|
Fully INTEGRATED Business Solution
|
|
|
|
Enter Data ONCE & Use Everywhere
|
|
|
|
Search Entire Database Quickly & Easily
|
|
|
|
Customize Lookup Data
|
|
|
|
Define, Capture & Retrieve Unlimited User-Define Fields
|
|
|
|
Export Lists to Excel, PDF, HTML & RTF
|
|
|
|
Email & Print Lists
|
|
|
|
Open & View Multiple Screens At Once
|
|
|
|
Function Level Access Security
|
|
|
|
|
|
|
|
Intuit QuickBooks Integration
|
|
|
|
Integration Dashboard
|
|
|
|
RBS to QuickBooks Integration Mapping
|
|
|
|
Synchronize Entities & Items
|
|
|
|
Synchronize Lists
|
|
|
|
Synchronize Transactions
|
|
|
|
|
|
|
|
Contact Management
|
|
|
|
Search, List, Add, Edit, Delete & Inactivate Contacts
|
|
|
|
Search, List, Add, Edit, Delete & Inactivate Company Accounts
|
|
|
|
Bi-directional Contact Synchronization With MS Outlook
|
|
|
|
Define, Capture & Retrieve Unlimited User-Define Fields
|
|
|
|
Unlimited User Notes
|
|
|
|
Do Not Mail & Anti-Spam Compliance
|
|
|
|
Document & File Linking
|
|
|
|
|
|
|
|
Job Tracking & Total Job Management
|
|
|
|
Search, List, Add, Edit, Delete Leads and Jobs
|
|
|
|
Lead\Job Entry & Tracking
|
|
|
|
Proposal & Contract Writing
|
|
|
|
Job Address & Directions
|
|
|
|
Add, Edit, Delete & Process Design Agreement & Partner Plan
|
|
|
|
Add, Edit, Delete & Process Change Order & Misc. Proposal
|
|
|
|
Add, Edit & Delete Vendor and Subcontractor Quote
|
|
|
|
Create Vendor\Subcontractor Quote Request from Estimate
|
|
|
|
Create Comparative Quote Request to Multiple Vendors\Subcontractors
|
|
|
|
Add, Edit & Delete Vendor and Subcontractor Purchase Order
|
|
|
|
Create Purchase Order from Vendor\Subcontractor Quote
|
|
|
|
Add, Edit, Delete & Track Commission Draws
|
|
|
|
Add, Edit, Delete & Track Permit Applications and Inspections
|
|
|
|
Email & Fax Log & Tracking
|
|
|
|
Auto-Generated Notes
|
|
|
|
Add, Edit & Delete Unlimited User-Created Notes
|
|
|
|
Define, Capture & Retrieve Unlimited User-Define Fields
|
|
|
|
Quickly Copy Existing Job as starting point for same Customer
|
|
|
|
|
|
|
|
Warranty Tracking & Management
|
|
|
|
List, Add, Edit & Delete Warranty Work for Completed Jobs
|
|
|
|
Automatically Create Warranty Check Schedule\Reminders
|
|
|
|
|
|
|
|
Reporting & Analysis
|
|
|
|
Marketing & Sales Report
|
|
|
|
Production Report
|
|
|
|
Sales Analysis
|
|
|
|
Receivable Reports
|
|
|
|
Payables Reports
|
|
|
|
Estimate Production & Estimate Reports
|
|
|
|
|
|
|
|
Document, Photo & File Management
|
|
|
|
Attach\Link Documents & Files (Jobs, Contacts, Assets, Notes, etc.)
|
|
|
|
Store Files & Documents in Central Repository
|
|
|
|
|
|
|
|
Vendor & Subcontractor Tracking
|
|
|
|
Search, List, Add, Edit, Delete Vendors and Subcontractors
|
|
|
|
Purchase Order from Quote
|
|
|
|
Insurance Tracking & Enforcement
|
|
|
|
License & Credential Tracking
|
|
|
|
|
|
|
|
Customer Relationship and Customer For Life Management
|
|
|
|
Birthday & Anniversary Reminder
|
|
|
|
|
|
|
|
Asset & Tool Manager
|
|
|
|
Search, List, Add, Edit, Delete & Inactivate Tools and Assets
|
|
|
|
Define, Capture & Retrieve Unlimited User-Define Fields
|
|
|
|
|
|
|
|
Project Task Scheduling
|
|
|
|
Auto-Create Project Schedule From Estimate
|
|
|
|
Add, Edit, Delete Project Task
|
|
|
|
View Built-In Gantt Project Schedule
|
|
|
|
Push Project Schedule to Microsoft Project
|
|
|
|
Unlimited User-Define Fields
|
|
|
|
|
|
|
|
Cost Estimating
|
|
|
|
List, Add, Edit, Delete Job Estimate
|
|
|
|
Define, Copy & Maintain Unlimited Cost Databases
|
|
|
|
Use Multiple Cost Databases in Estimates
|
|
|
|
Define & Use Cost Assemblies
|
|
|
|
Optionally Import & Use Home Tech Cost Databases
|
|
|
|
Estimate & Production Reports
|
|
|
|
|
|
|
|
Appointment Calendar & Task Scheduling
|
|
|
|
Search, List, Add, Edit, Delete Appointments
|
|
|
|
Bi-directional Appointment Synchronization With Microsoft Outlook
|
|
|
|
View Day, Week, Month, Year & Timeline Appointment schedules
|
|
|
|
Filter by User, Activity Type & Activity Status
|
|
|
|
|
|
|
|
Utilities & Third-Party Integration
|
|
|
|
Document Template Designer
|
|
|
|
Database Backup
|
|
|
|
Graphical Query Designer
|
|
|
|
Simple Query Designer
|
|
|
|
20/20 Designer Integration
|
|
|
|
Sage Master Builder Data Import
|
|
|
|
Rapid Sketch Integration
|
|
|
|
Internet Faxing Integration
|
|
|
|
Guild Quality Survey Integration
|
|
|
|
|
|
|
|
Additional ImproveBuild Services
|
|
Network Configuration and Integration
|
|
|
|
Custom Programming
|
|
|
|
Internet Hosting and Web Services
|
|
|
|
Web-Based and On-Site RBS Training
|
|
|
|
|
|
|