Custom Software Integrations with DASH for Next Gear Solutions

Next Gear Solutions – Project Management Software for Restoration Contractors

Next Gear Solutions provides web-based restoration management software for disaster recovery and construction companies. Its core product, DASH, gives contractors a centralized place to track projects, crews, and documentation across the entire restoration lifecycle.

Most DASH customers already rely on separate systems to manage their financials. Roughly 85% use QuickBooks, and many others use Sage 100 Contractor (formerly Sage Master Builder), Sage 300 Construction and Real Estate (Sage 300 CRE), or PSA Accounting. To avoid double-entry, Next Gear needed reliable DASH accounting integrations that could synchronize data with these systems.

The Problems

DASH without native accounting capabilities

DASH excels at project management for restoration companies, but it does not include full accounting functionality. Before any integrations existed, Next Gear’s customers had to run separate project and accounting systems side by side and keep them aligned manually.

Multiple systems for a single project

Before the first QuickBooks–DASH integration, users were:

• Tracking projects and job status in DASH, and
• Managing invoices, payments, and payroll in QuickBooks.

To keep both systems up to date, staff had to enter the same customers, jobs, and financial transactions twice, which was slow and error-prone.

Need to support Sage 100, Sage 300, and PSA

After Next Gear’s internal team built an initial QuickBooks–DASH integration, they wanted to offer similar capabilities to customers on Sage 100 Contractor, Sage 300 CRE, and PSA Accounting. However, Sage and PSA integrations were more complex than the QuickBooks connector. Next Gear needed a Sage and PSA integration partner who understood both restoration workflows and construction accounting software.

The Goal

The primary goal was to provide DASH customers with a consistent way to manage both projects and financials—without re-entering data across systems. Next Gear wanted to:

• Offer out-of-the-box DASH accounting integrations for QuickBooks, Sage 100, Sage 300, and PSA.
• Let users enter jobs in DASH and have those jobs appear in their accounting systems without extra steps.
• Provide a clear view of invoices, job costs, and payments from within DASH.

The Solution

Sage 100 Contractor integration for DASH

Pixis Software worked closely with Next Gear Solutions to build a robust Sage 100 Contractor–DASH integration for all of Next Gear’s Sage 100 users. This connector allows restoration contractors to:

• Import jobs and customers from DASH into Sage 100 Contractor.
• Export accounting and payroll information back to DASH for a unified project view.

Sage 300 CRE integration for DASH

Following the success of the Sage 100 integration, Next Gear expanded the project to include a Sage 300 CRE–DASH integration. Because Sage 300 is a more high-end and customizable accounting platform, the integration had to be tailored to each Sage 300 customer.

Pixis developers built and tested the core Sage 300 integration and then worked with Next Gear’s internal IT team so they could configure the integration for individual clients. This approach gave Next Gear a reusable integration framework that could be adjusted to each customer’s chart of accounts and job-cost structure.

Enhancing the QuickBooks integration

Seeing how well the Pixis-built Sage integrations worked, Next Gear engaged Pixis to perform thorough testing and an eventual redesign of the existing QuickBooks–DASH integration. Around 100 DASH customers at the time benefited from the improved QuickBooks connector, which became easier to deploy and more reliable in production.

Adding PSA Accounting integration

Pixis and Next Gear also collaborated on a PSA Accounting–DASH integration to support restoration companies using PSA as their financial system. This integration focused on exporting data from PSA into DASH so users could see key financial metrics alongside their project data.

“Pixis Software developed our Sage 100 Contractor and Sage 300 Construction integrations with our core product. If anyone can figure out a solution, they can.” – Kim Slizak, Principal Consultant, Next Gear Solutions

The Benefits

Over the course of seven years, Pixis worked with Next Gear Solutions to expand and refine DASH integrations for QuickBooks, Sage 100, Sage 300, and PSA. This long-term partnership focused on delivering practical, real-world improvements for restoration contractors.

To ensure DASH users received the best possible solution, the team conducted focus groups with end-users, gathered feedback, and iterated on the integration design. Each round of improvements was rolled back out to Next Gear’s customers, steadily increasing stability and usability.

Benefit 1: Unified view of project and financial data

With the enhanced DASH accounting integrations, users now have a business dashboard with both project and financial information at a glance, including:

• Invoices
• Job costs
• Payments

Benefit 2: Daily time tracking and more accurate payroll

QuickBooks does not provide robust daily time tracking out of the box, so Pixis and Next Gear designed time-tracking functionality in the integration layer. DASH users can now track daily time for employees, which feeds more accurate payroll and improves job-costing.

Benefit 3: Better project estimates and profitability

With time tracking, job-cost data, and accounting systems connected, DASH users can estimate projects based on real labor history and crew assignments. They know how many hours each contractor spends on a job and what the cost per hour is, which leads to more accurate estimates and clearer profitability tracking.

Do You Need a Similar DASH Integration?

If you are a restoration or disaster recovery contractor—or a software vendor serving that market—and you need custom DASH integrations with QuickBooks, Sage 100, Sage 300, PSA, or another accounting system, Pixis can help. Our integration framework and experience with restoration workflows allow us to design solutions that fit your real-world processes.

Learn more about our accounting/ERP’s integrated with CoreLogic® DASH, integration services, and ERP & accounting integration consulting.