• Manages your sales & marketing process from start to finish
• Tracks & manages your hottest prospects/ leads and clients
• Monitors your traffic and activities for each client
• Allows users to add job notes, pictures, and documents
• Schedule appointments – Shared calendar
• Sets up predefined marketing plans – telephone calls, emails and letters
• Tracks customer selections and change orders
• Generates and tracks your customer work orders
• Build-A-Home Feature (Home Builders Only) – Create a contract from pre-setup floor plans and options

• Estimating, proposal/specification writing and purchasing software
• Allows user to estimate by stick, assembly and/or by unit price
• Generates detailed or summary estimates by category of work or by location.
• Creates specifications/proposals 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.
• Automatically generates purchase orders, work orders and subcontract agreements from the estimate in seconds
• Estimates and tracks your customer & vendor change orders
• Updates prices from your vendors electronically
• Integrates with popular CAD programs, digitizers and digital takeoff software

• Easily created schedules from existing projects, estimating or job cost accounting
• Generates bar graphs with or without percent completion
• Changes start dates with automatic revision for all tasks
• Interactive Gantt Chart
• Interactive Calendar View
• Adjusts dates that flow through the entire project schedule
• Generates bar graphs and reports to assist in tracking the progress of projects

Available Modules

• Job cost
• Accounts payable
• General ledger
• Payroll
• Accounts receivable/draws
• Purchase Orders