Sage Sync Resource Guide

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Interactive guide to Sage Sync Online Toolbox platform.

TABLE OF CONTENTS

NAVIGATION PANEL Main Menu Action Required Orders Pending Change Orders

4 5

Login Action Required Items RETAIL ORDERS Action Required Items Contact Customer Enter Ready To Measure/Template Date Submit Change Order Pending Change Orders Cancel Edit Change Order Validate Change Orders Enter Scheduled Install/Delivery Date Enter Actual Install/Delivery Date Upload COC/POD Completed/Paid MEASURE ORDERS Contact Customer Enter Ready To Measure/Template Date Enter Measure/Template Date Upload Post Template Drawing Submit Change/Confirm

59 60

61 61

7 8 9 11

62 62 63 65 65 66 67 67 68 68 69 69 70 70

Back Ordered Order Material Easy Estimator Gimbil Reports Announcement Users Material Cost Payment Schedule Document Library Resource Guides Integration Help

13 15 18

20 22 23 24 27 29 31 33 34 35 36 37 39 40 43 44 45 46 47 48 50 52 54 55 56 57 58

Enter Measure/Template Date Upload Post Template Drawing Submit Change/Confirm Pending Change Orders Removing Hold Upload COC/POD WORK ORDERS Action Required Items Contact Customer Enter Scheduled Date Upload WOC Enter Work Completion Date SET TO PENDING Put Job on Pending Pending Orders Release from Pending

LOG - IN

Visit: https://sync.sagesurfaces.com/ Your log-in credentials will be sent to you after your training is complete.

If you ever need your password reset or credentials resent, reach out to sales@sagesurfaces.com

ACTION REQUIRED ITEMS

All jobs that need attention are displayed under Action Required Items. • Retail Orders » Dates/Schedule & Confirm Order » Documents • Work Orders

ACTION REQUIRED ITEMS

When there is a job listed under an action required item, it will show in col or when it’s in Active (green), Pending (yellow – only when set to pending), or Past Due Orders (red). If these are at 0 (or pending in the future), they will show in white

To know why a job is under Active, Pending, or Past Due Orders – hover over any of the information icons for more details

RETAIL ORDERS

ACTION REQUIRED ITEMS

RETAIL ORDERS

All jobs that need attention are listed in Action Required Items – Retail Orders. Dates/Schedule & Confirm Order • Contact Customer - Orders that need the date that you first contacted the customer • Enter Ready to Measure/Template Date – Orders that need the date that the customer will be ready to have a measure or template completed • Enter Measure/Template Date – Orders that need the scheduled measure or template appoint ment date • Enter Actual Measure Detail Date – Orders that need the date the measure was completed, only for measure orders • Submit Change/Confirm – Orders that need a change order or orders that need to be con firmed if there are no changes • Validate Change Orders – Orders that have a new or additional RO as a result from a change order and need to be confirmed or submit another change order • Enter Scheduled Install/Delivery Date – Orders that need the scheduled installation appoint ment date • Enter Actual Install/Delivery Date – Orders that need the date the installation was completed • Pending Change Orders – Orders that are on hold after change order submittal Documents • Upload Post Template Drawing – Orders that need a post template drawing uploaded after a completed measure/template

• Print Packing Slip – Delivery orders that need the packing slip to be printed • Upload COC/POD – Orders that need the signed COC or POD to be uploaded

PROCESSING RETAIL ORDERS

CONTACT CUSTOMER

The first action required on a new Retail Order is Contact Customer. Active Orders are received in the past two business days and Past Due Orders are received more than two business days ago.

After selecting Active Orders or Past Due Orders under Contact Customer, there will be a list of Retail Orders that are in that status. Click on the blue hyperlink under the Order # or Action Required columns to take the action needed.

PROCESSING RETAIL ORDERS

CONTACT CUSTOMER

Before contacting the customer, review the Retail Order Information. • Review the customer’s selections under Retail Order Details and under any Related RO’s • Utilize the phone number and email provided under Customer Information to contact

In the Retail Order, type or select a date from the calendar to enter the Customer Contact date. This is the date that you made first attempt to contact the customer. After the date is entered, click on Save Changes.

PROCESSING RETAIL ORDERS

READY TO MEASURE/TEMPLATE DATE

After Contact Customer, the next action required is Enter Ready to Measure/Template Date. Active Orders are received in the past two business days, Pending Orders are set as pending, and Past Due Orders are received more than two business days ago.

