ESTIMATING - WIN MORE PROFITABLE JOBS

Depending solely on paper or spreadsheets to create estimates can be time consuming, fraught with errors, and require significant data entry later. Also, incomplete and inaccurate estimates can put a serious dent in your bottom line - if you submit a too- low bid and win the job, you'll lose money; create a too-high bid, and you probably won't get the project.

With Sage Master Builder software, you're in a better position to land more jobs and more profitable jobs as you will be able to:

• More easily track all of your prospects and jobs bid
• Bid more work through a streamlined estimating process
• Increase profitability by creating more accurate estimates
• Save money by reducing estimating errors and omissions
• Quickly update vendor pricing for materials and subcontracted items
• Deliver more professional price estimates, preliminary schedules and proposals - all customized for your prospective clients
• Jump start production by creating budgets, purchase orders and subcontracts without additional data entry

Prospect and Client Tracking - Make the most of your sales opportunities. Run your sales management process instead of having it run you. Sage Master Builder will help you automate and generate: lead-source lists and call sheets, mail-merge letters, and existing client sales opportunities

Estimate Creation - Create faster, more accurate -- and more profitable -- estimates. Sage Master Builder combines the best features of both databases and spreadsheets to help you estimate more effectively. And because Sage Master Builder estimating is integrated with the rest of the program, once you win a bid just a few mouse clicks will allow you to create budgets, subcontracts, purchase orders, and much more -- eliminating duplicate data entry and jump-starting production. Sage Master Builder estimating comes with: estimating database,
data import, request for pricing, time saving features.

Proposal Generation - Be more professional; win more jobs. Enhance your company image for prospective customers with Sage Master Builder proposal-generating capabilities. Customized proposal elements
help your company look thorough and professional. Proposal elements available to you include: proposal documents, custom form design.

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PRODUCTION -- MANAGE JOBS MORE EFFICIENTLY

Finish jobs sooner. Reduce labor costs and other potential overages. Have the right materials and crews on the right job at the right time. Improve communications with all parties involved. Know where you stand during a job. Make change work profitable. The cornerstone of construction is doing the work. How accurately you schedule work and then how close you come to delivering on time, on budget and at the desired quality can mean the difference between being a successful contractor and a struggling one.


Sage Master Builder offers scheduling and production functions to help you take control of all your projects. You
will be able to simply and effectively:

• Better coordinate all resources to begin jobs on time and finish sooner
• Reduce job-related surprises by overseeing all project details daily
• Mitigate schedule, job cost, and other risks
• Improve communications with crews, suppliers, and other contractors
• Monitor all in-progress jobs with real-time job status reports
• Manage, track and bill all change work to receive profits you are due
• Generate ongoing revenue by scheduling and managing service work

Scheduling - Start on time, finish on time -- and come in under budget. Sage Master Builder offers powerful, critical path management scheduling capabilities. Start on time, stay on task, avoid surprises and finish on time and under budget. Here are a few of the many scheduling tools available to you: task lists, critical path management (CPM) system, schedule updating capabilities, project notices, supplier notices, and automatic report generation.

Budgets - Plan for greater profitability. Sage Master Builder provides extensive and comprehensive budgeting capabilities, putting you in control of each and every job before any work begins. Take advantage of: importing estimates, detailed job costing, cost to complete reports, and committed costs analysis.

Purchasing - Have all job-related materials on-site and on time. Purchase orders help you schedule and
track all job-related material deliveries to avoid wasting a crew’s time when materials aren’t available. Sage Master Builder purchase orders -- generated straight from your estimate -- are fully integrated with Sage Master Builder accounting to give you the following: overpayment protection, ordering flexibility, committed cost reports,
vendor-specific warnings, and material status reports.

Subcontracts - Build a stronger team. Sage Master Builder software contains extensive subcontract functions designed to make the subcontract management process easier, while decreasing the risk of payment errors. You get the following: professional subcontracts with billing forms included, double-payment or overpayment safeguards, monitored certificates of insurance, subcontract change order management, and subcontract audit report.

Change Orders - Get paid for ALL the work that you do. Track and confirm all change work simply and effectively. Sage Master Builder change order management provides you with: single screen monitoring, professional, customized change order forms, change order status, prime contract audit report, flexible change order billing, back charge and cross charge change orders, and internal change orders.

Equipment Management - Build your bottom line by better managing equipment. Track and charge all equipment costs directly to your jobs, helping your company recoup these outlays. Sage Master Builder equipment management includes: job allocation capabilities, specific jobs, maintenance reports, financial information, analysis reports, rent, lease or buy analysis, and cost recovery analysis.

Inventory - Put inventory dollars to work as effectively as possible. Inventory sitting in your warehouse costs you money. Take control of your inventory and reduce costs with these Sage Master Builder inventory capabilities:
shrinkage and loss prevention oversight, company-wide inventory management, warehouse labor cost reduction, and customized inventory valuation method.

Service Management - Manage service, from work orders to invoicing, all in one screen. Complete service management integrated with inventory and accounting can help you bid, schedule and bill for service and
warranty work. Sage Master Builder functions include: work order management, service client management, installed equipment oversight, service work dispatch board, service contracts, and color-coded job prioritization.

Document Control - Complete project documentation with all the forms you need. Avoid disputes and communicate effectively with employees, customers and subcontractors with Sage Master Builder document control functions. Create and track responses to critical project documents such as: requests for information, transmittals and submittals, daily field reports, and punch lists.

