CHS FEATURES & SEMINAR LESSONS
Our Builders Tell Us CHS Is Their BEST KEPT SECRET!
WE BELIEVE IN A FULL UP-FRONT REVIEW OF CHS! Professional home builders know what they need and can fully review CHS in their own time frame. Our primary focus is on HELPING builders so feel free to contact us with any questions.
FIRST, click this link to watch our 2 videos about how CHS takes on the Complex & Unique Accounting Needs Of Home Builders. It’s a good idea to have your accounting team watch these!
THEN, Scroll down for our FREE CHS Seminar Lessons to learn about our features at your own pace. It’s a good idea for ALL of your team members to ‘take the class’ before diving in!
learn our features by reviewing our free seminar videos…
Scroll down for Seminar Blogs to click on one at a time OR Open Full Seminar Playlist On YouTube
Intro to CHS & Seminar
An Introduction to CHS and its FREE Seminar. Includes navigation in CHS, how to find and open HELP tutorials and videos, the Owner Review of where the gross profit is headed. more…
1 - Job Cost Centers
Set up Cost Centers, or Cost Codes, (like roofing, framing, plumbing, etc.), and set up defaults for each cost center that help populate new job budgets (job estimates) with initial default spec quantities, unit costs, and notes. Attach Items for detail behind the Cost Codes. more…
2 - Jobs & Specs
Set up jobs to use throughout CHS. Mark what department a job is in, like Custom Homes, Specs, Remodeling, etc. Produce financial statements or ledgers for each job, OR for each department. Upload PLANS, attach specs. more…
3 - Job Budgets & Proposals
Prepare a new Job Budget (or Job Estimate), set a Price based on Contract Type, and prepare a Job Proposal that will impress your prospective customer and help you get that job! more…
4 - Purchase Orders & Work Orders
Keep everybody informed about who is going to do the work and what the committed amount is. Issue POs or WOs and improve communication between the field and back office. Keep that project manager on site! more…
5 - Change Orders, Allowances, Contract Balance
Change Orders, Payment Received for Change Order, Allowances (Options). How COs and Allowances affect the Estimated Costs At Completion and Contract balances more…
6 - Job STAGES & WEEKLY STATUS REPORT
How to set up Job Stages (or Phases) and produce Weekly Job Status Reports that show the progress of the job over the past 12 weeks. Job Stages are also great for forecasting draw requests!
6.5 - SIMPLE Job Schedule, TASKS, Daily Logs, & Quick Status Update
CHS keeps Scheduling as simple as possible by providing a List Schedule based on a job's Stages. Assign duration days to each stage and CHS will calculate a list of estimated Scheduled Dates starting with the job start date. CHS will automatically bring in any Change Order delay more…
7 - Approve Work Done On Open POs
A Project Manager can mark work as Done on Open Purchase Orders through a selected stage (phase), AND write notes to back office. Payables bills can be instantly created from POs that marked as Work Done. more…
8 - Control Those Trades & Suppliers
Controls include Liability Insurance, Workers Comp, and Audit Reports, Workers Comp Insurance, Miscellaneous Expirations, Alerts, 1099’s, and Waivers Of Lien more…
9 - Job Cost Payables
Post Actual Job Costs as Unpaid Payable to Pay Later In A Check Run, as Paid By Credit Card, as Paid by Manual Check Or Debit, OR as Paid By Outside Party. Field can approve job costs to pay. more…
10 - Overhead Payables, Credit Cards, paid by outside party, etc.
Post Accounts Payable bills for overhead expenses, either unpaid or paid by credit card or debit card. Post a manual check. What to do if an outside party pays for a job cost. AND a few tips and tricks about all of it. more…
11 - Track Cash By Job & Draw REQUEST BILLINGS
Track cash by job! Instantly produce Job Draw Request Billings that are based on various contract types such as Costs Plus Fee, Costs Plus Markup, and Fixed Contract. How to post monies received. more…
12 - Approve Bills To Pay & Print Checks
Approve bills to pay, select posted Accounts Payable Unpaid Bills TO PAY, print checks, and track cash BY JOB, even if costs for more than one job are included on the same check. Edit the check number, date, or cash account that a check was posted to AND how to VOID a posted check. more…
13 - Accounts Receivable & Quick Job Cost Billing
Set up Payors for entities that pay your company money. Post Accounts Receivable, produce Invoices, and post the payments received. In our example, we will prepare invoices for rental tenants. THEN we will do a quick job cost billing in accounts receivable for a remodeling job. more…
14 - What BUILDER / Owner Should Know About Accounting
What the Home Builder / Owner of a home building business should know about valuing accounting and about the various METHODS of accounting used in the construction industry. CHS is VERY flexible. Use the accounting method most suited to your business, whether it is simple or more comprehensive. more…
15 - What Your CPA Needs To Know About CHS
We’d like to help you tell your outside CPA or accountant that they don't need to "know" CHS in order to help you with your accounting questions or to do your tax returns. The video below demonstrates to the CPA that CHS is really a basic accounting program. more…
16 - Percentage Of Completion
Definition of the Percentage Of Completion accounting method AND the tools CHS has to keep it as simple as possible. CHS will gather the POC data on a Percentage Of Completion Worksheet, and auto calculate the percent complete for each active job. more…
17 - Capture Payroll Job Costs
Since CHS IS a full accounting and job costing program, CHS provides a very handy tool for POSTING your payroll AND for allocating wages to job costs using a marked up employee billing rate to cover the employer burden. AND how to Post Self Performing (in-house) Labor To Job Costs At Higher Billing Rate more…
18 - Cash And Credit Cards Management
Prepare Bank Reconciliations AND Credit Card Reconciliations using tools in CHS that will help keep your cash and credit card accounts in balance! Store copies of bank reconciliation reports AND related cash ledgers in your CHS file cabinet. The stored copies are VERY handy. more…
19 - Wrap Up The Books & Financial Statements
Wrap up your books in CCHS software with powerful tools for Posting Adjusting Journal Entries, Reviewing Contract Balances due for a job, Posting a Job Closing Deposit, Posting the Job Closing Journal Entry, Gathering the numbers for closing books at year end, and more…
20 - CHS BONUS FEATURES
CHS On Mobile, Customer Portal, Communications and Comments Between CHS Users, Customers, and Vendors, Plans Room and File Uploads, CHS Help, Reminders, Alerts, Punch Lists, and Warranty Lists more…
AND THERE's EVEN MORE! To Find Out About Other Features In CHS...
Please call us at 512-971-1069