Vertical Solutions

The Construction modules will streamline the estimating, job costing, and production process for small to large builders. It will accommodate custom homes for regional builders to large subdivisions for national builders. As the system integrates budgeting, scheduling, and job costing it is also appropriate for commercial and industrial construction management. The system will facilitate electronic imports of data or user entry of data and business rules.

Planning and Estimating Modules

The Takeoff module manages dimensions and calculations whether data is entered manually, captured from a blueprint using a digitizer, or automatically calculated from an imported CAD file.

The Cut and Fill Configurator module uses the dimensional calculations from Takeoff, accesses materials attributes and costs from a variety of databases to quantify and price required materials. Business rules for materials installation and calculations are managed in the Cut and Fill Configurator module.

The Estimating module manages the planning of the entire project. The budgets are created and modified, with data imports from the Procurement module and the RFQ process to provide updated pricing. Materials, cost, and labor are calculated with version control for budget modifications. Advanced functionality is available in the Model Estimating module to manage and price option upgrades for model homes.

In addition to industry standard materials databases used for basic construction, a home upgrade options database will offer additional product information and pricing to the homebuyer to facilitate the final sale of the home. The Options Upgrade and Design Center Homebuyer Presentation module will facilitate management of allowable options upgrades and homebuyer selection of upgrades prior to completing the homebuyer contract. This will integrate upgrades into the streamlined production process and ensure timely completion of the entire home construction project.


The takeoff module works with electronic CAD files, a standard digitizer and blueprints, or manual data entry. Takeoff lets you generate counts and quantity takeoffs directly from electronic drawings for instant use in your estimates. It gives you the ability to quickly transfer project dimensions including lengths, areas, and volumes. It streamlines takeoff, provides a takeoff audit trail, and manages the capture and storage of dimensions by project to facilitate recalculation, saving time in the estimating process.

Cut and Fill Configurator

Cut and Fill Configurator determines quantities at an accuracy level difficult to match using manual takeoff methods. More accurate estimates means less money wasted on costly mistakes. This module quickly calculates cut, fill and strip quantities by using the dimensions from takeoff for the boundary of work, contours, layers, and elevations for the existing and proposed surfaces, and calculating material quantities. The system integrates with the estimating databases to determine lot sizes and unit of measure. It uses business rules to prompt for needed decisions, and to appropriately calculate based on materials attributes. The software then determines the cut and fill quantities and graphically displays the results.

  • Interfaces with Estimating module.
  • Contains best practice business rules, and allows for user defined business rules.
  • Calculates cut and fill quantities almost instantly using contour lines, sloping lines, elevation points, layers, and structures.
  • Lets you define and save multiple boundaries and perimeters as Areas of Interest.
  • Automatically adjusts for soil shrinkage and expansion.
  • Displays contours as they are traced to provide a visual check of your work.
  • Uses the grid cell calculation method for maximum accuracy.
  • Provides cross-sectional display of all surfaces.
  • Calculates substrata volumes by tracking multiple surfaces per drawing.
  • On-screen zoom-in capabilities.
  • Stores project description, location, estimator, plan number, and bid date.
  • Automatically adjusts for topsoil removal and replacement.
  • Displays and magnifies surfaces in 3-D graphics.
  • Offers user-defined elevation ranges to protect against input errors.

Estimating Databases

Aside from the core Estimating application, which includes sample databases with standard items and customizable estimating factors, you can also add industry-specific estimating databases.

Estimating databases contain thousands of items and many assemblies you can use right away with the added capability of incorporating your company's estimating procedures and policies as they relate to unique items, formulas, assemblies, and productivity and conversion factors.

The SCS database contains pre-built models and comprehensive assemblies backed by RS Means cost data. This reduces or eliminates the time-consuming process of individual item takeoff. During the estimating process materials quantities and costs, by individual home and total project are automatically calculated through the integration of the Estimating module, Databases, and Cut and Fill Configurator. Conceptual and detailed estimates or budgets can be generated in a matter of minutes.

