Plus Series Products

A-Z INTEGRATED CONSTRUCTION MANAGEMENT SOFTWARE FOR HOME BUILDERS AND CONTRACTORS

CRM + ESTIMATING + SCHEDULING + PROJECT MANAGEMENT + JOB ACCOUNTING

The Plus Series products are ideal for the builder and contractor looking for a fully integrated A-Z construction management software solution to expedite their lead tracking, follow-up marketing, customer service/warranty tracking, estimating, proposal/specification writing, document creation, scheduling/project management and/or job cost accounting.

The Plus Series is modular so you can pick and choose the software applications you need to use today and add-on as your needs grow.

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

We can host the Plus Series on a monthly basis or you can purchase it and host it yourself. Please call or request pricing!

PLUS SERIES INTEGRATED SOFTWARE APPLICATIONS AND FEATURES:

SalesBuilder Plus - CRM Software

- Tracks and manages your hottest prospects/leads and clients
- Tracks lead source
- Tracks customer’s selections and change orders
- Allows users to add notes, pictures and documents to prospect/client and/or jobs
- Sets up predefined follow-up drip marketing plans – telephone calls, meetings, e-mails and letters
- Shared Calendar— Schedule meeting, calls and contract tasks
- Generate and track customer’s request for service (Work Orders)
- Manages the sales process from initial contact through warranty
- Integrated with Microsoft Word, Excel and Outlook for easy generation of documents, e-mails or reports
- Outlook Integration (New) – Stores e-mail history by client and by job
- Plus much more!

Estimating, proposal/specification writing and purchasing software
Allows user to estimate by stick, assembly or unit price
Generates detailed and summary estimates
Creates professional looking specifications/proposals and change orders for the customer to sign
Allows users to build estimates from predefined bid sheet templates based on the type of jobs or homes built
Automatically generates purchase orders, work orders, subcontracts & RFQ’s from the estimate in seconds
Allows vendor comparison of pricing for same items
Updates prices from vendors electronically
Interfaces with popular CAD programs, digitizers and digital TakeOff software

Schedules can be created in seconds
Creates Gantt charts
E-mail project schedules
Approve purchase orders in the field
Enter and view project notes, pictures and documents
Plus much more!

Job Accounting Plus - Job Cost Accounting Software

Available Modules:

General Ledger
Job Cost
Accounts Payable
Accounts Receivable
- Cost Plus, Time & Materials, Draw Requests and Lump Sum Billings
Payroll
Purchase Order Management & Subcontract Control
Inventory

Integration to Microsoft Outlook, Word and Excel!

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