Sage 100 Contractor: Assigning Supervisors and Salespersons to Jobs

Assigning Supervisors and Salespersons to Jobs in Sage 100 Contractor

Every job in Sage 100 Contractor has fields for Supervisor and Salesperson. These are often left blank because they are not required for posting transactions. But leaving them empty creates a significant management blind spot: when a job has problems, there is no clear record of who is responsible.

Why Job Assignments Matter

• Accountability — When a job goes over budget or falls behind schedule, the first question is “who is running this job?” If the supervisor field is blank, there is no quick answer. You end up asking around, wasting time that should be spent solving the problem.
• Performance tracking — DataXcel and Sage reports can group jobs by supervisor to show which project managers consistently deliver on budget and on time. Without assignments, this analysis is impossible.
• Sales commission and attribution — If your company tracks who sold the job, the salesperson field connects revenue to the person who brought it in. This is essential for commission calculations and sales performance reviews.
• Filtering and delegation — Dashboard views and reports can be filtered by supervisor, letting each PM see only their jobs. Without the assignment, everyone sees everything (or nothing).

How to Set Up Job Assignments

1. Assign at job creation. In 3-3 Jobs, on the main tab, set the Supervisor and Salesperson fields when the job is first entered. Do not wait until the job is underway.
2. Use employee records, not free text. Sage links these fields to employee records. Make sure the supervisor and salesperson are set up as employees (even if they are salaried and not on hourly payroll).
3. Update when responsibility changes. If a job is transferred to a different PM mid-project, update the supervisor field. The change is immediate and does not affect historical cost data.
4. Make it a gatekeeper step. Include supervisor/salesperson assignment in your new-job checklist. Some companies block job activation until these fields are filled.

How to Find Unassigned Jobs

The Sage Setup alerts in your CEO Briefing flag active jobs with costs but no supervisor or salesperson assigned. You can also query this directly in DataXcel:

SELECT job_number, job_name, job_status, supervisor, salesperson
FROM dbo.Jobs
WHERE job_status = 'Open'
  AND (supervisor IS NULL OR supervisor = '')
  AND total_cost_to_date > 0

The Fix

Review the flagged jobs with your operations manager. For each one, determine the responsible PM and salesperson and update the record in 3-3 Jobs. Going forward, add this to the new-job setup checklist so it never gets missed again.

This is one of the easiest setup fixes in Sage 100 Contractor — it takes seconds per job — but the management visibility it provides is worth far more than the time invested.