Databases can include options attributes that are maintained by manufacturers for items such as flooring, windows, doors, appliances, window treatments, garage doors, etc. These databases are used to define allowable options upgrades by subdivision, elevation, and home plan. It will also integrate with the Options Upgrade and the Design Center Homebuyer Presentation module.


Estimating can utilize fifteen different RS Means databases from site work to electrical. Included with each database is the Means integrator allowing you to subscribe to updates. Available databases include:

  • Concrete and masonry: Estimate concrete beams in one step. Take a rectangular concrete beam, for instance, and simply enter one set of dimensions and the assembly will generate labor and material costs for the formwork, concrete, and snap ties. Over 1,500 items, 500 formulas, 84 Smart Assemblies are included, from concrete foundations, slabs, walls, and foundations to specialty masonry.

  • Commercial Drywall Database: Three dozen Smart Assemblies, 1,600 items, and 13 bill of material classes are included. Take off for an interior metal stud wall is as easy as it gets. Simply input your dimensions and the assembly will generate labor and material costs for the studs, top and bottom track, pins, bracing, and sheetrock.

  • Commercial GC Database: Choose from 250 Smart Assemblies, more than 6,700 items, 1,600 formulas, and 120 bill of material classes. Included are excavation and sitework and assemblies for stucco, drywall, acoustical, to dozens of concrete and structural components. Estimate a tilt-up wall and figure out labor and material costs for the concrete, formwork, lift inserts, and rebar in one step.
  • Commercial Highway/Heavy Database: Nearly 70 Smart Assemblies for piping, clearing and grubbing, bases, paving, concrete and more are included. Takeoffs for asphalt paving don't get much easier than this. Choose from 1,700 items, 530 formulas, and 67 bill of material classes.

  • Commercial HVAC Database: The database for ductwork, fittings, hangers, and all the details that round out the job. More than 12,000 items and 200 formulas are included in the database, plus 161 Smart Assemblies and categories that include pipe system details and budgets, heat generation and transfer, air distribution, and refrigeration.

  • Commercial Plumbing Database: More than 16,000 items and 187 Smart Assemblies, which include pipe systems and budgets, fixtures, and accessories. Speed up your takeoffs by choosing from more than 150 formulas, and 52 bill of material classes.

  • Commercial Residential Landscaping Database: Assemblies for landscaping, irrigation, drainage, and paving, which include 1,100-plus items, more than 190 formulas, and 28 assemblies to choose from. Do a takeoff on irrigation system piping for labor and material on the pipe, trenching, and backfill all at once.

  • Commercial Site Utilities Database: Included are assemblies that account for moving rock and earth, pavements and services, drainage, sewer, water, and site electrical. More than 80 Smart Assemblies and 76 bill of material classes to choose from.

  • Commercial Steel Database: Input the dimensions for your channel beams and generate labor and material costs for the plates, angles, stiffeners, clips, drill time, and surface prep. Included are 8,900 items, 318 bill of material classes, 52 Smart Assemblies for W-shape columns, and channel, S-shape, and W-shape beams, and all their connections.

  • Electrical Commercial/Industrial Database: Included are 15,000 items, 700-plus formulas, and 453 Smart Assemblies for everything from conduit & copper CU wire, safety switch disconnects, cable trays, light fixtures, motor and light controllers and starters, a full range of wire and cable, and much more.

  • Industrial HVAC Database: More than 12,500 items, 76 bill of material classes, and 170 Smart Assemblies. Dozens of categories cover pipe system details and budgets, heat generation and transfer, air distribution, and refrigeration.

  • Industrial Process & Plant Database: More than 21,600 items, 283 Smart Assemblies, and 345 bill of material classes to take off everything from turbine pumps with concrete pads to the right finish. Dozens of assemblies for concrete, masonry, metals, and demolition and sitework.

