Posts in Construction Software
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.

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.

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.

Sage 100 Contractor Version 20 Upgrade Webinar

Version 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

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%

If 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.

Construction Analytics - 5 Features To Look For in BI Tools

number 5Analyzing your business performance starts with  quality data related to your processes. Most construction firms do not lack data. More often they lack data integration. Lack of integration prevents information from different departments and functions from being used together.

This is why we emphasize the importance of using integrated, construction-specific accounting software - for every sized construction business.

Business intelligence tools are a must.

Once you have an integrated, construction-specific software system, you will also need reporting or business intelligence tools. These tools should be able to extract, clean, and transform the data into a format that’s meaningful for users. New tools and technologies are emerging to make information come alive. These tools include data visualization, process simulation, and predictive techniques. By taking advantage of these innovations, you can quickly uncover details that would otherwise be hidden in your data.

So what should you look for in a BI tool for your construction company? Here are five software features that add value to your analytics capabilities:

1. Ad-Hoc Custom Reporting - empowers your personnel to ask their own questions of company data, without burdening IT.

2. Cross-Project Analytics - provides details on “job demographics”—such as location, type of work, and owner—across all your projects so you can pinpoint what type of work you should focus on.

3. Spreadsheet Analysis - enables you to import/export data to Microsoft Excel for configuring data and creating specialized and graphical reports.

4. Drill Down - takes the user from a general or high-level view of the data to a more specific one to provide greater insight.

5. Automatic Report Scheduling - allows essential information to be distributed to the right people on a recurring schedule in order to turn data analysis into action.

We have a number of business intelligence and reporting tools that will work with your Sage Construction software. Contact us if you'd like to see a demonstration our discuss your individual needs.

Quick Cash Flow Analysis for Construction Companies

Cash flow is the lifeblood of your construction business. Watch this video to learn how you can quickly get the information you need to stay on top of your cash flow with Sage 300 Construction & Real Estate Excel-Based Reporting. 


Healthy cash flow is like oxygen to a company, and staying on top of changes to your cash flow trend can help you make corrections before trends turn into problems. With a Sage 300 Construction and Real Estate Excel based report, we can get a big picture view of the overall cash flow trend from jobs over the past 12 months. The overall trend is made up of the individual contributions from each job month to month. Trends in the cash flow for individual jobs or groups of jobs may identify billing issues, collection issues, or spending issues that with little analysis can be identified and addressed. This provides us with a 12 month window showing how our jobs have been affecting the company's cash flow each month. By filtering the data a little further, we can see the same trend analysis for a specific job, a specific customer, or a specific project manager.

Identifying the specific causes for increases or decreases requires quick access to live data. Sage 300 Construction and Real Estate Excel based reporting enables us to drill down into a specific value to see the supporting information. The amount by which the job increased or decreased cash is broken down by types of cash receipts and disbursements. By observing cash receipts we can quickly confirm that payments are being received from the customer on a timely basis. By drilling into disbursements we can review the usage of company credit cards or burden incurred from payroll. Ultimately, a review of this information may help in decision making processes pertaining to things like billing processes, payment collection, usage of company credit cards, costs not associated with sub-contracts or purchase orders, or the use of overtime.

For more information about cash flow analysis using Sage 300 Construction and Real Estate, contact us by phone or email, or  learn more about Sage 300 Construction and Real Estate on our website.

3 Ways Analytics Can Improve Your Construction Business

analytics reportsAre you skeptical of data driven decision making? If so, you are not alone. Many construction business owners wonder if using analytics can provide better answers to their business questions - such as which types of projects should our company avoid? Sometimes, the more experience we have in the field, the less inclined we are to rely on analytcis in our decision making.

However, it's been shown time and again that analytics-based decisions can help organizations gain a competitive edge.

Here are 3 ways you can use analytics to improve your construction business:

1. Analytics Help Improve Profits

The right analysis tools can help you spot patterns and trends in your work. For example, an HVAC contractor might determine that installing a certain type of air conditioning unit for a certain type of customer in a specific region has an outsized effect on profitability. Armed with that information, the company’s executives might discontinue sales of less profitable systems, step up marketing in that region, or develop new strategies.

