Install Sage 300 CRE with Tutorial Video for Subcontractor Compliance Setup

install Sage 300 CRE

Subcontractor Compliance: Easy Setup Instructions for Sage 300 CRE

Watch Tutorial Video to Install Sage 300 CRE Subcontractor Compliance Setup

Looking to install Sage 300 CRE and the subcontractor compliance? Plumb is an Authorized Sage Partner for Sage construction software and Sage Certified Consultant, Olivia Roemer, CCIFP goes over the benefits and quick setup for Sage 300 Construction and Real Estate (Timberline) subcontractor compliance feature.

The subcontractor and supplier compliance software feature helps keep track of:

  • Subcontractor and supplier’s lien waivers
  • Certified reports
  • Insurance certificates
  • Misc. items

With the subcontractor compliance setup, you will be able to get notified as well as your vendor when they are not compliant.  In the video, you will learn how to open the compliance settings in the A/P module and automatically create conditional and unconditional lien waivers.  See how to setup compliance warnings in both the A/P vendor level and A/P job level.  The subcontractor compliance setup also generates lien waivers and attach scanned copies of reports, punch lists, etc. in the software system.

Also, when used in conjunction of MyAssistant, learn how to email subcontractors when they are out of compliance.

Watch the short video to Install Sage 300 CRE Subcontractor Compliance:


Be certain about subcontractor compliance.  Don’t assume your subcontractors are insured.  Know.  Learn more and download your Job Ready Guide to Subcontractor Compliance.

subcontractor compliance

For Help with Sage 300 CRE

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About Sage:
With more than 40 years of industry experience, Sage solutions are Job Ready. In fact, Sage products help manage over 400,000 projects a year and more than 5.7 million subcontracts each year.

About Plumb:
From sales to implementation, training to consulting, Plumb’s team of Sage Certified Consultants work to improve your efficiency and reporting capabilities with Sage 300 Construction and Real Estate (Timberline), Sage 100 Contractor (Master Builder), Sage Estimating and Sage Construction Anywhere. Plumb is a SAGE Software Authorized Business Partner located in Southern California.

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