  • Industrial Process Piping Database: Input the dimensions and the pipe, insulation, tees, caps, couplings, lab joints, and everything else completes the picture. Choose from assemblies for a full range of pipe, duriron, copper, plastic, stainless, carbon, and specialty. Plus, assemblies for demolition and sitework. A total of 19,600 items, 83 Smart Assemblies, and 94 bill of material classes are included.

  • Residential Home Builder Database: This is the database that lets you take off even the most complicated home building components, such as foundations, walls, and roofs in just one step. Plus, provide customers with conceptual estimates within minutes by answering simple questions about land cost, living area, and building difficulty. You can create fast, accurate conceptual estimates based on historic costs and previous job experience. Included are 68 Smart Assemblies, 4,000 items, 700 formulas, and 47 bill of materials classes.



The construction estimating module enables you to save time, curb risk, and maximize profits by automating your estimating process. Estimating comes with a full range of construction databases packed with thousands of standard industry items you can use or enhance with your own unique items, formulas, and assemblies. Estimating also integrates with RS Means databases and pricing services, such as Trade Service Corporation. Business rules and calculation of dimensions are provided from the Cut and Fill Configurator module. Updated pricing is provided from the Procurement module RFQ process. The Estimating module manages information by housing unit, elevation types, or total project. Vendor specific budget information can also be analyzed and managed.

  • Create quick, accurate estimates backed by material, cost, and labor details.

  • Compare new estimates with other similar jobs to spot potential errors before they happen.

  • Integrate estimates to Job Cost for budget-to-cost comparison.

  • Analyze estimates from a variety of angles, like by floor or phase of work.

  • Work breakdown structure codes let you organize your estimate a variety of ways. By project phase, drawing detail, or location.

  • Create conceptual estimates and easily incorporate bids from subcontractors and suppliers.

  • Estimating automates crew pricing and gives you the labor and equipment requirements needed to complete the job.

  • Keeps the bids and quotes you receive from subcontractors and suppliers organized.

Model Estimating

Model Estimating manages the selection of all options upgrades and completion of the model home in a subdivision. The Model Estimating module leverages takeoff and material and labor calculations already completed through the integration of Takeoff, Cut and Fill Configurator, and Estimating, recalculating based on option upgrades and additional labor to complete the model design. Once all options are selected, other modules such as Procurement, Production Scheduling, and Project Management will follow through on production and installation. Backed by exhaustive detail, everything you need to support your bid, concept, or estimate is there in black and white: costs, quantities, crews, hours, and waste factors. The Model Estimating module will help with cost comparisons to finalize decisions about the model home.

  • Select options upgrades and production completion for the model home.

  • Recalculate materials, labor, and costs based on data available from the Cut and Fill Configurator and Estimating modules.

  • Integrates with other modules for the completion of production on the model home.

  • Options pricing is available for the Options Upgrades module should a future homebuyer customer want to install similar upgrades in their home.


Turn detailed estimates into RFQs, select vendors, and start the purchasing process. Generate purchase orders, track change orders, issue receipts, and invoices all from a single database.

  • Organize the items in an estimate into desired groups of materials, produce RFQs, and perform the tasks necessary to buy out your job.

  • Stay on top of all aspects of material management with efficient data entry processes to record receipt issues and adjustments.

  • Consolidate purchasing and replenishment of inventory items through one information source.

  • Generate requisitions and purchase orders, track change orders, issue receipts, return authorizations, invoices, and more.


Buyout allows companies working within Estimating to quickly and accurately turn detailed estimates into RFQs and purchase orders. You're able to take advantage of material and subcontract items in your estimates to solicit prices from potential suppliers and subcontractors, issue purchase orders, and automatically transfer the commitments to Job Cost, Purchasing and Inventory applications. Buyout helps you sort the items in an estimate into desired groups of materials, produce documents, and perform the tasks necessary to buy out your job.

  • Automatically generate, sort and send RFQs to suppliers and subcontractors via e-mail, fax or printed hard copy.
  • Record, track, analyze, and select bids received.

  • Transfer commitments to Job Cost for estimated versus actual cost tracking.

