SIMPLE SERIES - CONSTRUCTION MANAGEMENT SOFTWARE - $2495.00

INTEGRATED CRM, ESTIMATING, SCHEDULING AND JOB COST ACCOUNTING SOFTWARE

The Simple Series is the ideal simple construction management software solution for the smaller builder or contractor looking to streamline and manage their sales, marketing, estimating, proposal/spec writing, scheduling and job cost accounting.

The Simple Series is a simple construction management software solution that can be accessed internally on your computer or via the Internet on any mobile device or laptop that has Internet connectivity.

You can purchase it and host it yourself or we can host the Simple Series on a monthly basis. Please call or request pricing.


简单的系列应用程序和特点:

  • 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
  • Outlook Integration (New) – Stores e-mail history by client and by job
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  • Integrated estimating and proposal/specification writing 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
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  • Allows to you create projects from bids in Simple Estimating, jobs from Simple Job Accounting and or from existing projects
  • Create project’s start and finish dates in seconds
  • Enter and view project notes and attachments
  • Integrates to Simple SalesBuilder and Simple Job Accounting for improved communication
  • Access from anywhere
  • Plus much more!
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Accounting Modules Available:

  • Job cost
  • Accounts payable
  • Accounts receivable
  • General ledger
  • Payroll (Optional – $495.00)
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Clients Say...

Integration is so much better and I feel that, while still learning, it has been the best software investment we have made.

Our company has been in business since 2000 and we have always been looking for a more integrated system. Our estimating was done on spreadsheets, proposals prepared in Word, and finally, the accounting was done in Quickbooks, far from a seamless process. Job costing was also difficult. While there has been a considerable learning curve, we are finding that the CSG’s Simple Series is an excellent choice and becoming easy to use. The training has been very helpful, and while expensive, it has been worth it. I also find that there are fewer things that “slip through the cracks”, increasing our profitablity.”

Melvin Peachy, Sunset Exteriors – Moravia, NY