Case Studies

Learn more about our work with clients in many different industries.

Construction & Real Estate

Client Details

Home builder in San Diego uses Sage 300 for Construction & Real Estate for job costing, project management, estimating and producing consolidated financial statements for their multi-entity company. They opt to add Equipment Cost module as it fully integrates with Sage 300 CRE and easily tracks all the costs associated with their equipment by project, revenue, location, maintenance and profitability for their entire fleet.

The Challenge

The home builder needed specific cost codes and job numbers to be set up in their Sage 300 CRE software. They also wanted to cost out equipment at specified rates to see how well each piece of equipment was being utilized. Lastly they wanted a solution to keep track of all pieces of equipment, including the maintenance costs.

The Solution/Outcome

The Equipment Cost Module in Sage 300 CRE helps maximize equipment investments by:

1. Equipment Tracking

ID code each piece of equipment and maintain a log
Track rental and ownership information
Group equipment by type
Track equipment revenue and cost information for profit analysis

2. Revenue & Cost Tracking

Define equipment revenue and cost codes
Record cost and revenue amount totals
Analyze trends in cost, revenue, profits with historical equipment costing

3. Entry & Processing

Enter equipment revenue by cost rate or hourly basis
Enter cost info through Payroll or directly into Equipment Cost module
Customize cost and revenue entry grids

4. Inquiry

Comes with pre-designed Equipment Cost inquiries
Drill down on summary information
Modify more than 100 inquiries using Sage 300 Inquiry Designer