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Fully integrated with the H.O.M.E.S. system to eliminate double-entry, or
available as a stand-alone product.
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Powerful deficiency and work order management...keeps your customer service staff
and trades up-to-date and in-the-loop!
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Helps to ensure no service/repair issues are left unattended
causing undesirable warranty claim compensation.
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Generates, prints and tracks the
status of service work orders at head office and/or site office(s) with or
without Internet access.
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Maintains a
full history of all
customer service transactions and communications by lot/unit, trade, contractor etc.
(Log all phone calls etc for later analysis.)
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Electronic Pre-Delivery Inspection (PDI) Software System:
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PDI
software the way it should be! Convenient, quick and easy to
use.
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Perform pre-delivery inspections electronically with or
without Internet access. If Internet access is available and
reliable, you can do inspections in real-time, or when used
off-line, after the inspection you can synchronize data quickly
and conveniently with head office by connecting securely from anywhere with
Internet access. Of course, you can also
synchronize by connecting to the head office network locally.
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Your
inspection representative has complete access to all construction
related information
normally found in the Customer Service module, (Purchaser info,
upgrades/extras, colour chart etc,) even when inspections are
done off-line!
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Perform inspections without having to use a keyboard to type text
using a
touch-screen tablet
tablet or notebook/laptop device. Deficiency
descriptions can be entered quickly and easily
using handwriting
recognition, speech to text, on-screen keyboard or by clicking/tapping on
commonly used words
and phrases with a tablet stylus. Checklist items may be associated with a
specific room to refine the list of common words for quick
selection.
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Use your familiar customized PDI checklist.
It may be as simple or detailed as
you like with quick and easy setup.
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Easily
Photograph deficiencies
that are attached
automatically
(even when working off-line) to optionally print on the
inspection form and/or work order(s) so there's no confusion.)
Images are resized automatically and you can use any camera app with
your webcam.
Just point your
tablet and shoot.
You can even edit the images to highlight the problem
for the trades.
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Optionally pre-define by checklist item which trade(s) should
receive a work order by default, and easily edit the list during
or after the inspection. (A “PDI Deficiencies by Lot/Unit”
report is provided to easily emphasize what trades are assigned, and
which deficiencies are missing trade assignments.)
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Optionally print your customized PDI Form/Report on-site ready for signing
using a portable or wireless printer. (The report template may be customized
using Microsoft Word®.) A different template may be assigned for
each inspection checklist.
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Collect signatures electronically right on the touch-screen tablet
and email the completed signed inspection form to the purchaser(s)
using a customized email message when Internet access is available.
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e-Signing! Compatible with
several e-signature service providers with automatic signature tag insertion to more
easily send for e-signatures using the same document templates used
for in-person signing. (Subscription
to 3rd party e-signature service required.)
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Inspection start and completion times can be recorded just by
clicking to automatically track the duration of the inspection.
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Automatically generate and distribute work orders for PDI deficiencies
from completed inspections, grouping deficiencies for the same
contractor and lot/unit on one work order to reduce paperwork
and clutter while still allowing individual deficiency
status/completion and due date tracking! Work orders
are
automatically converted to PDF files and emailed to contractors in one
step!
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Run
multiple simultaneous pre-delivery inspections for the same project
with or without Internet access.
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Click here for more info and screen
snapshots of the PDI system.
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Create your own inspection checklists/deficiency lists in seconds that
work just like the PDI checklist to record deficiencies, print custom
reports and automatically generate and distribute work orders. (e.g.
"Construction" or "Pre-PDI", "30 Day",
"Initial", "Mid-Year", "1 Year", "2 Year", "Tech Audit" etc.)
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Optionally carries forward outstanding deficiencies in batches from one
checklist origin to another. (e.g. carries forward outstanding PDI
deficiencies to the 30 day/Initial list, and optionally assigns new warranty program
(or internal policy) deadline date.)
