Sage 100 Contractor is a construction accounting and project management software. It is intended to provide primary accounting and other management capabilities across a construction project lifecycle, including estimating, service management, and reporting.
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WorkflowMax
Score 9.2 out of 10
Small Businesses (1-50 employees)
WorkflowMax is a web-based project management solution.The platform offers end-to-end functionality standard to project management software, including time tracking, lead management, collaboration with external stakeholders, invoicing, integrations, and customizable reporting.
If you want a SQL-based ERP, this is a great solution. You can host it locally or on a cloud-based SQL instance. If you want a more modern, browser and cloud-based system, Sage 100 Contractor will not work.
WorkflowMax is very well suited for a business that wants to track time billed by project, to have an easy way to generate invoices for those projects, and to keep track of overall productivity and invoice status. I imagine it can also be adapted to different types of businesses that deal in goods rather than services and time. I am not sure for which scenarios or businesses the program is not appropriate.
Sage integrates very well with our field time tracking software called Exaktime. We import the start/end time card data that includes job costs directly to the PR module which greatly reduces the time it takes to process payroll.
Sage 100 C payroll calculations and WC/GL overhead calculations are easy to use and understand. The WC/GL overhead calculations are posted to project costs in real-time allowing for accurate total cost reporting of the project.
You can customize the notifications and this has helped us enormously to schedule dates that we overlooked. Also the templates are customizable which gives the company its own branding on its reports.
It is integrated with the Xero platform which makes it very useful to streamline the processes of billing, accounts payable, accounts receivable, petty cash flow and all the accounting and administrative area.
It also has a very complete mobile version, where we can be present and monitor the progress of projects in real time, no matter where we are.
Currently the timesheet function allows staff to input time for overlapping periods which can cause some headaches when it comes to payroll and invoicing. We understand this is being addressed.
The amount of flexibility in the product can create some challenges when setting up the jobs database at the onset. It is a daunting challenge but worthwhile when completed correctly and rolled out across the firm. Adding new jobs is much easier.
No search function to find a specific job, you have to scroll through all jobs allocated to you.
The cost of Sage 100 Contractor software is relatively inexpensive compared to some higher-priced options like Foundation and Microsoft Dynamics GP. But more importantly, the cost of implementing new software is costly. Implementation costs include testing and training. There are also risks involved with switching software such as missing data after conversion. Plus, there are always some unknown downsides to switching that are not apparent until the switch is made such as perceived capabilities that really don't exist. For these reasons, we will likely stay with Sage 100 Contractor for a long time. If we grow (say double) in size, we would consider other options.
Sage 100 Contractor is very easy to use with a customizable layout and a more traditional numbers-based lister view. New employees to Sage 100 Contractor are up and running within minutes and support is great for when they need help. Steady updates with new features keep the software fresh and modern along with timely fixes for issues/bugs.
If we ever have issues with Sage 100, the live chat is an awesome tool. However, most of our live chat inquiries are not because of the issues we have, but more for us to better understand how we are supposed to use the software. Sometimes we ask ourselves "what if we" and if we need guidance, the live chat will provide us with the answers or resources to figure out what we need. They always follow up to ensure the problems we encounter have been fixed. If our issue is an indicator of an upgrade that could be made, Sage 100 C offers a way to submit the idea for review and improvement of the software.
Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks? What are you going to give clients i.e. how will your proposals and invoices look?
I have use Sage 50, Sage 90, Peachtree Quantum, QuickBooks, Great Plains. They are all good for what they can do. Sage 100 Contractor is the best at what it does. It's a good fit.
WorkflowMax is much much easier than Streamtime, much more affordable and easier to try out and see if it meets your needs. Streamtime is a great comprehensive product but we lost a year's subscription in investment because we couldn't get answers to the support questions we needed and they had a no refund policy!
Max enables Loan Assistant to invoice very quickly and easily and integration with Xero for card payments brings our cashflow forward.
Max enables the Loan Assistant team to manage their workflow in an efficient and productive way. The team all work from home. It is the centre of our Loan Assistant universe.
