Service Management BI for Sage 300 CRE

We have pre-built and build your own drill through reports and analytics that connect to your Sage 300 Service Management Data.

Get Tools To Manage the
COVID-19 Crisis

COVID Management

Manage AR Collections, assess the impact of your COVID Budget to your Original 2020 Budget, Online Job Forecasting, Work in Progress  Management and more…

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Get out of spreadsheets for AR Collection Management

Learn How to collect faster

Our AR Collection System can track the promised payment date of invoices

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Financial Ratios Matter

Build trended ratios

Create your own Financial Ratios Dashboard with trended Days sales in AR, Current Ratio, Quick Ratio or any other liquidity ratio.

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The Anterra Advantage

Anterra provides enterprise quality service management reporting to you at a fraction of the cost. We deliver world class reporting across your organization. anterraBI™ contains drill through dashboards, grids, financial statements, scorecards and analytic tools to quickly see where you are performing outside of your plan.

Anterra solutions are designed to empower people with actionable information. We accomplish this goal by delivering

  • Mobile BI Our browser based dashboards with drill down capability enable you to get to the source information instantly from wherever you are. Access anterraBI from your iPad or computer.
  • Ease of use anterraBI’s interface is built by people with extensive Service Management and Construction experience along with feedback from industry leading companies.
  • Rapid Deployment With over 200 prebuilt dashboards and reports our clients receive immediate ROI. (read our Customer Success Stories Here)
  • Cost Effectiveness Our cloud based offering means no additional cost for hardware and no additional burden on your IT staff to maintain our application.

Here are some highlights on how we improve your service and construction company reporting, eliminate manually prepared spreadsheets from your organization and help you manage the risk of your business:

Service Management

Dashboards and Reports

Work Order Profitability –

Build / Save / Share your own SM Reports

Build your own reports to show work order profitability over any range of dates by:

  • Salesperson
  • Technician
  • Customer
  • Customer location
  • Agreement
  • Division
  • Call Type
  • Problem Code
  • Geography – city, state, zip
  • Any combination of items: Salesperson/Technician, Customer/Technician, Problem Code/Technican

With Anterra you are finally able to see where you make and lose money in service management. You can build any number of profitability reports and share them with other users. or build them for yourself.

Here’s an example of profitability by Salesperson by Customer for this quarter

Here’s an example of profitability by Customer by Agreement for the last 12 months

Service Management Accounts Receivable with Work Order Drill Through

With Anterra you can instantly see Accounts Receivable from both Service Management and Construction invoicing. You can drill to the invoice number to see invoicing and payment activity. For SM invoices click on the Work Orders button to drill to all of the work orders associated with an invoice.

Agreement Renewal / Expiry Analysis

Agreements are the life blood of a service organization. We give you full visibility into your agreements by customer, by sales person, by customer location or any other attribute. You can build and save as many reports as you like. Grids are shared with your colleagues or each person can build grids for themselves. This allows managers to monitor individual customers or sales people.

You can look at agreement expiry forward or backward in time by month, quarter, year or a custom date range. With Anterra you finally have visibility into your agreement renewals.

Sales Commission Reporting

Calculating sales commissions on work orders and service jobs can be one of the most time consuming and manual processes in your organization. We can calculate commissions based on invoices issued in a month or on a “pay when paid” method based on invoices that become fully paid in a month. Call us to discuss how we can automate your commission process.