CMS Group - Sage Masterbuilder Overview
- 1. Sage Master Builder Presented By:
- 2. What would it mean if you could .. Enter project information once Share data with all departments Leverage completed work in one area to jump-start new tasks in another Easily communicate with suppliers and subs the way they prefer Produce job cost reports in real time Track the status of all change orders
- 3. Construction Specific Software Offers Points of integration within the software allow project data to flow through the project life cycle A centralized data source Up-to-the-minute project information Streamlined communication and work processes Project Life Cycle Integration Estimating Project Controls Budgets & Commitments Accounting
- 4. Sage Master Builder Flexible and Customizable Construction Specific Software Simple yet powerful construction workflows Works the way you work Custom Reports and Forms Built-In Report Writer Built-In Form Designer Built-In Query Designer Customizable Screens Drill Down reporting to see the details Benefits of Integrated Solution
- 5. Our Background CPAs, CFOs, PMs, 20+ years working with contractors. Why do Clients Choose CMSThe foundation of the CMS Group, Inc. business is our commitment to taking care of customers, experience and knowledge of the construction industry and software tools, as well as accounting and business practices. This along with our passion for what we do is why our customers choose to work with us Goal Be part of your team of Trusted Advisors Why CMS Group Inc. Our primary goal is to create a lasting relationship with our clients
- 7. Sage Construction Products Two of the leading construction software products Seasoned professionals with passion & expertise Corporate and local support Experience and knowledge of the industry
- 8. Why do we choose to Work with Sage Products Sage is a leading supplier of business management software and services to 5.5 million customers worldwide. Industry Knowledge & demographics. In addition to the market share of sto & smb clients, they also have many clients on the Peachtree product. Consistently ranked in the top 5 construction specific products by independent system evaluators over the last 5+ years by CPA technology news 3 rd party product integration for specialty needs Why we work with Sage
- 9. Why do we choose to Work with Sage Products Financial Depth Leading Provider of Software Sage Group financially strong Customer Support Why we work with Sage
- 10. Sage Master Builder Overview
- 11. Executive Overview with Drill Down
- 12. Financials and Analysis Financial and Key Indicators
- 13. Identify cost overruns before they get out of control Know where you stand on every job Make new projects more profitable Summary and detailed job cost reports
- 14. Job Cost Reports What jobs are costing you Cash
- 15. Job Cost Reports Where will you be on the Job?
- 16. Booth W3943 Contract Billing AIA Billing Progress Billing T & M Billing Unitary Billing Service Billing Custom Formats Construction Billing Formats
- 17. Booth W3943 Enter daily, by job or by week Fully Burdened job costing Workers Compensation by task Certified and union payroll options Multi-state and local tax districts Payroll
- 18. Booth W3943 Audit Costs and quantities for every item Drill Down to Reports Audit costs and quantities for every item Purchasing
- 19. Manage subcontracts by job. Track retention and changes. Track insurance certificates and licenses. Subcontracts
- 20. Documentation Punch Lists Requests for Proposal Requests for Information Transmittals Submittals Plan Records Daily field Reports Punch Lists Correspondence Project Hot List Document Management
- 21. Managing Change Orders Manage change work from budget to completion Subcontract & prime contract changes from one screen Approved change orders automatically update billing
- 22. Finish projects sooner Manage employees & subcontractors more effectively Enhance communications with clients Scheduling
- 23. CMS Group, Inc Your Source for Sage Master Builder Products and Construction Expertise www.cmsolutionsgroup.com 630.585.7767 Contact Us
Editor's Notes
- In the past.. Multiple Programs MS Word Submittals, Transmittals, Meeting Minutes, RFIs, Excel Spreadsheets Change Orders, PFPs, etc. MS Project Scheduling No Integration Data on projects scattered Difficult to consolidate and organize Integration delivers easy sharing of project information Timberline Sage Desktop Fully integrated with MS Office Master Builder Project Work Center Current, detailed job information is always within reach A simple system for your everyday needs Streamlines workflow, eliminates duplicate data entry and ensures solid communication with accounting Provides you with a central data source and powerful inquiry and reporting tools to aid in decision-making and project control Simplicity ensures project team members can get up and running quickly and perform daily tasks efficiently Integration with Accounting, Estimating and Job Cost
- change orders are entered on a single screen, which updates your clients contract balance, your budget and all subcontract balances. The software helps you get change work approved and achieve your profit goals by tracking open changes, marking up your costs with overhead and profit, and including change work in job cost reporting and billing. Many contractors report that they actually lose money on change orders. They are slow to document them or sometimes forget to bill for them until the end of the job. They often experience disputes about change orders and it takes a lot of time to deal with them. This system offers a fast and easy way to generate the right documents and bill for the work.