Sage 300 Construction and Real Estate

8 Reviews 3/5

An industry-specific ERP system designed for contractors, developers, and property managers. Formerly Sage Timberline Office.

Product Overview

Sage 300 Construction and Real Estate is a comprehensive software solution designed for the construction and real estate industries. It offers a range of features that cater to project management and related operations. Integrated Sage 300 product suites combine accounting, estimating, procurement, production management, and property management into a single platform. Other benefits include software support, integration with third-party applications, and customizable features tailored to the construction industry.

Sage 300 Construction and Real Estate was previously Sage Timberline Office.

Pros

  • Able to manage entire projects from start to finish
  • Offers a lot of third-party integrations and support
  • Mobile accessibility
  • Can build new modules for custom workflows

Cons

  • Pricing unavailable without a developer quote
  • Payroll module only has basic features
  • Users have reported slow performance
  • Exporting options are limited

Target Market

Medium to large-sized construction companies, real estate, and property management firms that require industry-specific software.

About Sage 300 Construction and Real Estate

Video Overview

Features

Accounting

  • Accounts Payable: Streamlines the entire payable process from invoice receipt to check printing, with simple invoice entry, customizable payment selection, and advanced check-writing features.
  • Accounts Receivable: Enhances cash management with tools for managing client communications and receivables. It allows for accurate processing of cash receipts, easy adjustments, and handling of miscellaneous job cost receipts.
  • Billing: Offers flexible billing options including free-form, time-and-material, and progress billing, integrating seamlessly with Sage 300 Construction and Real Estate’s contract management.
  • Cash Management: Tracks and reconciles cash transactions from various Sage applications, offering insights into bank statements and general ledger, while managing cash flow and account funding.
  • Contracts: Integrates with Accounts Receivable to manage customer agreements, driving billings, coordinating receivables processing, and enhancing change order management.
  • Equipment Costs: Manages equipment costs, revenue, and usage to optimize return on investment.
  • Financial Statement Designer: Allows for easy customization and creation of financial statements, with capabilities for defining column contents, performing calculations, and comparing current and prior periods.
  • General Ledger: Acts as a repository for financial data, integrating information from other applications, with customizable reports and support for multiple divisions, regions, or companies.
  • Job Cost: Provides control over commitment and change order management, tracking subcontracts and purchase orders, and facilitating in-depth project analysis with customizable reports.
  • Payroll: Automates complex construction payrolls, integrating payroll data throughout the accounting system for cost analysis.
  • Remote Time Entry: Enhances payroll productivity and labor cost management, allowing for onsite labor information entry and efficient data transfer to the home office.

Bid Management

  • Bid Management: Streamlines the invitation-to-bid process, enabling the creation and distribution of bid packages through a central online platform.
  • CAD Integrator: Utilizes Industry Foundation Classes (IFCs) to standardize CAD objects like doors and windows, ensuring consistent recognition across different CAD software.
  • Cut and Fill: Quickly calculates earthwork estimates, including cut, fill, and strip quantities, by digitizing boundaries and contours.
  • Database Editor: Provides a set of tools for easy setup and maintenance of estimating databases, allowing for bulk updates and ensuring data integrity.
  • Digitizer: Automates digitizing for takeoff, reducing manual calculations, and features an estimator-friendly dimension list for efficient project estimation.
  • ePlan Takeoff: Integrates with On Center’s On-Screen Takeoff application, facilitating direct transfer of project dimensions from electronic drawings to estimates.
  • Estimating: Offers both Standard and Extended versions for fast and accurate estimating, with advanced takeoff, analysis, and productivity capabilities.
  • Estimating Databases: Includes industry-specific databases with customizable items and assemblies, allowing for integration of company-specific estimating procedures.
  • Estimating Explorer: Enables the management and analysis of multiple estimates, providing tools for sorting, tracking, and extracting insights through reports and graphs.
  • Estimating Report Manager: Simplifies reporting on estimates, allowing for data export for extensive analysis and presentation using tools like Crystal Reports®.
  • Estimating TRA-SER Integrator: Automates item pricing updates from i2 Technologies solution, streamlining the maintenance of item pricing in the database.
  • Estimating Viewer: Allows network users to view and print estimates, including advanced sorting and reporting capabilities, while ensuring data security.
  • Mobile Estimating: Enables remote detailed takeoffs using handheld devices, ensuring access to essential estimating data in the field for accurate bids or change orders.
  • Model Estimating: Creates detailed conceptual estimates based on a project survey, drawing from a Construction Knowledgebase for exhaustive detail supporting bids.
  • Scheduling Integrator: Links Estimating with scheduling software like Primavera or Microsoft Project, providing a head start in building project schedules with detailed labor, equipment, and material information.

