Sage 300 Construction and Real Estate provides you with a virtual assistant to monitor your business and automatically email timely updates to you. This helps save you time, increase accuracy and timeliness of reporting, expedite communications with vendors, customers, employees, project and property managers and improve accountability and profitability.
Myassistant’s Task Wizard is at the core of its functionality. By configuring Tasks you tell Myassistant what information to check for and when; as well as which notifications (email messages or documents) should be sent out when a Task runs. When running, Myassistant keeps a Notification Log for each recipient it notifies.
An automated Task could identify subcontractors whose insurance certificates will expire within 30 days and send out personalized emails asking them for an updated certificate, or identify vendors who received electronic payment this week and automatically distribute their pay statements to them. It might also send each project manager a spreadsheet showing cost, billing commitment or profit status of their projects or scan Liebherr spare parts catalogue providing machine operators with an overview of their equipment. For more on Myassistant see this article about Teresa Whittaker of IMPACT Strategies using Myassistant to automate many daily tasks in her daily business life.