2. Analytics Help Prevent Repeated Mistakes

Nothing holds back a construction firm like a mistake that’s repeated project after project, year after year. This is especially true when you start looking at costs like labor, materials, equipment, and energy consumption. How much would the same bad labor decision cost a general contractor over a period of 20 years? Analyzing your operations across all projects can help you pinpoint these trouble areas and make changes.

3. Analytics Help Manage Workforce Better

For nearly any construction firm, nothing causes the profit and loss statement to swing one direction or the other like labor. Thus, a company that understands its workforce needs better than its competitors can gain an edge in the labor market. Analyzing productivity both at an enterprise level and down to the individual worker will help you determine what exactly needs to change in order to get the right level of productivity from your labor.

If you'd like to learn more about applying analytics-based decision making in your company, contact us for a free consultation.

Try TUG for 90 Days on Us

Contractor Business Solutions Northwest invites you to join us as members of TUG, The Users Group for Sage 300 Construction and Real Estate, Sage 100 Contractor & Sage Estimating. The guiding purpose of TUG is to connect members with others who use the software on a daily basis so they can learn from each other, exchange knowledge and collaborate to find real-world solutions.  Whether you are just starting out or have been using the software for years, TUG’s member community of experts and other users will provide you with a variety of channels to learn time saving tips and tricks, gain productive solutions, build a support network and ultimately get the most out of your investment.

TUG Member Benefits Include:

Company-Based Membership

Everyone in the company who uses the software can have their own log-in to access the features of

FREE Monthly Training Webinars

Led by consultants and every day users on a variety of topics and modules

Year-End Closing Webinar Series

Cover steps to close year-end books – offered live and recorded

TUG Pulse Monthly Newsletter

Filled with articles, tips and tricks and other valuable info written by members and consultants

TUG Talk Online Bulletin Board

Post questions/issues and view messages from expert monitors and other users

TUG National Users Conference & Regional Workshop

Both events feature hands-on labs and lectures led by consultants and users – member discount for each employee

2016 TUG National Users Conference – May 17-20, 2016 2016 TUG Regional Workshop – Details Coming Soon!

Sage Enhancement Requests

TUG maintains a close relationship with Sage to share member feedback and funnel product news

Career Center

Search and/or post current job openings as well as resumes

Masters Club Program

Earn service points for sharing your knowledge with other users such as writing articles, leading webinars, etc. and redeem those points for gift cards and other rewards

To receive 90 days of TUG membership for free, click on this link and enter the promo code of CBSNW16.

What Is Sage Construction Project Center?

Construction Project Center is a web-based, mobile-friendly project management platform from Sage Software. The platform helps everyone on the project team collaborate effectively by making it easy to share and track all of the information and communications about your project - documents, budgets, punch lists, change orders, photos, files, emails, notes, etc.

Project Center is web-based, making it accessible from anywhere you have access to a browser, including your mobile phone. With Project Center, you have access to the project information you need, when you need it.

Integrate with Sage 300 Construction and Real Estate

Sage Construction Project Center works with Sage 300 Construction and Real Estate to give you seamless integration with Job Cost. This feature saves times and prevents input errors by sharing basic information such as cost codes, and categories as well as project information including estimates, commitments, costs, and revenue.

Is Construction Project Center Right For You?

Contact Us and we'll be happy to answer your specific questions about Sage Construction Project Center.

6 Types of Construction Reports and the Questions They Help You Answer
job cost reporting
job cost reporting

As the owner of a construction business, one of the primary ways you gain visibility into your operations is through the reporting capabilities of your accounting and management software. To be successful in today's environment, you need reporting that can turn large amounts of data into summaries and reports that help you make smart day-to-day decisions while keeping your eye on the big picture. Construction accounting and management software come with a variety of reports. Some construction businesses can get all the information they need from the standard, built in reports that come with their software. Others buy custom third party reporting tools. Others export data from their accounting system into tools like Excel to get the information they need. Whether you are evaluating new construction software or trying to get more out of your existing investment, this post will help you identify the broad categories of reports typically found in construction software and the types of questions those reports help you answer.

