Merge • Automate • Validate • Audit
A single click opens up the zMaxOneClick Apps ribbon bar to display the Apps you have installed. Best of all, there's no need to open a new program or fumble with multiple steps. The zMaxOneClick button sits right on the Sage 100 Contractor screen ready to help when needed.
Filter
Automate
|
General Ledger
01-04 Recurring Journal Transactions
Move inspection labor to overhead.
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Automate
|
Accounts Receivable
03-02 Receivable Invoices/Credits
PDF document includes T&M and supporting documents
|
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Merge
|
Accounts Receivable
03-02 Receivable Invoices/Credits
Receivable Invoice in Microsoft Word® format
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Automate
|
Accounts Receivable
03-05 Jobs (Accounts Receivable)
View a Complete Hours Report from the job screen
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Automate
|
Accounts Receivable
03-05 Jobs (Accounts Receivable)
Generate work order from job screen
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|
Automate
|
Accounts Receivable
03-05 Jobs (Accounts Receivable)
Customizable job number
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Automate
|
Accounts Receivable
03-05 Jobs (Accounts Receivable)
T&M Billing Setup based on receivable client
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Automate
|
Accounts Receivable
03-06 Receivable Clients
Updates client contact in multiple screens
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Automate
|
Accounts Receivable
03-07 Progress Billing
Progress bill invoice with all supporting documents
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Automate
|
Accounts Receivable
03-07 Progress Billing
Apply multiple income accounts to progress bill
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Merge
|
Accounts Receivable
03-10-02 Compute T&M Invoices
T&M invoice in Microsoft Word® format
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Automate
|
Payroll
05-02-03 Compute Payroll
Payroll records are updated from work order
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Automate
|
Payroll
05-02-03 Compute Payroll
Creates import document for Ovation Payroll
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Automate
|
Project Management
06-04-01 Change Orders
Easily keep track of multiple change orders for a job.
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Automate
|
Project Management
06-04-01 Change Orders
List of Subcontracts for specified job
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Merge
|
Project Management
06-04-01 Change Orders
Change Order in Microsoft Word® format
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|
Merge
|
Project Management
06-04-01 Change Orders
Subcontract Change Order in Microsoft Word® format
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Automate
|
Project Management
06-06-01 Purchase Orders
Job based purchase order number
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Automate
|
Project Management
06-06-01 Purchase Orders
Change vendor on saved purchase order
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Merge
|
Project Management
06-06-01 Purchase Orders
Purchase Order in Microsoft Word® format
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Automate
|
Project Management
06-07-01 Subcontracts
Job based subcontract number
|
|
Merge
|
Project Management
06-07-01 Subcontracts
Subcontract in Microsoft Word® format
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Merge
|
Project Management
06-11-02 Requests for Information
Request for Quote in Microsoft Word® format
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Merge
|
Estimating
09-05 Takeoffs
Proposal in Microsoft Word® format
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Merge
|
Estimating
09-05 Takeoffs
Job Order in Microsoft Word® format
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Merge
|
Estimating
09-05 Takeoffs
Project Estimate in Microsoft Word® format
|
|
Merge
|
Estimating
09-05 Takeoffs
Proposal in Microsoft Word® format
|
|
Merge
|
Estimating
09-05 Takeoffs
Proposal in Microsoft Word® format
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Automate
|
Service Receivables
11-02 Work Orders/Invoices/Credits
Takeoff created from work order
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Automate
|
Service Receivables
11-02 Work Orders/Invoices/Credits
Recurring AR Invoice from work order
|
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Automate
|
Service Receivables
11-02 Work Orders/Invoices/Credits
Invoice number based on service invoice type
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|
Automate
|
Service Receivables
11-02 Work Orders/Invoices/Credits
|
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Automate
|
Service Receivables
11-02 Work Orders/Invoices/Credits
Invalid ASCII characters on work order are replaced
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Automate
|
Service Receivables
11-02 Work Orders/Invoices/Credits
Work orders with actual times missing
|
|
Automate
|
Service Receivables
11-02 Work Orders/Invoices/Credits
Work orders where actual hours exceed scheduled hours
|
|
Automate
|
Service Receivables
11-02 Work Orders/Invoices/Credits
Work orders with early completion date
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Automate
|
Service Receivables
11-02 Work Orders/Invoices/Credits
Work orders with overtime hours
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|
Merge
|
Service Receivables
11-02 Work Orders/Invoices/Credits
Proposal in Microsoft Word® format
|
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Automate
|
Payroll
05-05-01 Daily Payroll Entry
Populate daily payroll from work order data
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Automate
|
Accounts Receivable
03-05 Jobs (Accounts Receivable)
Create budgets for all current jobs by Job Type
|
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Automate
|
Accounts Receivable
03-07 Progress Billing
Updates invoice details on AR invoice
|
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Automate
|
Project Management
06-06-01 Purchase Orders
Customized purchase order number
|
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Merge
|
Project Management
