The Sales Advisor, a web-based Sales Management system used to track
prospects, pre-qualify them, create sales documents, and monitor
activity through closing. Current Schedules and option availability are
provided by the Superintendent's hand-held device. Option price lists
are updated immediately as purchasing modifies the option catalog.
Option orders immediately appear in the main office for acceptance and
processing of option PO's, which auto-fax to the subs, and feed to the
hand held devices of the field superintendents. Simplicity and the
connection to subs and supers distinguish this program from all others.
created in The Schedule Advisor. As
work is completed, the schedules are updated and any changes rolled
forward, while maintaining a record of the original schedule. Lost days
are tracked by task, sub, and reason. Revised completion dates are fed
to The Closing Advisor, and cutoff dates to The Option Advisor.
Option po’s are
automatically faxed to subs from The Option
Advisor. Option orders can automatically be compared to cutoff
dates available to users of The Schedule Advisor. Standard reports include
Options Ordered by Lot, Option Margins per Lot, and a Margin Analysis
showing the profit on every option in your catalog. Automate the request
for option bids from every trade, as well as the contracting of option
costs. Feed the options in each home into The Warranty Advisor in order to
track what options are in each home, and which subcontractor installed
automated by The
Compare up to five bids per trade, and compare them to budget. Graph the
weighted average cost of each bid taking into account the mix of plans.
Click a button to award the contract and create the subcontract pricing
addendum. Cost breakdowns are automatically prepared for each plan /
elevation, as well as each phase. With the click of a mouse, post the
committed costs to your accounting system. When work is complete, create
your own invoice for payment with the click of a mouse. Or use a Palm OS
Device in the field to record the approval of completed work and thus
create the internal invoice. The subcontractors involved in each home
are now recorded in The Warranty Advisor for future reference.
Customer Service requests
are created and tracked automatically by The
Warranty Advisor. Track every item on each request, and
automatically create and fax work orders to the appropriate subcontractor.
Analyze the customer service callbacks by trade, subcontractor, and
problem type. Age the open requests and work orders by home, sub, customer
Accounting Integration and Auto Approval
Use The Contract Advisor to analyze bids and award
subcontracts; create Option purchase orders with The Option Advisor.
Automatically feed both into your accounting system to create job cost
budgets, and update them for options. Approve work completed for payment
with a Palm OS Device on the job site, as well as update schedules, track
customer service work, track each subcontractor’s schedule, and create
field purchase orders.