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The best way to keep an eye on your business and take action: MyAssistant proactively monitors key performance indicators, providing instant alerts about issues needing attention and the information needed to take action.
- Add-on Module for Sage 300 Construction and Real Estate -
MyAssistant automatically generates reports, spreadsheets, documents, email alerts and distributes this critical information into the hands of those who need it, helping monitor and manage all phases of a project or property. Whether you choose to create your own MyAssistant tasks using a simple wizard or you use one of the 350 prebuilt rules in the product, your options are practically limitless.
Identify what needs to be monitored. Ex: Check for vendors with liability insurance policies expiring in 30 days.
The criteria against which the database records are compared. Ex: The liability insurance policy expiration date for each vendor - that it is less than or equal to the current date plus 30.
How often is the checking performed? Ex: On the 5th of each month at 5:00 a.m.
The action that takes place if the condition is met. Ex: Email the vendor and request updated insurance information.
Tom Reeve, CFO at Interstate Restoration
Nick Andreolas, CFO of Ecker Enterprises, Inc.
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