FAQ'S

How to add a new customer in Builders-I-Zone Software?

Click on ADD CUSTOMER under CUSTOMER MENU add the necessary details like customer name, company name, mobile number, address, city, email id, etc.

How to view the added customers?

Customers can be viewed in 2 ways, individual customers can be viewed from VIEW CUSTOMERS in CUSTOMERS menu and total list can be viewed in CUSTOMER LIST in the same menu. Edit and delete options are also provided in the respective menu.

How to create a user account for employee in Builders-I-Zone software?

New Employee can be added using ADD EMPLOYEE under EMPLOYEE menu. Details like login name, full name, employee ID, password, email id, employee type can be selected and user groups. Using MANAGE under EMPLOYEE menu the user details can be edited including their privileges

What are the different privileges available for employees?

There are 4 types of employees in the combo pack.

  1. Admin which is the administrator who controls the system (multiple admins can be added),
  2. Designer who is involved in the designing part of the company.
  3. Site engineer who manages the work site.
  4. Designer and site engineer who take care of both design and site activities

What is a user group in Builders-I-Zone software?

User group is an employee team. This team can be creates as permanent or for a particular instance. Each user can be includes under multiple groups. Tasks can be assigned to these group. It is used for design users for design task.

Groups can be created using CREATE GROUP under GROUP menu. Group name and description can be added along with group members. Multiple users can be selected at a time.   These groups can be viewed and edited using MANAGE GROUP under GROUP menu.

How to add a new product / raw material?

New product can be added using ADD PRODUCT in INVENTORY CONTROL menu. Product name, SKU and description can be added. Added product list can be viewed in PRODUCT LIST in the same menu. Edit and delete is also given in the same and deleted products can be viewed in the DELETED PRODUCT submenu

How to add a new plant and tool?

A new plant and tool can be added using ADD PLANT AND TOOLS under PLANT AND TOOLS MENU. Name, type, ID, and description can be added. Added plant and tools can be viewed in PLANT & TOOL LIST in the same menu. Edit and delete is also given.

How to create invoice for customers?

Select CREATE CUSTOMER INVOICE in PURCHASE MANAGEMENT menu. Select customer, project name, type, price per square feet, total square feet, and description. With above details invoice will be created and it can be viewed in CUSTOMER INVOICE submenu. It can be printed.

How to add companies?

Select ADD COMPANY in COMPANIES AND CONTRACTORS. Add company name, city, branch, address, postal code and contact number. After submitting a new company will be added. The list of added companies can be view in COMPANY LIST under the same menu. It can be edited and deleted from there. Deleted company list is also given in the same menu as DELETED COMPANIES. Companies can be restored from that list.

How to add contractors?

Select ADD CONTRACTORS in COMPANIES AND CONTRACTORS. Add name, type, city, address, postal code and contact number. After submitting a new company will be added. The list of added companies can be view in CONTRACTORS LIST under the same menu. It can be edited and deleted from there. Deleted contractors list is also given in the same menu as DELETED CONTRACTORS. Contractors can be restored from that list.

How to send messages to employees?

Messages can be send using COMPOSE in MAIL menu. In that administrator can send mail to all employees or individual employees. The send mails will be listed in the SENT in MAIL menu. Employees can send message to admin through the same menu and those messages will be listed in INBOX. Administrator/employees can delete messages in their corresponding inbox and those will be listed in TRASH. It can be permanently or restored from trash. The messages send from one employee to other also can be monitored using USER’S MAIL.

How to add a construction project?

Construction project can be added in 2 ways.

  1. Through customer request: - a new customer will be registered with a construction design request. These requests will be listed in CONSTRUCTION under LEAD MANAGEMENT. For construction project while clicking on confirm button it will redirect to a new page, in that page all other required data will be added like project name, file number, start date, end date, priority of the project, status, total square feet, project owner, project descriptions can be added along with the raw materials required for the corresponding project. After submitting these details the account for client will be open for tracking the project development and the credentials for the account will be send along with a mail to the registered mail id.
  2. ADD CONSTRUCTION PROJECT under CONSTRUCTION PROJECT MANAGEMENT: This option is used for customers who are already registered. In this all the required information regarding the project is added. Project name, file number, customer name, start date, end date, priority of the project, status, total square feet, project owner, and project descriptions can be added along with the raw materials required for the corresponding project.

