• 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
• Outlook Integration (New) – Stores e-mail history by client and by job

• 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

• 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!

Accounting Modules Available:

• Job cost
• Accounts payable
• Accounts receivable
• General ledger
• Payroll (Optional – $495.00)