After selecting Active Orders, Pending Orders, or Past Due Orders under Enter Ready to Measure/ Template Date, there will be a list of Retail Orders that are in that status. Click on the blue hyperlink under the Order # or Action Required columns to take the action needed.

PROCESSING RETAIL ORDERS

READY TO MEASURE/TEMPLATE DATE

In the Retail Order, type or select a date from the calendar to enter the Ready to Measure/Tem plate date. This is the date that the customer is ready to have their measure/template completed. After the date is entered, click on Save Changes. Tip: If customer is ready, you can enter today’s date. If they know their cabinet install date, you can enter the day of or after that date.

Optionally, you can also utilize the Cabinet Install Date field in the INFO stage.

PROCESSING RETAIL ORDERS

ENTER MEASURE/TEMPLATE DATE

After Enter Ready to Measure/Template Date, the next action required is Enter Measure/Template Date . Active Orders have a Ready to Measure/Template Date of today and tomorrow, Pending Or ders have a Ready to Measure/Template date more than one day in the future or set as pending, and Past Due Orders have already passed the Ready to Measure/Template date

After selecting Active Orders, Pending Orders, or Past Due Orders under Enter Measure/Template Date, there will be a list of Retail Orders that are in that status. Click on the blue hyperlink under the Order # or Action Required columns to take the action needed.

PROCESSING RETAIL ORDERS

ENTER MEASURE/TEMPLATE DATE

In the Retail Order, type or select a date from the calendar to enter the Template date. This is the date that the template has been scheduled with the customer. After the date is entered, click on Save Changes. Note: Measure Date is optional but can be used if you are performing a measure first then a tem plate on another date.

PROCESSING RETAIL ORDERS

UPLOAD POST TEMPLATE DRAWING

After the Template is completed, the next action required is Upload Post Template Drawing. Active Orders are with a Measure/Template Date in the past two business days, Pending Orders are with a Measure/Template Date of today and in the future or set as pending, and Past Due orders are with a Measure/Template Date that is more than two business days ago. Note: this step can also be completed in Submit Change/Confirm

After selecting Active Orders, Pending Orders, or Past Due Orders under Upload Post Template Drawing, there will be a list of Retail Orders that are in Confirm/Change Order status. Click on the blue hyperlink under the Order # or Action Required columns to take the action needed. Note: These orders are duplicated on the home page under this Action Required

PROCESSING RETAIL ORDERS

UPLOAD POST TEMPLATE DRAWING

When a Retail Order is in Submit Change/Confirm action required, the first step is to upload a post template drawing before taking that action. Click on the Upload Post Template Drawing button

The File Type will automatically set to Post Template Drawing 1. Click on Select File to Upload – select the post template drawing from your computer files 2. Click Upload

PROCESSING RETAIL ORDERS

UPLOAD POST TEMPLATE DRAWING

Confirm that the post template drawing has been uploaded by looking under the upload button.

PROCESSING RETAIL ORDERS

SUBMIT CHANGE/CONFIRM

After the post template drawing is uploaded, the next action required is Submit Change/Confirm Active Orders are with a Template or Actual Measure Date in the past two business days or delivery orders received today and up to 2 business days. Pending Orders are with a Template or Actual Measure Date of today or in the future and set as pending. Past Due Orders are with a Template or Actual Measure Date that is more than two business days ago or delivery orders received 2 and more business days ago.

After selecting Active Orders, Pending Orders, or Past Due Orders under Submit Change/Confirm, there will be a list of Retail Orders that are in that status. Click on the blue hyperlink under the Order # or Action Required columns to take the action needed.

PROCESSING RETAIL ORDERS

SUBMIT CHANGE/CONFIRM

• Click Confirm if there are no changes needed to the order • Click Change Order if changes are needed to the order

Note: IME jobs required a change order to be submitted will only show Change Order option

PROCESSING RETAIL ORDERS

SUBMIT CHANGE ORDER

Adjust the QTY highlighted in yellow or select the trash button to delete items that exist on the order, if those changes are needed. If you need to add a new product to the order such as: different edge profile, sink, color, custom work, chip minimizer, granite gold, etc. – click on Add New Product

Filter what you need to add by Product Type, SKU, or Product Description 1. Click Search 2. Select the check box for the item you want to add 3. Enter the Quantity for that item 4. Click Add Items

PROCESSING RETAIL ORDERS

SUBMIT CHANGE ORDER

After all items have been adjusted in Qty, deleted, and/or added – double check the order

