In Gemini CHANGE ORDERS document a customer's desire to make construction changes to their job. A change order updates the job's revised budget, cost and revenue.
Contract
The PSClient CONTRACT tab for a client on the client list. On this tab, PSClient tracks the original contract and any pending or approved addendums made to the model options. This tab is also used to store the required deposit detail information of amounts and dates due.
To-Do's
PSClient TO-DO's are activities related to the sale, construction and warranty coverage of a new home. The To-Dos List can be sorted by user, ToDo type and client status.
Client
A CLIENT is a sales prospect in PSClient, they could be a "HOT" lead, or a person who has signed a sales contract for the construction of a new home.
Models
MODELS are the house plans available for sale by a homebuilder. Design and structural options are selected from the Master Option list for each model plan available.
To-Do
To-Do is a term used interchangeably with Transaction. These transactions are assigned to a customer (Client) record in PSClient.
To-Dos are reminders for upcoming events like a meeting or a scheduled phone call. To-Dos are also a log of events that have occurred, so they become a permanent record of what happen, when it happened and who was involved.
SEF
Search Engine Friendly URL's are clean and human readable. SEF URL's are optimized for SEO with breadcrumb style keywords going from general to specific.
FINANCIAL STATEMENTS are a collection of reports that present the company's activity at a specific point in time (BALANCE SHEET) or a period of time (INCOME STATEMENT).
