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Sage Timberline Office (Sage Software)

Sage Timberline Office evolved from a mainframe system that Sage acquired in 2003. Today Timberline provides financial and operations management systems to a variety of contractors -- commercial, industrial, electrical, mechanical, specialty and service -- as well as residential homebuilders and real estate developers and managers.

Sage Timberline Office comes with up to 60 construction accounting, estimating and project management modules. These are organized into several different suites.

Sage Master Builder (Sage Software)

Sage has carved out a global niche for itself by developing and acquiring software for specific markets such as construction; the company offers Sage Master Builder and Sage Timberline Office for small and medium-sized contractors looking to improve efficiency, boost revenue and reduce redundancies and internal costs.

Business intelligence software products for Sage Timberline Office

As technology burrows its way deeper into construction businesses, data overload occurs more frequently. It gets increasingly difficult to corral, identify and extract the important things from the torrent of information. Technology also brings with it an increase in the speed at which everything hums along.

Construction service management plug-ins for Sage Timberline Office

Sage Timberline Office includes some powerful functions in its construction Service Management module. Whether the user is a plumber, electrical contractor, HVAC service firm or general contractor, there is a lot there that will streamline service operations, repetitive job site paperwork and warranty programs:

Finding project and process management software plug-ins for Sage Timberline Office

While projects and processes are intertwined in the front-line operations of construction businesses, each takes on its own unique signature when it is analyzed in the back office. The projects have beginnings and endings, but the processes flow continually through each successive project.

Implementing project and process management software plug-ins for Sage Timberline Office

In the first installment of this article, we highlighted four project and process management software packages that complement Sage Timberline Office. In this section we look at the same four offerings from installation and cost perspectives.

Tracking time and payroll with Sage Timberline Office plug-ins

Sage Timberline Office has the single largest market share among construction job costing, accounting and payroll software products, according to the 2008 Construction Financial Management Association IT survey. While Sage's accounting software has plenty of depth and breadth out of the box, there are always more functions companies may want that aren’t necessarily part of the Timberline Office package.

Field data collection with Sage Timberline Office plug-ins

In this article, we look at the field data collection processes allowed by time reporting and payroll tracking software that complement Sage Timberline Office and how much they cost. (In the first installment of this article, Tracking time and payroll with Sage Timberline Office plug-ins, we introduced a few of the companies behind these products.)

Implementing time tracking, payroll plug-ins for Sage Timberline Office

In this third and final installment of this article, we highlight some of the benefits of software that speeds up the process of tracking payroll and collecting time and attendance data and then transferring the data to Timberline. We also explore the processes involved with implementing these products, which we looked at in the previous installment of this article, Field data collection with Sage Timberline Office plug-ins.

Using yearly and quarterly tax reports in Sage Timberline Office

Sage Timberline Office comes with a variety of yearly and quarterly tax reports that aim to help accountants prepare federal and state tax returns. In this tip -- based on a presentation given by Gina Watson-Haley at Sage Summit 2008 -- we look at the quarterly and yearly tax reports that Sage Timberline Office provides and how they can help you prepare your tax returns.

User Reviews

Arizona American Water, which provides drinking water, waste water and related services to residents and businesses in the region, is using Timberline to amass a wealth of company cost-data to evaluate the performance of capital projects and capital budgets, said Raymond Yang, who works from the company's Phoenix office.

"We can use the average costs-per-length of pipes or per MG for water storage tanks, to evaluate budgeting of annual capital projects of these types," he said. "I'd recommend it to any company that manages assets, as well as the delivery of assets by managing capital projects."

Although Yang found Timberline's user documentation lacking in detail and usability, the vendor's technical support staff is helpful. "Timberline's help desk was very useful. They can answer specific questions on issues, and are able to provide both clarification or direction on how to get things done," Yang noted.

Rating: 7.5 out of 10 rating.

Genentech relies on its in-house construction specialists to add offices, laboratories, manufacturing sites and warehouses to meet the demands of its rapidly growing biotechnology and pharmaceutical business. About a year ago, these construction professionals replaced their spreadsheet-based capital estimating system with Timberline software to manage their projects, which Igor Mac Kay reports range in cost from $50,000 to $250,000.

