The Plus Series is a modular application designed for small to medium-sized builders and contractors looking for an integrated product for prospect/client tracking, follow-up marketing, customer service/warranty, estimating, proposal and specification writing, project management and job cost accounting. It comes with four integrated solutions that can be accessed via the Internet on a user's computer or other Web server.
SalesBuilder Plus is an integrated sales, marketing and customer service or customer relationship management (CRM) product. It was developed for contractors who want to integrate and manage their prospect/client tracking, ongoing prospect/client follow-up marketing and customer service/warranty tracking, the vendor said. It is broken into five modules: Prospect Tracking, Contract Finance, Buyer Management, Customer Service and Sales Management.
TakeOff Plus is an estimating program that allows the user to estimate by stick, unit price and/or by assembly. It generates summary and detailed estimates, proposals and specifications, and change orders for the customer to sign. Once the job is approved, TakeOff Plus automatically creates budgets for job cost tracking, purchase orders for suppliers, subcontract agreements for subcontractors, and work orders for employees, the vendor said. Other available features include electronic vendor pricing updating, vendor price comparison, Cad integration and digital takeoff and electronic digitizer interfaces, according to the vendor.
Scheduling Plus is an integrated scheduling, tracking and time management solution. It integrates with TakeOff Plus to setup each activity and each vendor attached to each activity. It generates Gantt charts and reports to keep individual tasks, vendors and field staff on time and on schedule.
Job Accounting Plus is an integrated job cost accounting system with modules for job costing, accounts payable, payroll, accounts receivable, general ledger/financial reporting, purchase order management, subcontract control and inventory. It tracks customer and vendor changes, actual versus budgeted cost reporting and handles completed contact or percentage of completion accounting, the vendor said. Other available features inclure multi-company financial consolidation, draw request and T&M billings, field PO approval, and tracking of customer and vendor retention, the vendor said.