Come out from under your stack of work and breathe.
Turn operational objectives from reactive to proactive with MyAssistant for Sage 300 CRE. Finally, you can have your own digital assistant that never forgets and always has your back.
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1000’s of built-in tasks, unlimited possibilities.
MyAssistant ships with pre-configured rules, alerts, and notifications. Set your workflow up in minutes and let MyAssistant do the rest!
“Until you start using it, you don’t realize how much more efficient it makes things”
Click to read Teresa's story.Teresa Whittaker
How it works
1. Choose What To Track
From invoices to dunning letters to reports, send and receive the information crucial to project success in a variety of business processes:
• Accounts Payable
• AR and Billing
• Cash Management
• Equipment Cost
• General Ledger
• Job Cost
• Project Management
• Service Management
• Property Management
2. Decide Who It Goes To
Send the right information to the right people. Subs, execs, clients, and more all through email.
3. Choose When
Once an hour, two times a day, three times a week, once a year. You name the frequency and MyAssistant does the rest.
4. Design The Content
Select existing report designs, email templates, or call on our team at Bangert, Inc. to customize and design your reports, notifications, and emails.
5. Breathe & Relax
No more worrying about the small details or whether you sent that email following up on expired insurance. MyAssistant has your back for all your project-dependent communications.
MyAssistant Quick Demo
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