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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.

Traffic & Demographics

Easily Capture and Analyze Traffic at your Model Homes

Raw Traffic data is automatically captured when a sales person uses PSClient to register new prospects
1. Traffic reporting for one subdivision or ALL. Date ranges allow you to review traffic each day, week or across several months
2. First time visits and repeat visits are reported separately
3. Track Realtor visits and market directly to your top visiting Realtors
Which Advertising Method Generates Traffic?
1. Run the traffic report for a single Subdivision
2. Show First time Visits Only
Compare your actual traffic results to the date you launched your advertising campaign. Did you see a spike in traffic

Understand Your Customer's Demographic
1. Run demographic reports for specific time periods and subdivisions
2. Understand the source of your traffic and the customer's buying interest

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