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Company Name:

Contact:           Title:

How many people handle your companies accounting functions?   
How many Project Managers do you currently have?  
 

    YES     NO  
Are there multiple companies you would like to run within one construction management system?
If yes, do the companies process separate financials & tax returns?

What is the percentage for each type of construction?  Custom Homes                      %
   Models w/options                      %
   Remodeling                      %

    YES     NO  
Do you develop any land?
Do you estimate your own development costs or does your engineer provide this service? Us    
Engineer    
Does your company self-perform any of the construction?
 
        If so, what phases?              
 
        How many field laborers?   
 
Does your current system automatically;
Generate 1099's
Track workers comp. certificate expirations
Generate lien waivers
 
Do you match vendor invoices against Subcontracts/PO's on the computer to eliminate overpayments?
 
Do you currently get accurate & timely Job reports showing actual costs vs. your budget?
 
Does your system create and track Subcontract & Purchase Order documents that you can fax or email?

How are Change Order documents created and tracked?

Manually
Accounting System
Excel
    YES     NO  
Are Job Status & Profitability reports readily available?
    YES     NO  
Do you need to generate a sworn construction statement or closing report?

How is it completed?

Manually/excel
Accounting System

How are draw requests generated and tracked?

Manually
Accounting System
We finance the projects within our company

How do you currently create estimates?

Manually
Excel
Construction estimating system

    YES     NO  
During your estimating process do you perform detailed take-off for any phases of work?
        If so, what phases?              
 
Would automating the quantity takeoff process from electronic files/blueprints help your company?
 
Is generating a bill of materials for your estimate important?

Do you create, track & send Bid Invites from your computer via fax or email?

Not at all
Manual/excel/word

How is job documentation/correspondence (selections, punch lists, transmittals, submittals, RFI's emails, faxes, etc…) with customers, subs, suppliers and architects generated & tracked?

Manually
Computer

    YES     NO  
Do you know which subs & suppliers you will be using on a job prior to it starting?
 
Would you want the benefits of a PO system if they were automatically created from the estimate data?
 
Is it important that an awarded job automatically set up job information, phases and budgets within the Job Cost Accounting system so double entry is eliminated?
 
Would an integrated scheduling system be of help to manage subs & the building process?
 
Has your company done any scanning & saving of electronic pictures, blueprints, documents, etc...

What needs or problems are you specifically trying to address that have not been discussed in this survey?

What range best describes your Company size?

What best describes the stage of your system selection?

What are the main reasons for considering new construction software?

How did you hear about Software Consultants, Sage Timberline Office or Sage Master Builder Software?

      

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