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Sales
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Customizable
job specifications |
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Generate customized billable
phases and create draw
schedule |
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Add sales
notes |
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● |
Track leads
quickly |
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● |
Submit to
Sales Manager for approval |
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Submit to
Construction Manager for
approval |
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Construction
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● |
Quick and
easy communication between
all departments of the
construction process |
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● |
Create/update
job schedules |
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● |
All updates on job schedule
reflected immediately on all
schedules |
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● |
Create
job/phase note which
produces a pop up window
upon all
supervisor�s/sub-contractor�s
login for acknowledgement |
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● |
Substantially
reduces ingoing and outgoing
phone calls due to real time
notes |
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● |
Create email notifications
to sub-contractors and
supervisors
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● |
Date and time
stamp of each user |
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● |
Track job status throughout
construction process
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● |
View service
tickets |
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● |
Upload/view job specific
paperwork and drawings |
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● |
Create
unlimited reports such as:
Sub-Contractor
Schedule Report,
Superintendent Schedule
Report, Acknowledge Report,
Late Construction Phase
Report |
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Supervisors
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● |
Communicate
easily and effectively with
all staff and
sub-contractors |
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● |
Update phase status from
anywhere |
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● |
Create phase
notes |
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● |
Create
unlimited reports such as:
Daily Job
Report, Upcoming Inspections
Report, Deck Pours Report,
All Jobs Report |
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Sub-Contractors
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● |
Communicate
with scheduling staff |
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● |
Remote schedule access |
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● |
View schedule
by date range |
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● |
Create phase
notes |
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● |
View
outstanding service tickets |
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● |
Download
approved constructions
drawings and specifications |
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● |
Receive and
acknowledge all job, phase
and service notes |
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Accounting
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● |
Create unlimited reports
such as:
Invoicing Report,
Sub-Contractor Expiration
Report |
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Purchasing
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● |
Synchs with
Quickbooks |
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● |
Create unlimited reports
such as:
Invoicing Report,
Sub-Contractor Expiration
Report |
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Advertising
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● |
Input all
advertising venues |
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● |
Create
unlimited reports such as:
Lead Generation
Report, Sub-Contractor
Expiration Report |
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Service
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● |
Enter service
tickets |
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● |
Create service
notes/reminders |
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● |
Graph service
tickets by type, month or
builder |
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● |
Create
unlimited reports such as:
Outstanding
Ticket Report, Late Service
Tickets Report, Daily
Service Report |
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Maintenance
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● |
Add/Edit
Sub-Contractors |
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● |
Add/Edit
Phases |
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● |
Add/Edit Management
Companies |
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● |
Add/Edit
Users |
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● |
Add/Edit
Service Types |
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● |
Add/Edit Upload Document
Types |
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● |
Add/Edit
Construction Templates |
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● |
Manage Pool/Spa
Specification Sheets |
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○ |
Customer Information |
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● |
Add/Edit Job Types |
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● |
Add/Edit
House Statuses |
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Add/Edit Sales
Representatives |
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Add/Edit Lead Sources |
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● |
Add/Edit Homebuilders |
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● |
Add/Edit Subdivisions |
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● |
Add/Edit Supervisors |
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○ |
Appointments |
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● |
Add/Edit Appointment
Locations |
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● |
Add/Edit
Appointment Reasons |
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○ |
Layout / Dig / Steel |
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● |
Add/Edit Access |
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● |
Add/Edit
Benchmarks |
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● |
Add/Edit Beams |
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○ |
Pool Specifications |
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● |
Add/Edit Pool Filters |
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● |
Add/Edit Pool
Pumps |
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● |
Add/Edit Control Systems |
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● |
Add/Edit Pool Handrails |
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● |
Add/Edit Pool Lights |
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● |
Add/Edit Vacuum Lines |
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● |
Add/Edit Automatic Cleaners |
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● |
Add/Edit Infloor Head Colors |
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● |
Add/Edit Pool Chlorinators |
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○ |
Spa Specifications |
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● |
Add/Edit Spa Heaters |
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● |
Add/Edit Spa
Accessories |
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● |
Add/Edit Spa Control Systems |
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● |
Add/Edit Spa Lights |
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● |
Add/Edit Spillways |
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● |
Add/Edit Spillway Materials |
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● |
Add/Edit Spa Handrails |
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○ |
Water Features & Options |
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● |
Add/Edit Florida Falls |
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● |
Add/Edit Aqua
Accents |
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● |
Add/Edit Sconces |
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● |
Add/Edit Solar Panel Sizes |
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● |
Add/Edit Water Feature Pumps |
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○ |
Decking & Tile |
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● |
Add/Edit Colors |
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● |
Add/Edit
Infloor Head Colors |
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● |
Add/Edit Paver Colors |
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● |
Add/Edit Step Tile Colors |
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● |
Add/Edit Acrylic Colors |
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● |
Add/Edit Tile Colors |
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● |
Add/Edit Color Bands |
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● |
Add/Edit Paver Patterns |
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● |
Add/Edit Coping Types |
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○ |
Screen & Interior Finish |
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● |
Add/Edit Screen Style |
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● |
Add/Edit
Screen Colors |
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● |
Add/Edit Gutter Types |
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● |
Add/Edit Interior Finishes |
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Builders
|
● |
View current
jobs |
|
● |
View job schedules |
|
● |
Enter
job/phase notes |
|
● |
Create
service request |
|
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Clients
|
● |
View job schedules |
|
● |
Create service request |
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