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For specialty contractors

Streamline accounting and operations with cloud software for specialty and subcontractors

Manage job costing, inventory, work order management, and more with comprehensive software for specialty contractors.

Software with the horsepower specialty contractors need

Our Specialty Contractors package unites our must-have solutions to cover all your bases—managing estimates, budgets, daily logs for construction projects, job costing, inventory management, preventative maintenance, and so much more.

Connect your field and office

Use real-time data to make stronger decisions in the office, on the jobsite, or anywhere in between.

Work smarter, not harder

Don't waste your team's talent—replace repetitive, manual work with time-saving automations.

Maximize profitability

Master job costing with real-time visibility using the only AICPA-preferred accounting solution.

Simplify service operations

Use real-time data to improve customer service and boost productivity by up to 50%.

Get the power of unrivaled specialty contractor accounting software

Take control of the financial health of your projects and accelerate productivity by up to 40% using the #1 provider of construction finance software.

  • Streamline billing data from work orders, time and expense, and other job costs to invoice GCs or bill customers for maintenance.
  • Mitigate risk and protect profitability with real-time project data so you can generate actual and anticipated cost reports.
  • Get a 360-degree view of your construction and service operations finances for more comprehensive forecasts.
  • Benefit from advanced features like multi-entity consolidation, a dimensional general ledger, comprehensive job costing, and more.
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Fuel your preconstruction and project management engine

Break free from manual, error-prone work using software to handle construction operations with speed and precision—from preconstruction to closeout, and everything in between.

  • Build a foundation for profitable projects with tools for managing leads, estimates, drawings, logistics, and schedules—all in one place.
  • Make stronger decisions by generating detailed and customizable reports showing labor, materials, work-in-progress, and more.
  • Automate manual and repetitive project management tasks, freeing up your team to focus on strategic priorities.
  • Keep field and office teams working in sync with access to real-time data anytime, anywhere, and from any device.

Streamline service operations and inventory management

Designed for specialty contractors with service technicians, our field operations platform connects field and office staff and gives them real-time data to improve productivity, deliver excellent customer service, and collect cash 5X faster.

  • Keep projects on track by giving field crews the ability to access inventory, enter daily logs and notes, and create work orders, all while on site.
  • Set up and manage service contracts after project completion, turning maintenance agreements into a dependable revenue stream.
  • Reduce risk with access to real-time metrics such as average repair time, technician utilization, and customer satisfaction.
  • Track, value, and manage stock across multiple locations with real-time accuracy using advanced inventory management tools.

Elevate decision-making with advanced reporting and dashboards

Make stronger decisions with robust reporting and dashboards, accessing real-time insights to drive strategic actions across your business. With 150+ ready-made reports and intuituve custom report creation, you can say goodbye to manual reporting in Excel.

  • Measure financial and operational project performance and compare outcomes against historical data.
  • Use role-based dashboards to allow different employees to find the right information they need to make key decisions for their role.
  • Visualize key metrics and trends with interactive charts and graphs for better decision-making.
  • Easily share insights with stakeholders through automated report distribution and data export options.

Your specialty, our expertise

No matter your niche, we’ve got the right solution for your company. These are just some of the many specialty contractors we serve:
MEP
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HVAC
Drywall
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Roofing
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Concrete
Refrigeration
Fire suppression

Specialty contractor software resources

Explore our specialty contractor software resources to learn how Sage can help you build better.
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Sage for Specialty Contractors package

E-book

10 reasons specialty contractors choose Sage

Customer success story

Superior Masonry

Customer success story

Lunar Companies

Customer success story

Airo Mechanical

Brochure

Sage Intacct Construction

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Sage Construction Management

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Sage Field Operations

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Sage for Construction

"The tools are exactly what we need to grow into our future. Without this backbone, we’d be a mess."


Matt Andersen

CFO, Superior Masonry

“We didn’t have a lot of visibility before into revenue leakage and detailed project performance. Now that project managers are getting this information, they’re making better decisions and being more mindful of their budgets."


Angelia Ryan

CFO, Airo Mechanical

"Sage has so many different levels of data that you can pull from. Even if it is something you don’t need now, it sets you up for potential growth in 5 to 10 years."


Morgan Schweitzer
Controller, Lunar Companies

Specialty contractor software FAQs


Specialty contractors need end-to-end software that handles their preconstruction, construction operations, and financial management. Additionally, specialty contractors with service technicians will also need tools for efficient field service operations and inventory management. Having robust, connected solutions across all of these areas will ensure your projects remain profitable, your customers are satisfied, and your business is set up for sustainable growth.

The Specialty Contractor package is a powerful cloud-based solution designed for HVAC, electrical, plumbing, roofing companies, and more. The core components of the package are construction accounting software, preconstruction and construction operations solutions, service operations and inventory management software, and training and educational content. Featuring real-time insights and tools for enhanced on-site efficiency, the Specialty Contractor package positions your team to improve financial management, optimize project performance, and deliver exceptional service.

The products Sage offers for specialty contractors have applications across all trade types. This includes service-based contractors like HVAC, MEP, and refrigeration, and non-serivce based contractors like roofing, drywall, and concrete.

Investing in cloud-native software gives you secure, remote access to your data from anywhere. The platform provides automatic updates, data security, and scalability, ensuring your system grows with your business without the need for complex infrastructure. Our multi-tenant true cloud foundation means you'll never have to worry about being on the latest version of our software or deal with complicated and expensive upgrades.

Yes. Sage offers multiple payroll solutions, providing construction-specific options for in-house and outsourced payroll. Sage Intacct Construction Payroll is for companies that want to process their payroll in-house. Sage Intacct Payroll powered by ADP Workforce Now for Construction is for companies who would prefer to outsource their payroll. Both solutions streamline nuanced payroll processes by integrating with your accounting systems, reducing manual entry errors, and ensuring compliance with ever-changing tax and labor regulations. Additionally, for businesses who prefer their current payroll provider, we also offer seamless integrations with a growing list of leading payroll solutions.

Yes. Sage has a host of add-on solutions that tackle specific needs like automation tools for paperless document storage, AI-powered estimating and bid analysis software, payroll solutions, and more. Our team will explain all of the options and make recommendations based on your specific needs and requirements.

Please complete this short form so we can gather some information about you. A member of our sales team will be in touch within 1-2 days to learn more about your needs and discuss options. We look forward to connecting!

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Expert advice

Ready to learn more about what Sage can do for your construction firm? We are, too. Our product experts are here to guide you every step of the way.