Procurement

  • Buyout - Sage 300 Construction and Real Estate’s Buyout allows companies working within Estimating to quickly and accurately turn detailed estimates into RFQs and purchase orders. You’re able to take advantage of material and subcontract items in your estimates to solicit prices from potential suppliers and subcontractors, issue purchase orders, and automatically transfer the commitments to Job Cost, Purchasing and Inventory applications.
  • Inventory - Sage 300 Construction and Real Estate’s Inventory is a stock control application designed to keep you on top of all aspects of material management. Efficient data entry processes allow you to record receipt issues and adjustments, while automated item tracking manages an unlimited number of inventory items for multiple locations.
  • Mobile Inventory and Purchasing - An integrated application designed for Palm OS handheld devices to the counting and distribution of inventory, improves tracking accuracy, and tightens control of your inventory management and issuing processes. The software provides the dual functionality of inputting new stock counts and performing physical inventory counts without a direct connection to a networked PC.
  • Purchasing - Purchasing handles everything from generating requisitions and purchase orders, to tracking purchase order change orders, to issuing receipts, return authorizations, invoices, and more.

Production Management

  • Homebuilder Management - Homebuilder Management System, developed and supported by Builder MT, streamlines workflow and optimizes business practices. Get control of the essential homebuilding functions by automating the flow of information. Coordinate accounting and estimating applications to better manage the entire production process.
  • Production Scheduling - Production Scheduling, developed and supported by Builder MT, helps you actively manage and exchange information between your field supervisors and the corporate office. You’re able to provide supervisors on job sites with a handheld information system to keep accurate construction schedules, reduce errors, and maintain consistent cycle times.
  • Sales Interface Module - Develop and exchange information between Sage Timberline’s Homebuilder Management System and leading front-end sales automation applications. Developed and supported by Builder MT, this is the module to create retail sales pricing for various models and options, and communicate this information to sales offices.

Project Management

  • Project Management With all the facts in one central database, and inquiries and reports that are easy to customize, you’re able to quickly get to the details that will identify issues before they grow into problems. Stay on top of subcontracts and performance. Effectively manage change orders. Compare actual costs against budgets. Streamline your RFIs, submittals, and other project documentation. And improve workflow between accounting and operations. Sage Timberline’s project management software puts an end to shuffling data and entering the same information twice.

Property Management

  • Advanced Retail: Automates the percentage rent process, including breakpoint calculation, overage rent based on tenant sales, and year-end recalculations. It allows tracking of percentage rents by department or sales category, offering insights into tenant performance and sales trends.
  • Database Integrator: Connects the Timberline Valuation application to Property Management and General Ledger data, eliminating manual data re-entry and spreadsheet complexities.
  • Excel Integrator: Generates Microsoft Excel worksheets from calculated results in Sage 300’s Forecasting and Valuation software, enhancing data presentation and analysis.
  • Expense Controller: Provides tools for onsite staff to create purchase orders and process vendor invoices efficiently. It includes budget comparisons, centralized data linking, and barcode-enabled invoice processing for an efficient approval workflow.
  • Forecasting: A financial analysis application that integrates with Property Management and General Ledger for real-time data, facilitating accurate cash flow projections, budgeting, and reporting.
  • Investment Reporting: Enhances Forecasting with an expanded range of analytical reports for informed decision-making in various economic conditions.
  • Management Planner: A supplementary tool for asset management, compatible with Forecasting or Valuation, to manage tasks and maintain comprehensive lease and property abstracts.
  • Property Management: Centralizes lease management and accounts receivable processing. It adapts to various lease agreements and clauses, offering extensive inquiries and reporting capabilities for easy access to lease and property information.
  • Residential Management: Integrates various functions like cash transaction processing, applicant screening, and traffic monitoring for residential property management. It provides real-time accounting data and demographic analyses while ensuring data security and site-specific access control.
  • Valuation: Offers analytical tools for assessing the performance and value of lease-based real estate holdings. It enables forecasting, budget preparation, and investment return scenarios, providing comprehensive modeling capabilities for various types of lease-based real estate.
Price Range Learn More
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Product Overview

