Sage Construction & Real Estate

Can we edit/add/delete Stage Levels? This is a step when adding lead stage.

Hello, We recently upgraded our server, and in the process, I lost all of my favorites on my workstation. When I try to drag items into favorites to save them, it will not allow me. I was wondering if anyone has suggestions to get my favorites working…

Where is the place to go to make product enhancement suggestions? Many of my vendors are requesting EFT emails to be sent to multiple email addresses. The version I am running, Canadian Edition 25.3.72.0, only has one "email receipt to" field in the EFT…

Is it possible to upload .pdf files of insurance certificates to Sage 100 Contractor. Would like to click on the insurance certificate and have the .PDF show in the window.

Happy New year! I need ideas on how to manage documents that are attached in the variouse screens within our Sage 100C. We receive most Vendor/Subcontractor documents via email then have to download it,make sure it is a PDF to attache it to the Appropriate…

I have mixed feeing about the revision. The biggest thing i do not like and can't seem to adjust is, when I open an estimate, the Estimate Catalog stays in my way and i have to manually close it. That is annoying. Has anyone figure out hoe to auto close…

Can I customize workstations for user's preferences? Specifically, can I set up a workstation so that the TAB key is the key that moves through a data screen and saves the information? Currently, all of our workstations use the ENTER key.

My pages are getting cutoff on the right side - Cant find the settings to fix it. Also my menu on the left side disappeared upon opening Sage. Help please!

Does Sage 300 provide a barcode system or inventory management system that works with Sage products? When we first took on Sage (It was Timberline back then) they did not provide a warehouse management system. Has that changed in the last twenty-five…

We are looking for someone who can help us with automation of data entry. We use salesforce for bidding and estimating. Because creating a job or contract is not available via Sage's API, our goal is to pull a report from SF and have an RPA bot or MS…

Is there a method in Sage 100 Contractor to scan a part number barcode to receive and track inventory?

Hello, We have a division project that caters to small projects. We are thinking if it's possible on the job cost to have Extras for the cost code. Is anyone knows or did that before? Your suggestions will be highly appreciated! Thanks!

We have implemented the new Sage Simple Time app. In the app, to select the job and select the cost code for your time entry it is a scroll function. The scroll method that employees have to spin through a loooooong list looking for what they want,…

I have heard for sometime that this enhancement is coming, when is it coming?

The menu bar has dropped from Accounts Payable. Does anyone know how to get it back? The "toolbar" tab does not appear in customize options.

Greetings All! We are a new home construction Plumbing contractor trying to move from an older estimating / project management system to Sage 100 Contractor. We have been struggling trying to adapt the complexity of our needs to Sage. I was hoping to…

We just did the update to 20.5.1 and now there is a pop up message when I go to generate direct deposits. This is not necessary and does slightly disrupt the work process. But if I work from home and this pops up on a different screen, I will not…

How do you customize the job checklist that is located in the Job Master File? I thought that you used to be able to do this in JC>Settings>Cutom Descriptions.

Hello! Is it possible to rename the User Custom Columns in Budgets? If so, can someone please let me know how to do this? Thanks!

Looking for an online way to enter employee time and track punch lists

Payroll->Setup->Employees->Misc Info->Reason How do we add more reasons (or delete some we never will use) on the list of terminations reasons in the new version of Sage 300 CRE 20.3? We have our own reasons for terminating employees that have to…

Is there a way to add custom columns that you can then add to your layout? For Example I want to create a column that tells you the crew size. It would be simple math if the columns can be customized. Is this possible? Please note I'm not asking how…

How are people dealing with travel hours (related to estimating)

Etakeoff is unique with this feature however with older estimators its difficult to tell them they have to do their takeoffs differently than they have for years. It also slows down their production especially when they second guess their accuracy based…

We're looking for a way to indicate the status of a project, but the default options (which appear to be uneditable) don't sufficiently address our company's needs. Is there any way to edit/add job status options?