Monthly Archives: July 2020

Reporting How To Training Video

This Reporting How To Training video was created from a Citizenserve customer training session prior to their software go-live. Citizenserve offers a Complete Customer Care model that includes modifications, training, and support - all included in your subscription.

Citizenserve's Highly Configurable Software

Citizenserve configures your software with custom fields. This means we gather any information you need to manage your community development projects. Citizenserve software includes modules for Permitting, Licensing, Development Projects, Code Enforcement, Request Tracking, and a Citizens portal. Citizens submit applications, make payments, upload documents or send messages from the portal. The system notifies staff so no work is lost. Staff track review activities, notify applicants, track payments, and issue permits or licenses. License inspectors perform inspections on-site using our cloud-based software. Citizenserve's integrated modules let you view all files related to an address. Your citizenserve subscription also includes unlimited reporting. Metrics, another report type, provide a graphical view of processes to staff and management. Citizenserve's community development software helps you track and manage your projects.

Project Implementation Strategy

Before we send our customers to a Reporting How to Training, we begin with an agile implementation strategy. We work closely with our customers to configure their site to their needs. The Engagement Manager demonstrates new development work and gathers user feedback during weekly walk-through meetings. It's vital that each user test and play in the system after the weekly meeting. During this hands-on time, the user confirms the system works as expected, or uncovers any edge cases that should be addressed. Then the Engagement Manager incorporates user feedback and demonstrates new functionality during the next meeting. This process repeats until the user confirms the system works as desired. Finally, it's time to train system users and go live. We'll set up different sessions, such as the one covered in this Reporting How To Training Video, to get your staff ready to go-live.

About Citizenserve

Citizenserve is a cloud-based community development software suite. We configure our software to meet your needs. We also offer solutions for online Building Permits, Business Licenses, Development Projects, Code Enforcement, and Requests. Explore our site see how we support community development - schedule a live demo, and we'll help get you started today.

Citizenserve in the news

See how Alachua County, Florida migrated their Building Department to Citizenserve.

Training Videos
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Permitting How To Training Video

This Permitting How To Training video was created from a Citizenserve customer training session prior to their software go-live. In addition to our integrated suite of Community Development Software, Citizenserve offers a Complete Customer Care model covering modifications, training, and support - all included in your subscription.

Citizenserve's Highly Configurable Software

Citizenserve configures your software with custom fields. This means we gather any information you need to manage your community development projects. Citizenserve software includes modules for Permitting, Licensing, Development Projects, Code Enforcement, Request Tracking, and a Citizens portal. Citizens submit applications, make payments, upload documents or send messages from the portal. The system notifies staff so no work is lost. Staff track review activities, notify applicants, track payments, and issue permits or licenses. License inspectors perform inspections on-site using our cloud-based software. Citizenserve's integrated modules let you view all files related to an address. Your citizenserve subscription also includes unlimited reporting. Metrics, another report type, provide a graphical view of processes to staff and management. Citizenserve's community development software helps you track and manage your projects.

Project Implementation Strategy

Before we send our customers to a Permitting How to Training, we begin with an agile implementation strategy. We work closely with our customers to configure their site to their needs. The Engagement Manager demonstrates new development work and gathers user feedback during weekly walk-through meetings. It's vital that each user test and play in the system after the weekly meeting. During this hands-on time, the user confirms the system works as expected, or uncovers any edge cases that should be addressed. Then the Engagement Manager incorporates user feedback and demonstrates new functionality during the next meeting. This process repeats until the user confirms the system works as desired. Finally, it's time to train system users and go live. We'll set up different sessions, such as the one covered in this Permitting How To Training Video, to get your staff ready to go-live.

About Citizenserve

Citizenserve is a cloud-based community development software suite. We configure our software to meet your needs. We also offer solutions for online Building Permits, Business Licenses, Development Projects, Code Enforcement, and Requests. Explore our site see how we support community development - schedule a live demo, and we'll help get you started today.

Citizenserve in the news

See how Alachua County, Florida migrated their Building Department to Citizenserve.

