The Simple Series

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)