A basic, entry level fully integrated software program for smaller builders and contractors. It is a completely integrated lead tracking, follow-up marketing, estimating, proposal writing, budgeting, change order management, scheduling and job cost accounting.
Simple Series Products and Features:
Simple SalesBuilder:
- Tracks complete client information
- Tracks multiple job opportunities per prospect/client
- Attach notes, pictures, and documents to both prospects/clients and job opportunities
- Allows set up of pre-selected drip marketing plans of calls, contract tasks, letters, and e-mails
- Mail merge: allows creation of standard e-mails, contracts and/or letters
- Shared Calendar: schedules calls, meetings and contract tasks
- Manages sales process from initial contact thru to “contract”
- Integrated to Microsoft Word, Outlook, and Excel for easy creation of documents, e-mails, and reports
Simple Estimating:
- Database driven estimating software
- Allows you to estimate by stick, assembly, unit price and/or lump sum
- Generates detailed and summary estimates by location and/or by category of work
- Creates specifications/proposals and change orders 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
- Includes a standard item & assembly catalog and also offers the option to build your own
- Interfaces with digitizers and digital TakeOff software
Simple Scheduling:
- Integrated with TakeOff Plus or Job Accounting Plus
- Create new project schedules by cloning existing projects
- Easily create vendor’s start and end dates with a click of a button
- Easily and quickly update schedules in the field
- Generates bar graphs and reports to assist in tracking the progress of projects
Simple Job Accounting:
- Job cost
- Accounts payable
- Accounts receivable
- General ledger
- Payroll (Optional)