Financial Statements

These are the typical financial statements that your C.P.A., banker and bonding agents demand. They help you and outsiders answer questions about the health of your company.

Project Reports

If you are using construction specific accounting software (vs. generic accounting software), then you should have a set of reports that provide the information that you need about each of your projects or jobs. The need for project specific reports is one of the major reasons construction companies move from generic software (i.e. QuickBooks) to a construction specific solution (i.e. Sage 100 Contractor)

Project reports show project activity at a glance and help you answer questions related to change orders, safety, labor, equipment, schedules, and more.

Drill Down Reports

Drill down reports let you see the "numbers behind the number". High level summary reports help you digest and analyze large amounts of data quickly, but sometimes you need more detail. Whether you are checking information accuracy, or want to know the make up of your accounts receivable total, drill down reports help you quickly get to the the source data.

Drill down reports are typically, interactive, on screen reports, but you can often print the results of "drilling down" if needed.

Drill down reports help you answer questions like:

  • What are the project costs vs. budget variances?
  • How many safety issues have there been?
  • What is my debt-to-equity ratio?
  • How long does it take to collect receivables?

Key Performance Indicators (KPIs)

KPIs provide "at a glance" insight into your projects and company. While KPIs may take the form of a standard report, it is more common to see them on a dashboard - a single page displaying several KPIs. They are often depicted using a visual or graphic element, such as a speedometer, thermometer, or "red, yellow, green" indicators. Dashboards that also incorporate a drill down feature as mentioned above provide quick access to the data driving the KPI, allowing you to make adjustments as necessary.

KPIs should be set up to answer the questions that are most important to you in running your business. Here are a few examples of the types of questions KPIs can help you answer:

  • How long are my projects taking to complete?
  • What is labor costing me per hour?
  • Are the number of accidents going up or down?
  • What's my daily cash balance?

Ad-hoc Reports

Chances are you will have questions that can't be answered by the standard reports that come with your accounting software. This is where ad-hoc reports come in.

Ad-hoc reports, or queries, allow you to create your own customized reports. Ideally, you want a software solution that simplifies the process of creating a custom report. You don't want to have to burden your IT folks every time you need a new report.

Creating an ad-hoc report typically entails two steps. First, you define the data (including time periods) you want to include in your report. Second, you define the format of your report. Formatting typically includes organizing the data into a specific layout as well as defining subtotals and other calculations. Depending upon your software, you may be able to export the data from step 1 into a tool like Microsoft Excel where you can perform further analysis.

Again, ad-hoc reports will be specific to your business and will be used to answer questions that standard reports cannot. Here are a few examples of questions other construction companies have answer via ad-hoc reports:

  • What type of work is most profitable for my business?
  • What impact are change orders having on my projects?
  • What subcontractors are performing at the highest level?
  • How closely do my estimated costs resemble my actual costs?

Data Mining & What If Analysis

This last category of reports helps you answer questions related to past performance. These reports can be helpful in evaluating future projects. They can also help you plan for contingencies and other variables such as material costs, labor costs, or interest rates.

Data mining reports help you answer questions like:

  • Which types of jobs are most profitable for us?
  • What might happen if labor costs continue to run over by 10%?
  • How long does it usually take us to complete that type of project?
  • Should I buy or rent my equipment?


This post provides an overview of the different types of construction management reports and the questions they can help you answer. If you are evaluating a new software solution, or just looking to get the most out of your current software investment, check out our free Construction Software Selection Guide.

Hold Off On That Windows 10 Upgrade

hand handinnenfläche stopDon't Upgrade to Windows 10 yet.

If you are using:

  • Sage 100 Contractor
  • Sage 300 Construction and Real Estate  OR
  • Sage Estimating
To run your construction business, please wait to upgrade to Windows 10.

Sage is still testing these products on Windows 10, so they are not officially supported yet.