  • Transfer commitments to purchasing for purchase order generation.

  • Build a worksheet of material and subcontract items to be bought out automatically by reading the estimate file.

  • Multiple estimates can be combined into a single worksheet, an important feature for contractors who receive price discounts based on volume purchases.

  • Group materials or subcontract items for ease in obtaining prices; create quote sheets and assign material items and subcontract items to the quote sheets.

  • Assign multiple vendors and subcontractors to quote sheets.

  • Use prices from Buyout's standard price database for items in the quote sheet.

  • Change prices for any item and update the Estimating database with pricing from Buyout.


Production Modules

Job Cost

Job Cost gives you complete control over commitment and change order management. Enter subcontracts and purchase orders directly into Job Cost, or import them from other programs, then track them against invoices for total control of committed costs. Manage every step of the change order process, from pending through approval, to ensure change order profitability.

Using integrated information access tools, your project information is always immediately available. Interactive inquiries let employees view information, such as potential cost overruns, percent complete, and production units in place, onscreen in seconds. The Estimating Budget is fully integrated with Job Cost to provide real-time status of your project.

Job Tracking

  • Track contract amounts, estimates, costs, subcontracts, purchase orders, quantity totals, production information, customer information, billings, and other project information in as much detail as you need.

  • Track an unlimited number of user-definable cost categories.

  • Use an optional extra costing level to isolate special cost areas without disassociating them from the main job.

  • Set up standard cost codes and categories to streamline job setup and to improve consistency of cost analysis.

  • Track project totals by job, year, quarter, month, week or day.

  • Track job status and scheduling dates.

  • Define custom totals and miscellaneous accumulators.

  • Set up general ledger cost account groups to debit general ledger cost accounts by type of job.

Entry and Processing

  • Send all job-related information from other modules to Job Cost.
  • Enter owner change orders, commitment change orders, estimates, and commitments.
  • Lock an original estimate to prevent modification.
  • Capture daily labor hours for certified jobs utilizing RFID technology.
  • Specify who should approve AP invoices for each job.

Commitment Management

  • Enter subcontracts and purchase orders for any combination of jobs, cost codes, or categories.
  • Break out subcontracts or purchase orders into unlimited line items.
  • Track item descriptions, scopes of work, scheduling information, and insurance requirements.
  • Track payment and performance bond information.
  • Track detailed contract approval information.
  • Track schedule dates for each subcontract.
  • Track secondary vendors to generate joint checks and monitor secondary liens.
  • Mark cost codes or categories as bought out to analyze contract variances.
  • Change order management
  • Enter and track owner requested change orders and commitment change orders.
  • Document who initiated the request, who prepared the change order, who approved it and when.
  • Track changes to the original contract, estimate, subcontracts, purchase orders and production totals.
  • Associate commitment change orders with owner change orders.
  • Tie change orders to contracts and budgets.
  • Record billable or internal change orders.
  • Enter revisions to production units.

Remote Time Entry

Remote Time Entry is an efficiency tool designed to enhance payroll productivity and labor cost management. Using Remote Time entry, labor information can be entered directly at the job site utilizing RFID tracking technology. The resulting data is automatically integrated with HR and payroll. Remote Time Entry is designed for optimum ease-of-use, so field personnel can accurately be tracked without manual intervention.

  • Enter time by job or employee.

  • Distribute time to multiple jobs, cost codes, categories, pay IDs.

  • Define entry verification controls to ensure accurate posting.

  • Set timesheet approval options.

  • Review timesheets before submitting to the home office with an automated approval process.


Contracts manages the details of your customer agreements in one convenient location to drive billings, coordinate receivables processing, and enhance change order management. Easily set up and track contract terms, scope of work, status, contacts, and billing information for each contract and contract item.

