday, May 16, 2017 7:00 am
Pacific Daylight Time (San Francisco)

What you will learn:

It can be challenging to manage the Bid Invitation process, staying on top of communications, who will be bidding, and ensuring you have coverage. Learn how Sage Bid Management’s online collaboration tool can assist you in managing the process.

Click here to register

The advantages of Sage Estimating for your business

Tuesday, May 16, 2017 9:00 am
Pacific Daylight Time (San Francisco)

What you will learn:

How to standardize your workflow utilizing the industries number one integrated Estimating solution.

Click here to register

Discover the efficiencies of integrating Sage Estimating with Navisworks

Wednesday, May 17, 2017 7:00 am
Pacific Daylight Time (San Francisco)

What you will learn:

Discover how you can streamline your process of extracting quantities from a BIM Model and generate an accurate estimate in minutes.

Click here to register

Seamlessly integrate your digital takeoff with Sage Estimating

Wednesday, May 17, 2017 9:00 am
Pacific Daylight Time  (San Francisco)

What you will learn:

  • How eTakeoff can reduce your takeoff time by as much as 50% over manual methods.
  • Why integration between eTakeoff and Sage Estimating has eliminated the time consuming task of populating your estimate.
  • How eTakeoff alerts you to changes from previous takeoffs and updates your Sage estimate with the click of a button.
  • How the Sage Estimating audit trail and drill down features take you directly to the eTakeoff drawing where quantities were derived, making it easy to verify where quantities came from.

Click here to register

Sage 100 Contractor Version 20 Upgrade Webinar

cresmall8Version 20 is here; but you don’t need to be frightened!

Join Leslie Shiner to explore Sage 100 Contractor Version 20. Discover how to install the upgrade and see what happens during the install. It’s important to know that you can install Version 20, test out the conversion and continue to work in Version 19 until you are confident and ready to move forward. Learn how the data is organized and how users are set up and managed.

Discover the advantages of this latest version. This 1½ hour webinar has been created for the end-user, not your IT professional.

Cost: $99 per webinar login

Dates & Times:
November 2nd at 9:00 am PST
November 2nd at noon PST
December 7th at 9:00 am PST
December 7th at noon PST

Click here to register

About Your Instructor: Leslie Shiner

Leslie Shiner—author, speaker, and trainer—has more than twenty five years’ experience as a financial and management consultant. She is the owner of The ShinerGroup, a consulting firm helping contractors gain financial control. As a business coach, she has worked with both small and large businesses to help them better understand their business practices and maximize their profits.

Leslie has been working with Sage 100 Contractor for over 25 years. She frequently speaks at industry conferences and continues to receive high praise for her ability to make financial management interesting, understandable, and even entertaining.

Click here to register

Running Your Construction Office with Sage 100 Contractor

We don’t have to tell you how tricky it can be to run your construction office. Luckily, Sage 100 Contractor makes it easy for you to stay on top of things and keep your office running smoothly. Watch this short video to learn more about how Sage 100 Contractor can make life easier when it comes to running your office.


Running the office for a contractor means shouldering a lot of responsibility. Besides taking care of the accounting, it’s often up to you to handle critical issues, stay ahead of approaching deadlines, and monitor business risks, like insurance and lien waiver requirements. You now how costly mistakes or oversights can be. Sage 100 Contractor improves your business visibility, simplifies your work by connecting finance and project data across the company. Through one dashboard you can instantly see how the company is doing, and what you need to address.

Need more detail? Simply drill down to see a specific report or document, like an invoice or contract. What’s the easiest way to solve a problem? Spot it before it occurs. With Sage 100, you specify key concerns you want to monitor such as impending cost overages, and insurance expiration’s. E-mail alerts will then notify you of potential problems, so you can take immediate action. In Sage 100 Contractor you enter data just once, which reduces the chance for error.

From estimate to budget, to payables and receivables, everything connects together. No more spreadsheets. Profit margins can be razor thin. Sage 100 Contractor makes it easy to monitor current costs so you can make corrections and maximize profitability. Labor costs are a big part of any job, when using Sage Construction Anywhere your field staff can enter employee through a mobile device each day, eliminating late or inaccurate entries, and helping you to speed up the billing process so you get paid faster.

Wondering how your company will ramp up? With our network of experienced business partner, a variety of training options, and intuitive software, you’ll have the support you need. Once up and running, you’ll gain new confidence in your reports, accounting, and operations, and how best to guide your company to a bright future.

