Sage Field Operations
Streamline field-to-office communication so your field team can focus on delivering project excellence.
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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?
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.
- Work Order Management
- Equipment History
- Scheduling
- Quotes
- Customer Portal >>
- Scheduling
- Time & Attendance
- Daily Field Reports
- Request for Information
- Production Units
- Forms
- Sketches
Customer Portal
Grant customers access to a customized self-service portal where they can drill down deep into work orders in an instant and 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.
- 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
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.
- Work Order Management
- Equipment History
- Scheduling
- Quotes
- Time & Attendance
- Purchase Orders
- Customer Portal >>
- Vendor Portal
- Scheduling
- Time & Attendance
- Daily Field Reports
- Request for Information
- Production Units
- Forms
- Sketches
Customer Portal
Grant customers access to a customized self-service portal where they can drill down deep into work orders in an instant and 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.
- 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
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.
- 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
WITH SAGE INTACCT CONSTRUCTION
For your Service Operations Team:
- Work Order Management
- Scheduling
- Quote Management
- Time & Attendance
- Inventory
- Purchase Orders
- Forms
- Attachments
- Sketches
