813.626.8778 Ext 1

support@builderincubator.com

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.

Selecting Options

Selecting a Model

Selecting a Model for a buyer will display all of the options available for that model. Please note that "Model1" is the generic model name for our demo database. Your actual model names would appear here
Displays all the options available. Notice the LOT PREMIUM is automatically pulled in here
Shows the Base Price and all of the options selected

Selecting Options By Room

The option list can be displayed by LOCATION (rooms in the house)
Select LOCATION = Kitchen
Displays only the upgrades available for the Kitchen

Selecting Options By Room then Category

Select Kitchen
Then select FLOORING
Displays only the Flooring for the Kitchen

Options Can Be Selected By Location or Category

Options displayed by LOCATION and then CATEGORY
Options displayed by CATEGORY and then LOCATION

Red Shows Options That Are Required

To select an option, double click and the QTY will update
The SOLD PRICE is now extended
The TOTAL OPTIONS price will increase and the resulting TOTAL PRICE will update
RED is used when certain options are REQUIRED. Notice after the floor covering for the kitchen has been selected, the red turned off for "Flooring"

Find Out How We Can Help You Grow Your Business.

Get In Touch

© 2023 Builder Incubator. All rights reserved.