While there have not been any major issues reported yet, we strongly recommend waiting. We'll let you know (here and via our newsletter) when Windows 10 is officially supported by Sage.

If you would like to learn more, here is the official link to the Sage Knowledgebase article on this subject.

In the meantime, feel free to contact us with any questions you may have.

What is Sage Bid Management?

bid-managementSage Bid Management is cloud-based bid software. It works with both Sage 100 Contractor (formerly MasterBuilder) and Sage 300 Construction and Real Estate (formerly Timberline).

How It Helps Your Business

Sage Bid Management helps address the challenges of building and managing your bidder lists. It also helps you put bids together quickly and efficiently - so you won't struggle to submit your proposals on time.

Sage Bid Management enables true collaboration with everyone on your project team, including estimators, subcontractors, and material suppliers. With your bid process automated and streamlined, your, estimators will have more time for vendor/subcontractor pre-qualification, selection and negotiating the best contract terms.

Finally, you can have a single, convenient, and secure online location where information can be viewed, accessed, and shared with bidders. You’ll gain better control throughout the pre-construction phase of every project—laying the foundation for successful and profitable projects.

Want to Learn More?

Contact us if you have any questions or if you'd like to receive a copy of the Sage Bid Management fact sheet.

Which Reports Come With Sage 100 Contractor Reporting Intelligence?

featuredReports As I mentioned in our last post, Sage 100 Contractor Reporting Intelligence comes with a number of standard report templates that you can use out of the box or modify to suit your needs.

A few people have asked about the templates that are provided,  so I thought I would like them (along with a brief description) here.

AP Invoice Aging

This report allows you to view the amounts payable to vendors within the aging groups; it’s aged at run time by a selected date.

AR Invoice Aging

This reports lets you easily see your expected receivables from the various aging groups.It is aged at run time by a selected date.

Bonding Report

This report allows you to view your financial standing for all jobs. You can select the year and period you want to report on at run time, and the relevant information for all jobs will be extracted from Sage 100 Contractor.

Committed Budget Cost Variance

This report allows you to easily see the cost status and variance of each job at a cost code level. It also has a dashboard which gives you a visual overview of job costs and variances.

Committed Costs with Costs to Complete

This report displays a dashboard and three layouts reflecting the values per Job, by Cost Code, where the values include Open Changes, Subcontracts and Purchase Orders, Subcontracts Only, and Purchase Orders Only.

Committed Costs with Costs to Complete

This report displays a dashboard and three layouts reflecting the values per Job, by Cost Code, where the values include Open Changes, Subcontracts and Purchase Orders, Subcontracts Only, and Purchase Orders Only.

Job Billing Summary

View billing and job costs to date by cost code, based on progress billings.

Job Cost Summary

This report displays Budgets, Costs, and Balance per job, by Cost Code. The values can be broken down further into phases, or grouped by Division and Department.

Job Status Report

The Job Status report provides a view of contract, costs and billings per job.

Over/Under Billing Report

View actual earnings along with estimated earnings for forecasting projects. You can also estimate the profitability of work orders.

Service Invoice Aging

This report shows you the receivables due from service invoices. The Service Invoice Aging report is aged at run time by a selected date.

Other Free Report Templates

You can also find and download free report templates in the Sage Intelligence Community.

What Is Sage 100 Contractor Intelligence Reporting?

job-cost-chartSage 100 Contractor Intelligence Reporting is the tool that makes your reporting easy. With Sage 100 Contractor Intelligence Reporting, you have immediate access to your transactional data and can create custom reports from scratch or quickly and easily modify out-of-the box reporting templates. Either way, you'll spend less time gathering data and more time focusing on the business decisions needed to keep jobs profitable and on schedule.

