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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.

Selecting Colors

Color Drop Downs

Color1

Color Selections can be setup for options that require collor attributes (Manufacturer, part numbers, colors, styles, etc.)
Drop Downs can be used to make selections very easy and accurate
Color Notes can also be added

Color Selection details added to the Sales Contracts

Color2

Options can be sorted by room location, this is typically how buyers make selections - so we give you the ability to print the sales contracts by LOCATION.
Option prices are shown
Color details are shown.

Vendor Color Report

Color3

Options can be sorted by CATEGORY, typically better for your vendors to see by category.
Option prices are NOT shown
Color details are shown.

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Client Documents

Change Orders

Model Options

Contract

Client

To-Do

Visit

To-Do

Selecting Colors

Color Drop Downs

Color Selection details added to the Sales Contracts

Vendor Color Report

Contract

Vendors

Colors

Find Out How We Can Help You Grow Your Business.