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  • Homebuilder Database

Database – Getting Started

It is easy to be up and running with our pre-built construction company database. Our Builder Incubator database is 90% complete, which saves you 100’s of hours when compared to building from scratch, but also provides the flexibility to modify each area to meet your needs. We have identified the key areas below that most of our clients modify at start up.

Accounting

Add your vendors
Add your jobs
Modify General Ledger descriptions (on some GL accounts)
Modify Cost Code descriptions (on some cost codes)
Modify department names
Set up user level security (for office people)

CRM – Sales front end

Set up user level security (for sales people)
Add your subdivision names
Modify sales follow up letters (copy-paste)

Lot Inventory

Import lot details (lot numbers, addresses, lot premiums, etc)

Options

Modify option descriptions
Add / Import other options
Set retail prices

Models

Add model names
Set retail base house price
Toggle included options
Set model level retail price for options

Color Selections

Modify color descriptions
Add / Import other color tables

Sales Contracts

Modify legal text (copy-paste)
Create additional contract documents (if required)

Pre-Construction Management

Review process (flow charts)
Adjust flow for your business operation
Assign users (To-Do’s) at certain stages of flow

Estimating

Set up user level security (for estimating-purchasing people)
Add vendor unit prices to ITEM import file
Add vendor bids to ITEM-Model import file
Set default vendors (Product Group assignment)
Set area specific default vendors (if necessary)

First Model (Base House)

Review base house take-off structure
Modify
Adjust unit quantities
Assign model specific bids
Validate cost and Purchase Orders

Next Model and each new model hereafter (Base House)

Duplicate 1st model
Adjust unit quantities
Assign model specific bids
Validate cost and Purchase Orders

Model Options

Review option take-off structure
Modify
Adjust unit quantities
Assign model specific bids
Add additional options
Validate cost and Purchase Orders

Construction Scheduling

Set up user level security (for field people)
Adjust task durations (days)
Duplicate Master Schedule to tweak all aspects of schedule logic

Warranty

Modify legal text for Warranty work orders (copy-paste)
Modify warranty codes