Sage 100 Contractor Intelligence automatically pulls data from Sage 100 Contractor into pre-formatted Microsoft® Excel® report templates. Intelligence Reporting empowers you to:

  • Use your spreadsheet knowledge to view, modify or create reports so you can extend your visibility across key areas.
  • Design customized reports that reflect your business environment or work with your business partner to create customized reports. Once you have created and saved the reports you want, you can immediately access and use them anytime.
  • Spend more time ensuring that jobs are profitable and moving forward on schedule.
  • Schedule reports to be distributed to the right team member/s so they don’t need to be in the office to get the information they need.

Sage 100 Contractor Intelligence Reporting in Action

To get a feel for what Intelligence Reporting can do for you, check out this series of short videos:

Want to learn more or see a demo of Sage 100 Contractor Intelligence Reporting.? Contact us to set up a time that works for you.

Sage Paperless Construction FAQs

While going paperless provides a number of advantages for your construction business, we understand that selecting a paperless solution isn't always an easy decision. You most likely have a lot of questions about the different solutions available and which one is the best fit for your business. Below you will find answers the most common questions we hear when helping business owners decide whether Sage Paperless Construction is the right solution for them. If you have a question that isn't answered below, please leave a comment or contact us.

Frequently Asked Questions About Sage Paperless Construction

Q. What is Sage Paperless Construction? A. Sage Paperless Construction (SPC) is a content management and workflow automation solution that integrates with Sage 100 Contractor and Sage 300 Construction and Real Estate. The solution centralizes and electronically stores your vital business and project-related information in one secure location for fast, easy, multi-user access and distribution.

Q. Is it an on premise solution or a subscription-based model? A. Sage Paperless Construction is an on premise solution.

Q. Does Sage have other document management solutions for construction? A. Yes, we actually have several other solutions that help you solve your document management needs, including: Sage 300 Construction Document Management, Sage 100 Contractor Doc Control, as well as other third-party products. Additionally, Sage Construction Anywhere offers cloud-based access to project files. Depending on your needs, you have a choice to help you create a paperless office.

Q. How does SPC differ from Sage 300 Construction Document Management? A. Sage Paperless Construction offers a more deeply integrated method for handling the invoice approval process. For example, once an invoice is approved (a simple checkbox), the circular routing sends it back to the AP processor which in turns releases the document to accounting.

Q. How does SPC differ from Sage 100 Contractor Doc Control? A. Sage 100 Contractor Doc Control allows you to create attachments to records and track project documents, such as, RFI’s and transmittals. Unlike Doc Control, SPC provides a complete document management system with automated routing and an invoice approval processes.

Q. How do documents get added to the system? A. In addition to scanning paper documents, you can also drag and drop items from your desktop directly into SPC.

Q. Can I set up multiple vaults for our different company locations and/or departments? A. Yes, you can but many contractors like you have found SPC to be very flexible in setting user access to the level you need it.

Q. How sophisticated are the routing and approval capabilities? A. The system is extremely intuitive and easy to use but also has powerful built-in routing and invoice approval capabilities. You can automate scanning documents, sorting and distributing them, routing them to specified individuals or groups, tracking approvals or rejections and (in the case of an invoice) final payment in Sage 100 Contractor or Sage 300 Construction and Real Estate.

Q. If pre-defined routing/approval rules are set up, how difficult is it to make changes on-the-fly?

A. The process is as simple and very similar to adding or deleting an individual from an email if you have administrator rights.

Q. Once a document has been approved by a particular reviewer and forwarded on to the next reviewer, is there any way to go back and “unapprove” the document? A. Yes, you can pull back a document after being approved, if the document has not been released to accounting.

Q. Is there an audit trail that documents all the processes/stages a file has gone through? A. Yes, The system has a complete audit trail to show you who has done what to which documents. This information can be accessed from within the system or detailed in reports out of the system. Q. What if I have a document that I want to store and route that has nothing to do with Accounts Payable? A. The SPC Quick Route process enables you to store and route “everyday” documents (contracts or invoices to people outside of Accounts Payable). The process is very similar to the AP routing system including customizing distribution lists and sequence of approvals.

Q. How does our CEO get access to the all the details he’s used to seeing before signing a check? We currently attach everything he needs to the back of the check. A. There’s a paperless check review process within the system. He/she can electronically walk through all the invoices, delivery tickets, and approvals related to the invoice before signing a check.