06-11-02 Requests for Information
Request for Information in Microsoft Word® format
|
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Merge
|
Project Management
06-11-03 Transmittals
Transmittal in Microsoft Word® format
|
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Audit
|
Service Receivables
11-02 Work Orders/Invoices/Credits
Work orders where the actual time exceeded the scheduled time
|
|
Audit
|
Accounts Receivable
03-05 Jobs (Accounts Receivable)
Report to track labor for a job
|
|
Automate
|
Accounts Receivable
03-05 Jobs (Accounts Receivable)
Job Cost Report in Microsoft Excel® format
|
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Automate
|
Accounts Receivable
03-05 Jobs (Accounts Receivable)
Committed cost report with vendor
|
|
Audit
|
Payroll
05-02-02 Payroll Records
List of employees missing in payroll
|
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Audit
|
Payroll
05-02-02 Payroll Records
List of employees with duplicate payroll records
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|
Audit
|
Accounts Receivable
03-05 Jobs (Accounts Receivable)
List of complete jobs with $0 balance
|
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Automate
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Accounts Receivable
03-06 Receivable Clients
Update billing address for multiple clients
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Audit
|
General Ledger
01-03 Journal Transactions
List of each GL transaction by employee for a specified date range
|
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Automate
|
Accounts Receivable
03-05 Jobs (Accounts Receivable)
Archive takeoff records no longer in use
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Automate
|
Accounts Receivable
03-05 Jobs (Accounts Receivable)
Customizable job number
|
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Automate
|
Accounts Receivable
03-05 Jobs (Accounts Receivable)
Report which shows billing schedule for job
|
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Automate
|
Accounts Receivable
03-06 Receivable Clients
Keep track of and Quickly create work orders for recurring maintenance
|
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Automate
|
Project Management
06-06-01 Purchase Orders
Copy notes from work order to purchase order
|
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Automate
|
Project Management
06-06-01 Purchase Orders
Purchase order Ship To address is populated
|
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Merge
|
Project Management
06-11-01 Requests for Proposal
Request for Proposal in Microsoft Word® format
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Merge
|
Project Management
06-11-04 Submittals
Submittal in Microsoft Word® format
|
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Merge
|
Project Management
06-11-05 Plan Records
Plan records in Microsoft Word® format
|
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Automate
|
Estimating
09-05 Takeoffs
Budget from specified bid/phase of takeoff
|
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Automate
|
Estimating
09-05 Takeoffs
Simple way to manage invoicing Home-builders
|
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Automate
|
Estimating
09-05 Takeoffs
Allocate Inventory and Create Purchase Order from the Takeoff
|
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Automate
|
Estimating
09-05 Takeoffs
Update cost codes in the takeoff using part number
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Automate
|
Estimating
09-05 Takeoffs
Quickly Create Budget with phases from the takeoff
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Automate
|
Project Management
06-06-01 Purchase Orders
Create Recurring AR Invoice from a Purchase Order
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Automate
|
Accounts Receivable
03-07 Progress Billing
Adds change order line to a progress bill
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Merge
|
Estimating
09-05 Takeoffs
Proposal in Microsoft Word® format
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Automate
|
Estimating
09-05 Takeoffs
Group items on takeoff by user defined field then create progress bill
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Automate
|
Estimating
09-05 Takeoffs
Copy assemblies from master job takeoff to each sub job takeoff
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Automate
|
Accounts Receivable
03-05 Jobs (Accounts Receivable)
A job phase is generated for each department
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Automate
|
Accounts Receivable
03-10-02 Compute T&M Invoices
Change the Billing Status on job cost records
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Merge
|
Project Management
06-07-01 Subcontracts
Subcontract in Microsoft Word® format
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Automate
|
General Ledger
01-03 Journal Transactions
Change Depart. on Equip. Allocation
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Automate
|
Estimating
09-05 Takeoffs
Create T&M Billing Setup from the takeoff
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Automate
|
Accounts Receivable
03-07 Progress Billing
Create Waiver Tracking from a progress bill
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Audit
|
Accounts Receivable
03-10-04 Post T&M Invoices
Print and Email Multiple T&M Invoices
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Merge
|
Estimating
09-05 Takeoffs
Change Order in Microsoft Word® format
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Automate
|
Project Management
06-06-01 Purchase Orders
Change Purchase Order Values
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Automate
|
Accounts Receivable
03-06 Receivable Clients
Generate client Location 1 based on client information
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Automate
|
Accounts Receivable
03-10-02 Compute T&M Invoices
Review T&M invoice prior to posting
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Automate
|
Estimating
09-05 Takeoffs
Quickly Create Budget from bid items
|
|
Automate
|
Payroll
05-05-01 Daily Payroll Entry
|
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Automate
|
Accounts Receivable
03-05 Jobs (Accounts Receivable)
Z030500A41
|
| General Ledger |
 |
| Adjust Inspection Labor |
|
Move inspection labor to overhead.