  • Use standard contracts to speed setup and maintain consistency.
  • Assign billing methods, invoice formats, rate and markup tables, retainage percentages for each contract item.
  • Access retainage held, billed and balance amounts by contract item.
  • Link contracts and contract items with jobs, cost extras and cost codes.
  • Track all supporting documents with a simple checklist.
  • Put contracts or contract items on hold.
  • Change status of contracts after they have been approved.

Change Order Tracking

Contracts works with Job Cost to streamline change order processing.

  • Record the reason for the change, the scope, the dollar amount or unit price, and units.
  • Automatically change contract and item amounts based on approved change orders.
  • Record multiple items per change order and tie them to change order items in Job Cost.
  • Create change orders in Contracts based on change order requests in Job Cost.
  • Revise change order requests in Job Cost from Contracts.
  • Analyze change order profitability by tracking estimated cost versus contract amount.

Equipment Cost

The equipment cost module manages the details of equipment cost, revenue and usage to help you maximize your return on investment and then distributes equipment information throughout the system. Equipment records log all the essentials, including meter readings, license expirations, location, and more.

  • Track ownership and rental information.
  • Group equipment by type, such as trucks, lifts, and backhoes.
  • Track a piece of equipment as an attachment to another.
  • Define miscellaneous entries to track additional details, such as downtime and gallons of fuel used.
  • RFID tagging of equipment can be used with the Equipment Cost module to manage security.

Use cost and revenue codes to monitor equipment-related costs and revenue from various sources.

  • Define rates.
  • Define units for costs, revenue, and miscellaneous entries.
  • Track cost and revenue totals to-date, next week, month-to-date, next month, year-to-date, next year, and life-to-date.
  • Group cost codes by user-defined classification, such as operating and ownership costs.
  • Enter equipment revenue on an hourly basis or by your own custom rate.

Mobile Purchasing

An integrated application designed for handheld devices, Mobile Purchasing application allows you to start the purchasing process as soon as you recognize the need. It provides a simple and accurate way for field personnel to enter a purchase order, a blanket order, or subcontract order directly from a remote location. Mobile Purchasing eliminates relaying a purchase order by phone and the possibility of order information errors. Project managers and superintendents save time by entering orders on the spot and submitting them without delay to your purchase order system.

  • Maintain accuracy and control through single-point entry of order information.
  • Begin the order process immediately upon determining the need and reduce the potential of job delays. Manage resource leveling for materials and labor proactively.
  • Set security by individual user, limiting maximum purchase amount, fixing the range of allowable PO numbers, and restricting blanket or subcontractor orders.
  • Synchronize with Inventory to validate item numbers, job number, extras, cost codes, cost categories, equipment, and equipment cost codes.


Production Management Module

The production management suite includes applications designed specifically to help production builders control construction costs, efficiently produce and manage high volumes of purchase orders, coordinate job site activity, and share information with sales centers and other areas in the organization. Included are Workflow Management Suite, Purchasing, Sales Center Integration, Sales Pricing, Scheduling, Wireless Scheduling and Model Manager.

  • Inform subs and suppliers automatically via fax or e-mail to coordinate resources.
  • Perform profit analysis, cost control, change order tracking, variance cause analysis, payment processing, custom reporting, and labor cost management for optimum efficiency.
  • Define which plans and options are available by community and determine markups using percentages, lump sum, and market values.
  • Manage production over your local network and make needed information available on hand-held devices to remote users.
  • Jumpstart production scheduling and add purchase order automation.

Homebuilder Management System

Homebuilder Management System streamlines workflow and optimizes business practices. Get control of the essential homebuilding functions by automating the flow of information. Coordinate accounting and estimating applications to better manage the entire production process. Homebuilder Management System optimizes business processes while integrating your estimating and accounting.

  • Contact subcontractors and suppliers automatically and issue purchase orders in hard copy, via fax, or by e-mail.

  • Track multiple vendor and subcontractor prices by model and option and community via the price book database.

  • Track price quotes for every model, option, task, or item.

  • Acquire vendor and subcontractor pricing and other information electronically.

  • Define the scope of work and payment schedule to reduce overpayment, or even double payment, to subs and suppliers.

