Managing time entries, resource usage, and field updates across teams is always a challenge, especially in construction, where projects move fast, but data entry often lags behind. Operations teams are in the field. Finance teams are in the office. And connecting the dots between both can be messy.
Sage Intacct is your source of truth for financial records.
Jugl is where teams get their actual work done.
Instead of relying on manual updates, follow-ups, or texts like “Did we record this crew’s hours yet?”, this integration bridges both systems.
When done right, you get real-time job tracking, automated updates into Sage Intacct, and better visibility into how time and materials are being used.
Let’s look at how it works and how you can set it up for high-impact field-to-office coordination.
Table of Contents
Track Job Activity from Field to Finance with One Workflow
Define What Triggers the Flow from Sage Intacct
Connect Your Sage Intacct Account Securely
Let Jugl Push Updates into Sage Based on Task Status
Key Use Cases: From Daily Logs to Resource Accountability
Tips, Notes, and Best Practices
Summary and What’s Next
Track Job Activity from Field to Finance with One Workflow
The first flow is Sage Intacct → Jugl. It means any update in Sage, such as a new job, schedule, or approved timesheet, automatically becomes a task or subtask in Jugl.
This is useful when:
You want supervisors to know who is assigned where
You’re tracking material arrivals or deliveries
A new labor resource has been scheduled for a site
,Image A: App selection screen showing Sage Intacct as the trigger app
Why this helps:
Instead of calling or emailing the field team to say “materials are en route” or “this job’s ready,” Jugl creates a task: “Track Concrete Pour – Project X”, assigns it to the right person, and sets status and timing automatically.
Define What Triggers the Flow from Sage Intacct
The next step is choosing a trigger, what action in Sage Intacct should create a corresponding task or action in Jugl.
Some useful triggers include:
New or Updated AP Bill — used here to represent a resource booking, not a vendor payment
New Contact — for newly added subcontractors or crews
,Image B: Trigger options such as new AP payment
📝 Tip: If you’re tracking on-site resources (workers, suppliers, tools), you can treat a new Sage entry like a dispatch record.
Securely Link Your Sage Intacct Account
Now link your Sage Intacct account to the automation tool. This only needs to be done once.
,Image C: Sage Intacct connection setup window
📝 Note: Use a dedicated integration login with access to job tracking or resource modules only. This keeps the flow secure and scoped to the data you need.
Once this is active, you’re ready to move records from Sage into Jugl and prepare for two-way coordination.
Let Jugl Push Updates into Sage Based on Task Status
The second flow works in reverse: Jugl → Sage Intacct.
Imagine your field supervisor marks a task as “Completed” in Jugl. That task might represent a day’s work for a framing crew or delivery confirmation for construction material.
Instead of someone needing to re-enter that information into Sage, the system does it for you.
Here’s a typical setup:
Trigger: Task marked complete in Jugl
Condition: Task label = "Field Progress" or "Resource Log"
Action: Update Sage Intacct with time entry or material usage
,Image D: A task completion in Jugl triggers a status update in Sage
📝 Pro Tip: This automation can reduce 4-6 manual steps per job, per day.
Common Use Cases in Finance + Construction Teams
Here’s how teams are already using this two-way sync to reduce friction.
Use Case 1: Push Scheduled Work from Sage into Jugl
Step | What Happens | System |
Job phase updated | New phase “Foundation Prep” added | Sage Intacct |
Trigger runs | Recognizes schedule change | Integration |
Task created | “Start Foundation Prep” | Jugl |
Assigned to | Field Supervisor | Jugl |
Task includes | Job ID, area details, expected crew | Jugl |
Why it matters:
No one on site misses a step. They see what needs to be done, when, and where.
Use Case 2: Crew Logs Hours and Updates Sage Automatically
Step | What Happens | System |
Task marked “Done” | Crew logs 8 hours for “Framing” | Jugl |
Trigger runs | Label: “Labor Log” found | Integration |
Entry created | 8 crew hours on Job 2307 | Sage Intacct |
Why it matters:
No spreadsheets. No double entry. Sage gets verified work hours and is linked to the correct job.
Use Case 3: Track Material Usage and Push to Sage
Step | What Happens | System |
New task in Jugl | “Track Gravel Delivery – Site B” | Jugl |
Field logs quantity used | Supervisor enters 4 tons delivered | Jugl |
Trigger runs | Completes with label “Material Log” | Integration |
Sage updated | Adds to job material usage record | Sage Intacct |
Why it matters:
Accurate field-to-finance tracking without chasing paper logs.
Notes and Best Practices
✅ Keep it simple to start, try logging field hours for just one job.
✅ Use consistent labels like “Labor Log” or “Material Entry” in Jugl.
✅ Pilot in one department (like site operations) before scaling across all crews.
✅ Field adoption matters: Make it mobile-friendly and ensure it takes less than 2 minutes to update a task.
📝 Note: Jugl is designed for crews who don’t want to “learn software.” It works right from mobile with checklist-style tasks.
Summary and What's Next
When Sage Intacct and Jugl work together, project updates don’t stay locked in whiteboards or WhatsApp groups. They become structured data, tied to jobs, tracked in real time.
For field-heavy industries like construction, this means:
Faster job progress reporting
Trusted job cost data
Less back-and-forth with finance
Everyone knows what’s done and what isn’t
Whether it’s tracking labor hours, material usage, or project milestones, this integration delivers clarity where it’s needed most: on the ground.
Next steps:
Choose one active project
Set up one field log flow
Let Jugl handle daily updates
Review job data weekly in Sage Intacct
You're no longer just closing books, you’re managing work in motion. Let Jugl and Sage Intacct make that real.