• • 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!

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!