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The Simple Series

A software system designed by Contractors Software Group.
Questions about The Simple Series? Call (800) 827-1151 and talk to a software expert now.

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)

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