SAGE SOFTWARE OVERVIEW


Sage Software, a subsidiary of The Sage Group plc, provides three construction software solutions -- Sage Timberline Office, Sage Master Builder, and Peachtree Accounting.

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.

BULLET Timerbline's accounting suite includes regular accounting features, allowing users to manage accounts payable/receivable, job costing, payroll, and billing, in addition to equipment cost, contracts, financial statements, and a general ledger.
 
BULLET The estimating suite comes with information about thousands of industry items, and also allows users to add their own items and formulas. It can be integrated with RSMeans databases. Sage also offers a digitizer add-on. Finally, with modeling estimating, it is possible to see what various changes to a plan would cost, the vendor noted.
 
BULLET Sage Timberline Office Procurement allows users to create purchase orders, receipts, and track change orders following the estimating process, the vendor said.
 
BULLET The production management suite helps contractors manage purchase orders and communicate with other team members, the vendor said.
 
BULLET The project management suite has features that aid contractors in managing change orders, RFIs, subcontracts and purchase orders.
 
BULLET Sage Timberline Office's property management suite provides developers and property owners/managers with the tools to manage many aspects of leases, such as interest on deposits, billing, lease options, overage rents, lease information, and credits. This module also comes with accounting features specific to property management, a billing module, and property management reports.
 
BULLET Sage Timberline Office's reporting module includes features such as an address book, integration with Crystal Reports, a report designer and a module to initiate tasks, the vendor said.
 
BULLET Finally, the service management module assists contractors with field purchasing, service agreements and warranties, and preventive maintenance.
 

According to the latest CFMA technology survey, Sage Timberline Office is the market leader in both job costing and construction project management software. Nearly 30% of contractors using Timberline for job costing and more than 15% of contractors using Timberline for project management, the survey noted.

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.

Master Builder integrates four areas: estimating, project management, accounting, and analysis/reporting. The estimating module allows contractors to do plan takeoffs, create and export proposals, and track client leads. The production module includes features allowing users to verify job costs, create job cost reports and manage scheduling, purchase orders, subcontracts, change orders and equipment. An accounting module allows users to manage a general ledger, accounts payable and receivable, control billing, payroll, loans and inventory. The analysis tool makes it possible to create financial charts and graphs, includes reports and a custom report writer; it also includes a job cost analysis feature, the vendor said.

Finally, Peachtree Accounting 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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PRODUCT DETAILS

BASIC COMPANY INFORMATION

  Master Builder Timberline
Support Offered:
       On site Yes Yes
       Web Yes Yes
       Phone Yes Yes
Core Product Areas:
       Collaboration / workflow management Yes Yes
       Project management, scheduling and resourcing Yes Yes
       Cost estimating Yes Yes
       Document control / management Yes Yes
       Job cost accounting Yes Yes
Construction Types Supported:
       Commercial Yes Yes
       General Contracting Yes Yes
       Heavy and Highway Yes Yes
       Industrial Yes Yes
       Mixed Use Yes Yes
       Residential Yes Yes
       Specialty - MEP Yes Yes

PROJECT MANAGEMENT DETAIL

  Master Builder Timberline
Document Management and Control:
       Log & track plan changes Yes Yes
       Log & track contracts and contract changes Yes Yes
       Log & track correspondence, memos, etc. Yes Yes
       Track submittals Yes Yes
       Track submittal revisions Yes Yes
       Submittal additions/changes trigger notifications Yes Yes
       Scan images   Yes
       Read CAD files   Yes
       Capture / index image files   Yes
       OCR text images   Yes
       Direct links to documents (plans, drawings, contracts, etc.)   Yes
Change Order Management:
       User-defined status codes   Yes
       Ability to consolidate multple requests into single CO   Yes
       Link plans, notes, etc. to change order Yes Yes
       Historical tracking and commending Yes Yes
       Change order triggers events such as cost revisions Yes Yes
       Approval management and tracking Yes Yes
Calendar Management:
       Schedule integration with Microsoft Outlook    
       Task notifications / updates Yes  
Scheduling:
       Critical path management Yes  
       Exceptions and alerts    
       Cross-project roll-ups    
       Cross-project resourcing    
       Schedule variances    
       Dependencies analysis & management Yes  
Resource Management (subs and suppliers):
       Customize standard subcontractor forms Yes Yes
       Resource costing Yes  
       Resource leveling    
       Time reporting and approval   Yes
       Contractor / vendor contact management Yes Yes
       Vendor performance tracking Yes Yes
Reporting and Analysis:
       Reports sent by email Yes Yes
       Key metrics reports Yes Yes
       Cross-project reporting Yes Yes
       CPM analysis    
       Gantt charts Yes Yes
       PERT diagrams   Yes
Budgeting and Forecasting:
       Earned value analysis Yes Yes
       Track actual costs / expenses to date Yes Yes
       What-if analysis   Yes
       Forecast cost-to-complete Yes Yes
       Cash flow forecasting Yes Yes
       Cost / budget variances Yes Yes

ESTIMATING DETAIL

  Master Builder Timberline
Take-off:
       Takeoff using digitizer Yes Yes
       Onscreen takeoff   Yes
       Mouse takeoff Yes Yes
       Digitizer tablet support Yes Yes
       Graphics digitized Yes Yes
       Custom annotations and libraries supported   Yes
Items & Assemblies:
       Item lists Yes Yes
       Cost items Yes Yes
       Markups per item Yes Yes
       Unit-price bidding Yes Yes
       List / construction unit / composit assemblies Yes Yes
       Visual assemblies Yes Yes
       User-defined forumlas Yes Yes
       User-defined fields and headers Yes Yes
Subcontractor / Vendor Management:
       Quote comparison   Yes
       Purchase order management Yes Yes
       Change order costing Yes Yes
       Bid tracking Yes  
       Subcontractor management Yes Yes
Quotes, Bids & Proposal:
       Proposal generation Yes Yes
       Purchase order generation and management Yes Yes
       Line item bids Yes Yes
       Bid rounding   Yes
       Lump sum bids   Yes
       "Ballpark" estimating   Yes
       Financial allocation / markup "spread"   Yes
       Change order processing Yes Yes

JOB COST ACCOUNTING DETAIL

  Master Builder Timberline
Basic Acounting:
       Accounts payable Yes Yes
       Accounts receivable Yes Yes
       Billings Yes Yes
       General ledger Yes Yes
       Job costing Yes Yes
       Payroll Yes Yes
Equipment:
       Equipment maintenance Yes Yes
       Equipment/asset management Yes Yes
       Fuel accounting   Yes
       Unit price billing Yes Yes
Extended Accounting:
       Cash management Yes Yes
       Change order management Yes Yes
       Fixed assets  
       Proposal management Yes  
       Subs management Yes Yes
       Subs payable Yes Yes
Human Resource and Safety:
       HR / staffing Yes
Integration:
       Estimating interface Yes Yes
       Project management Yes Yes
       Scheduling Yes  
Materials:
       Counter sales    
       Inventory Yes Yes
       Materials management   Yes
       Purchasing Yes Yes
Service Management:
       Dispatch Yes Yes
       Trucking / transport Yes Yes
       Work orders Yes Yes