Contractors Software Group - The Professional Series
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The Professional Series is a modular application designed for larger 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 Professional is an integrated sales, marketing and customer service or customer relationship management (CRM) solution. It was developed for contractors who want to integrate and manage their prospect/client tracking, ongoing follow-up marketing and customer service/warranty tracking in one product. It is broken into five modules: prospect tracking, contract finance, buyer management, customer service and sales management.
TakeOff Professional is an estimating product 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, it automatically creates budgets for job cost tracking, purchase orders for suppliers, subcontract agreements for subcontractors, and work orders for employees, according to the vendor. Other available features include: Electronic vendor pricing updating, Cad Integration, digital takeoff and electronic digitizer interfaces, the vendor said.
Scheduling Professional is an integrated scheduling, tracking and time management tool. It integrates with TakeOff Professional to set up each activity and vendors attached to each activity. It generates Gantt charts and reports to keep individual tasks, vendors and field staff on time and on schedule, the vendor said.
Job Accounting Professional 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, according to the vendor. Other available features include multi-company financial consolidation, draw request, T&M billings, field PO approval and tracking of vendor and customer retention.
