Companies Overview
One of the first things to do when implementing Sage Construction Management is to enter companies that are involved on your projects. This would consist of customers, subcontractors, suppliers, general contractors, architects, engineering firms, and lending agencies.
To aid data entry, Sage Construction Management provides tools to import a company list from Microsoft Excel or Link utilities for copying customers and vendors from Microsoft Outlook or an accounting system such as Intuit QuickBooks, Sage 50 Canada, and Xero.
When entering companies manually, the company name is the only required field. However, since most project detail reports show address, phone, and fax numbers, this information should be entered as well. Also, field staff can view this information as well from the mobile apps. So, being as thorough as possible benefits the entire operation.
Important Things To Know
- The contact management system is two-tiered: Companies and Contacts. See examples below.
- Companies can be categorized using Company Types which is a built-in classification system. Categorizing companies is especially beneficial when filtering the listing to add firms to an Invitation to Bid (ITB) list or RFP Package.
- Insurance can be documented for Subs and Suppliers. Sage Construction Management will alert the user when entering POs, Bills, Subcontracts, SCOs, and Sub Invoices if expired insurance records exist.
- Companies cannot be deleted unless all associated contacts, insurance records and project references have been removed.
Example Company and Contact Records
Example Customers Based On Sage Construction Management User Perspective:
| User Perspective | Customer Company Name | Customer Contact(s) |
| Custom Homebuilder | Smith, John and Mary | John Smith, Mary Smith |
| Commercial GC | Silicon Technology Corp. | Mike Johnson |
| Commercial Sub | Tower General Contracting | Steve Tower |
Example Vendors
| Vendor Company Name | Vendor Contact(s) |
| Stika Concrete | Ray Stika, John Stika |
| Thompson Building Supply | First Name: Sales Last Name: Department |
| Home Depot (Irvine | Store 1023) |
First Name: ProSales Last Name: Department First Name: Pro Last Name: Desk |
| Home Depot (Costa Mesa | Store 1255) |
First Name: ProSales Last Name: Department First Name: Pro Last Name: Desk |