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Client Management

 

 
Sales & Marketing 

An automated system to standardize your front end sales procedures and track prospective client activates, including those generated at off-site remote model centers. 

Sales Management

Integrated sales management reports, including reservations, cancellations, sales cycle durations, permit durations, construction stages reported by subdivision, model, sales person, etc.  All reporting is accurate and up-to-the-second based on the latest sales activities. 

Contract Administration

Easily manage contracts, change orders and all client documentation issues, using your existing contracts in an MS WordTM format.  Model / option selections can automatically update sales contracts, change orders and addenda.

 

  Inter-Office Communication 

Your entire staff, all workstations, including remote model centers, construction offices and traveling personnel remain in touch and current on schedules and client action items.  Action items can be presented by user and type and are historically maintained as a client (customer) record.

Construction Scheduling

Quickly create construction schedules with job superintendent and subcontractor.  Scheduling projections based on standardized models are automatically updated based on the sales front end (model & option selection).

Warranty Management

Warranty tracking and creation of warranty activities (including no-billable work orders) wraps up the complete system.  Warranty issues can be tracked by type, model, vendor, etc.  Subcontractors with outstanding warranty issues can be restricted from future invoice payment.



PsClient Report Samples
Sample reports from PsClient.
Download ps_client_rb.pdf

Presentation
Powerpoint capture of several screens and reports.
Download FinalShowPsClient.pps