Sub Specialty Contractor

  • 1.  Sage 300 CRE/hh2 conversion to Service Titan

    Posted 28 days ago

    Hi,

    Does anyone have any experience using Sage CRE 300 and hh2 in conjunction with Service Titan OR moving off of Sage 300 CRE entirely to Service Titan? We are beginning to explore Service Titan. We currently use Sage 300 CRE and hh2. 

    Any information would be helpful!

    Thanks,
    Brooke



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    Brooke Vance
    Controller
    Merit Electric, Inc.
    Wellington CO
    (970) 554-0039
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  • 2.  RE: Sage 300 CRE/hh2 conversion to Service Titan

    Posted 28 days ago
    Edited by Maggie Britt 28 days ago

    We have several customers who utilize HH2 in combination with Sage 300 CRE and Anterra Tech. Together, these systems offer a unified dashboard that effectively bridges communication between Operations and Finance. Project Managers, in particular, appreciate the ability to view invoice images directly within Anterra as they enter their forecasts, streamlining their workflow. Sometimes we refer to this as hitting the prove it button and it can save time while ensuring everyone is on the same page. 

    Regarding Service Titan, I'm not aware that it could serve as a replacement for your accounting software. From my understanding, it is more of an upgrade to the Sage SM/Sage Field Operations module. For our MEP contractor clients, many have opted to use Service Trade instead, which offers robust integration with Sage 300 CRE and has been well-received by those who have implemented it.

    Please don't hesitate to reach out if there's anything else I can assist you with.

    Best regards,
    Maggie



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    Maggie Britt
    Head of Growth
    Anterra Technology
    Marble Falls TX
    (512) 921-2282
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  • 3.  RE: Sage 300 CRE/hh2 conversion to Service Titan

    Posted 28 days ago

    Hi Brooke - we have a lot of customers keep Sage 300CRE alongside ServiceTitan for accounting and other functions, while using our integration to keep these systems in sync (see link to learn more). Feel free to reach out if you would like to learn more about our integration.



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    Tom Reno
    Co-founder, CEO
    Agave Tech Inc.: www.agaveapi.com
    San Francisco CA
    (805) 394-3112
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