What is Sage MyAssistant and why is it important?
MyAssistant is a proactive reporting tool that is integrated with Sage 300 CRE (Timberline Office). Its main purpose is to actively search the database for specific circumstances based on your custom requirements and communicate them to you and/or those you specify.
Popular MyAssistant uses:
- Insurance compliance
- Automated alerts
- Human resources
- Tenant statement distribution
- Cost control
- Email reports
- Change management
- Subcontractor communication
- Project documents
- Payroll direct deposits
- Manage leases
- Work orders, PO's & invoices
- Receivables
- Timberline setup and processing
- Automated letters
- Timberline workflow integration
How customers say they use MyAssistant:
- "Change requests not returned in X days. We send a reminder to the Project Managers to follow up." - General Contractor in New Jersey
- "We are notified when new vendors are added to ensure that they are truly someone the company is purchasing from." ( internal controls) - Real Estate firm in Las Vegas
- "We send out surveys to customers at the completion of their job." - Roofer in Oregon
- "MyAssistant sends Payment coupons to tenants each month as a rent reminder and to include with their rent payment." - Real Estate firm in Minneapolis
- "You know all the reminders and spreadsheets that you're doing separately? MyAssistant does this for you automatically." - Contractor in New York