Sage Intacct & 300 CRE Integrations

Elevate your accounting tools with seamless integration between your field service management software and the power of Sage Intacct. This suite of subscription-based accounting products from Sage is filled with powerful resources. The Sage Intacct suite offers accounts payable, accounts receivable, collaboration, order management, cash management, reporting, and personalized dashboards—plus much more. You can fully automate your most common processes, including billing, invoicing, payments and reports.

If you want to upgrade Sage 300 CRE, cloud-based software and field service integration should be your top priorities. By automating your end-to-end processes with FieldConnect, you can easily manage every aspect of your business from a single, comprehensive workspace, thus mitigating the struggles of using Sage without the full field service solution experience.

Sage 300 CRE Field Service Management Software

On-site construction management requires real-time access to client, customer, and company information. Here’s how FieldConnect can help you eliminate common issues associated with using Sage 300 CRE.

Modern And User-Friendly Interface

Sage 300 CRE simplifies complex tasks with its customizable features and in-depth reports, but it isn’t always user-friendly. Its outdated layout can be difficult to navigate and some worksheets must be manually checked for precision. If you experience technical difficulties, requesting assistance from the Sage 300 CRE support team takes time away from urgent matters and keeps your customers waiting.

FieldConnect resolves this problem with its sleek and modern interface. It features quick navigation, visual reports, and organized categories to give you an overview of your business and customer behavior. FieldConnect is also easy to use with its real-time responsiveness, allowing you to deliver consistent and prompt customer service.

Responsive Inventory, Financial, And Field Service Management

Sage CRE is ideal for inventory, accounting, and on-site project management, but its slow responsiveness could potentially disrupt a time-sensitive workflow. These discrepancies and delays may cause problems for contractors, customers, and your team of dispatched technicians.

FieldConnect synchronizes all the moving parts of your business so every process is seamlessly connected to the next. From issuing invoices and validating payments to keeping track of dispatches and checking available stocks, FieldConnect’s features make it an all-in-one solution for convenient remote management.

Better Mobility And Live Analytics

Sage 300 CRE is effective for managing back-end processes, but it doesn’t translate properly on mobile platforms. This could negatively impact your team’s efficiency and productivity on the road. FieldConnect helps you conquer this challenge with its mobile capabilities and automated live reporting. With 24/6 connectivity, co-workers and customers can access all relevant account information using their mobile phones. Lastly, each process and task is recorded and reflected through real-time analytics for easy monitoring from a single dashboard.

Sage Intacct Field Service Management Software

FieldConnect compliments Sage Intacct’s premium accounting functions by linking to other parts of your business. The Suite keeps track of your workload, technicians, and financial figures and generates a complete overview of your overall performance.

Management Of Work Orders And Contracts

FieldConnect helps you keep track of subcontractors, technicians, customer requests through computers and mobile devices. Technicians and office staff can automatically feed billing, processing, and payments into the FieldConnect dashboard – guaranteeing 100% accounting accuracy before, during, and after every work assignment.

Scheduling Technician Dispatches

FieldConnect automatically monitors every ongoing, pending, and project based on scheduled appointments and dispatches. When a job order comes in, you get notified on your phone or computer and prompted to assign the appropriate technicians for the job. Once a technician is done with an assignment, timesheets are automatically updated by FieldConnect. This measures efficiency instantly, maximizing productivity and cost-efficiency.

Field Service Mobility And Tracking

FieldConnect provides reliable mobile connectivity for tracking technicians and communicating with customers with its device tracking and cloud-based capabilities. Additionally, staff can easily collect digital signatures for validation through FieldConnect’s mobile features, resulting in high-quality customer service and safe remote management.

Automated Reports Based On Precise Analytics

FieldConnect centralizes your data and syncs with Sage Intacct for cross-platform compatibility. With access to real-time analytics and automated reporting, you’ll gain valuable insights based on customer feedback and behavior. This allows you to create more effective strategies for growth, profit, and customer retention by analyzing financial reports made by FieldConnect.