Financial Management
Sage 300 CRE’s robust features, like integrated job costing, real-time reporting and automated workflows, help streamline your construction business by improving efficiency, enhancing visibility and enabling smarter decision-making across every project.
- Accounts Receivable: Automate invoice generation, track payments and manage customer accounts — all within a centralized system.
- Accounts Payable: Stay organized with tools for managing due dates, avoiding duplicate payments and ensuring timely approvals.
- General Ledger: Track financial data in real time, create detailed financial statements, manage multiple companies and set up a customizable chart of accounts.
- Payroll: Handle complex requirements like union wages, certified payroll reporting, multi-state and multi-job tracking, and direct deposit.
- Reporting and Analytics: Monitor project performance and profitability, track budgets vs. actuals, analyze cash flow and forecasting, and make data-driven decisions with drill-down capabilities.
- Data Visualization: Track monthly spending on construction projects, monitor incoming and outgoing cash, and track profit or loss trends.
- Cash Management: Track incoming and outgoing payments across projects, reconcile bank accounts efficiently, forecast cash needs based on job schedules and billing cycles, and manage multiple bank accounts.
Document Management
In Sage 300 CRE, document management refers to the system’s ability to organize, store and retrieve project-related documents in a centralized and secure way. This includes:
- Invoices: Generate accurate invoices based on job cost data, contracts and billing schedules. Additionally, support multiple billing formats, including progress billing, time and materials, and unit price.
- Lease Agreements: Create and manage lease agreements for commercial, residential or mixed-use properties. Additionally, automate billing for rent, common area maintenance and other charges.
- Contracts: Track contract terms, including scope, value, change orders and retention. Additionally, automate alerts for key milestones, expirations and renewals.
- Drawings: Track revisions, maintain version control and link drawings to requests for information, submittals and other project documents.
Project Management
Project management is the planning, organizing and overseeing the execution of a project to achieve specific goals within defined constraints — typically time, budget and scope. In construction, this involves coordinating people, materials, equipment and processes to ensure a project is completed successfully. Sage 300 CRE can help in the following areas:
- Job Scheduling: Link tasks to job cost codes and project phases for better coordination. Additionally, track progress and adjust schedules based on actual job performance and field data.
- Resource Allocations: Assign resources to specific jobs or tasks based on availability and skill sets. Additionally, track usage and costs of labor, equipment and materials in real time.
- Project Cost Tracking: View actual costs vs. budgeted amounts across labor, materials, equipment and subcontractors. Additionally, automatically pull data from payroll, accounts payable and purchasing to reflect true job costs.
- Estimating Tools: Build detailed estimates using cost databases, assemblies and historical data. Additionally, break down costs by labor, materials, equipment and subcontractors.
- Equipment Management: Track equipment usage by job, operator and time. Additionally, monitor costs including fuel, repairs, depreciation and rental fees.
Service Management
Sage 300 CRE Service Management is a specialized module designed to streamline and optimize service operations for construction and property management businesses. It can enhance customer relationships by improving responsiveness, transparency and service quality. It also can help with:
- Dispatching: Display technician schedules, availability and service calls in real time. Additionally, it can flag scheduling conflicts and overlaps to avoid double-booking.
- Creating and Tracking Work Orders: Create a work order that includes customer details, service location, equipment involved, technician assigned, service type and scheduled time.
- Tenant Billing: Generate invoices based on time and materials, cost-plus, fixed-price or unit-based contracts.
- Customized Request Portals: Automate assignment, scheduling and tracking of work orders. Additionally, define custom fields for request types, priority levels, property details and more.
- Property Maintenance: Automate recurring maintenance tasks based on time intervals, equipment usage or lease terms. Additionally, create, assign, and track maintenance work orders from request to completion.
Additional Modules and Integrations
Third-party applications can be integrated into Sage 300 CRE through APIs, data connectors and middleware solutions, enabling seamless synchronization of workflows such as service requests, tenant communications, document management and advanced reporting across platforms. Modules that can be added include:
- Sage eTakeoff: An advanced electronic quantity takeoff software designed to streamline the estimating process for construction professionals.
- Sage Estimating: A powerful construction estimating software designed to help contractors and estimators produce fast, accurate and detailed cost estimates for projects of all sizes.
- Sage Field Operations: A cloud-based field service management solution designed to bridge the gap between the field and the office for construction and service-based businesses. It features work order management, scheduling, time tracking and more.
- Sage Construction Project Center: A cloud-based collaboration platform designed to help construction teams manage and share project-related information in real time. It connects everyone involved in a project — owners, contractors, architects, engineers and subcontractors.
- Sage Fixed Assets: A comprehensive software solution designed to help businesses manage, track and optimize their fixed assets throughout their lifecycle — from acquisition to disposal.
- Sage ToolOps: A cloud-based tool and equipment management solution designed specifically for construction companies. It helps field, warehouse and office teams gain real-time visibility into tools, equipment, materials and consumables.
- Sage MyAssistant: A virtual assistant that proactively monitors your Sage 300 CRE data and automatically communicates time-sensitive information to the right people, helping you stay ahead of issues and improving operational efficiency.
