Sage 100 (ERP)?  Or Sage 100 Contractor?

Sage 100 Contractor.

Hi Ariel Lorie I have moved your post over to the Sage 100 Contractor forum so that you can hopefully get some advice!

I would suggest working with a consultant who does it regularly so you don't miss anything? The sage u training is also quite valuable, but the setup stuff can be a challenge without help

thank you

Good luck!   I suggest diving into sage university and watching all the initial videos.  I wished I had that when I started.   

Get advice from a consultant.  There are way too many places to make mistakes that are hard to fix or cleanup later.  The Sage U classes are great, but you only do the setup once, so why try to "learn" how to do it.  Time is better spent on how to do daily tasks, move around in the program, run reports, etc. 

Yes, absolutely, that's the plan. .