5 Tips for Improving Your Job Costing

questionHow confident are you in your job cost numbers?

Tracking and controlling job costs is essential to running a profitable construction company. Unfortunately, many construction firm owners don’t have a high degree of confidence in their job costing numbers. Here are 5 tips to help increase your confidence in your job cost numbers.

1. Track Committed Costs

Have you ever closed out a job then received a bill you’d completely forgotten about? Suddenly the profit you thought you’d made erodes before your eyes. Sage construction software helps you issue and track purchase orders and subcontracts to give you the clearest picture of every cost connected to a job.

2. Install a Change Order Process

Understanding how and why your budget has changed is critical to establishing your true job costs. Documenting and monitoring the status of change orders will help make sure you get paid for all your work.

3. Collect Time Sheet Data Daily

Labor is your biggest risk to losing money on your jobs. Capturing and reporting work time on a daily basis (rather than weekly) will improve time sheet accuracy. It will also give you a more current view of labor costs. We can help with integration to mobile time card reporting applications.

4. Use Alerts

Sage construction software lets you take proactive measures to monitor your costs. You can set up automatic alerts to notify you when jobs haven’t been billed, profit falls below a specified percent, as well as any another event that you want to be notified about.

5. Give Estimators Access to Actual Costs

Tracking actual costs against your budget and using that information to refine future bids will improve your company’s ability to win more profitable work.

Use these tips to get the most out of the job cost features of your Sage construction software. If you don’t use Sage construction software and would like to learn more, feel free to contact us. You may also want to check out our free Software Selection Guide.

Managing Construction Operations

To keep projects on schedule and within budget, you need to make decisions quickly. Good decisions require access to the right information at the right time. Sage 100 Contractor gives you the project visibility you need to ensure projects are profitable, starting from the initial estimate through to the project completion.

Watch this short video to learn more about how Sage 100 Contractor can help you manage your construction operations.


To keep projects on schedule and within budget, you need to make decisions quickly. Good decisions require access to the right information at the right time. Sage 100 Contractor gives you the project visibility you need to ensure projects are profitable, starting from the initial estimate through to the project completion.

When you’ve been on a job, you need to produce competitive accurate estimates quickly. With Sage Estimating Basic, you use a familiar spreadsheet format, plus take off capabilities that speed up estimate creation, and formula error checking, so you can be confident in your numbers the first time.

Once you will a bid, setting up the job is easy. With a few mouse clicks, you can generate budgets, subcontracts, purchase orders, schedules, change orders, and more directly from the estimate. When the job is underway the blind spots are gone. Sage 100 Contractor provides you quick access to the latest project cost and progress details. Whether you’re reviewing projects using the dashboard or drilling down to see the details, you can see how your jobs are currently performing so you can act quickly to protect profitability.

When using Sage Construction anywhere with Sage 100, everyone on the project team can access the latest project reports, documents, drawings, and photos, all easily accessible through mobile devices, whether in the office or out on the job site.

Field teams can enter and approve time worked in the field through mobile phones, tablets, and laptop. With quicker, accurate time collection, you’ll have faster access to labor cost reporting to ensure you deliver the project within budget. With Sage 100 Contractor, you’ll have better visibility to win profitable business, make informed decisions during the project, and connect your entire team with the information they need to move each project forward on time, on schedule.

Sage 100 Contractor – Providing Excellent Service

Watch the video below to see how Sage 100 Contractor can help you increase the efficiency of your service department and provide top-notch customer service.


When competition is stiff, providing efficient top notch customer service will set you apart from your competitors. As you track technicians, work orders, equipment, and parts, it’s a challenge to maintain that top service you want when you’re relying on an assortment of software systems, spreadsheets, whiteboards, and paperwork. Sage 100 Contractor can make it possible by providing your team of one central integrated solution, tying service dispatch, inventory, equipment management, and accounting altogether.

The Sage 100 Contractor Dispatch Board acts as the service department’s nerve center. At a glance, you can see up to five days of work orders. Add, update, or move change orders and easily send service technicians the details they need, so they’re solidly prepared for their next appointment.

Sage 100 also makes managing inventory simpler. The software does away with manual tracking of parts used on service calls, automatically updating the quantities on hand. Reordering is also smoother, because Sage 100 Contractor notifies you when stock drops below minimum quantities. You no longer need to carry excessive inventory, saving you money. With service reports like Quantity on Hand Reports for each location, you and your technicians can start the day confident that trucks are fully stocked and technicians have everything they need to deliver the service your customers deserve.

