MyAssistant
MyAssistant improves communication, reduces errors, and increases productivity. Designed specifically for Sage Timberline Office, MyAssistant proactively identifies what needs to be done, determines who needs to be informed, and automatically performs the task. MyAssistant delivers essential information, when it's needed.
MyAssistant can monitor and take action based on any information in Timberline, including custom fields. Over 300 prebuilt rules ship with the system, and you can create your own. Whatever your business, MyAssistant extends the power of Sage Timberline Office.
It can:
Request insurance certificates
Remind customers of delinquent invoices
Generate and distribute reports
Alert operations of over budget cost codes
Notify managers of expiring leases
Audit Timberline processes
Send a list of all open RFIs to all project managers
Receive a list of YTD Health deduction totals for each employee. This is compared to the invoice from the insurance company
Send lien waiver documents to vendors after AP checks are printed. This informs each vendor their check is available and instructs them to provide a signed waiver when they receive their check.
Project Managers are informed when they have AP Pending Invoices out there for approval
Real estate firm sends out Payment coupons to tenants each month as a rent reminder
Automatically distribute reports throughout the company
Send the service site a letter when a preventative maintenance work order is scheduled to inform them that "We're coming out on ___ to do ___".
Send email notification regarding Direct Deposit statements
Send the bank a list of all AP checks that have been cut that day, to compare deposited checks (Positive Pay)
Change requests not returned in X days. A reminder is sent to the Project Manager to follow up
Receive a list of employees who become eligible for health insurance.
Send an email to the Architect if a Change Request has not been returned in 3 days as a reminder to stay on top of things.
Tracking safety violations.
