Products

A suite of productivity tools for specialty contractors, front office staff and field personnel

Sage Field Operations

To keep your business running smoothly and maximize profitability, you need seamless management and streamlined communication between the front office and the field.

With Sage Field Operations, you’re armed with “to-the-minute” information you can use to manage service assignments and schedule with field staff, so your front office and field technicians are equally in-the-know. This real-time communication flow delivers higher quality work, improves efficiencies and maximizes profitability from field operations. Win new business and keep customers satisfied with the power of collaborative technology.

Which product do you currently use?

Sage 100 Contractor
Sage 300 CRE
Sage Intacct Construction
WITH SAGE 100 CONTRACTOR

Standardize and simplify field documentation for both your Service and Construction jobs and sync crucial data in real- time with your Sage 100 Contractor accounting system. With Sage Field Operations you can provide visuals of job history, capture and expedite review processes and approval signatures, control labor costs, schedule and monitor resources, manage change and more.

For your Service Operations Team:
Work Order Management
Equipment History
Scheduling
Quotes
Customer Portal
For your Construction Operations Team:
Scheduling
Time & Attendance
Daily Field Reports
Request for Information
Production Units
Forms
Sketches
WITH SAGE 300 CONSTRUCTION & REAL ESTATE

Keep track of every project detail, right here, right now. With Sage Field Operations, you can collaborate with your team, consolidate project reports, manage time entry & approval and use a digital dispatching system to schedule employees, equipment and subcontractors. Take advantage of countless tools that will maximize your business and make everyone’s life easier.

For your Service Operations Team:
Work Order Management
Equipment History
Scheduling
Quotes
Time & Attendance
Purchase Orders
Vendor Portal
Customer Portal
For your Construction Operations Team:
Scheduling
Time & Attendance
Daily Field Reports
Request for Information
Production Units
Forms
Sketches
WITH SAGE INTACCT CONSTRUCTION

Oversee every project detail — from inside the office and out in the field. With Sage Field Operations, you’ll have a single source of data to streamline your operations and maintenance. You and your team can manage inventory, approve time entry, and schedule employees, equipment and specialty contractors with the touch of a finger.

In combination with Sage Field Operations, Sage Intacct Construction creates a seamless cloud-based infrastructure that requires zero maintenance from your IT team. It’s all efficiently functioning — up in the cloud and behind the scenes.

For your Service Operations Team:
Work Order Management
Scheduling
Quote Management
Time & Attendance
Inventory
Purchase Orders
Forms
Attachments
Sketches
Want to know what “more” is?
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    Customer Portal

    Grant customers access to a customized self-service portal where they can drill down deep into work orders for an instant, in- Keep track of every project detail, right here, right now. With Sage Field Operations, you can collaborate with your depth view of what’s going on.

    In the Customer Portal, your clients can:
    Request a new work order
    Check the status of an existing work request
    Monitor multiple site locations
    View quotes, files and other relevant content to work orders
    View and share photos and other content
    Access equipment history information such as warranty start and end dates and financial details
    Export data into an easy-to-populate Excel spreadsheet
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    Vendor Portal

    Keep your third-party service providers fully in-the-fold. The Vendor Portal helps you maintain a log of activities and costs, manage service & maintenance work orders, oversee individual work flows and more.

    In the Vendor Portal, your subcontractors and their employees can:
    Assign work orders to technicians
    Instantly view work order status
    Accept or reject work oders assigned by the service company
    Add service reports so the client can review work order details and sign off on work to be performed at the site
    Subcontractors can enter and upload invoices to reduce data entry
    Search for specific work orders, sites, and clients
    Enter time in a punch in/punch out format to record time spent at the site, travel time, lunch breaks and assignment start/complete
    Add notes, files, photos and other relevant content to work orders
    Identify equipment services
    Export data into an easy-to-populate Excel spreadsheet