Click Submit Change

PROCESSING RETAIL ORDERS

PENDING CHANGE ORDERS

After Submit Change, the next step that is not an action required is Pending Change Orders. • Pending Dealer are change orders awaiting for Lowe’s to collect customer payment or customer approval. All change orders submitted show here first • Pending Customer Payment are change orders awaiting customer’s final payment. These are IME jobs only that customer has approved their change order but has not submitted payment • Pending Sage are change orders awaiting Sage to address discrepancies or validate pricing

• After selecting Pending Dealer, Pending Customer Payment, or Pending Sage under Pending Change Orders, there will be a list of Retail Orders that are in that status. • Click on the blue hyperlink under the Order # to view details of that order

PROCESSING RETAIL ORDERS

CANCEL/EDIT CHANGE ORDER

After the change order is submitted, the order goes on Status: Hold. In the CONFIRM stage, you have the option to click Cancel Change Order or Edit Change Order

Cancel / edit are available options for NON-IME jobs only email customer service at customerservice@sagesurfaces.com if you need to cancel / edit an IME job

PROCESSING RETAIL ORDERS

VALIDATE CHANGE ORDER

After a customer pays the change order for NON-IME jobs only, the add-on or refund/rebill order will go into the Validate Change Orders action required. Active Orders are received in the past two business days in response to a change order and Past Due Orders are received more than two business days ago in response to a change order.

After selecting Active Orders or Past Due Orders under Validate Change Orders, there will be a list of new retail orders that are in that status as a result from a change order. Click on the blue hyperlink under the Order # or Action Required columns to take the action needed.

PROCESSING RETAIL ORDERS

VALIDATE CHANGE ORDERS

Tip: Open File Attachments to reference the change order(s) that was submitted

Locate the latest File Type: Post Template Details (CFI Price) then click on the hyperlink to open

Reference the Total, under CFI EXT Cost, in the Post Template Details at the bottom of the document.

PROCESSING RETAIL ORDERS

VALIDATE CHANGE ORDER

For Refund/Rebills This total should match with all Retail Orders for this customer. If the totals match, click Confirm If the totals do not match, click Change Orde r to submit another showing which line item was incorrect

For Add-Ons This total should match with the new Add-On and original Retail Order(s) for this customer. If all totals match, click Confirm If the totals do not match, click Change Order to submit another showing which line item was incorrect

IMPORTANT: After you click Confirm on an Add-On order, you must open the Parent RO# and release the hold. 1. Click on the blue hyperlink next to Parent RO# 2. In the Parent RO#, click CONFIRM in the job stages (it automatically opens to INFO) 3. Click Chancel Change Order 4. Click Confirm

PROCESSING RETAIL ORDERS

SCHEDULED INSTALL/DELIVERY DATE

After an order is confirmed for NON-IME jobs and IME jobs are approved and paid - the next action required is to Enter Scheduled Install/Delivery Date . This is the date that the install is scheduled with the customer. Active Orders are received in the past five business days, Pending Orders are set as pending, and Past Due Orders are received more than five business days ago.

After selecting Active Orders, Pending Orders, or Past Due Orders under Enter Scheduled Install/ Delivery Date, there will be a list of Retail Orders that are in that status. Click on the blue hyperlink under the Order # or Action Required columns to take the action needed.

PROCESSING RETAIL ORDERS

SCHEDULED INSTALL/DELIVERY DATE

In the Retail Order, type or select a date from the calendar to enter the Scheduled Install Date . This is the date that the template has been scheduled with the customer. After the date is entered, click on Save Changes.

PROCESSING RETAIL ORDERS

ACTUAL INSTALL/DELIVERY DATE

After an order is installed, the next action required is to Enter Actual Install/Delivery Date. This is the date that the install is 100% completed. Active Orders are with an Actual Install/Delivery Date of yesterday and today, Pending Orders are with an Actual Install/Delivery Date in the future or set as pending, and Past Due Order are with an Actual Insta//Delivery Date more than one business day ago.

After selecting Active Orders, Pending Orders, or Past Due Orders under Enter Actual Install/ Delivery Date, there will be a list of Retail Orders that are in that status. Click on the blue hyperlink under the Order # or Action Required columns to take the action needed.

PROCESSING RETAIL ORDERS

ACTUAL INSTALL/DELIVERY DATE

In the Retail Order, type or select a date from the calendar to enter the Actual Install Date . This is the date that the install has been completed with the customer. After the date is entered, click on Save Changes.

