Demo - MyAssistant for Sage 300 Construction & Real Estate Video Lecture

hi i'm leilani evans and in today's
video we're going to be talking about
stage 300 construction real estate and
the my assistant module with so many
details documents and data that
circulate throughout your business at
any given time it's easy to overlook
important information
my assistant helps keep you in the loop
on all fronts
so you can act quickly to take advantage
of opportunities and avoid issues
important to your role and business let
my assistants take action for you so you
can focus your attention to where it's
needed most and be more productive again
my name is leilani evans I am the
construction software sales associate at
tag tag is an authorized sage certified
dealer of the software products 100
contractor and 300 construction real
estate our main accounting system that
we deal with exclusively we have saved
certified consultants who are ready to
transition you from your old software
program we also offer estimating an e
takeoff as well as project management
and service operations out in the field
we have clients all over the US and
today we're going to focus on my
assistant and the ways to improve
operations through automation using this
model with this module you can identify
subcontractors with insurance expiring
in 30 days and send them a personalized
email requesting an updated certificate
you can also provide each project
manager with a list of cost codes that
are over budget or close to going over
for their job you can generate and
distribute each project managers job
reports on a regular schedule
automatically alert affected parties
when a change requests RFI or if the
middle is overdue enable project
managers to check their profitability
indicate jobs or contracts not billed in
a certain number of days this program is
essentially your assistant saves 300
construction real estate utilizes these
tasks to pull data
your software system and notify people
within or outside of your organization
when certain things need attention
saij certified lead consultant olivia
Romer comes to us with over 15 years of
experience in construction accounting
her specialties include developing new
workflows and creating custom reports
she provides our customers controller
level accounting services specifically
for contractors she does a lot of great
work with various different developers
subcontractors general contractors so
we're happy to have her explain and demo
for you stage my assistant so in here
you have all these pre-built tab so you
can activate these tasks at any time
whichever ones you want and then put in
the certain criteria that you want so in
this example here I want to send the
vendors their lists about standing lien
waivers I can just come in here and I
can activate this one and now I can run
it on a schedule so I can say just run
it now this one time or I can say hey
run it every Wednesday at you know 6
a.m. send it to them and or I can do
multiple schedules I can say you know
send every Wednesday and Friday at 6
a.m. or once a week or once a month or
one whatever that edge will that you
want it to be in let me go ahead and say
just weekly on Wednesday at 6 a.m. and
then I want it to just run on this data
folder so if I had multiple page Tim
folders in here then I could say which
ones I want it to look at to run this
information in this example I'm just
going to pick my me
data folder okay and then this is shows
what the email what is going to look
like so it's pulling the AP vendor
contact name from the AP vendor set up
and it's saying hey vendor based on our
records we need the following lien
waiver and then it's showing them a
description of the job the commitment
the date it was issued the invoice
number for the invoice amount the lien
waiver type and if they have any
secondary vendor okay now if there was
some additional information that I
wanted to put on there I can grab the
field from here and add it so that it
shows in the gray this is so different
an example this is showing us any RFI's
that haven't been returned by the job
with those RFI's are etc these are just
some examples of some of the things that
my assistant can alert you to another
example here is here are all my vendors
that have expired workers comp insurance
so again listed here here are all my
vendors these of the dates that their
work comp insurance expired etc and just
like with the last one if I want to send
it to each individual vendor I can do
that as well this one is showing any
jobs that are over budget by more than
$500 so here in this example there is no
budget enter so that's why it's over
budget because there is no budget to
compare it to but if there was a flex is
inherent it was over $500 than it was
also show up on the list here so yeah
create your own as well
I'm gonna get out of here so here I can
come to a new task I can say you know
what what is this new job this is going
to show me any new jobs that we have and
I can put it into various categories
such as paddleboards you set up and the
faces are all set up and lift created is
glass ok so now in here I can pick the
information and I can find out what type
of stuff I want to bring over so here I
actually want the job okay I want this
and let's job offer make sure I got the
right one yeah ok ok
and I can't same thing I can schedule it
I can take which data folder I wanted to
spend I can figure out how I want to you
know address to look who receive this
email but I want the body of the email
to look like and then what feel that I
want to bring you from save this little
grid down this pilot - everything that
is grid that's all this soil here
is what I'm pulling into busy thanks for
watching that was a quick video on what
my assistant can do to help automate
your operations my name is leilani evans
and the construction software sales
associate at tag and if you'd like more
information or a demo of stage 300
construction real estate feel free to
email or call me directly don't forget
to give this video a thumbs up and click
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