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April 30, 2015

Sage Service Operations


For specialty contractors and property managers, the quest to identify new profits and projects at every opportunity can seem like a daunting task. In today’s competitive business environment, every team member – from the superintendent to the project engineer – bears the responsibility of business development when interfacing with the client. That’s why Sage has introduced its latest software solution designed to streamline project management and help teams make it easier than ever before to win new work and expedite key tasks.

Sage Service Operations is a cloud-based service management solution that integrates with both Sage 300 Construction and Real Estate and Sage 100 Contractor. Sage Service Operations is browser-based and is supported on most mobile platforms, including Android, Windows, and iOS. Sage Service Operations is broken out into two products, one for use by the technician and another for the company’s customer.

For companies that rely on field technicians, repair crews or field staff tackling ongoing maintenance projects, Sage Service Operations will provide the proven capabilities of other Sage products in a formula uniquely designed to address the gaps between technician and office support staff.  Sage Service Operations provides automation capabilities for the following activities:

  • Work order processing
  • Access to service site history
  • Sales opportunity creation
  • Mobile purchase order creation
  • Payment collection from the field
  • Real-time schedule updates

By using Sage Service Operations, specialty contractors and property management firms can not only improve the efficiency and effectiveness of work performed in the field, but can also improve the customer service experience. Clients and tenants can effectively “self-serve” by electronically requesting new work orders and gain access to critical information like invoices and work order status, mitigating the need to wait for office teams to supply the needed information or authorization.

Like Sage 100 Contractor and Sage 300 CRE, Sage Service Operations was created to increase visibility into project status and provide greater continuity from the field to the office. By providing technicians with a clean, easy-to-use dashboard for populating key documents like purchase orders and work tickets, project teams can avoid the interruptions caused by after-hours or emergency work and easily collect information from the field as the work is occurring.

Improved workflow processes for the technicians as well as the office staff help shorten the billing cycle, reduce the amount of time spent on administrative tasks and provide critical information needed to keep technicians and office staff running at peak efficiency. That’s why Sage Service Operations is the perfect complement to your existing suite of Sage products, and an asset for the field teams that keep projects humming and clients happy.


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