PROCESSING RETAIL ORDERS

UPLOAD COC/POD

After the Actual Install/Delivery Date has been entered, the last action required of the job is Upload COC/POD . This is to upload the customer’s signed Certificate of Completion Active Orders are received in the past two business days and Past Due Orders are received more than two business days ago.

After selecting Active Orders or Past Due Orders under Upload COC/POD, there will be a list of Retail Orders that are in that status. Click on the blue hyperlink under the Order # or Action Required columns to take the action needed.

PROCESSING RETAIL ORDERS

UPLOAD COC/POD

Scroll down below Dates and click Upload COC

The File Type will automatically set to COC/POD 1. Click on Select File to Upload - select the customer’s signed COC from your computer files 2. Click Upload

After the COC or POD has been uploaded, selected Yes to Submit File or No to submit later.

PROCESSING RETAIL ORDERS

COMPLETED/PAID

When a job is completed, all stages in the Retail Order will show checked. Reference back to see when it’s been paid by locating the Check #, Amount Paid, and Date Paid. Note: a Retail Order has to be approved by Sage Support to ensure the COC/POD uploaded is correct and this date is the beginning of the payment terms.

Review your Payment Information for that Retail Order in the top right. Labor Costs is the amount you will see on your check. Note: Review all Related RO’s Payment Information for total amount of Labor Costs paid out for the entire job.

MEASURE ORDERS

PROCESSING MEASURE ORDERS

CONTACT CUSTOMER

Similar to processing Retail Orders 1. Click on Active Orders or Past Due Orders under Contact Customer 2. Select a blue hyperlink on an Order Type: Measure Order 3. Locate the customers phone number and email address, call, and enter the date you contacted in Customer Contact Date. Save Changes.

PROCESSING MEASURE ORDERS

READY TO MEASURE/TEMPLATE DATE

Similar to processing Retail Orders 1. Click on Active Orders, Pending Orders, or Past Due Orders under Enter Ready to Measure/ Template Date 2. Select a blue hyperlink on an Order Type: Measure Order 3. Enter the date the customer is ready for measure in the Ready to Measure/Template Date. Save Changes.

PROCESSING MEASURE ORDERS

ENTER MEASURE/TEMPLATE DATE

Similar to processing Retail Orders 1. Click on Active Orders, Pending Orders, or Past Due Orders under Enter Measure/Template Date 2. Select a blue hyperlink on an Order Type: Measure Order 3. Enter the date and time the measure is scheduled in the Scheduled Measure Date. Save Changes.

PROCESSING MEASURE ORDERS

ACTUAL MEASURE/TEMPLATE DATE

For Measure Orders only 1. Click on Active Orders, Pending Orders, or Past Due Orders under Enter Actual Measure Detail Date 2. Select a blue hyperlink 3. Enter the date the measure was completed in Actual Measure Date. Save Changes.

PROCESSING MEASURE ORDERS

UPLOAD POST TEMPLATE DRAWING

Similar to processing Retail Orders 1. Click on Active Orders, Pending Orders, or Past Due Orders under Upload Post Template Drawing 2. Select a blue hyperlink on an Order Type: Measure Order

3. Click Upload Post Template Drawing , 4.Select File to Upload , then Upload

PROCESSING MEASURE ORDERS

SUBMIT CHANGE/CONFIRM

Similar to processing Retail Orders 1. Click on Active Orders, Pending Orders, or Past Due Orders under Submit Change/Confirm 2. Select a blue hyperlink on an Order Type: Measure Order • If it has not already been completed, click Upload Post Template Drawing 3. Click Change Order

PROCESSING MEASURE ORDERS

SUBMIT CHANGE/CONFIRM

Similar to processing Retail Orders 1. Scroll down and click Add New Product 2. Fill out Product Type, SKU, or Product Description for one of the customer’s selections 3. Click Search 4. Select the check box next to the product 5. Enter the Quantity 6. Click Add Items

PROCESSING MEASURE ORDERS

SUBMIT CHANGE/CONFIRM

Repeat this process to Add New Product until all selections have been added When completed, click Submit Change

PROCESSING MEASURE ORDERS

PENDING CHANGE ORDERS

Similar to processing Retail Orders The order will go in Status: Hold and is visible under Pending Change Orders • Pending Dealer are change orders awaiting for Lowe’s for customer payment. All orders that have a change order submitted show here first • Pending Customer Payment (IME Jobs only) • Pending Sage are change orders awaiting Sage to address discrepancies or validate pricing

