Demo of MyAssistant

MyAssistant demo

MyAssistant for Sage 300 CRE is Your Personal Activity and Business Monitor


demo of MyAssistant

Demo of MyAssistant

Learn how to improve cash flow and customer relations by making MyAssistant – your assistant. Sage is hosting a demo of MyAssistant on Thursday, November 10th at 10:00AM PDT. 

Register here

All attendees of the demo of MyAssistant will receive 10% savings discount if purchased in the month of November 2016.

What is MyAssistant?

MyAssistant proactively monitors KPIs, providing instant alerts about issues needing attention and the information needed to take action. MyAssistant automatically generates reports, spreadsheets, documents and email alerts.  It distributes this critical information into the hands of those who need it, helping monitor and manage all phases of a project or property.

Alert Examples:

  • Notify subs with expiring insurance and sends them a personalized email requesting an updated certificate
  • Pending invoices out for approval too long
  • Generating and distributing each project manager’s job reports on a regular schedule
  • Alerting of change requests submitted and not approved
  • Send employees their direct deposit pay stubs
  • Enabling project managers to check their job profitability from their Windows Desktop, and notifying team members by email when jobs drop below a profit threshold
  • Indicating jobs or contracts not billed in a certain number of days
  • Bank accounts at balances with specified threshold

Ready to learn more?

Sign up for the Demo of MyAssistant