Foundations

In this series you will learn the components of Sage 100 Contractor, how to deploy a sample company, how to download and install software updates, and how to back up data. You will also learn program navigation, the data entry windows, and the different modules and how data flows between them.

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Quick start checklist

Review this checklist before you install Sage 100 Contractor and set up your company.

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Function key shortcuts

A handy reference for function key shortcuts to help you work faster in Sage 100 Contractor.

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Essentials*

This learning includes 60+ online lessons that guide you through setup, key workflows, and everyday tasks like invoicing, payroll, job management, and security. Be sure to select the version that matches your region (U.S. or Canada) before starting the course.

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Job Cost

This course focuses on budgets, proposals, and reports. Learn how to create budgets and set up proposals using different methods and understand how these figures appear in key job cost reports.

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Payroll

Learn how to process payroll in Sage 100 Contractor using U.S. workflows.

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For Canadian payroll, please take the Essentials (CA) or Comprehensive (CA) courses, which include region-specific guidance.

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Project Management

Learn how to manage jobs in Sage 100 Contractor through 50+ step-by-step lessons. Build your knowledge from budgets and proposals through purchase orders, subcontracts, change orders, document control, and cost-to-complete reporting.

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Design & Modify Reports & Forms

Learn how to design and modify reports and forms in Sage 100 Contractor. This course covers form design, report creation, calculated fields, and modifying system reports, with step-by-step guidance throughout.

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Estimating Basics*

Build skills from setting up parts and assemblies to takeoffs, imports, and exporting estimates to budgets, proposals, and more.

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Scheduling

Learn how to use the Scheduling module in Sage 100 Contractor to create master task lists and job schedules, apply advanced scheduling techniques, and build time constraints into your plans.

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Equipment

Learn how to use the Equipment Cost module to track equipment usage and its impact on job costs. This course covers setup, processing costs, payments, allocations, and depreciation.

Choose between hands-on workbooks or recorded lessons.

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Inventory

Learn how to set up, manage, order, receive, and allocate inventory in Sage 100 Contractor, including inventory valuation methods, inventory transactions, and the reports used to maintain an accurate inventory system.

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Service Receivables

Learn how to use the Service Receivables module in Sage 100 Contractor to process service invoices and manage cash receipts. You’ll learn about setup requirements, customizing and using the Dispatch Board, and how to process quotes and work orders. We’ll also cover flat-rate billing.

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Special Billing

Learn how to create and manage progress billing in Sage 100 Contractor. This course covers manual billing, importing cost information from budgets or proposals, applying change orders, and updating completion percentages.

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