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Homebuilder Software
Client Documents
In PSClient the CLIENT DOCUMENTS is a document management solution where all types of documents and images related to the entire process of the purchase, construction, and warranty can be saved within the PSClient database. These documents can be sorted based upon each stage of the homebuilding process.

Change Orders
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.

Model Options
PSClient MODEL OPTIONS are structural and design options available to a specific model.

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.

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.

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.

Visit
A VISIT is a particular type of To-Do used to create traffic reporting in PSClient

A Visit indicates a person (or persons) physically stopped by one of your model centers. This could be used to track the visitation by a home buyer prospect or by a realtor.

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.

Standard Plans - Models

Create Multiple Models

Model 1b

Models can be set up per subdivision
Please note that "Model1" is the generic model name for our demo database. Your actual model names would appear here
Easily duplicate a MODEL, then make the minor changes (Base price, add/remove specific options)

Setting up a Model

Model 2b

A Model's base price
A Model's cost, this is linked to Eclare where the cost of each model is determined
Toggle on standard options if they are included (notice the Bedroom 5 is not included)
Retail prices for each option and the builder's cost of each option

A Digital Price Book

Model 3b

A price book specific to each model
Model options can be sorted by Category (Electrical, Flooring, Cabinets) or by Room Location
Retail pricing

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Client Documents

Change Orders

Model Options

Contract

Client

To-Do

Visit

To-Do

Standard Plans - Models

Create Multiple Models

Setting up a Model

A Digital Price Book

Model Options

Price Book

Base Price

Pricing

Models

General Ledger Account

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