Companies overview
Set up and manage companies involved in your projects so your team can track contacts, insurance, and classifications consistently across Sage Construction Management.
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One of the first tasks when implementing Sage Construction Management is entering companies involved in your projects, including customers, subcontractors, and suppliers.
To speed up data entry, Sage Construction Management provides tools to import company lists from Microsoft Excel. You can also copy customers and vendors from Microsoft Outlook or accounting systems such as Intuit QuickBooks, Sage 50 Canada, and Xero.
When you enter companies manually, the company name is the only required field. Most reports display address, phone, and fax numbers, and field staff can view this data in the mobile app.
- The contact management system is two tiered: companies and contacts
- Companies can be categorized using company types, a built in classification system that helps filter listings for invitation to bid and RFP packages
- Insurance can be documented for subcontractors and suppliers, and Sage Construction Management alerts users when expired insurance exists
- You cannot delete companies unless all associated contacts, insurance records, and project references are removed
- In projects with the Specify Contacts for Project option selected, only companies with contacts appear in the project directory
Examples of customers from a Sage Construction Management user perspective:
| User perspective | Customer company name | Customer contacts |
| Custom Homebuilder | Smith, John and Mary | John Smith, Mary Smith |
| Commercial GC | Silicon Technology Corp. | Mike Johnson |
| Commercial Sub | Tower General Contracting | Steve Tower |
Examples of vendors:
| Vendor company name | Vendor contacts |
| 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 |