MyAssistant for Sage 300 CRE Proactively Monitors your Construction Business

Take action and keep an eye on your construction business by letting MyAssistant for Sage 300 CRE proactively monitor key performance indicators and provide instant alerts that you can customize.  MyAssistant is an add-on feature that works with Sage 300 CRE.  It automatically generates reports, spreadsheets, documents and email alerts distributing critical information to help manage all phases of a construction project or property.

How Does MyAssistant Work?

With MyAssistant you can identify subcontractors who have insurance expiringing within 30 days and automatically send them an email requesting an updated certificate.  The software provides project managers with a list of cost codes that are over-budget or close to being over-budget.  It will generate and distribute project manager’s job reports on a regular basis. You can alert parties when a change request, RFI or submittal is overdue.  Plus, it’s all connected to your Sage 300 CRE software.

MyAssistant can provide a list of invoices as soon as they’re overdue and remind past-due customers of their delinquency. You can send employees their direct deposit pay stubs. Generate and distribute tenant statements with MyAssistant. It will also notify you of work orders completed and not billed in a certain period of time.  And, so much more!

Watch Video Demo of MyAssistant

Top Benefits of MyAssistant for Sage 300 CRE:

• Cost control
• Change management
• Insurance compliance
• Automated alerts
• Tenant statement distribution
• Personalized email reports
• Human resources
• Subcontractor communication
• Payroll direct deposits
• Lease management
• Work orders, purchase orders, and invoices
• Receivables
• Setup and processing
• Automated letters
• Workflow integration

It’s simple to use and easy to set up.  You can either choose to create your own MyAssistant tasks and alerts using a simple wizard or 350 prebuilt rules.

As a preferred vendor of Sage construction software, Plumb can help install MyAssistant with a Certified Sage 300 CRE Consultant.