MyAssistant, specifically designed for Timberline Office, proactively identifies what needs to be done, determines who needs to be informed, and automatically performs the task. Some common uses for MyAssistant are:

• Automatically identify vendors with insurance expiring in 30 days and send them a letter
• Generate and distribute personalized reports on a regular schedule
• Notify property managers when leases are about to expire
• Let operations know as soon as a job drops below a profit threshold
• Audit processes such as job, lease, contract, or employee setup to ensure they are completed correctly.

Use a simple Task wizard to tell MyAssistant what you want done. Use any of the more than 270 prebuilt rules or define your own. Once a Task is setup, MyAssistant uses Microsoft Outlook to notify who you want—vendors, customers, owners, tenants, project managers, and others—with the information you specify. Extend the power of Timberline Office with MyAssistant.