Related Products

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  • Procore
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  • e-Builder Enterprise
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User Reviews of Sage 300 Construction and Real Estate

★★★★★
★★★★★
Submitted on January 18th, 2019 by Anonymous

Difficult to do things like look at things on a consolidated basis, can’t export into Excel, property management side not well built out, rent rolls are not well panned out and causes us to have to hand type things back into Excel. This may be because the system wasn’t setup correctly or is a true limitation of Sage

★★★★★
★★★★★
Submitted on November 5th, 2018 by Anonymous

Dissatisfied, product was too cumbersome and made reporting difficult

★★★★★
★★★★★
Submitted on October 25th, 2018 by Anonymous

I got my renewal notice and it went up another $800 for the next year to $6,200. This seems like way too much money for the size of our company.

★★★★★
★★★★★
Submitted on February 22nd, 2018 by Anonymous

I love it, only because I’ve used it for so many years and I’ve seen it grow, only downside is it doesn’t have mobile capabilities and we have to use a VPN

★★★★★
★★★★★
Submitted on August 17th, 2014 by Anonymous

The product has many features, so is better suited to the larger contractors, but it would work fine for smaller ones also. It does take some thought in the set up process and someone with construction background. An AP clerk is not going to see the big picture. It is a good idea to attend the classes offered during the set up process to help answer questions and facilitate setting up the modules. The maintenance contract comes with annual updates to the software and the help over the phone is terrific. The project manager find having access to costing information without needing the accounting staff a big plus and it encourages them to look at cost information more frequently.

The Good…

The report writer is great. Once you have written a few reports, it is so simple to write a new report when you need it. The reports that come with the software are a good start, but I have modified many to my own taste.

The Bad…

Accounts payable has a few weaknesses dealing with partial payments of retainage and tracking purchases for 1099 purposes. The latter is being worked on for a future software update.

★★★★★
★★★★★
Submitted on December 17th, 2013 by Anonymous

This program is very complex and not user friendly. Made for large companies that have money to spend on classes

The Good…

It seemed like an easy transitional program, again too difficult without a lot of help from a professional

The Bad…

Too complex

★★★★★
★★★★★
Submitted on December 16th, 2013 by Charles

It is difficult to use, it requires extensive training, and the reporting is not very user friendly

The Good…

Not much

The Bad…

We will abandon it some time within the next two years

★★★★★
★★★★★
Submitted on December 10th, 2013 by Anonymous

Sage 300 captures a lot of data that can be used to evaluate the business. There are many tools that can help streamline a process such as groups of vendors that always get paid the same way. Or set expense allocations for select bills. I love that you can customize the screens and fields by user so that a novice does not get bogged down with unused cells. I’m not impressed with the canned reports. You can export them into Excel but not in a raw data format so they are difficult to use.

The Good…

Customization of screens

The Bad…

The reports. I was expecting a more robust report system that easily allows anyone to add columns to a report. You can filter on anything which is nice but you can’t add any row (easily). There is a different report writing tool that can be used but it is not easy to use and its not something that you would give to your AP clerk to customize an AP Aging by adding the days outstanding.