|
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01-04
$668.60
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Automate
|
| Accounts Receivable |
 |
| T&M Invoice Attachments |
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PDF document includes T&M and supporting documents
|
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03-02
$670.80
|
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Automate
|
| Accounts Receivable |
|
| AR Invoice v1 |
|
Receivable Invoice in Microsoft Word® format
|
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03-02
$673
|
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Merge
|
| Accounts Receivable |
|
| Complete Hours Report v1 |
|
View a Complete Hours Report from the job screen
|
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03-05
$675.20
|
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Automate
|
| Accounts Receivable |
|
| Create Work Order |
|
Generate work order from job screen
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03-05
$677.40
|
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Automate
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| Accounts Receivable |
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| Create Job No |
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Customizable job number
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03-05
$679.60
|
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Automate
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| Accounts Receivable |
|
| Create T&M Billing Setup |
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T&M Billing Setup based on receivable client
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03-05
$681.80
|
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Automate
|
| Accounts Receivable |
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| Manager Update |
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Updates client contact in multiple screens
|
|
03-06
$690.60
|
|
Automate
|
| Accounts Receivable |
|
| Progress Billing |
|
Progress bill invoice with all supporting documents
|
|
03-07
$1500
|
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Automate
|
| Accounts Receivable |
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| Income Account Split |
|
Apply multiple income accounts to progress bill
|
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03-07
$995
|
|
Automate
|
| Accounts Receivable |
|
| T&M Invoice |
|
T&M invoice in Microsoft Word® format
|
|
03-10-02
$699.40
|
|
Merge
|
| Payroll |
 |
| Update Open Payroll |
|
Payroll records are updated from work order
|
|
05-02-03
$701.60
|
|
Automate
|
| Payroll |
|
| Ovation Payroll Export |
|
Creates import document for Ovation Payroll
|
|
05-02-03
$703.80
|
|
Automate
|
| Project Management |
 |
| Process Change Order Log |
|
Easily keep track of multiple change orders for a job.
|
|
06-04-01
$706
|
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Automate
|
| Project Management |
|
| View Subcontracts |
|
List of Subcontracts for specified job
|
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06-04-01
$708.20
|
|
Automate
|
| Project Management |
|
| Change Order Detail v1 |
|
Change Order in Microsoft Word® format
|
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06-04-01
$710.40
|
|
Merge
|
| Project Management |
|
| Subcontract Change Order v1 |
|
Subcontract Change Order in Microsoft Word® format
|
|
06-04-01
$712.60
|
|
Merge
|
| Project Management |
|
| Create PO# |
|
Job based purchase order number
|
|
06-06-01
$717
|
|
Automate
|
| Project Management |
|
| Change Values |
|
Change vendor on saved purchase order
|
|
06-06-01
$721.40
|
|
Automate
|
| Project Management |
|
| Purchase Order |
|
Purchase Order in Microsoft Word® format
|
|
06-06-01
$723.60
|
|
Merge
|
| Project Management |
|
| Create Subcontract # |
|
Job based subcontract number
|
|
06-07-01
$725.80
|
|
Automate
|
