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| Toll Free | Direct |
| P. (888) 559-9540 | P. (813) 855-0200 |
| F. (813) 315-6111 | |
| info@alliance-sg.com | |
Software Solutions and Management Tools for Your Business
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Alliance Solutions Group services construction, service, and real estate businesses located in Florida, California, Puerto Rico, and throughout the Caribbean. We specialize in Sage Timberline Office, Sage Master Builder, Sage FAS, and SageCRM and construction specific software.
An easy-to-use tool integrated with Timberline Office, MyAssistant proactively identifies what needs to be done, determines who needs to be informed, and automatically performs the task. MyAssistant can take action for almost any scenario. For instance, MyAssistant can automatically:
- Identify vendors with insurance expiring in 30 days and send them a letter
- Send past due customers a list of their delinquent invoices
- Generate and distribute personalized reports on a regular schedule
- Notify property managers when leases are about to expire or when units are vacant
- Provide a list of AP invoices that should be paid when a cash receipt is received
- Audit processes such as job, lease, contract, or employee setup to ensure they are completed correctly
Use a simple Task wizard to tell MyAssistant what you want monitored, when you want it checked, and how to respond. Use any of the more than 250 prebuilt rules or define your own. Once a Task is setup, MyAssistant uses Microsoft Outlook to notify who you want-- vendors, customers, owners, tenants, project managers, and others?with the information you specify. Timberline data can be included directly in the email body, and Timberline users can receive links within email to relevant Timberline reports and inquiries. MyAssistant can also attach any type of file to an email, including Timberline report output personalized for the email recipient. And after email is sent, MyAssistant helps manage the status of each notification.
A personal assistant that automatically informs the people you want with the information they need, MyAssistant can help you get the most out of Timberline Office by improving communications, reducing errors, and increasing productivity.
MyAssistant Overview
Pre-Built Conditions
MyAssistant for Commercial Contractors
MyAssistant for Specialty Contractors
MyAssistant for Real Estate
MyAssistant Success StoryStory.pdf