The Professional Series

A software system designed by Contractors Software Group.

About The Professional Series

For larger builders looking for a completely integrated CRM, budgeting, purchase order management, scheduling and job cost accounting system. It consists of SalesBuilder Professional Takeoff Professional, Scheduling Professional and Job Accounting Professional

The Professional Series Products and Features:

SalesBuilder Professional

  • Manages your sales 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 notes, pictures, and documents to prospect/client accounts
  • 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 – Create a contract from pre-setup floor plans and options

TakeOff Professional

  • 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

Scheduling Professional

  • Generates bar graphs with or without percent completion
  • Changes start dates with automatic revision for all tasks
  • Adjusts dates that flow through the entire project schedule
  • Generates bar graphs and reports to assist in tracking the progress of projects

Job Accounting Professional

  • Job cost
  • Accounts payable
  • General ledger
  • Payroll
  • Accounts receivable/draws
  • Purchase Orders
  • Subcontract Control and Purchase Order Management
  • Inventory

Product Overview

Other Software by Contractors Software Group Inc.

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