PROFESSIONAL SERIES PRODUCTS

A-Z INTEGRATED CONSTRUCTION MANAGEMENT SOFTWARE FOR BUILDERS AND CONTRACTORS

CRM + ESTIMATING + SCHEDULING + PROJECT MANAGEMENT + COST ACCOUNTING

INTEGRATED BUILDER/CLIENT WEB PORTAL TO SHARE JOB INFORMATION WITH CUSTOMERS! (NEW)

The Professional Series products are designed for builders and contractors looking for a fully integrated but modular A-Z construction management software program to expedite their CRM, estimating, scheduling, project management and job cost accounting.

The Professional Series is modular so you can purchase the software applications you need now and add-on as your needs grow.

The Professional Series products can be accessed internally or remotely via the Internet on any mobile device or laptop that has internet connectivity.

The Professional Series is one of the only A-Z construction management systems that integrates with a Builder/Client web application to share information with customers

The Professional Series products consists of the following integrated construction management software applications:


PRO SERIES INTEGRATED APPLICATIONS AND FEATURES:

  • Manages your sales process from start to finish
  • Tracks & manages your hottest prospects/ leads and clients
  • Monitors your traffic and activities for each client
  • Allows users to add notes, pictures, and documents to prospect/client accounts
  • Sets up predefined marketing plans – telephone calls, emails and letters
  • Tracks customer selections and change orders
  • Generates and tracks your customer work orders
  • Build-A-Home Feature (Home Builders Only) – Create a contract from pre-setup floor plans and options
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  • Estimating, proposal/specification writing and purchasing software
  • Allows user to estimate by stick, assembly and/or by unit price
  • Generates detailed or summary estimates by category of work or by location.
  • Creates specifications/proposals for the customer to sign
  • Allows you to build an estimate from predefined bid sheet templates based on the type of jobs or homes you build.
  • Automatically generates purchase orders, work orders and subcontract agreements from the estimate in seconds
  • Estimates and tracks your customer & vendor change orders
  • Updates prices from your vendors electronically
  • Integrates with popular CAD programs, digitizers and digital takeoff software
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  • Easily created schedules from existing projects, estimating or job cost accounting
  • Generates bar graphs with or without percent completion
  • Changes start dates with automatic revision for all tasks
  • Adjusts dates that flow through the entire project schedule
  • Generates bar graphs and reports to assist in tracking the progress of projects
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Available Modules

  • Job cost
  • Accounts payable
  • General ledger
  • Payroll
  • Accounts receivable/draws
  • Purchase Orders
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CSG Central is a builder/client web portal to share job information with customers.

SalesBuilder Professional and Scheduling Professional share the following information with CSG Central:

  • Job Information
  • Job Contract Information
  • Change Orders
  • Option Selections
  • Job Schedules
  • Job Notes
  • Job Attachments
  • Work Orders

See CSG Central product page for more information.

Clients Say...

“The ability to estimate a job and send it to accounting with budgets has helped us see as vendor bills are entered if we are over budget. The warning about GL and WC insurance expiring has been useful.”

– Cathy Stoutenburgh , Hansen Hometech