| Project Management |
|
| Subcontract Short Form |
|
Subcontract in Microsoft Word® format
|
|
06-07-01
$732.40
|
|
Merge
|
| Project Management |
|
| Request For Quote |
|
Request for Quote in Microsoft Word® format
|
|
06-11-02
$736.80
|
|
Merge
|
| Estimating |
 |
| Proposal by Assembly D... |
|
Proposal in Microsoft Word® format
|
|
09-05
$743.40
|
|
Merge
|
| Estimating |
|
| Job Order v1 |
|
Job Order in Microsoft Word® format
|
|
09-05
$745.60
|
|
Merge
|
| Estimating |
|
| Project Estimate |
|
Project Estimate in Microsoft Word® format
|
|
09-05
$747.80
|
|
Merge
|
| Estimating |
|
| Proposal by Bid Item |
|
Proposal in Microsoft Word® format
|
|
09-05
$756.60
|
|
Merge
|
| Estimating |
|
| Proposal by Line Item |
|
Proposal in Microsoft Word® format
|
|
09-05
$763.20
|
|
Merge
|
| Service Receivables |
 |
| Create Takeoff |
|
Takeoff created from work order
|
|
11-02
$769.80
|
|
Automate
|
| Service Receivables |
|
| Create Recurring AR Invoice |
|
Recurring AR Invoice from work order
|
|
11-02
$772
|
|
Automate
|
| Service Receivables |
|
| Create Invoice # |
|
Invoice number based on service invoice type
|
|
11-02
$774.20
|
|
Automate
|
| Service Receivables |
|
| Update Price |
|
11-02
$778.60
|
|
Automate
|
| Service Receivables |
|
| Remove Invalid Characters |
|
Invalid ASCII characters on work order are replaced
|
|
11-02
$787.40
|
|
Automate
|
| Service Receivables |
|
| Scheduled Without Actual v1 |
|
Work orders with actual times missing
|
|
11-02
$789.60
|
|
Automate
|
| Service Receivables |
|
| Update Price |
|
Work orders where actual hours exceed scheduled hours
|
|
11-02
$791.80
|
|
Automate
|
| Service Receivables |
|
| Actual Before Scheduled v1 |
|
Work orders with early completion date
|
|
11-02
$796.20
|
|
Automate
|
| Service Receivables |
|
| Overtime Hours Per Day v1 |
|
Work orders with overtime hours
|
|
11-02
$798.40
|
|
Automate
|
| Service Receivables |
|
| Proposal |
|
Proposal in Microsoft Word® format
|
|
11-02
$802.80
|
|
Merge
|
| Payroll |
|
| Create Payroll From Se... |
|
Populate daily payroll from work order data
|
|
05-05-01
$820.40
|
|
Automate
|
| Accounts Receivable |
|
| Create Budgets |
|
Create budgets for all current jobs by Job Type
|
|
03-05
$824.80
|
|
Automate
|
| Accounts Receivable |
|
| Update AR Invoice |
|
Updates invoice details on AR invoice
|
|
03-07
$406.80
|
|
Automate
|
| Project Management |
|
| Generate PO# |
|
Customized purchase order number
|
|
06-06-01
$422.20
|
|
Automate
|
| Project Management |
|
| Request For Information |
|
Request for Information in Microsoft Word® format
|
|
06-11-02
$424.40
|
|
Merge
|
| Project Management |
|
| Transmittals |
|
Transmittal in Microsoft Word® format
|
|
06-11-03
$426.60
|
|
Merge
|
| Service Receivables |
|
| Actual Greater Than Sc... |
|
Work orders where the actual time exceeded the scheduled time
|
|
11-02
$437.60
|
|
Audit
|
| Accounts Receivable |
|
| Job Labor Report |
|
Report to track labor for a job
|
|
03-05
$455.20
|
|
Audit
|
| Accounts Receivable |
|
| Job Cost Report |
|
Job Cost Report in Microsoft Excel® format
|
|
03-05
$459.60
|
|
Automate
|
| Accounts Receivable |
|
| Committed Cost |
|
Committed cost report with vendor
|
|
03-05
$2995
|
|
Automate
|
| Payroll |
|
| Find Missing Employees |
|
List of employees missing in payroll
|
|
05-02-02
$595
|
|
Audit
|
| Payroll |
|
| Duplicate Payroll Records |
|
List of employees with duplicate payroll records
|
|
05-02-02
$595
|
|
Audit
|
| Accounts Receivable |
|
| Jobs to Close |
|
List of complete jobs with $0 balance
|
|
03-05
$972.20
|
|
Audit
|
| Accounts Receivable |
|
| MC Billing Update |
|
Update billing address for multiple clients
|
|
03-06
$974.40
|
|
Automate
|
| General Ledger |
|
| View Productivity |
|
List of each GL transaction by employee for a specified date range
|
|
01-03
$695
|
|
Audit
|
| Accounts Receivable |
|
| Archive Take Offs |
|
Archive takeoff records no longer in use
|
|
03-05
