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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.

Deposits & Sales Contract

Reviewing Our Selections

We have added a few more standard options
Displays the Total Options and the Total Price

Entering Deposits

Enter the Deposit Amounts. Notice PSClient will handle multiple deposits
Enter the Due Date for each of the respective deposits
Enter the check # and amount for any checks received (Please note: this is not an accounting transaction, but just a record of checks received by a salesperson or design person)

Sales Contract Page 1

The Sales Contract can be designed based on your preferences and legal requirements. In this example, the Sales Contract shows the Base Price at the top
All of the Options are displayed here. This area can also include Option Notes and Color Selections
Total price for all options and the Total Sales Price for the house

Sales Contract Page 2

Page 2 displays the individual deposits
The Total Deposits required
The Balance Due at closing (the Total Sales Price less all of the deposits)

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