SCHEDULING PROFESSIONAL - PROFESSIONAL SCHEDULING SOFTWARE
SCHEDULING SOFTWARE FOR BUILDERS AND CONTRACTORS
VENDORS + TASKS + GANTT CHARTS + FIELD NOTES + MOBILE ACCESS
Scheduling Professional is an easy to use professional scheduling software and project management solution to help builders and contractors streamline the creation and management of project schedules
Scheduling Professional can be purchased as a standalone product or as part of the complete Professional Series, an integrated CRM, Estimating, Scheduling and Job Cost Accounting software system.
Scheduling Professional can be accessed internally or via the internet using any mobile device or laptop with internet connectivity.
Scheduling Professional synchronizes with CSG Central, a web application, so project managers, clients and/or vendors managers can view project schedules remotely with a smart phone or mobile device that has internet connectivity.(NEW)
We can host Scheduling Professional on a monthly basis or you can purchase it and host it yourself. Please call or request pricing!
SCHEDULING PROFESSIONAL - MODULES AND FEATURES
SCHEDULING MODULE:
- Tasks are automatically setup using job cost categories in Job Accounting Professional
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Easily transfers all vendors from Job Accounting Plus
- Tasks are automactically setup using sub-division groups from bid in Takeoff Professional
- Task’s vendors are automatically setup using vendors assigned to items/sub-division groups to bid in Takeoff Professional
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Easily transfers all vendor information from Takeoff Professional
Scheduling Professional integrates with CSG Central, a builder/client web application to share
- Updated task’s start date and finish dates along with the vendors associated with those tasks.
- The Merge feature -Merges existing tasks, tasks descriptions, duration of days, calculation method and vendors assigned to those tasks to a project
-  Just add a start date and each tasks’ start and end date are updated in seconds.
- View multiple projects at one time
- Easily move tasks and see results of task’s dependencies real time
- You can filter projects by
- Project Status
- Task’s date range
- Phase
- Vendor
- Update task’s % complete
- Approve PO’s assigned to tasks
- Plus much more!
- View the project schedule in an interactive calendar view
- Task phase/order
- Task code & description
- Start date
- Duration of days
- End date
- Percent complete
- Locked end date
- Vendor assigned to each task
- Notes
- Integrated to Microsoft Outlook to e-mail schedule reminders to selected vendors for selected jobs by date range
- Easily recalculate ALL vendors start and end dates with the click of a button
- Handles Holidays and 5 or 7 work day option
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Finish to start
- Start to finish
- Finish to Finish
- Start to Finish
- Add a note at task level for easy reference
- Easily edit vendor’s address, phone & fax #, contact name, email address and URL address
- Various reports available to monitor vendor activities on multiple jobs
- Track reason tasks are delayed for future reference
Scheduling Professional integrates with CSG Central, a web portal to share job information with clients, employees and/or vendors so there is no re-entry of information. Scheduling Professional shares the following information with CSG Cental:
- Job schedules created in Scheduling Professional which includes:
- Task’s start and end dates along with vendors assigned to those tasks
CSG Central is a web application that can be accessed with any smart phone or device with Internet connectivity
PROJECT MANAGEMENT MODULE
This feature allows you to:
- Update task’s duration of days
- Update task’s percent complete
- Easily recalculate task’s start and end dates when changes are made
- Reassign vendors to tasks
This feature allows project managers to
- View and approve purchase orders in the field
- Filter purchase orders by job, vendor, all or outstanding PO’s
The feature allow project managers to:
- Enter project notes
- Track notes by user, date & time
Note: These notes update the job notes in the SalesBuilder Professional product.
This feature allows you to:
- Attach documents
- Attach pictures
- Track attachments by user and by date range
Note: This feature updates job attachments in SalesBuilder Professional
- The project notes and attachments are synced with SalesBuilder Professional’ job notes and attachments.
This feature synchronizes with CSG Central, a builder/client web application to share the following information
- Job Schedule
- Project notes
- Project pictures and documents
The Scheduling Professional’s Project Management is integrated to Job Accounting Professional to:
- Update percent compete for work in process reporting
- Update job’s categories/classes with associated vendors and start & finish dates for reporting purposes
- Update Field PO module for processing of vendor invoices
Scheduling Professional’s Project Management modules integrates with CSG Central, a web portal to share job information with clients, employees and/or vendors so there is no re-entry of information. Scheduling Professional shares the following information with CSG Cental:
- Job Notes
- Pictures and documents
CSG Central is a web application that can be accessed with any smart phone or device with Internet connectivity