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 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 entering time, 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 to 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