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Discussion Starter · #1 ·
I am new to the preservation industry and have been searching for a good software to use. Any suggestions on what I need to get started? Not sure what features or functions I need? There are so many available in the industry. Best price? Any help is appreciated!
 

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If not accounting software, are you looking for work management software?

Years ago when volume was a threat, we used software to handle our incoming & outgoing WO's - I believe it was something offered by East Point Systems at that time, I don't really remember. As I recall it worked OK but as volume started to dwindle in the industry, we decided the cost of the software was no longer worth the few advantages it could offer over simply using our existing office personnel.
I really doubt any of the offered programs would be worth the expense for a P&P business just getting started today.

Just out of curiosity, what area of the country do you plan to cover & how many WO's are you expecting to complete per week?
 

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Discussion Starter · #6 ·
I was looking for more info a total package software with work order management, accounting and subcontractor tracking and assignment. I found a few so far called Property Pres Wizard and EZ Inspections, but not sure if they are worth the cost. I plan on completing around 100 jobs a month to start next month in PA. .25 to $1.00 charge per work order does not seem that costly per their sites, but I want to make sure the program actually provides features that will benefit me since I will not have an office staff to help. Does anyone know if their programs are easy to use and when I have bid or complete a work order does it give me options to do this without issues like forms or communication tools? It seems like both companies promise the world like most companies I am reading about.

Thanks for the replies and any additional advice is appreciated.
 

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Recovering con'dtractor
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I was looking for more info a total package software with work order management, accounting and subcontractor tracking and assignment. I found a few so far called Property Pres Wizard and EZ Inspections, but not sure if they are worth the cost. I plan on completing around 100 jobs a month to start next month in PA. .25 to $1.00 charge per work order does not seem that costly per their sites, but I want to make sure the program actually provides features that will benefit me since I will not have an office staff to help. Does anyone know if their programs are easy to use and when I have bid or complete a work order does it give me options to do this without issues like forms or communication tools? It seems like both companies promise the world like most companies I am reading about.

Thanks for the replies and any additional advice is appreciated.
what type of jobs are the 100? are 20 of the "jobs" mandatory free bids? In an industry that you have control over what you bill $.25-$1.00 would probably be reasonable, but in an industry that pays you $75 on a $100 job to start with, penalizes you $10 because you took a photo at an angle, and another $5 because only 3 of your fingers where on the shovel when you took your "during" work photo, you are already at $60, not figuring any overhead you will loan that $60 to the company for 90 days, interest free waiting for your check, while you are paying interest on the CC you used for job expenses, $.25 to $1.00 will be a large part of your profit on the job.
 

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what type of jobs are the 100? are 20 of the "jobs" mandatory free bids? In an industry that you have control over what you bill $.25-$1.00 would probably be reasonable, but in an industry that pays you $75 on a $100 job to start with, penalizes you $10 because you took a photo at an angle, and another $5 because only 3 of your fingers where on the shovel when you took your "during" work photo, you are already at $60, not figuring any overhead you will loan that $60 to the company for 90 days, interest free waiting for your check, while you are paying interest on the CC you used for job expenses, $.25 to $1.00 will be a large part of your profit on the job.
So, Mr Charge Back, you've obviously been around the block a couple times. From this post and others, it appears you've been jacked and ripped by one or more companies in this biz. Care to share?
 

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Recovering con'dtractor
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So, Mr Charge Back, you've obviously been around the block a couple times. From this post and others, it appears you've been jacked and ripped by one or more companies in this biz. Care to share?
It is pretty much the same as everyone else, construction was slowing and realtor needed a favor, can you change the locks for us on this property? you need to contact this company because they have the contract but no one in the area to work for them. Fast forward a year, and we were caught up in the tyranny of the moment, VOLUME, and lost focus on profitable growth while just trying to complete orders for 3 nationals. I was about to go "big" and cover the state, but when I sat down with the banker to sign the loan, he said all looks good except for your receivables, are you confident those will get caught up? And that turned into the wake up call I needed, we didn't expand, switched focus from just turing orders to getting paid and fighting all the bs excuses not to be paid, found out nationals don't like to be questioned, and try to keep you performing in hopes of getting caught up on pay, so we now "dabble" in property pres for a few local brokers and concentrate on construction again.

wish I had read the open letter to newbies before getting in, but I would probably have ignored it, figured the seasoned contractors where just old and tired of working
 

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East Point Systems is the way to go. I use this product for my business and it is only $30/month per user (We have 3 users). It's cloud-based and comes with an app you can upload photos from right on site. They seem knowledgeable and the technology is far more advanced than PPW.
 

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East Point Systems is the way to go. I use this product for my business and it is only $30/month per user (We have 3 users). It's cloud-based and comes with an app you can upload photos from right on site. They seem knowledgeable and the technology is far more advanced than PPW.
I would like to counter signal you there. They were great when US Best was big and you were able to send results directly through to them, but over time we experienced some issues using them and had to move off of it.

I have no good solution right now. Just bringing up my experience.
 

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I would like to counter signal you there. They were great when US Best was big and you were able to send results directly through to them, but over time we experienced some issues using them and had to move off of it.

I have no good solution right now. Just bringing up my experience.
True. They rolled out a new software called Field Forward. We've been using it for a few months and saved time processing orders and it's easy to manage volume. They have aspen grove integrated also. FieldComm and Infield express was outdated, but I'm liking this new software and you can't beat the price.
 

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IgnitePPR
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Update - Is Software Needed?

I am new to the preservation industry and have been searching for a good software to use. Any suggestions on what I need to get started? Not sure what features or functions I need? There are so many available in the industry. Best price? Any help is appreciated!
You know there are so many software programs available in the industry and because all preservation companies operate differently, it may be a good idea to determine your goals and objectives are.

Are you going to Sub-Contract everything

OR

Do the work yourself?


The Price is Relative.

Assume you invoice 10 jobs a day without software, while using software helps you invoice 20 jobs a day.

Basic Accounting: Illustration Purposes Only.

10 jobs x $100.00 = $1,000.00
- Software Cost = $0.00
Grand Total - $1,000

20 jobs x $100.00 = $2,000.00
Software Cost = $150.00
Grand Total - $1850.00

What are those additional 10 jobs worth to you?

Determine your process, and then see if the software fits your business process - VS - looking for the software you can fit around.
 

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IgnitePPR
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Your Answer

I am new to the preservation industry and have been searching for a good software to use. Any suggestions on what I need to get started? Not sure what features or functions I need? There are so many available in the industry. Best price? Any help is appreciated!

to get started, an organized email account (with labels) will do the trick. preferably google due to the mass amount of data it will hold. (you'll want to record everything) (screen image everything too). IE: your back office, bids you place, record everything.

you can add screen capture extensions on both chrome and firefox.

as far as accounting- you may want to hire someone, or search google for accounting software.

It's good your looking for answers, you may want start as minimally as possible and add things as you go along and "need them"... otherwise you can go purchase 100 things and only realize you need 10.
 
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