SIMPLE SERIES

Simple Construction Management Software for Smaller Builders and Contractors

Lead Tracking + Estimating + Scheduling + Project Management + Job Cost Accounting

The Simple Series is the perfect software for the smaller builder or contractor looking for an entry-level and fully-integrated construction management software solution for lead management, marketing, estimating, proposal writing, scheduling, project management and job cost accounting.

It consists of:the following construction management applications:

  • Simple SalesBuilder
  • Simple Estimating
  • Simple Scheduling
  • Simple Job Accounting

The Simple Series can be accessed internally on your computer or via the Internet on any mobile device or laptop that has Internet connectivity.


SIMPLE SERIES PRODUCT AND FEATURES:

  • Tracks complete client information
  • Tracks multiple job opportunities per prospect/client
  • Attach notes, pictures, and documents to both prospects/clients and job opportunities
  • Allows set up of pre-selected drip marketing plans of calls, contract tasks, letters, and e-mails
  • Mail merge: allows creation of standard e-mails, contracts and/or letters
  • Shared Calendar: schedules calls, meetings and contract tasks
  • Manages sales process from initial contact thru to “contract”
  • Integrated to Microsoft Word, Outlook, and Excel for easy creation of documents, e-mails, and reports
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  • Integrated estimating and proposal/specification writing software
  • Allows you to estimate by stick, assembly, unit price and/or lump sum
  • Generates detailed and summary estimates by location and/or by category of work
  • Creates specifications/proposals and change orders 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
  • Includes a standard item & assembly catalog and also offers the option to build your own
  • Interfaces with digitizers and digital TakeOff software
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  • Allows to you create projects from bids in Simple Estimating, jobs from Simple Job Accounting and or from existing projects
  • Create project’s start and finish dates in seconds
  • Enter and view project notes and attachments
  • Integrates to Simple SalesBuilder and Simple Job Accounting for improved communication
  • Access from anywhere
  • Plus much more!
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Accounting Modules Available:

  • Job cost
  • Accounts payable
  • Accounts receivable
  • General ledger
  • Payroll (Optional)
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Clients Say...

“I have been using CSG software since 2006. I find that the software is very user friendly and easy to move around in. I have trained on computer systems before and the simplicity of the CSG software makes my job a lot easier! If I do have a problem, CSG support is a phone call away. They offer free webinars to inform the users of the new and upcoming products and any edits they may have with the existing software itself. I recommend CSG to all contractors. It has saved our company a lot of money having budgets within jobs. My boss is not a computer friendly guy and he has no problem running the estimating program from CSG.”

Jodi Shockley Kipka, Progressive Builders – Big Lake, MN