Sage Software - Sage Timberline Office

Sage Timberline Office has one of the most comprehensive selections of estimating modules to be found. Users can choose from a variety of industry-specific estimating database options that can be easily customized to suit business needs. Advanced Assembly databases and knowledgebases are available, as well. Excellent tracking allows project managers to monitor in-depth job information, including job totals by year, job status and period-to-date accumulators.

Job Central provides an area to set up and enter all job detail, billing information and estimates. Accessing job summary information allows users to drilldown to supporting documents. Change Order management tracks the status of each change order processed and verifies change order approval. Customer, vendor and employee information is easily tracked in the corresponding modules, and integration with Sage CRM allows users to create and utilize a comprehensive database for quick reference and easy tracking of all customer and vendor contacts.

The Payroll module manages all employee data, including historical information and previous costing information. Subcontractor data is easily tracked from the Job Cost module. The Inventory module allows users to assign multiple vendors/suppliers for each item, and can track products using LIFO, FIFO, Last Cost, Standard or Average Cost. Purchasing tracks supplier pricing for each item, and users can customize the Purchase Order to suit business needs, as well as track PO's against previously budgeted items. An excellent Scheduling and Dispatch board allows managers to handle multiple service requests and scheduling of up to 50 service technicians. Dispatchers can easily access customer information including billing and service history directly from the dispatch board, and dispatchers can quickly send work orders directly to technicians in the field.

The Equipment Cost module tracks equipment usage, rental information and maintains a log of equipment information. Users can also track associated license and insurance expiration dates, and keep track of information such as equipment usage, revenue or a variety of user-defined information. The module also keeps track of equipment ownership and rental information.

REPORTING & MANAGEMENT TOOLS:

Sage Timberline Office provides more than 500 standard system reports that can be customized using the Report Designer module. Users can also create custom financial statements with the Financial Statement Designer. An extensive selection of Job Cost reports are available, including the Committed Cost Detail, Completion Trends and the Change Order Log. Sage Timberline Office offers AIA compliant billing, Work in Progress billing, and both cost-based and fixed-price billing. The system uses templates throughout the product, and the Document Management module provides a central location for all vital documents related to a job, including photos, blueprints and original contracts and change orders. The Remote Time Entry option allows field personnel and technicians to record and export timesheets to the home office for easy processing. For additional reporting options, users can utilize Crystal Reports.