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.
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
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
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
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
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
Job setup with resources allows end-users to create or pull from an estimate to create a job from a mobile, tablet, or desktop. Extending this
Measuring cost to complete requires mobile field visibility and collaboration with the back office. The cost to complete workflow widget allows for the seamless submission
Similar to cost to complete, the percent complete widget allows field and mobile users to pull in data and enter in new percent complete forms
