Category Archives: Cloud-based Software

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Permit Tracking Software

Overview of Citizenserve Planning and Zoning and Permit Tracking software.

  • Overview of citizen portal
  • Apply for subdivision of land permit through online portal(5:18)
  • Online application payment through payment processor (9:55)
  • Review submitted application through portal (10:29)
  • Overview of Citizenserve application (14:30)
    • My Tasks
    • Metrics (15:33)
    • Overview of Permit Project file (16:31)
    • Unlimited support - submit Support Center Request (19:41)
    • My Recent Files (20:14)
    • My Links (20:27)
    • My Notes (20:32)
    • Home Page configuration (20:41)
  • Architectural plan review activity (21:36)
    • Electronic document markup tool (22:34)
      • Create a stamp
      • Add comment to stamp
      • Add comment to document
    • Review comments
    • Complete activity
      • Email review comments to applicant (27:40)
  • Review activity review comments from citizen portal (30:04)
  • Review workflow route status updates from Citizenserve (30:56)
  • Review initial reviewer document markup comments from the citizen portal (31:25)
  • Complete Engineering Plan Review activity (32:05)
    • Electronic document markup tool (32:55)
    • See multiple reviewer comments
    • Calibrate document to draw measurements
    • Calculate area on map and add comments from comment book to area shape
    • Draw rectangle and add comments
    • Draw arrow and add comments
  • Review document markup and review comments on citizen portal (39:00)
  • Design Review Team Meeting Agenda Creation (40:29)
  • Can we get a map report of the DRT Agenda sites? (42:17)
  • Can Citizenserve handle external (out of agency) reviewers?  (45:44)
  • Who owns the data if it's in Citizenserve? (48:55)
  • Managing communication between applicant and staff (49:59)

In addition to permit tracking software, we offer licensing, development, code enforcement, and request tracking solutions. Your subscription also includes an online citizen portal. Keep exploring our site to find pricing information, to request your live demo, or to see how we can support your community development needs.

Building Permit Software, Cloud-based Software, Document Markup, E-Government Software, Land Management Software, Permitting Software
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Citizenserve Online Cashiering Services

Citizenserve offers Online Cashiering Services as part of our integrations community development software suite. Watch this in depth demonstration of Citizenserve Cashiering  Services. This segment was presented during an all day demonstration to a Midwest city, to meet their RFP for e-government software.

These online cashiering services, and much more, are offered in the Citizenserve e-government solution.

  • Assigning rights and access to Fee Tracking and Edit Payments
  • Multiple ways to take payments:
    • From within permit
    • From a contact - apply payment to one or more project balances
    • From the citizen portal
  • Audience questions:
    • What if someone wanted to pay for something that isn't a payment or a license? (5:07)
    • How can we batch pay a bundle of checks that are received in the mail?  (Which opened a conversation about their home grown batch payment interface.) (5:39)

Citizenserve customers are as excited about us, as we are about them. Many have created introductory videos for their citizens. Visit Customer Profiles to see how our customers are putting citizenserve to work for their communities. And this is not just for our online cashiering services!

We are always looking for ways to help spread the word about the unique ways our customers have worked with us to implement their software. We work with our customers in an agile and iterative process to produce a system that fits their needs. You can also check out this video that we created for the Yavapai County Community Development Department to see how one Arizona County implemented citizenserve.

Citizenserve Offers Online Code Enforcement Software and More!
In addition to code enforcement software, we offer licensing, development, permitting, and request tracking solutions. Your subscription also includes an online citizen portal. Keep exploring our site to find pricing information, to request your live demo, or to see how we can support your community development needs.

Citizenserve Customers are using our cloud-based community development software - which includes more than our online cashiering services, every day. Contact us to see how we can help you serve your community, today!

Business Licensing Software, Cloud-based Software, Rental Licensing Software, Software as a Service
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Online Business Licensing Software

In Depth Demo of Citizenserve's Online Business Licensing  Software

This segment was presented during an all day demonstration to a Midwest city, to meet their RFP for e-government software.  In the first few minutes, business office staff describe their current work - to issue multiple types of permits, as well as business licenses.

Business Licenses are just one module offered in the Citizenserve e-government solution.