When the customer has purchased the job The Measure Order will link to the Retail Order of the paid job and will be placed in the Contact Customer Action Required. Proceed on the Retail Order following the Processing Retail Orders steps

PROCESSING MEASURE ORDERS

REMOVING HOLD

When the customer is not moving forward with purchasing the job 1. Search for the Measure Order under Pending Change Orders – Pending Dealer 2. Click on the blue hyperlink to open 3. Click Cancel Change order to release from Status: Hold 4. Click Confirm for it to move to Upload COC

PROCESSING MEASURE ORDERS

UPLOAD COC/POD

When the customer is not moving forward with purchasing the job 1. Search for the Measure Order in Upload COC/POD 2. Click on a blue hyperlink to open 3. This is a measure order only and does not require a customer signed COC to be uploaded, click Submit to close.

WORK ORDERS

ACTION REQURED ITEMS

WORK ORDERS

All jobs that have a Work Order and need attention are listed in Action Required Items – Work Orders. • Contact Customer - Work orders that need the date that you first contacted the customer • Enter Scheduled Date – Work orders that need the scheduled appointment date • Upload WOC – Work orders that need the signed WOC uploaded • Enter Work Complete Date – Work orders that need the completed work date

PROCESSING WORK ORDERS

CONTACT CUSTOMER

The first action required on a new Work Order is Contact Customer. Active Orders are received in the past one business day and Past Due Orders are received more than one business day ago.

After selecting Active Orders or Past Due Orders under Contact Customer, there will be a list of Leads that are in that status. Click on the blue hyperlink under the Order # or Action Required columns to take the action needed.

PROCESSING WORK ORDERS

CONTACT CUSTOMER

Before contacting the customer, review the description of the Work Order in the INFO stage

In the Work Order, under CONTACT stage - type or select a date from the calendar to enter the Customer Contact date. This is the date that you made first attempt to contact the customer. After the date is entered, click on Save Changes.

PROCESSING WORK ORDERS

ENTER SCHEDULED DATE

After Contact Customer, the next action required is Enter Scheduled Date Active Orders are received in the past two business days, Pending Orders are set as pending, and Past Due Orders are received more than two business days ago.

After selecting Active Orders, Pending Orders or Past Due Orders under Enter Scheduled Date, there will be a list of Work Orders that are in that status. Click on the blue hyperlink under the Order # or Action Required columns to take the action needed.

PROCESSING WORK ORDERS

ENTER SCHEDULED DATE

In the Work Order, type or select a date from the calendar and select a time to enter the Scheduled Date. This is the date and time that you have scheduled to inspect with the customer. After the date is entered, click on Save Changes.

PROCESSING WORK ORDERS

UPLOAD WOC

After Enter Scheduled Date, the next action required is Upload WOC Active Orders are with a Scheduled Date in the past two business days, Pending Orders are with a Scheduled Date of today, in the future or set as pending, and Past Due Orders are with a Scheduled Date more than two business days ago.

After selecting Active Orders, Pending Orders or Past Due Orders under Upload WOC, there will be a list of Work Orders that are in that status. Click on the blue hyperlink under the Order # or Action Required columns to take the action

PROCESSING WORK ORDERS

UPLOAD WOC

Click Upload WOC

The File Type will automatically set to WOC 1. Click on Select File to Upload – select the customer signed Work Order of Completion form from your computer files 2. Click Upload

After the WOC has been uploaded, selected Yes to Submit File or No to submit later.

PROCESSING WORK ORDERS

ENTER WORK COMPLETE DATE

After Upload WOC, the next action required is Enter Work Complete Date Active Orders are received in the past two business days and Past Due Orders are received more than two business days ago

After selecting Active Orders or Past Due Orders under Enter Work Completed Date, there will be a list of Work Orders that are in that status. Click on the blue hyperlink under the Order # or Action Required columns to take the action needed.

In the Work Order, type or select a date from the calendar to enter the Work Complete Date . This is the date that you have completed the inspection with the customer. After the date is entered, click on Save Changes.

