Home Improvement Software - Executive view point

An executive, or a business owner would like to exam business software from the aspects of what you get, and how much it cost. This is a document built for home improvement business owners, and is intent to highlight the benefits of the Home Improvement Software from an executive view point.

By design, the Home Improvement Software (HIS) is covering most aspects of home improvement business, that includes Leads generation, Leads tracking, Sales and production.

The HIS (Home Improvement Business Software) also provide office environment features such as paperless office, data integrity, security, and more.

Below are executive view point features provided by the HIS:


  1. Paperless office: The HIS scans in contracts, checks, and documents and automatically associates it to a project or a contact. No more papers, no more searching through thousands of documents. You can instantly see the documents of a project right on your computer screen!
  2. Data Integrity: The HIS keeps records of almost every change made in its database. It instantly reports changes made on any record in details: It displays what change made, what the previous value was, what the new value is, when the change was made, what user made the change, and from what workstation the change was made.
  3. Automatic leads importing from dialers: The HIS has a built-in leads importing module that automatically imports leads generated by a dialer system. It works with few major dialer brands and can be customized for practically any dialer system.
  4. Multi Companies Support: The HIS simultaneously keeps track of an unlimited number of companies . Every lead can have many appointments and each appointment has its own company. The lead carries its appointments history with it at all times. When a sale attempt fails, all proper information from the previous appointment can be sent to the next salesman, which increases the chances to closing a deal.
  5. Real time statistics: The HIS instantly reports the number of leads generated, appointments confirmed, sale appointment results, ETC.
  6. Salesmen Location Control: Based on the dispatch information, the HIS shows where each salesman is.
  7. Instant Reports: Obtain instant reports about the performance of salesmen and canvassers.
  8. Instant Projects Status: Locate problems before they surface: See which project is overdue or underpaid or if contractor has not completed a job on time.
  9. Business Contact Management: The HIS has a comprehensive contact management module that shows not only addresses and phone numbers but also information relevant to the selected contact: It will show license expiration dates and the status for contractors, commissions paid to salesmen, Workers Compensation and liability insurance expiration for contractors, ETC.
  10. Dispatch - SMS: The HIS sends SMS with details of an appointment to a salesman with just 2 simple mouse clicks.
  11. Dispatch - Maps: The HIS can instantly show a map of a customer's address so dispatchers can assist salesmen on getting there.
  12. Security and Permissions: The HIS has a built-in security system that is both workstation and user sensitive. For example, a project manager can open a project screen only on a station that is authorized to open the project screen. This design minimizes the possibility of unauthorized activity performed at some hidden corner of the office.
  13. Projects Control: The HIS displays lists of projects along with costs, sale amounts, and receivable in virtual real time. It marks trouble projects in red so managers can instantly see which project needs attention.
  14. Cache Flow Control: The HIS displays a cache flow list, marking trouble transactions in red so managers can instantly see what needs attention.
  15. Timing - Project Completion Dates: The HIS shows instant lists of in-production projects sorted by completion dates. Executives can instantly see which project needs to be pushed ahead.
  16. Timing - Contractors' Jobs to be Completed: The HIS shows a list of tasks the contractors are working on sorted by date so you can see which contractors and projects are about to fall behind schedule before it actually happens.
  17. Timing - Calendar:  The HIS has built-in calendars that can display a chain of events - A unique feature that enables the HIS to show you not only that the plumber needs to be sent to a customer to fix a leak, but also that the customer called last night and reported a leak, and the entire preceded chain of events.