  • Citizen portal overview - where business owners will apply for a license, citizens can file complaints, contractors can request permits, etc. (01:20)
  • Apply for a business licence through the online portal (7:04)
    • Audience Question:  Can a business that operates within the city, but is not located in the city, are they able to enter an address that isn't in the city database?  (9:38)
    • Audience Question: Our planning department has to sign off, if the applicant enters an address that can't have a business on it, can the system stop it in progress? (12:37)
  • Review Citizenserve Staff Home Page (16:53)
    • My Tasks
    • My Metrics
    • Recent Files
    • Links
  • Open license (that was just submitted on portal)  (18:25)
  • Create new license application over the counter (from Staff Side) (18:50)
  • View property alerts/other files on system (19:25)
  • Modify the assigned workflow route (19:56)
  • Take a payment, recalculate fees, apply manual fees (21:51)
  • Review workflow route (22:45)
  • Complete Application Intake step of Workflow (23:24)
    • Use comments book
  • Print License Certificate (24:27)
    • System conditions
  • Audience question: Where can you enter the business type our fees are driven from this field? (26:46)
  • Audience question:  can Citizenserve process about 2600 renewals at the same time? (28:02)
  • Business License Renewal Report (29:16)
    • Can preview, can add link to home page, can attach copy of report to each file.
    • Report can generate mass mailing, or mass emailing.
  • Audience Question: What about pro-rating fees? (34:00)
  • Audience Question: Auto calculation of Fees - and how not to refund prior year's fees (35:51)
  • Audience Question:  Can we get a case file of all related business license notes, contacts, notices, etc in one packet for collections? (48:48)
  • Audience Question:  What about retention requirements? (How long does Citizenserve keep our files?) (50:01)
  • Audience Question: Can you attach records to a property unrelated to a permit or license?  (55:21)

Did you know we offer more than online business licensing software? Our cloud-based integrated community development software provides multiple solutions to Village, Town, City and County government. In addition to permitting, we offer licensing, development, code enforcement, and request tracking solutions. Your subscription also includes an online citizen portal. Keep exploring our site to find pricing information, to request your live demo, or to see how we can support your community development needs.

Visit Customer Profiles to see how our customers are putting our permitting software for governments to work for their communities.

Visit Yavapai County Community Development Innovates their Online Services to see how one Arizona County implemented citizenserve. And then scroll down to the bottom of this page and enter your contact information to request your live demo today. Thanks for checking out our video on Online Business Licensing Software, we hope you'll check out our site to see how citizenserve can support your community.

Business Licensing Software, Cloud-based Software, E-Government Software, Municipal Software, Online Citizen Portal
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Permitting Software

Citizenserve Permitting Software - System Overview - Features, functions, configuration, look/feel, reporting:

  1. Citizenserve modules (00:56)
  2. Subscription based support model (2:31)
  3. Citizen portal (7:30)
  4. Portal reports (8:10)
  5. Portal configuration (14:02)
  6. Submit Permit Application (24:50)
  7. Notification Matrix (30:41)
  8. Staff Home Page Configuration (32:17)
  9. Review of Permit Application from Staff Side (36:36)
  10. Alerts + Standing Conditions (36:56)
  11. New Staff Portal Interface (37:33)
  12. Automated Workflow Route (40:20)
  13. Staff Questions:
    1. Can security be set to prevent users from deleting files from system (41:44)
    2. Can you have custom fields by license type? (43:30)
  14. Citizenserve reporting (44:04)
  15. Powerful Search Tool (44:25)
  16. Question: Do you tie into active directory for authentication? (54:30)

In addition to online permitting software, we offer licensing, development, code enforcement, and request tracking solutions. Your subscription also includes an online citizen portal. Keep exploring our site to find pricing information, to request your live demo, or to see how we can support your community development needs.

Visit Customer Profiles to see how our customers are putting our permitting software for governments to work for their communities.

Visit Yavapai County Community Development Innovates their Online Services to see how one Arizona County implemented citizenserve. And then scroll down to the bottom of this page and enter your contact information to request your live demo today. And you'll see how citizenserve can provide permitting software for governments, plus much more.

Building Permit Software, Cloud-based Software, Configuration, E-Government Software, Online Citizen Portal, Permitting Software
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