Mac Kay states, "I have improved consistency in my report preparation, as well as developed better and more consistent pricing. Things sum up and multiply correctly and it appears relatively reliable."

Having eliminated the need to back-track to try and locate errors or typos that were normally made with the previous spreadsheet system, the team's ability to prepare capital cost estimates sped up dramatically. In fact, as a result of using Timberline, Gentech's, productivity has increased about 20%. In addition, Mac Kay reports much improvement due to the system's ability to convert information. A team now can take existing information and quickly adapt it to meet a similar project's needs in a different locale, he said.

While Timberline's software is strong, the user documentation leaves a lot to be desired. Mac Kay explains that because of the documentation's short-comings, hands-on training is ongoing in order to make the most out of the solution's wealth of capabilities.

Rating: 6.5.

After using Timberline for job cost accounting for the past five years, Kelly Runge has seen a significant reduction in "the time that our payroll clerk used to incur doing manual calculations. That also resulted in a corresponding reduction in human errors. In addition, valuable time is saved in the way we are able to obtain job costing in real time as we need it -- daily, if necessary. When we have short duration jobs that can be crucial."

"I would estimate that the change in payroll processes reduced manual entry by up to 10 hours per week -- and that was with half as many employees as we currently have," Runge explained. "The ability to provide our project managers with detailed, timely job cost reports has allowed for immediate billings, thereby improving cash flow. Information is readily available for our PM's, which allows their assistants and our accounting personnel to focus on their normal tasks."

For the fully integrated accounting, job costing, and equipment management applications, Elexco paid $15,000, and Runge feels that Timberline provides good value. He recommended it to general or specialty contractors, adding that it would benefit "anyone who wants a system they won't outgrow and understands the value of being with a leading manufacturer."

One criticism is that while upon initial purchase good training and manuals were provided, "Timberline has gotten away from that and has encouraged utilizing the website and local consultants. If you are fortunate to find a good consultant, that's fine. However, I believe experienced consultants are in short order -- no matter what product you have."

Runge stresses that training is the key to using Timberline effectively, and the best method is "on the job" training. While "basic data entry can be accomplished by someone with limited skills, to make the most of the system, it takes someone with a better grasp of what happens 'behind the scenes' to provide full utilization and implementation."

With the proper training and a good transition plan, Runge would rate Sage Timberline Office an 8 out of 10 overall.

For 10 years Dion Langness has used Sage Estimating software for estimating costs, generating proposals and scheduling work. Before spending $2,000 for the software, he looked at other products and found that most are similar, but the deciding factor was the availability of local help. "that ensured my chances of using it would be higher," Langness said.

There were many benefits, most notably in assessing whether we should self-perform the work, or select subs who provide bids. "All the details are at our fingertips to make decisions," Langness said. He added that this has not only proved valuable in the decision making process, but has cut estimating time in half, while still allowing for things like "a more detailed estimate analysis or a chance to bid on more work."

Helpful features include the "Excel ease of use with database engine, and many things that reduce duplication, transfer, and organization. Smart assemblies are also a great feature, as they allow variables to dictate materials, labor and equipment costing in one step."

Sage Estimating software was less of an investment than Langness originally expected. "Learning how to use the program is very easy," he said. "Getting the database to fit our specific company's needs takes time, but the time is well worth the value received."

Langness would like to see the addition of "a specific 'bid day' function," and he has no use for the metric conversion feature, but these points are minor. He would recommend Sage Estimating software to "any contractor who self-performs work and wants to save time, increase accuracy, and improve their estimating success and profitability." Very little computer experience is necessary to use Sage Estimating software, he said, but having experience with Excel helps.

Regarding support, Langness said, "The online knowledgebase, built-in Help, and phone support services provide the assistance we need." And now that Langness is also a Sage business partner, he noted, "A national customer service award identifies Sage as responding to 80% of its support calls in less than two minutes."

He will consider upgrading in the future, "as small improvements can have a very large impact on our estimating processes and requirements." Overall, Langness rates the current version of Sage Estimating software a 9 out of 10.

For small to medium-sized businesses, Master Builder can save significant time and money over basic programs such as QuickBooks and Peachtree accounting software. "Estimating time is cut by about 50%, payroll processing another 25%," Dion Langness said. "Approximately 50% is saved in generating construction specific reporting." There is also a significant reduction in errors.

