Category Archives: Live Demonstration

Municipal Business Tax Receipts Software

Watch how citizenserve's software handles municipal business tax receipts in this 70-minute demo.

Citizenserve Community Development Software

Citizenserve includes a licensing module that covers online business tax receipts software. Our integrated software also includes code enforcement, permitting, planning & zoning, and request tracking modules. In addition, citizenserve's cloud-based software offers a citizen-facing portal for application submission and payments.

Citizen Facing Portal

We begin our demo in the configurable citizen portal. Helpful content explains the process, and we can link to supporting documents or other websites. Citizens read and understand your processes before they apply. Then, the citizen registers for a portal account. Each registration type is configured to gather essential data about that contact type. You decide which fields to require. Applicants can submit an online business tax receipt application immediately after they register on the portal.

Highly Configurable Municipal Business Tax Receipt Software

Citizenserve configures your applications using custom fields. This means we can gather any information you need to manage your BTRs. Additionally, each application type can have a unique workflow route Each application type has its own workflow route and requirements documents. Once an applicant submits their business tax receipt application, they can pay their fees through an integrated payment processor. Citizens can also upload documents or send messages from the portal. Staff is notified so no work languishes on the portal.

Citizenserve will load your fee structure so correct fees are calculated based on the data entered on the application. Staff can enter additional fees and apply payments received. Reviewers can select commonly used comments from the comments library. Additionally, citizenserve can configure reviewer specific checklists to track your review process. Reviewers can request additional information or send review comments to the applicant. Next, the reviewer approves the BTR and issues a certificate. The applicant can view all related communications and documents through the citizen portal and citizens only have access to their projects.

Resources

For more information about the business licensing module, please see our Business Licensing Solutions Page.

Read how Citizenserve is helping communities near you.

Over the Counter Licenses

We hope you enjoy watching this demonstration of how Citizenserve can help you offer instant, over the counter licenses to your constituents. Instant, Express, On-Demand, or Over the Counter Licenses describe a Licence that does not require review by the issuing agency. Citizenserve can configure your citizen portal to allow your constituents to apply and pay for an instant license online, then receive their license in an email, or download it from the portal.

Citizenserve's Highly Configurable Software

Citizenserve configures your software with custom fields. This means we gather all the information you need to manage your over the counter licenses as well as your other 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

We work closely with our customers to configure their site to their needs using an agile implementation strategy. 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 Over the Counter Licenses 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. In addition to over the counter licenses, 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.

Electronic Planning and Zoning Software

In depth demonstration of Citizenserve's planning & zoning module.

  • Register for Portal Account (02:00)
  • Submit Development Application (04:31)
  • Review Submitted Application from Portal (16:10)
  • Review Portal Reports (20:03)
  • Review Staff Side Dash Board/Home Page (21:45)
  • Review Task List on Map (23:35)
  • Proximity Report/Abutter Notice Report/GIS Layers (25:07)
  • Administrative/Configuration Access – Modify Letter Template (28:30)
  • Review Submitted Permit Application (32:57)
  • Review Routes (33:58)
  • Create Permit Project Over the Counter (34:36)
  • User Notifications and Assignments Administration (40:13)
  • Perform Engineering Plan Review (42:45)
  • Add Comments from Common Comments Book (43:18)
  • Document Markup Tool (45:43)
  • Email Review Comments (56:18)
  • Question: Can Developer Add Site Plan or Final Plan to Existing Project? (59:58)
    • Review Project with Multiple Applications (1:03:52)
    • overview of complicated review routes for multi-phase development project (1:04:25)
  • Question: how does system allow us to report out to external body? (1:05:24)
  • Question: can Citizenserve generate staff report level document? (1:07:20)
  • Review development application fees (1:09:32)
  • Tracking hours in Citizenserve (1:11:58)

Cloud Based Online Code Enforcement

Overview of Citizenserve Code Enforcement and Request Tracking Cloud Based Software

1. View Inspections on a map (7:40)
2. Home page metrics (8:29)
3. Annual weedy lot notice (9:06)
4. Create code case (10:45)
5. Add complainant to case (11:10)
6. Add address – review integrated property data (11:50)
7. View created case file (14:48)
8. Add note to file (15:07)
9. Complete code enforcement inspection activity (16:29)
a. Add a violation (16:52)
b. Upload photos (17:42)
c. Use document markup tool on uploaded photos (19:11)
10. Manage individual violations (20:04)
11. Generate violation letter – include photos and letter variables and inspectors digital signature (20:18)
12. Schedule follow up inspection (23:55)
13. Escalate case - generate citation letter – generate fees programatically (24:17
14. Schedule follow up inspection (24:01)
15. Generate citation form letter for escalation (24:22)
16. Print case report for court (26:06)
17. Print or email case file for court hearing (26:04)
18. How do alerts (and other items) get attached to address file (overview of the property file and how it displays related permits, licenses, and violations) (27:11)
19. Review contact file (people and businesses) (29:39)
20. Code enforcement from an iPad – use voice recognition, take and upload photos in the field, add violations (30:49)
21. Health licensing code enforcement in Massachusetts municipality (34:05)
22. Inspection Report built as state mandated form (35:21)
23. Non- criminal tickets (36:19)