MyAssistant overview 

MyAssistant monitors Sage 300 CRE data and automatically distributes time‑sensitive information. It supports cost control, insurance compliance, HR tasks, invoice workflows, leasing, and cross-team communication.

Key capabilities

• Automates alerts for compliance, billing, pay statements, insurance expirations, and data issues.
• Sends personalized reports, spreadsheets, statements, and job‑specific documents.
• Monitors new jobs, vendors, employees, and setup changes.
• Warns users about overdue invoices, missing compliance details, and incorrect accounting entries.
• Includes more than 350 prebuilt rules and a task wizard for easy automation setup.

You choose what MyAssistant monitors and who receives notifications. See more details on using the Sage MyAssistant.

How MyAssistant improves operations

MyAssistant improves communication by delivering job cost spreadsheets, notifying vendors of electronic payments, and providing employees with direct deposit statements. It automatically generates and distributes reports according to your schedule.

Workflow enhancements

• Creates and distributes tenant statements, AR aging reports, lien waivers, and project documents.
• Alerts teams when service work orders remain unbilled.
• Helps catch data‑entry issues, such as costs posted to closed jobs or incorrect accounting periods.

Why rely on MyAssistant

MyAssistant offers an automated, always‑on way to manage critical information. It reduces manual effort, improves accuracy, and ensures teams stay informed throughout every project phase.

Customer comments

How our Sage 300 CRE customers use MyAssistant.

General contractor in New Jersey

"Change requests not returned in X days. We send a reminder to the Project Managers to follow up."

Real estate firm in Laz Vegas

"We are notified when new vendors are added to ensure that they are truly someone the company is purchasing from."

Roofer in Oregon

"We send out surveys to customers at the completion of their job."

Real estate firm in Minneapolis

"MyAssistant sends Payment coupons to tenants each month as a rent reminder and to include with their rent payment."

Contractor in New York

"You know all the reminders and spreadsheets that you're doing separately? MyAssistant does this for you automatically."