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| Remodeler's Business Solution Overview
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- 1. General
- 2. Contact Management
- 3. Cost Estimating
- 4. Job Tracking & Production
- 5. Accounting
- 6. Reports & Analysis
- 7. 3rd-Party Integration
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F E A TU R E S
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B E N E F I T S
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Multi-user enabled and fully Integrated Solution
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Data is only entered once and used across all modules thereby eliminating data entry errors and inconsistent information
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Group and Role-based security and access control
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Grant or limit access to all functions with the software using group membership to ensure only the right users can get access to the information. Detailed access rights to create, edit, delete, view, etc are defined by the System Administrator.
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Unlimited User-Defined Fields (Job, Contact, Companies, Vendor and Asset)
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Provides for total flexibility and expandability. Store and retrieve information that is specific to your business needs.
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F E A TU R E S
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B E N E F I T S
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Activity and Appointment Scheduling
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Prioritize your activities to stay on top of appointments and tasks. View activities by types, users, status and range of dates.
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Integration with Microsoft Outlook*
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Allows for Activities/Appointments to be synchronized with Outlook and Personal Digital Assistant/Handhelds
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Lead import & Mailing Label generation
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Import and store external lead/marketing lists in text, excel format via the source vs. RBS field mapping
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F E A TU R E S
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B E N E F I T S
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Multiple Cost Databases
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Ability to use multiple databases within the same estimate allows users to maintain separate Vendor or Product databases for use by all estimators
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Cost Assemblies
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Easilty create cost assemblies for commonly used building components.
Allows quick, accurate estimating with minimum construction knowledge.
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Bulk Cost Adjustments by percentage
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Allows for quick and easy cost adjustments at the cost category level, estimate level and item level in order to cope with market fluctuations
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F E A TU R E S
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B E N E F I T S
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Manage Job from lead capture to final sign-off and warranty
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All information pertaining to each job is captured and stored in one place for easy data entry and retrieval.
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Design Agreements, Change Orders & Contract Proposals
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Allows for unlimited design agreements and change orders. Each change order can have its own cost estimate
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Vendor Quotes and Purchase Order Processing
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Easily create vendor quote requests and issue purchase orders. Easily generate requests for comparative vendor quotes.
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Project Scheduling
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Easily generate job schedules by phase and tasks from estimates. The built-in Gantt charts will display each tasks and their links appropriately
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Integration with Microsoft Project*
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Provides the ability to send the job /schedule phases and tasks into Microsoft Project for more detailed project and resource planning
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Job Budget & Costs
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Easily manage job budgets and costs from existing estimates to enable tight control over job related expenses
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F E A TU R E S
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B E N E F I T S
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Accounts Receivable
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Easily generate and track all client invoices and payments in each step of the production phase.
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Accounts Payable
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Easily record vendor deliveries, bills and payments
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Intuit QuickBooks Integration
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All Intuit QuickBooks entities, lists and transactions can be imported into RBS for financial reporting. This feature totally eliminates the need to double data entry and avoid clerical errors.
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F E A TU R E S
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B E N E F I T S
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Full Analysis, Reporting & Graphing
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This feature allows you to generate thousands of reports and review the data in graphs and pie charts.
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Sales and Production Summaries
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Allows you to generate reports to help evaluate your sales and production staff performance with a few clicks of the mouse.
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Microsoft Word-based Templates for client documents
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Easily customize each document template to fit your exact needs, including text, graphics, fonts, layout, styles, etc.
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Export, Fax & Email built-in reports
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Allows for easy distribution of reports, quotes and purchase orders to vendors, invoices & statements to clients, etc.
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F E A TU R E S
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B E N E F I T S
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Hosted-Fax Service (MyFax.com, eFax.com, RingCental.com, etc)
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Send & Receive Faxes from within RBS eliminate the need to manually print then fax documents. Faxes are also automatically linked to job.
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Fully migrate from Sage MasterBuilder to RBS and Intuit QuickBooks
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Xora TimeTrack
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Collect Timesheet and Mileage information using mobile phones into RBS. Easily push timesheet information to Intuit QuickBooks for Payroll processing.
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All Intuit QuickBooks entities, lists and transactions can be imported into RBS for financial reporting. This feature totally eliminates the need to double data entry and avoid clerical errors.
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Microsoft Office (Outlook, Word, Excel, Project)
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Data can easily be transferred to these applications to increase user productivity and the elimination of manual clerical errors.
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Easily draw/sketch floor plans that are automatically linked to RBS.
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20/20 Technologies - 20/20 Design
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Project Quote Data can easily be brought into RBS as Estimates and Cost information without manual data entry, resulting in increased user productivity and the elimination of manual clerical errors.
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Improvebuild is your single-source provider for all your technology and business solutions need. We can provide your company with hardware, software, network & internet services, training and our Remodeler's Business Solution.
- Network Configuration & Integration.
- Custom Programming.
- Internet/Web Services.
- On-site and web-based RBS Training and Configuration.
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| With just a few keystrokes, you can:
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