BUILDER WEB PORTAL - CSG CENTRAL

SELL MORE + COMMUNICATE BETTER + IMPROVED PROJECT MANAGEMENT + MOBILE ACCESS

A Builder Web Portal is a centralized web site for builders and contractors wanting to share job information with employees, vendors and/or clients.

CSG Central is a mobile-friendly, web portal for companies looking to reduce miscommunication mistakes between the office and salespeople, project managers, field employees, vendors and/or clients. It is mobile-friendly so users can login from anywhere using smart phones or any device that has internet connectivity and view & update job information and tasks.

CSG Central, synchronizes job information back and forth with the Professional Series, a complete back office suite of CRM, Estimating, Scheduling and Job Cost Accounting software so there is no re-entry of information.

CSG Central is customizable so you can setup login users and allow them to view certain information.

CSG Central is modular so you can pick and choose the modules you need now and add-on later.


CSG CENTRAL - MODULES AND FEATURES:

Builder Web Portal

Sales People can login remotely and do the following:

  • View/Attach Pictures and Documents to jobs
  • Task Reminders – Add/View and Complete Follow-up Tasks of Phone Calls, E-mails, Meetings, Letters and Contract tasks
  • View Open Job Opportunities
    • Update Sales Stage
    • Add/View and  Complete Follow-up Job Tasks of Phone Calls, E-mails, Meetings, Letters and Contract Tasks
  • View Job Options (Selections)
  • View and Initiate Change Orders for Clients
  • View Contract Information – Current and Revised Contract Information
  • View/Enter Job Notes
  • View Schedule Task’s Start and End Dates w/Percentage Completion
  • View/Initiate Work Orders (Request for Service) For Clients

Project managers can:

  • View/Attach Pictures and Documents to jobs
  • View Job Options (Selections)
  • View and Initiate Change Orders for Clients
  • View Contract Information – Current and Revised Contract Information
  • View/Enter Job Notes
  • View Schedule Task’s Start and End Dates and update Percentage of Completion
  • View/Initiate Work Orders (Request for Service) For Clients
  • Approve/Receive Purchase Orders
  • View Released Purchase Orders, Subcontracts and Work Orders.

Vendors can:

  • View their Job’s Tasks Start and End Dates
  • View/Accept or Reject Released Purchase Orders, Subcontracts or Work Orders
  • View/Attach Pictures and Documents to jobs
  • View Job Options (Selections) assigned to them
  • View/Enter Job Notes
  • View their Work Orders (Request for Service) assigned to them

Clients can:

  • View Job Options (Selections)
  • View Contract Information – Current and Revised Contract Information
  • Initiate/View/Approve/Reject Change Orders
  • View/Enter Job Notes
  • View/Attach Pictures and Documents
  • View Schedule Task’s Start and End Dates w/Percentage Completion
  • View/Initiate Work Orders (Request for Service)
  • Mobile Friendly – Login from anywhere using any smart phone, tablet, laptop or desktop that has internet connectivity
  • Time Clock – Clock In/Out time (Optional)
    • 12 or 24 hour Format available
  • Job Cost Tracking – Allows for capturing hours or units by job by category of work
  • Customizable data entry screen
  • Cost Accounting Integration –  Automatically synchronizes employee and job information from Job Accounting Professional so there is no re-entry of information
  • Payroll Integration – Submitted time is imported into Job Accounting Professional’s payroll module for review and processing of payroll, job cost and financial reporting
  • CSG Central Integration – The Time Card Entry module can be stand-alone or in conjunction with CSG Central’s other modular applications that shares job information with clients, employees and vendors.

The following Professional Series applications synchronizes information back and forth with CSG Central

SalesBuilder Professional

  • Job Information
  • Options – Selections
  • Follow-up Tasks
  • Contract Information
  • Change Orders
  • Work Orders – Request for Service

Takeoff Professional

  • Released Purchase Orders, Subcontracts and Work Orders

Scheduling Professional

  • Active Job Schedules including:
    • Task start/end date
    • Vendors assigned to those tasks
    • Task’s % of Completion

Job Accounting Professional

  • Approved Purchase Orders
  • Job and Employee Information for capturing employee time by job by category of work
  • Submitted time for processing of payroll, job cost and financial approval