Training Videos
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Code Enforcement Software New York

We gave this demo on our Code Enforcement Software in a formal proposal process to an city in New York. Here are topics covered:

Submit a Code Complaint through the citizen portal.


Merge duplicate complaints.
Add and Complete an inspection activity.
Then add violations.
Finally, close the Code Case.
Next, review a High Grass Case.
Then create a Notice of Violation.
Also, create a Work Order Activity.
Then create the work order and send to a contractor. Log hours worked and add fees.
Finally create a Citation Notice and track payments.

Handling Court Hearings in Citizenserve’s Code Enforcement Software for new York


First review a Code Case.
Next, view the Notice of Violations which includes a hearing notice.
Then, view the Court Order.
Show scheduling options/manage annual inspections.
Then review inspection request setup.
Also review the notification matrix. The matrix assigns tasks or emails to users at certain steps in the project.
Finally, review the property file. This links to all permits, licenses, violations, inspections, and documents related to the parcel.

What is Citizenserve? Is it just Code Enforcement Software, New York? No Way!


Citizenserve offers more than just Code Enforcement Software! We offer cloud-based solutions for Building Permits, Planning Projects, Business Licenses, Code Enforcement, and Request Tracking. We will work with you in an agile process to configure your online forms and workflow steps. You decide when you are ready to go live, and we support you before, during, and after your launch.

For More Information


Check out our site for more info on our online services. Find pricing information, watch recorded demos and schedule a live demo today to see how Citizenserve can support your community development needs!

Code Enforcement Software
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Online Building Permit Software

This video is a live demo recording of Citizenserve's online building permit software. We prepared it to answer specific questions about our software's general features and the Building Permit process in response to a formal RFP from an East Coast city.

Citizen Portal Overview

The portal is built for your citizens. In addition to Online Building Permit Software, we offer modules for Business Licensing, Development Projects, Code Enforcement, and Request Tracking. We configure your portal to display only the services you want to offer. With helpful features like file search, reports, and content pages devoted to your services. The portal offers citizens everything they need to know about your processes. Moreover, with a built-in chat feature, our support staff answers your citizens' questions online. Built with HTML5 responsive design, the site content displays on any size screen in a logical way. This is important because you can't dictate how your users come to your site.

Citizenserve Staff Side Overview

Our cloud-based software is device and browser-independent. So there is no software to download and no plug-ins to manage. We'll configure a dashboard of tools for each municipal subscriber. The tools help you manage Tasks and appointments, monitor important processes through dashboard metrics, and easily navigate between project tabs. We also offer a robust search feature that allows you to search for contacts, files, or property records.

During your initial site build, we configure your workflow routes. We support both concurrent and consecutive reviews. When the staff reviews the project, they select comments from a comment book, mark up plan sets with the built-in document markup tool, and use email templates to communicate with project contacts. Our software helps you track reviews on multiple resubmissions, and when it's time to approve the permit, you can invoice before it is issued.

Submit online building permit through the citizens portal


To use the portal, Citizens, contractors, and business owners first register for an account. Then they choose an application to submit. We configure our online forms, also known as applications, using custom fields. Hence, we gather the information you need in the format you need it. We can interface with your best source of parcel data to provide your municipal addresses on your, contractors select the project address

Moreover, Citizens track the progress of their application through the review process and receive automated system emails at project milestones.

  • Address data is pulled from your valid parcel data
  • Citizenserve will configure your permits based on your current paper (or digital) applications
  • Collect payment at the portal - Citizenserve will load your fee structure into the system to auto-generate the appropriate fees.

    • Process the Submitted Application

    • Application Intake
    • Consecutive or concurrent review
    • Common Comments Book
    • Document markup tool
    • Generate Planning Meeting Minutes/Agenda through Citizenserve
    • Conditions of Approval
    • Issue Permit

    Review Online Building Permit Software Project Status from the Citizen Portal

    About Citizenserve

    Citizenserve is a cloud-based community development software suite. We configure our software to meet your needs. In addition to Online building Permit Software we also offer solutions for online Business Licenses, Development Projects, Code Enforcement, and Request Tracking. Explore our site see how we can support your community development efforts!

    Building Permit Software, Document Markup
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