  • Automatically generate payments based on PO approvals.

  • Generate POs based on your buyer's selection and release in stages to subs and suppliers at current prices.

  • Perform profit analysis, cost control, change-order tracking, variance cause analysis, payment processing, custom reporting, and labor, or sub-trade cost management for optimum efficiency.

  • Analyze vital information with flexible and easy-to-use report design and drill-down inquiry capabilities.

Production Scheduling

Production Scheduling gives users of hand-held devices a fingertip information system to monitor, control, and communicate daily construction activities. Superintendents in the field are able to keep accurate construction schedules and have the information on-hand to reduce costly errors and maintain consistent cycle times. Schedule templates developed from a builder-defined master list of construction activities and milestones get your jobs started on the right foot. Choose the start date and a specific schedule is generated based on construction sequence, duration, and lag times.

  • Create schedules efficiently using schedule templates and information already contained in the production management software.

  • Download information so superintendents can manage and update job schedules and task status from job sites on handheld devices. Then automatically feed all field activity updates, including actual, projected and scheduled dates, back to the home office.

  • Share notes and reminders between the centralized schedule and handheld devices.

  • Display screens including Schedule Manager, Gantt Chart View, Resource Allocations, and Vendor Notifications.

  • Send automatic schedule notifications to trade contractors and suppliers via fax or e-mail.

  • View and store schedules by community, job, trade, vendor, and activity.

  • Analyze vendor schedules across communities.

  • Handle multiple predecessors when scheduling.


Project Management

Know exactly where you stand. With all the facts in one central database, and inquiries and reports that are easy to customize, you're able to quickly get to the details that will identify issues before they grow into problems. Stay on top of subcontracts and performance. Effectively manage change orders. Compare actual costs against budgets, as they are fully integrated real-time. Streamline your RFIs, submittals, and other project documentation. Improve workflow between accounting and operations.

  • Give project managers live, up-to-the-minute cost and project detail for aid in solid decision-making.

  • Eliminate workflow redundancies and save time, simplify and completely tie together approval processes that flow between accounting and project teams.

  • Keep track of RFIs, submittals, purchase orders, subcontracts, and change orders in one central system.

Through integration with accounting, estimating, and purchasing systems, you're able to issue and see all prime contracts, subcontracts, updated plans and drawings, change orders, purchase orders, meeting minutes, requests for information (RFIs), and other project-related documents. You can set up your job as early in a project as you wish, then renumber the job to fit company standards and release all information to accounting at a later date for review, approval, and use. As new project information is entered in accounting or operations, all updates automatically appear in Project Management and all related accounting applications.

  • Create, track and easily distribute documents, such as RFIs, submittals and transmittals using automated delivery methods; e-mail and fax documents directly from an entry screen.
  • Issue prime contracts, subcontracts, purchase orders, potential change orders, and change orders, then release these items to accounting for review, approval, and use.
  • Access subcontract and PO status, initial and revised totals, pending and approved changes, and amounts invoiced, retained and paid.
  • Work with contracts, estimates, forecasts, change orders, and cost details.
  • Set up jobs and enter contact information in one centralized location.
  • Create a job directory with job-specific contact information and set up unlimited distribution lists.
  • Instantly log all project-related e-mail, Word and Excel documentation as you work with a single click, or add summary detail for easy sorting if desired.
  • Document and coordinate the distribution of current drawings and sketches to all interested parties.
  • Create meeting agendas and record proceedings, action items and persons accountable. Automatically roll forward outstanding items into the next meeting agenda.
  • Secure access to information or the ability to perform tasks by individual or by job.

By storing all project information in one database, accounting and project management teams share the following information and tools.

