To Prepare for an effective demonstration of Eclectus software,
please complete this questionnaire. These questions are designed so that we may
understand your mode of operation, construction management technique, and
accounting methods.
Please be as thorough as possible in answering these questions. The more
information you provide, the better the demo will be.
Construction Management Information System Demonstration Questionnaire
ECL Sales Rep: Please let us know who you've been
speaking with at ECL Software.
Company Information:
Company Name:
Street Address:
City, State, Zip:
Phone:
Fax:
Primary Contact For Company:
Business Type:
Sole Proprietership
Partnership
Corporation
Other (elaborate)
Primary Business:
Developer
General Contractor
SubContractor
Other (elaborate)
Subcontractor Type:
Primary Product:
Residential
Remodel
New
Commercial
Remodel
New
Industrial
Production Home
Name of person preparing this form:
Email address of preparer:
Rank the following actions: (10 being most important)
1
2
3
4
5
6
7
8
9
10
n/a
Lead Generation/Contact Management:
Job Cost:
AP/AR/GL Processing:
Client Billing:
Check Writing:
Estimating:
Prime Contract Writing:
Subcontract Contract Writing:
Payroll:
Correspondence:
Change Order Requests:
Request For Information:
Daily Reports:
Submittals:
Punch Lists:
Meeting Minutes:
Scheduling:
Sales/Options:
Warranty/Service:
Internet/Remote Access:
Other:
How do you connect to the Internet?
T1
Cable Modem
DSL
Modem
Wireless
Company Web Address:
Who will be viewing the Construction Management Information System demo?
Name
Position
How many computers will be accessing Construction Management Information System ?
Company Size Information:
Gross dollar volume in the last 12 months:
Total # projects completed in last 12 months:
# of projects as a developer:
# of projects as a General Contractor:
# of projects as a Subcontractor:
# of projects as a Remodeler:
# of projects as a Home Builder:
# of jobs you bid each month:
How many are you awarded each month:
Number of payables you process each month:
Percentage of work done by subcontracts:
Percentage of work done by own employees:
How many office employees do you have?
How many field employees do you have?
Payroll Information:
Will you be using Construction Management Information System's payroll?
Yes
No
Pay Period:
Daily
Weekly
Bi-Weekly
Semi-Monthly
Monthly
Do you have to prepare Certified Payroll?
Yes
No
N/A
Management/Accounting Information:
Do you bond your projects?
Yes
No
N/A
Do you utilize cost codes for Job Costing?
Yes
No
N/A
Do you utilize General Ledger Chart of Accounts?
Yes
No
N/A
Do you utilize WIP (Work in Progress Reports)
Yes
No
N/A
Are you a union contractor?
Yes
No
N/A
Method of Accounting:
Cash
Accrual
Hardware/Software Information:
(FileMaker Pro works equally as well on both Mac and PC)
Preference:
Mac
PC
Both
Current number of PC work stations:
Current number of Mac work stations:
PC Operating System:
Mac Operation System:
Existing use of computers.
Please list the current programs you are using and
what you are using them for.
Contact Management Software:
Project Management Software:
Accounting Software:
Word Processing Software:
Specialty Software:
Other Helpful Information:
Are you familiar with FileMaker Pro?
If NO, you may wish to visit their website at www.filemaker.com