With a price tag of $2,595 for the job cost accounting and construction project management applications for a single user, Master Builder is an affordable solution. It is also very easy to use as there is good integration between the modules, and there aren't a lot of "bells and whistles" that don't get used. "Very little experience is needed," explained Langness, a software consultant based in Minnesota. "Configuration, setup, and data conversion is simpler than most systems because of its structure. Most people who use it are bookkeepers and office manager level personnel."

According to Langness, the best features of Master Builder are estimating integration, Project Work Center and executive dashboards for those interested in the company's financial details. With setup, training, online courses, and award-winning customer service provided by Sage, the user is supported during every step of the implementation process.

However, what is needed is a more powerful and flexible dispatch board in the service management application, as the dispatch board is available for only one day at a time. Another shortcoming for larger service departments is the lack of "skill checking" when a work order is created, which would assist the dispatcher in knowing which technicians have the appropriate skills or certification to perform the service call.

Overall, on a scale of 1 to 10, Langness rated Master Builder a 10 for value, and an 8 for flexibility and customization of tools.

Blog Entries

Sage: Collaboration as construction software's next "generational shift"

DENVER -- As John Geffel sees it, the construction software industry goes through so-called "generational shifts" once a decade. These shifts -- essentially new ways of both selling and using technology -- are important for contractors, to be sure, but they also matter to construction software vendors, Geffel, senior vice president of Sage CRE Business Unit, said during a chat at this week's Sage Summit.

Products

Sage Project Lifecycle Management by Sage

Sage Project Lifecycle Management uses the Software as a Service model to help contractors collaborate on and manage documents, workflows and financial data.  Collaborative processes can be customized to match existing or newly implemented workflows, the vendor said. 

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Accordant Integration by Accordant

Accordant provides implementation, consulting, and training for the Sage Timberline Office, Sage Master Builder, Sage FAS (fixed asset software) and Sage PLM (project lifecycle management) products. Accordant also provides integration with several providers of Sage Software plug-ins -- Digital Business Integration, Event1Software, Field2Base, Innovative Software, OnCenter and TimberScan. Lastly, Accordant supports Prolog Manager, Prolog Connect and Prolog WebSite from Meridian Systems.

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United Solutions Integration by United Solutions

United Solutions provides implementation and training assistance for Sage Timberline Office, Sage Master Builder, Sage CRM and Sag FAS (fixed asset software), the latter two of which integrate with Timberline. Several maintenance and support programs are available for both Timberline and Master Builder.

In addition, United Solutions provides integration with the following software providers:

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Simply Accounting by Sage

Simply Accounting is Sage's accounting software designed specifically for Canadian companies. It comes in five editions.

First Step: This is the most basic level of Simply Accounting and was previously known as Entrepreneur. Its capabilities include essentials such as writing checks, preparing invoices and storing financial history. It can also switch from English to French.

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Peachtree by Sage

Peachtree Accounting software is designed for small businesses and offers normal accounting functions in addition to construction-specific features. Some of these latter features include progress billing, labor burden calculation, and insurance expiration tracking, according to Sage.

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Sage Master Builder by Sage

Sage Master Builder, acquired from Intuit in 2006, provides industry specific construction management software for contractors, subcontractors, and trades such as homebuilding, remodeling, HVAC, electrical, commercial and heavy construction.

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Sage Timberline Office by Sage

Timberline was first sold as mainframe software in 1971; Sage acquired it in 2003. Today Sage Timberline Office provides financial and operations management solutions to a variety of contractors -- commercial, industrial, electrical, mechanical, specialty and service -- as well as residential homebuilders and real estate developers and managers. Sage Timberline comes with up to 60 construction accounting, estimating, and project management modules, which are organized into several different suites.

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Vendor

Foundation Software

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Company Overview

Foundation software has been providing accounting software for construction firms for more than 20 years. According to the vendor, many of its construction clients previously used off-the-shelf job cost accounting software, such as QuickBooks or Peachtree, or software systems that are no longer supported.

150 Pearl Road
Brunswick, OH

Phone: 330-220-8383
Toll Free: 800-246-0800
Fax: 330-220-1443
Web: foundationsoft.com