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ACCOUNTING -- DRIVE YOUR BUSINESS WITH THE BEST CONSTRUCTION ACCOUNTING AVAILABLE

Avoid confusion and accounting inaccuracies. Trust your financial numbers. Improve cash flow by collecting
more of the money due, and collecting it faster. Reduce penalties, late fees, and other financial pitfalls.

Accounting is the backbone of every contractor’s business operation. Yet few contractors have a single accounting system that is capable of meeting all of their crucial, construction-specific accounting needs. As a result, contractors often use multiple systems and spend unnecessary time re-entering data.

Sage Master Builder is a single, accrual-based, construction specific accounting system that can perform all of your advanced construction accounting. And Sage Master Builder accounting is fully integrated with Sage Master Builder estimating, production, and analysis functions to give you complete financial management insight throughout each phase
of your business. With Sage Master Builder, you can more effectively manage your operations by:

• Simplifying and automating invoice creation and bill paying
• Avoiding overpaying or double-paying bills
• Saving time by eliminating accounting errors and financial discrepancies
• Generating better cash fl ow
• Eliminating late fees, overcharges, and other penalties
• Maintaining budgets by company, by department, and by job
• Setting up security by user and function

Sage Master Builder helps you distinguish job costs from overhead. You’ll have the
assurance of knowing that your job costs always balance to the general ledger.

Sage Master Builder also maintains a strict audit trail and has customizable security.
All transactions are tracked and only authorized employees can access or change
financial data.

General Ledger - Trust your financial numbers. The general ledger utilizes information from payroll, accounts receivable, accounts payable, inventory, and much more to provide you with accurate, reliable financial data and reports. Best of all, built-in security features and a tight audit trail help prevent theft, mistakes, and other financial irregularities. Sage Master Builder general ledger provides you with: complete accounting capabilities, enhanced cash management, work-in-progress (WIP) management, accurate, detailed financial reports and information, enhanced data security, flexible posting, and real time updating.

Accounts Receivable - Get paid faster with customized, automated billing. Take advantage of different billing methods to automate and streamline your billing based on work performed, resulting in quicker invoicing -- and better cash flow. Take advantage of: multiple billing methods, delinquent client management, simplified billing information, improved cash flow, and faster invoice creation.

Accounts Payable - Gain control over bill paying. With Sage Master Builder, you can better manage cash flow --paying smarter, not faster. With Sage Master Builder accounts payable, you receive: tighter financial controls, cost reductions, fewer invoice payment errors, greater liability protection, and improved job cost controls.

Payroll - Manage labor costs for greater profitability. Labor costs are a significant expense. The most
profitable contractors manage every aspect of their labor costs, from hours worked to workers’ compensation costs to union reporting and more. Sage Master Builder can assist you by handling even the most complex construction payroll. Capabilities include:
automatic payroll calculations, certified payroll, workers’ compensation management, union payroll and reports, customized payroll pay periods, employee benefit plan management, and tax district computation.

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ANALYSIS AND REPORTS -- MAKE BETTER BUSINESS DECISIONS WITH DATA YOU TRUST

Having accurate and reliable financial information before, during, and after a job is critical to your company’s overall success. Because every job has variances, changes, or unexpected challenges, no estimate is perfect. Becoming more profitable over time involves learning from previous mistakes or discrepancies. With fully integrated Sage Master Builder analysis tools, you can do financial analysis for your company as a whole,
as well as project analysis to see where you stand on each job. You can then make all-important course corrections for greater and more consistent
profitability.

When you utilize the built-in Sage Master Builder analysis tools and comprehensive reports, you will be able to:

• Make better, more informed business decisions
• Create financial budgets for the company and each individual department
• Catch project and business-related problems early to take corrective actions
• Know how profitable your company is and understand the sources of profitability
• Learn which projects are most profitable -- and why -- with complete job cost information
• Better manage and plan for cash flow
• Understand business trends by reviewing revenues, costs, profits, and more
• Create mandated reports, such as bonding, simply and quickly
• Export key information and reports to Excel to perform further analysis

Job Costing - Catch runaway costs during the job. Accurately creating, maintaining, and monitoring job cost
information is the surest way to stay on budget and prevent job costs from getting out of control -- increasing your profitability. With the leading-edge job costing tools found in Sage Master Builder, you will be able to see where you are profitable and where you need to make changes on a day today basis. Sage Master Builder job costing capabilities provide you with: actual cost to budgeted information, accurate job cost information, more accurate future estimates, job cost journal, bonding, WIP, and loan requirement documentation, change work management, and automated time and materials billing.

Reports - For internal use or to use with clients, vendors, subcontractors, insurance, banks and more. Generating accurate and timely reports and documentation will help set your construction company apart and give you the tools to better monitor production and other functions. And Sage Master Builder contains all of the reports you’ll need. You can even modify or create your own report formats. The Sage Master Builder form design capability provides you with the tools necessary to change the look of any form, eliminating the need for expensive preprinted forms. With Sage Master Builder Report Writer, you can quickly and easily customize an existing report or create your own for ultimate customization. The Report Scheduler allows you to reschedule
the automatic delivery of reports to customers, subcontractors, suppliers or employees by fax, e-mail or to your
own printer, saving you time. Together, the Sage Master Builder report and form functions provide you with: customizable standard reports and forms, new report and form creation, personal defaults and templates, excel spreadsheets, and external report writer.

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