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Imports deficiencies directly from TARION's Builderlink®
website for any applicable deficiency category, (Ontario, Canada projects)
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Work orders may contain unlimited number of deficiencies, each with its own
completion status, contractor due date and optional warranty program (or
internal policy) deadline date.
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Include photographs of deficiencies right on the work
order! (optional)
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Emails work orders to contractors automatically or manually.
Works independent
of your email client program. Work orders for the same contractor are
automatically converted to PDF format and grouped together attached to a
single email. Use template(s) to customize the email message and subject
including a list of attached work order numbers for confirmation. You
can use an individual or shared email address to send work orders, and
even send a copy to one or more individual or shared BCC (blind carbon
copy) email addresses for record keeping/distribution tracking.
(Can include web-based shared email accounts.) PDF conversion requires
MS-Word® 2007 or later, or 3rd party PDF print driver.
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Define Custom User Alerts to automatically warn when due dates or
deadline dates are nearing, when insurance or safety certificates
will expire soon, or anything else that can be defined as a query and you
would like to be warned about.
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Create Custom Reports and Export Data via MS-Excel®.
The Custom Queries feature provides convenient and easy tools to create your
own Custom Reports, User Alerts or Data Exports. Database tables and fields
are exposed to permit you to define your own custom queries that can be
exported to Excel and even automatically formatted as custom reports.
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Alerts you if contractor(s)
have not acknowledged receipt of work orders
within your preferred time period.
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Automatic email
reminders to trades with incomplete work order deficiencies whose due dates
are nearing.
Fully customizable deficiency reminder letters are automatically generated and
attached to customizable emails as a batch process, fully automated based on
your preferences. (May also be printed as a batch process, and used to
print/email other mail merge documents to contractors as a batch process.)
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Tracks and reports distribution of work orders.
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Cancel or reinstate either entire work orders or individual deficiencies
quickly and easily.
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Repair
Completion Letters can be emailed or printed as a
batch process
to inform purchasers which repairs have been completed, and when their repair
warranties expire. Use customizable templates for the
letter and the email message, and you can even be automatically alerted
when repair notification letters are due to be sent to purchasers.
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Flag all deficiencies on a work order as completed with one click.
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Easily duplicate the contents of any work order onto a new work order.
(Convenient for contractor reassignment etc.)
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Powerful customizable reports
available on-screen & printed:
- Aged Work Orders - Categorizes work orders by age with
user-definable ageing periods.
- Appointments by Contractor
- Contractor Efficiency -
Analyses
and categorized completed work orders for contractors by time required to
complete the work.
- PDI Deficiencies by Lot/Unit
- Service Log History - Automatic tracking of all work order
issuance and status changes, plus manual entries to track all customer and
contractor communications and maintain a complete history by lot/unit and
trade/contractor.
- Service Status Summary by Contractor
- Service Status Summary by Lot/Unit
- Work Orders by Lot/Unit
- Work Orders by Trade
- User Alerts to automatically warn when important conditions
arise, such as due dates or deadline dates nearing.
- Contractor List,
Trade List, PDI Checklist Report etc.
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Keeps your customer
service staff informed with all pertinent non-financial lot/unit/customer
information, including customer profiles, what upgrades & extras were
installed, what colour chart choices/finishes were made (integrated
edition) and any other supplemental
attachments such as floor plans, photographs of deficiencies etc.
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Fully integrated
with Microsoft Word® (templates for work orders and PDI form can be easily customized.)
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Define your own warranty statuses, work order statuses and deficiency origin categories
and use them to filter reports!
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Email reports with the click of a button.
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Manages multiple
projects simultaneously.
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View and edit floor plans, images and other attachments, even during an
off-line pre-delivery inspection!
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Multi-user/multi-tasking/network ready.
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Multiple lots/units, reports etc may be loaded and viewed simultaneously side-by-side.
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Easy to use
intuitive interface even for novice computer users.
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Built in pop-up
context sensitive Help Manual for new users.
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Quickly pays for
itself by reducing costs and raising efficiency.
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Priced affordably
even for small builders!
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