Problem: Redundant data entry creating new contacts in Viewpoint & ProEst
Solution: "Data Sync Tool" automatically populates Vista when new ProEst contacts are created
Client: Anslow Bryant, Houston, TX
Problem: Vista only imports one Contract Item at a time, requiring multiple imports from Sage Estimating and manually assigning unique and consistent Jobcost Phase Codes to multiple Contract Items
Solution: “Fusion Viewpoint to Sage Estimating” imports unlimited number of Vista Contract Items directly from Sage Estimating WBS codes & automatically assigning Jobcost Phase Codes in Vista
Client: University Mechanical, Seattle, WA
Problem: Processing AP invoices in Vista too slow and labor-intensive
Solution: Custom app that monitors a common email address, and automatically converts pdf attachments into Vista AP scan batches
Client: Multiple
Problem: No way to efficiently import items in an Excel estimate into a Sage estimate
Solution: Custom app reads items in an Excel spreadsheet and imports them into a Sage estimate including takeoff quantity & unit, pricing, and unlimited WBS assignments