Q. Is there a way to burn files onto a CD or share with another person that doesn’t have access to Sage Paperless Construction? A. Yes, you can copy files to a CD or to your laptop for zipping and emailing to others. It also includes a built-in player for viewing, annotating or printing the files.

Q. I’m a TimberScan/Construction Imaging customer, can I migrate my data to SPC? A. Yes, there is a utility available that can be used to map data from these solutions to SPC, with the help of a consultant.

Q. Is there a limit to how much we can store in SPC?

A. No, there is no limit to the number of documents you can store in SPC. The only factors that would limit how much you could store would be the disk space on your server. 100GB will store approximately 1 million pages. Another possible limiting factor would be if the customer is using the free SQL Express database which has a 10GB file size limit.

Q. We have thousands of documents. How easy is it to find a document in SPC? A. You can easily conduct a search using multiple parameters (e.g. search for all subcontracts, invoices within a range, all documents for job number xyz) as well as setup a folder directory tree which provides a familiar folder view to make it easier to find documents.

Still have questions about Sage Paperless Construction?

Contact us for a free consultation or demo.

Upgrading to Sage Contractor Version 19

old-computer Is it time to update your older version of Sage 100 Contractor/Master Builder to version 19?

Depending upon the version you are starting from, upgrading to the current version may be a multi-step process.

The chart below outlines the steps needed to upgrade from older versions of Sage 100 Contractor/Master Builder to version 19.


Before You Upgrade

Always create a backup of your data before updating your software.  If you have any questions or hesitations about upgrading, please contact us before you begin the upgrade process.

Determining Your Current Version

If you are not sure which version you are currently using, follow these steps:

  1. Click the Home & Resources tab. (or resources button if tabs have been disabled)
  2. Click About Sage 100 Contractor

The version will be displayed on the top line.

Note - You can also find your Sage Client ID number on this page

Upgrade Paths

To determine the steps in your upgrade path, find your software version in the left hand column in the table below and then follow the steps in the "Upgrade Path" column.

Upgrade From Upgrade Path
18.x Upgrade directly to 19. (all 19 versions are full installs with the exception of software notice 15-B)
17.x Upgrade to 18.1, reindex your data, and then upgrade to 19.
16.x Upgrade to 18.1, reindex your data, and then upgrade to 19.
15.x Upgrade to 18.1, reindex your data, and then upgrade to 19.
14.x Upgrade to 18.1, reindex your data, and then upgrade to 19.
13.x Upgrade to 14 and update data by re-indexing. Then upgrade to 18 and update data by re-indexing.Then upgrade to 19.
12.x Upgrade to 13 and update data by re-indexing. Then upgrade to 14 and update data by re-indexing. Then upgrade to 18 and update data by re-indexing.Then upgrade to 19.
11.x Upgrade to 12 and update data by re-indexing. Then upgrade to 14 and update data by re-indexing. Then upgrade to 18 and update data by re-indexing.Then upgrade to 19.
10.x Upgrade to 12 and update data by re-indexing. Then upgrade to 14 and update data by re-indexing. Then upgrade to 19.


2015 Sage Construction Technology Survey

Our friends at Sage software recently surveyed over 600 construction professionals from small and midsized firms to understand their view of the economy, their top business issues, and their use of technology. Here are some highlights from the survey:

  • Over half of the survey respondents are optimistic that the economy will have a positive impact on their business in 2015.
  • The top three business concerns reported are:
    • Getting new customers (39%)
    • Cost of materials (38%)
    • Labor shortage (26%)
  • The top three actions construction and real estate companies plan to take to address these challenges are:
    • Hire more employees (39%)
    • Cut expenses (33%)
    • Invest more in new technology (23%)
  • The top areas where survey respondents plan to invest their IT dollars are mobile and estimating/bidding technology.

This infographic from Sage provides more information about the results of the survey (click to enlarge) :


The full report from Sage is expected to be published in April, you can sign up to receive the report here.