  • Job setup
  • Budgets
  • Prime contracts, subcontracts, and purchase orders
  • Potential change orders
  • Change orders
  • Forecasts
  • Labor and equipment cost details
  • Percent complete and production quantities
  • Reports and inquiries
  • Prime contract, purchase order, and subcontractor change orders
  • Accounts Payable invoices and checks
  • Cost code lists
  • Address Book with complete vendor and customer contact information

Options Upgrades

For residential homes create retail sales pricing for options upgrades, and communicate this information to design centers and sales offices. Manage allowable options by subdivision, elevation, and floor plan. Reuse calculations and data from the Cut and Fill Configurator, Estimating, and Estimating Databases to calculate options upgrades pricing. Manage pricing in predetermined groups, or use the Options Upgrades module in a design center to calculate options pricing real-time with a homebuyer customer. Once upgrades are selected, Options Upgrades integrates with Procurement, Project Management, and Production Scheduling to ensure that the correct options are delivered on-time and installed in the appropriate home.

  • Manage allowable options by subdivision, elevation, and home plan.
  • Calculate pricing for option upgrades by accessing items and quantities in the Cut and Fill Configurator and Estimating to complete extensions.
  • Directly access community information, lot inventory, community-specific retail pricing of models and options, buyer contact details, and contract information.
  • Automatically transfer pricing details, job information, contract detail, and buyer contact information to Job Cost when sales contract information is processed.
  • Play what-if scenarios for options upgrade pricing to help in design center selections by homebuyer customers.
  • Dynamically calculate materials quantities and pricing for options upgrades.
  • Designers have all product and pricing information at their fingertips to accelerate homebuyer decisions and finalize the upgrade contract.

Design Center Homebuyer Presentation

The homebuyer presentation module is used with customers in the design center to facilitate the selection of options and upgrades. This module integrates with the Options Upgrades module to access allowable upgrades, using all the real-time recalculation capabilities from the Cut and Fill Configurator to provide extensions that re-price options and upgrades for the homebuyer for their particular home plan and elevation. This module includes high quality graphics of rooms of the model home, with options that change graphically to help the homebuyer make selections. The graphical changes are integrated to the Options Upgrades module so that they will drive associated pricing. This process improves customer satisfaction and accelerates the close of the homebuyer contract.


Property Management Modules

Property Management

Whether you're a property owner, fee manager, developer or managing real estate some other way, you know the lease terms are all over the board, the spaces vary, and each of your tenants have a different business to run. The real estate property management software offers improved communications, flexible lease management, and the ability to manage a wide variety of properties.

If you manage properties, you know that the only thing your tenants have in common is the building they are in. With real estate property management software, everything's flexible. From escalations and recoveries, advanced retail functionality to setting trigger dates, and more.

With the Residential Management application for on-site management, you gain a specialized system for tracking, managing and reporting daily site activities while eliminating repetitive and time-consuming tasks.

  • Use the lease-based Property Management application to administer leases of any complexity.
  • Include accounting software to track everything from budgets to year-to-date actuals and variances.
  • Employ Job Cost to keep a tight grip on tenant improvement costs.
  • Recalculates overage rent at year-end based on audited sales figures. Because percentage rents can vary by department or sales category, the application lets you track and calculate them with user-defined sales categories.

Retail lease Management

  • Calculate overage rent automatically using breakpoints and percentages called for in your leases.
  • Perform scheduled overage rent recalculations using audited sales figures after a tenant's fiscal year-end.
  • Use preset breakpoint calculations, cumulative, non-cumulative, and prorated, or formulas to calculate overage based on reported or estimated tenant sales figures.
  • Set up natural, artificial or formula driven breakpoints.
  • Set up multiple breakpoints per lease.
  • Track and calculate percentage rent by user-defined sales categories, such as departments or product types.
  • Automatically apply scheduled breakpoint or percentage changes over the life of leases.
  • Perform periodic billing, scheduled recalculation or on-demand percentage rent recalculations.
  • Accommodate offset or recapture deductions from percentage rent.
  • Perform long or short-year calculations when leases start mid-year.
  • Apply caps to overage calculations based on an amount or formula, then compare calculations against overage amount or amount billed.
  • Preview percentage rent charges prior to entries being posted.
  • Log sales volume for calendar year, as well as tenants' fiscal year.
  • Track sales by a virtually unlimited number of retail categories.
  • Analyze sales by property, tenant or store type.
  • Retain overage and sale volume history indefinitely.