With Sage 100 Contractor, you can increase the efficiency of your service operations. Provide solid customer service and pave the way for the profitability and competitive edge your company needs to prosper well into the future.

Overseeing Your Contractor Business with Sage 100 Contractor

When your business is smaller, it’s easier to stay on top of what it takes to move your business forward, but as it grows, it can be challenging to maintain the visibility you need to effectively lead your company. Sage 100 Contractor pulls of the areas of your business together. It offers you not only a consolidated view of your business, but also instant access to the details behind the numbers so you can quickly understand what’s happening and what might need your involvement.

Unlike basic account software, Sage 100 Contractor is built specifically for managing both the financial and operations of your construction business. You’re provided with easy to use business management tools so you can make the right decision at the right time before unexpected cost hit your bottom line. Instant access to accurate timely business information is crucial.

With Sage 100, you no longer need to make decisions using limited information or reports that are days or weeks behind. A customizable dashboard helps you at a glance understand the overall financial health of your company. If it something concerns you, simply drill down to the documents behind the numbers such as invoices or contracts to investigate further and figure out your next step.

Want even more detail? With over 1200 available reports, you have many views into the information you need to see. You can closely manage virtually any aspect of your business, estimates, schedules, job cost, payables and receivables, service and more.

To make sure business trending issues won’t catch you off guard, Sage 100 Contractor can even alert you by email when issues you specify occur. Such as when a project’s labor hours are about to exceed the budget, so you can take immediate corrective action.

Whether at you’re at the job site, a client meeting or even drinking your morning coffee, with Sage Construction Anywhere, you’re always connected to your business. With your smartphone or tablet, you have instant access to Sage 100 project reports or the latest project documents you need to make solid on the spot decisions.

Sage 100 Contractor gives you the business visibility you need to make timely decisions so that each opportunity you pursue builds and strengthens your business.

Watch the short video below to learn how Sage 100 Contractor can you oversee your business.

Upgrade from Quickbooks and Save 20%

construction-activityIf you have been trying to use Quickbooks to manage your construction business, you’ve probably run into some speed bumps.

QuickBooks lacks the functionality to handle the most critical construction processes. Luckily, you can easily solve these problems by upgrading to Sage 100 Contractor.

Built specifically for contractors, the software enables you to better manage these critical business functions:

  • Job cost reporting
  • Project management tools/collaboration
  • Integrated estimating
  • Construction payroll
  • Service management
  • Equipment management
  • Inventory

Sage is currently running a promotion where Quickbooks users can upgrade to Sage 100 Contractor and save 20%. However, the promotion ends September 30, 2016, so don’t procrastinate.

Have questions about Sage 100 Contractor? Wondering if it’s right for your business? Contact Us for a free, no-pressure consultation.

Sage Customer Story: Skender Construction

For over 40 years, construction companies have turned to Sage to help manage and grow their businesses. The video below shares the story of one of those construction companies, Skender Construction. If you’d like to learn how Sage can help you grow your construction business, give us a call.

Video Transcript:

Skender Construction is a general contractor. We do about $350,000,000 worth of work. Our main markets are healthcare, retail, and commercial construction. At any one time we have between 35 to 45 projects going on in the Chicagoland area.

The Skender Construction brand is about family. It drew me to the company. I think it draws a lot of people. Our employees are the number one reason we are where we are today. We’ve actually won an award eight years in a row for being the best place to work.

When we won contractor of the year we really felt like we were sharing it with everybody that we work with, all of our people, all of our sub-contractors, our trade partners, everyone within the family. We really felt like it was a true team award, and not just one company winning the award.

Technology is one of the things we embrace. Having that ability to be mobile is really a necessity more than a luxury. Sage really allows Skender Construction to be a more mobile company than we were in the past. It allows people to have a better work-life balance. Sage allows us to focus on the things that really are important: our employees, our culture, our clients.

In the next ten years I see Skender Construction continually growing up to $500,000,000 plus, but once again, keeping that family atmosphere, that family culture. Skender Construction is always going to be on the forefront of technology, and we’re always going to use partners like Sage to make sure that we’re not falling behind in the industry.

Sage, where business gets personal.

Why Construction Companies Choose Sage

Every 30 minutes a new company chooses Sage construction management software. Here’s why . . .

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