Construction projects will be listed as CONSTRUCTION PROJECT LIST under CONSTRUCTION PROJECT MANAGEMENT menu. In this edit and delete options are provided and basic details are mentioned in the table. After finishing the project site engineers can request the administrator for closing the project. These requests will be listed under CLOSE CONSTRUCTION PROJECT. Administrator can approve or deny the request. Deleted project list can be found in the DELETED CONSTRUCTION PROJECTS. It can be restored or permanently deleted.

How to add a task for construction project?

Task for construction projects can be added using ADD CONSTRUCTION TASK under WORKSITE TASK MANAGEMENT menu. In this project will be selected from a drop down and other required information for the task will be added like task name, expected end date, priority of the task, status, contractor type, contractor name, number of works required for the task, worksite, labor charge and site engineer will be added. Site engineer will be selected from a select box. This selected site engineer will be handling the corresponding task. The list of added tasks will be provided in CONSTRUCTION TASK LIST. Edit and delete options are provided. Deleted tasks will be listed under DELETED WORKSITE TASK and it can be restored or deleted permanently.

How to add a design project?

Design project can be added in 2 ways.

  1. Through customer request: - a new customer will be registered with a design request. These requests will be listed in Design under LEAD MANAGEMENT For a design project request the approve button will be redirect to a add design project page in which the required data will be added like project name, file number, expected end date, other options and files or documents can be also uploaded. After submitting these details the account for client will be open for tracking the project development and the credentials for the account will be send along with a mail to the registered mail id.
  2. ADD DESIGN PROJECT under DESIGN PROJECT MANAGEMENT: This option is used for customers who are already registered. In this all the required information regarding the project is added like project name, file number, expected end date, other options and files or documents can be also uploaded.

Design projects will be listed as DESIGN PROJECT LIST under DESIGN PROJECT MANAGEMENT menu. In this edit and delete options are provided and basic details are mentioned in the table. Deleted project list can be found in the DELETED DESIGN PROJECTS. It can be restored or permanently deleted.

How to add a design task?

Task for design projects can be added using ADD DESIGN TASK under DESIGN PROJECT MANAGEMENT menu. In this design ID will be selected from a drop down and other required information for the task will be added like task name, allotted time, status, user groups, users, other options and documents also can be uploaded. The list of added tasks will be provided in DESIGN TASK LIST. Edit and delete options are provided. Deleted tasks will be listed under DELETED DESIGN TASK and it can be restored or deleted permanently.

How can an employee request for leave?

Employees can send leave request from their accounts. They can be viewed, approved and deleted by the administrator. Approved list can be viewed under APPROVED LEAVE LIST and deleted leave list can be viewed under DELETED LEAVE LIST. And also administrator can set monthly and yearly leaves for each employee type under SET LEAVE COUNT.

How to confirm customer requests?

Added customer will be listed under LEAD MANAGEMENT menu according to the requirement type. Customers requested for construction design will be listed under CONSTRUCTION, design request will be under DESIGN and design with construction will be under DESIGN AND CONSTRUCTION. In each list there will be button to confirm and outsource. By clicking on outsource the page will be redirect to a new page to outsource respective project. Outsourcing company can be selected from the same page.

For construction project while clicking on confirm button it will redirect to a new page, in that page all other required data will be added like project name, file number, start date, end date, priority of the project, status, total square feet, project owner, project descriptions can be added along with the raw materials required for the corresponding project. After submitting these details the account for client will be open for tracking the project development and the credentials for the account will be send along with a mail to the registered mail id.

For a design project request the approve button will be redirect to a add design project page in which the required data will be added like project name, file number, expected end date, other options and files or documents can be also uploaded. After submitting these details the account for client will be open for tracking the project development and the credentials for the account will be send along with a mail to the registered mail id.

For design with construction project while clicking on confirm button it will redirect to a new page, in that page all other required data will be added like project name, file number, start date, end date, priority of the project, status, total square feet, project owner, project descriptions can be added along with the raw materials required for the corresponding project. After submitting these details the account for client will be open for tracking the project development and the credentials for the account will be send along with a mail to the registered mail id.

Delete button is also provided for all design types and these deleted projects can be found as a list in DELETED enquiries and it can be restored if needed.

How the Gallery works in Builders-I-Zone software?

Administrator can upload images from UPLOAD IMAGE in GALLERY by selecting project, images and notes. Multiple images can be uploaded at a time. These images can be viewed from respective customer accounts. Images can be uploaded by employees also. These images will be visible from customer’s account only after administrator’s approval. Images submitted by employees will be listed in IMAGE LIST. It can be approved or denied. Approved images can be viewed by customers. Images can be viewed by administrator in both VIEW SITE IMAGES and VIEW DESIGN IMAGES according to the project.

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