Residential Management

A complete property management software package, Residential Management is an integrated residential solution for tracking, managing and reporting daily site activities while eliminating repetitive and time-consuming tasks. Integration between accounting applications streamlines and accelerates your data and helps financial information flow quickly from your properties to your home office. You keep maximum control over your financial operations and your on-site managers have all the tools they need to operate your properties profitably.

Centrally managed at your head office for data integrity and security, you're able to individually grant access permission on a site-by-site basis. Only site-relevant information will be accessible by staff at any given property. Full integration with accounting software means that data entered into the system at a property generates general ledger transactions and accounts payable invoices from each property.
Service Management
With service management software, you're able to streamline dispatch, automate billing, fine-tune inventory, and improve communication with customers, suppliers, subs and technicians. It's a complete service system to put you in control of field purchasing, service agreements and warranties, as well as preventive maintenance. An all-encompassing service management software package which can provide you with the tools to control the entire process.

  • Streamline your service tracking for maximum profitability.
  • Bolster decision-making and field communications by gaining quick and easy access to vital information.
  • Establish greater efficiencies through detailed multi-divisional transaction tracking.
  • Put to work an easy-to-navigate dispatch board that displays hundreds of service calls and dozens of technicians all at once.

With the Service Agreements module, you're able to track service agreement dates, view preventive maintenance schedules, and program your system to prompt you when service agreements are due. You're also able to assess service call profitability and account for additional revenue gained when making the calls.

  • Track service agreement start, end, and expiration dates.
  • Display preventive maintenance schedule for next 12 months by technician on easy-to-read preventive maintenance board.
  • Program system to prompt you when service agreements are due for renewal.
  • Account for additional revenue due to service agreement calls.
  • Assign sales and costs to individual customer equipment.
  • Override labor rates by warranties or service agreements.
  • Perform multiple or periodic billing.
  • Price service by total agreement, by piece of equipment, or at time of billing.
  • Schedule recurring maintenance by date range.

Service Inventory makes it easy to maintain an accurate perpetual inventory. This enables you to automatically update inventory at the time of invoicing, track minimum and maximum inventory levels, perform accurate physical counts, look up AKA part numbers and much more.

  • Automatically update inventory at time of invoicing.
  • Track minimum and maximum inventory level.
  • Perform accurate physical counts.
  • Look up AKA part numbers with single mouse click.
  • Easily track serialized parts.
  • Automatically generate customer equipment from invoicing.
  • Track truck inventory and create stocking lists for each truck.
  • Generate detailed inventory transactions (e.g., produce a re-stocking list of parts used per truck).


  • Display as many as 480 service calls and 50 technicians at one time on an easy-to-use dispatch board.
  • Instantly retrieve a customer's service history, geographic location and accounts receivable information.
  • Look up parts by item code, UPC code, category, or description.
  • Drill down to retrieve additional information about specific service calls with Tool Tips and right mouse clicks.
  • Attach technician, customer, and equipment notes to work orders.
  • Pull up a list of installed equipment (such as model number, service history or warranty length).
  • Check details of customer's warranty and service agreement coverage.
  • Automatically carry over unfinished work orders to next day.
  • Tell customers exactly when technicians were dispatched with card stamping.
  • Map out each technician's schedule for up to four weeks.
  • Quickly and easily call up technician records, status, pager numbers, and more.
  • Track skills by technician.


  • Automate pricing with small job fixed-rate pricing, flat rate pricing, or markup/discount.
  • Set up unlimited rate tables for labor, materials, equipment, and other costs.
  • Establish special discounts for each customer.
  • Customize call types with their own labor rates.
  • Price travel by trip charge or miles.
  • Automatically price parts based on item or mark-up file.
  • Add miscellaneous charges.