Get started with ready-made widgets

Explore our ever-growing library of Sage Intacct workflow widgets that you can customize, use as-is or simply build your workflow from scratch. No-code required.

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QAQC Deficiency Form

The QAQC deficiency form allows for company-wide documentation of deficient products, and conditions hindering performance or causing possible delays. Allowing the entire team access to

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QAQC Checklist

Creating QAQC checklists and grading scales can allow companies to set a baseline for the state of particular inspection areas. The checklist can act as

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Subcontract

Subcontracts are a great way to get your subcontractors participating in your business portal. Who doesn’t want to get paid? Creating a simple payment request

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Customer Setup

The customer setup widget allows companies to set up automated customer setup. Companies can also set up onboarding checklist workflows to update Intacct automatically.

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Contracts

This contract builder widget allows employees to initiate contracts and create collaborative experiences via the portal until they ultimately secure their digital signature.

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Contract Change Orders

Contract change orders allow customers to create contracts on-demand from templates and clauses approved by executive leadership. Then the change order is sent via the

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Staff Timesheets

Staff timesheets allow your in-house personnel to enter in time for projects or spread their salary allocation accordingly across overhead and project time. Time entry

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Job Change Orders

The job change order is similar to the change request, this is a more formal document that introduces portal collaboration with signature acknowledgment by both

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Change Requests

Changes happen on job sites and many companies are left sending texts, making phone calls, and giving verbal notices to proceed without proper documentation and

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Job Estimates

Job estimates widget allows field and manages to create estimates or quotes including labor, materials, equipment, and subcontracts from a single form. This form can

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