$985.40
|
|
Automate
|
| Accounts Receivable |
|
| Create Job Num |
|
Customizable job number
|
|
03-05
$989.80
|
|
Automate
|
| Accounts Receivable |
|
| Billing Schedule |
|
Report which shows billing schedule for job
|
|
03-05
$992
|
|
Automate
|
| Accounts Receivable |
|
| Preventative Maintenance |
|
Keep track of and Quickly create work orders for recurring maintenance
|
|
03-06
$3295
|
|
Automate
|
| Project Management |
|
| Update from Work Order |
|
Copy notes from work order to purchase order
|
|
06-06-01
$1003
|
|
Automate
|
| Project Management |
|
| Populate Ship Address |
|
Purchase order Ship To address is populated
|
|
06-06-01
$1005.20
|
|
Automate
|
| Project Management |
|
| Request For Proposal |
|
Request for Proposal in Microsoft Word® format
|
|
06-11-01
$1007.40
|
|
Merge
|
| Project Management |
|
| Submittals |
|
Submittal in Microsoft Word® format
|
|
06-11-04
$1009.60
|
|
Merge
|
| Project Management |
|
| Plan Records |
|
Plan records in Microsoft Word® format
|
|
06-11-05
$1011.80
|
|
Merge
|
| Estimating |
|
| Create Filtered Budget |
|
Budget from specified bid/phase of takeoff
|
|
09-05
$1016.20
|
|
Automate
|
| Estimating |
|
| Create Recurring Receivable |
|
Simple way to manage invoicing Home-builders
|
|
09-05
$1460
|
|
Automate
|
| Estimating |
|
| Allocate Inventory and... |
|
Allocate Inventory and Create Purchase Order from the Takeoff
|
|
09-05
$1020.60
|
|
Automate
|
| Estimating |
|
| Update Cost Codes |
|
Update cost codes in the takeoff using part number
|
|
09-05
$1022.80
|
|
Automate
|
| Estimating |
|
| Create Budget With Phases |
|
Quickly Create Budget with phases from the takeoff
|
|
09-05
$0
|
|
Automate
|
| Project Management |
|
| Create Recuring AR Invoice |
|
Create Recurring AR Invoice from a Purchase Order
|
|
06-06-01
$0
|
|
Automate
|
| Accounts Receivable |
|
| Add Change Orders |
|
Adds change order line to a progress bill
|
|
03-07
$2495
|
|
Automate
|
| Estimating |
|
| Proposal by Assembly |
|
Proposal in Microsoft Word® format
|
|
09-05
$595
|
|
Merge
|
| Estimating |
|
| TakeOff Grouping |
|
Group items on takeoff by user defined field then create progress bill
|
|
09-05
$0
|
|
Automate
|
| Estimating |
|
| Automate Takeoff Process |
|
Copy assemblies from master job takeoff to each sub job takeoff
|
|
09-05
$0
|
|
Automate
|
| Accounts Receivable |
|
| Create Phases by Department |
|
A job phase is generated for each department
|
|
03-05
$0
|
|
Automate
|
| Accounts Receivable |
|
| Change Billing Status |
|
Change the Billing Status on job cost records
|
|
03-10-02
$295
|
|
Automate
|
| Project Management |
|
| Subcontract |
|
Subcontract in Microsoft Word® format
|
|
06-07-01
$595
|
|
Merge
|
| General Ledger |
|
| Change Equip. Allocation Dept. |
|
Change Depart. on Equip. Allocation
|
|
01-03
$630
|
|
Automate
|
| Estimating |
|
| Create T&M Billing Setup |
|
Create T&M Billing Setup from the takeoff
|
|
09-05
$0
|
|
Automate
|
| Accounts Receivable |
|
| Create Waiver Tracking |
|
Create Waiver Tracking from a progress bill
|
|
03-07
$960
|
|
Automate
|
| Accounts Receivable |
|
| Final Invoice Distribution |
|
Print and Email Multiple T&M Invoices
|
|
03-10-04
$1295
|
|
Audit
|
| Estimating |
|
| Change Order Estimate |
|
Change Order in Microsoft Word® format
|
|
09-05
$0
|
|
Merge
|
| Project Management |
|
| Change PO Values |
|
Change Purchase Order Values
|
|
06-06-01
$995
|
|
Automate
|
| Accounts Receivable |
|
| Create Location 1 |
|
Generate client Location 1 based on client information
|
|
03-06
$0
|
|
Automate
|
| Accounts Receivable |
|
| Billing Review |
|
Review T&M invoice prior to posting
|
|
03-10-02
$0
|
|
Automate
|
| Estimating |
|
| Create Budget from Bid Items |
|
Quickly Create Budget from bid items
|
|
09-05
$0
|
|
Automate
|
| Payroll |
|
| Daily Payroll to Job Cost |
|
05-05-01
$0
|
|
Automate
|
| Accounts Receivable |
|
| Cost To Complete |
|
Z030500A41
|
|
03-05
$2495
|
|
Automate
|