Understanding Sage Construction Management Sage Construction Management provides a unified platform for managing leads, estimates, contracts, schedules, documents, and daily project activity. It works on any device and supports easy collaboration across your teams. For Sage 300 CRE customers, Sage Construction Management extends their trusted financial system with modern, cloud‑based construction management tools. Customers gain stronger field‑to‑office collaboration, better visibility into project costs, and flexible cloud adoption—while continuing to rely on Sage 300 CRE as their financial backbone. Managing leads and opportunities You can organize leads, track bid activity, prepare RFP packages, and upload drawings and specifications. Custom dashboards help you evaluate opportunities and understand your bid pipeline. Estimating efficiently You can build estimates from scratch, import spreadsheets, or reuse previous estimates. Multiple estimators can work simultaneously, attach documents, and add markups. This setup helps teams produce accurate estimates quickly. Setting up contracts and budgets Built‑in wizards help you define cost codes, client contracts, and budgets. The platform supports several contract types and lets you track budgets, labor hours, and equipment hours. You can export invoices directly to your accounting system. Running projects from a central hub Field and office teams access the same real‑time information. You can assign tasks, manage documents, track schedules, and monitor project progress from one location. This approach improves communication and keeps projects on schedule. Viewing and sharing documents The platform’s viewer supports many document types, including PDFs and CAD files. You can mark up drawings and share them without extra applications. External teams access only the information they need through a secure portal. Aligning financial and operational data The platform synchronizes data with your accounting system to eliminate duplicate entry. Cost codes, estimates, contracts, AP bills, purchase orders, subcontract details, change orders, and job‑to‑date costs stay consistent across systems. This alignment supports accurate reporting and simpler workflows. Tracking costs early Procurement tools let you track committed and anticipated costs through POs, bills, and RFP packages. This helps you understand real project costs before overruns appear. Supporting quality and risk management Checklist templates help you document inspections, safety meetings, hazard assessments, and punch list items. You can capture compliance documentation easily when issues occur. How customers benefit Sage Construction Management gives customers real‑time visibility and reduces administrative effort by eliminating information silos. Teams collaborate easily, complete work more efficiently, and deliver consistent results across every project. Talk to a Sage expert about add‑on solutions Fill out this short form, and a Sage expert will follow up within 24 business hours. |