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

Purchase Orders

A PURCHASE ORDER sets forth the descriptions, quantities, prices, job location, building specifications and other associated terms and conditions with a subcontractor or vendor. A purchase order in Gemini also automates the invoice processing cycle because the vendor, job, cost code and dollar amounts are already known to the system. This saves considerable time and improves coding accuracy.

General Ledger

A GENERAL LEDGER is the master set of accounts that summarize all transactions occurring within an entity.

Model Options

PSClient MODEL OPTIONS are structural and design options available to a specific model.

Duration

Used to assign the time required (in days) to complete a specific task in the construction schedule. For example Rough Plumbing might have a duration of 1 day and Framing might have a duration of 4 days.

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.

Vendors

VENDORS are the company's suppliers, subcontractors and providers of any other good or services.

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.

Models

MODELS are the house plans available for sale by a homebuilder. Design and structural options are selected from the Master Option list for each model plan available.

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.

Task

A TASK is an activity within the PSClient construction schedule. A task will have a description (example: Plumbing Rough In) and have a duration and a vendor assigned to complete the task. The task may also have one or more PREDECESSOR tasks.

General Ledger Account

GENERAL LEDGER ACCOUNT is a record to which financial transactions are recorded or posted based on categories or similarities.

Contract

Vendors

Client

Colors

Models

General Ledger Account

Database – Getting Started

Accounting

CRM – Sales front end

Lot Inventory

Options

Models

Color Selections

Sales Contracts

Pre-Construction Management

Estimating

First Model (Base House)

Next Model and each new model hereafter (Base House)

Model Options

Construction Scheduling

Warranty

Purchase Orders

General Ledger

Model Options

Duration

Contract

Vendors

Client

Models

To-Do

Task

General Ledger Account

Career Opportunities

Database – Getting Started

Options & Upgrades

Color Selections

Estimating Master File

Estimating Templates

Job Cost Codes

Chart of Accounts

Construction Schedule

Sales Contracts

New Vendor Packets

Standard Import Files

Reports

Pulling It All Together

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