My Assistant for Sage 300 Construction and Real Estate. Automatic Alerts, Report Generation and Document Distribution.

MyAssistant fully integrates into Sage 300 Construction and Real Estate to proactively monitor your business processes. MyAssistant can keep you up-to-date on all the information that’s important to you while helping you avoid financial, compliance and liability issues. You can use MyAssistant to:

  • Notify you or other staff when jobs drop below a pre-set profit threshold
  • Monitor insurance expiration dates among vendors to ensure continued compliance; Automatically contact vendors when insurance coverage is about to lapse
  • Automatically notify project managers when individual cost codes for specific jobs are over budget
  • Sound an alarm when working capital drops below a certain limit
  • Recognize new vendors and request a W-9 from them
  • Audit job setup, new vendor and HR processes to make sure that they are performed correctly
  • Automatically generate and distribute ongoing project reports to all concerned stakeholders

And that’s just the start. With so many details and documents circulating through your business on a daily basis, it’s easy to miss
an important detail.Contact CFO on the go today, and we’ll show you how MyAssistant can help you stay on top of it all.