SET TO PENDING

PUT JOB ON PENDING

For all Orders and Leads, there is an option to Set to Pending in multiple stages of Action Required. Start by clicking on Set to Pending within an order or lead

In the pop-up, choose Pending Type: Pending Due to Customer, Pending Due to Material, or Pending Due to Store Then select Pending Reason from the drop down of options • If Other is selected, the Custom Reason will become required • Optional: enter a Pending End Date When this date approaches or passes, the job will stay on Pending until it is released • Enter a Comment about why this is set to pending, provide all details Comment is posted in the Order or Lead’s notes • Click Submit

SET TO PENDING

PUT JOB ON PENDING

All details of Set To Pending are visible at the top of the order/lead • Status: Pending • How long the order has been pending • Reason • Comment • Set to Pending By You cannot take any action while an order is Set To Pending. Comment from Set To Pending is posted to the note by the person who set to pending.

SET TO PENDING

PENDING ORDERS

All orders Set To Pending will be placed under that Action Required in Pending Orders/Leads and will show as yellow if there is at least one order that is Set To Pending Click on Pending Orders/Leads

Scroll to the right to view the Pending Start Date and Pending End Date

Scroll back to the left and click a blue hyperlink to open

RELEASE FROM PENDING

Click Release from Pending Enter in the Comment the reason for release from pending • This comment will be added to the notes Click Submit

NAVIGATION PANEL

MAIN MENU

Utilize the navigation panel on the left to access various items to assist in processing jobs

NAVIGATION PANEL

NAVIGATING SAGE SYNC

ACTION REQUIRED

Click on Action Required in the navigation panel to view all orders that need attention in a table Click on the arrow to see all Action Required descriptions then select one to narrow down the search to orders with those descriptions only

ORDERS

Click on Orders in the navigation panel to view all order types. Select from the drop down, or the buttons above the table, to search in each order type

Select the check box to view all Closed and Cancelled Orders under each order type Select the time frame of past orders you want to view from the drop down

NAVIGATION PANEL

NAVIGATING SAGE SYNC

PENDING CHANGE ORDERS

Click on Pending Change Orders in the navigation panel to view all orders that are on hold after change order submittal Click on the arrow to see all Pending Change Order descriptions then select one to narrow down the search to orders with those descriptions only

BACK ORDERED

Click on Back Ordered in the navigation panel to view all items linked to material orders that are on back order Look at the Order column to see which material order the back ordered material is placed on. Click blue hyperlink to open material order

NAVIGATION PANEL

NAVIGATING SAGE SYNC

ORDER STOCK MATERIAL

Click on Order Stock Material in the navigation panel to place a material order for stock 1. Enter your Material PO Number to reference and select Ship To Location 2. Click Add Product

A Link Order pop-up will automatically fill in the correct responses for placing a stock order Click OK

NAVIGATION PANEL

NAVIGATING SAGE SYNC

Filter what you need to add by Product Type, SKU, or Product Description 1. Click Search 2. Select the check box for the item you want to add 3. Enter the Quantity for that item and select the Requested Ship Date 4. Click Add Items ORDER STOCK MATERIAL ( CONT’D)

You have the option to Add Material Order Note that will send to the distributor along with this Stock Material Order. When all items are added, click Submit Order

NAVIGATION PANEL

NAVIGATING SAGE SYNC

EASY ESTIMATOR

Click on Easy Estimator in the navigation panel to view all estimate or to Create New Estimate Tip: Reference Easy Estimator Resource Guide

GIMBIL

Click on Gimbil Mobile in the navigation panel to access the Gimbil website and training resource guide

NAVIGATION PANEL

NAVIGATING SAGE SYNC

Click on Reports and a pop-up box will inform that this is going to open up the Tableau website Note: this requires a different login than Sage Sync REPORTS

NAVIGATION PANEL

NAVIGATING SAGE SYNC

ANNOUNCEMENT

Coming Soon!

USERS

All active Sage Sync Users with contact info, if available

NAVIGATION PANEL

NAVIGATING SAGE SYNC

Lookup material cost MATERIAL COST

View payment schedule PAYMENT SCHEDULE

NAVIGATION PANEL

NAVIGATING SAGE SYNC

DOCUMENT LIBRARY

Click on Document Library in the navigation panel to view all important documents for the Sage program

RESOURCE GUIDES

Coming Soon!

NAVIGATION PANEL

NAVIGATING SAGE SYNC

INTEGRATION

If you are interested in which systems we integrate with, you can find that information here. Email sales@sagesurfaces.com to get started.

HELP

If you need help, click on either FAQs to help find an answer to your question, or select Contact Us to send an email to Sage Customer Service

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