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CSG CENTRAL - YOUR BRANDED BUILDER WEB PORTAL

Communicate Better with Remote Employees, Vendors and/or Clients

CSG Central connects the office with the field, vendors, and/or clients in real time — all from one secure, branded portal. By seamlessly synchronizing the office and field teams—including salespeople, project managers, employees, vendors, and/or clients—it ensures everyone stays on the same page.

With CSG Central, users can access job details from any device, update tasks on the go, and eliminate manual data re-entry through direct integration with the Professional Series suite—covering CRM, Estimating, Scheduling, and Job Cost Accounting.

Built with customizability and modularity in mind, CSG Central lets you:

  • Control access levels by defining user permissions.
  • Pick and choose modules that fit your current needs, with the option to expand later.

Schedule a Demonstration Today. You’ll Be Glad You Did!

CSG CENTRAL - MODULES AND FEATURES:

Salesperson SBP Module

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

Builder/PM Module

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.

Vendor Module

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

Client Module

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)

Employee - Remote Time Card Entry Module

  • 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.

Professional Series/CSG Central Integration

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