Category Archives: Live Demonstration

Online Planning and Zoning Software

Deep Dive 2 Hour Demonstration of Citizenserve 

Demonstration of planning and zoning software features in Citizenserve cloud based e-government software.

  • development software for planning department requirements
  • submit online planning application from citizen portal
  • subdivision application review (4:45)
  • document markup tool (7:15, 19:17, 36:10)
  • common comments (11:55)
  • standing conditions (18:00, 1:17:42)
  • review submitted application from portal (22:10)
  • submit building permit application from citizen portal (30:36)
  • application intake activity (33:00)
  • add/modify workflow route (33:22)
  • required inspections (35:39)
  • email plan comments (41:33)
  • create permit application over the counter (44:50)
  • partial pass inspections (50:32)
  • schedule an inspection from the citizen portal (51:21)
  • owner/builder project (55:40)
  • fee calculation (57:40)
  • issue permit/generate permit card (1:07:12)
  • inspection conditions (1:10:36)
  • generate certificate of occupancy (1:16:42)
  • conditions v. standing conditions (1:20:58)
  • assign multiple review routes (1:23:37)
  • modify workflow route (1:27:17)
  • see all applications related to a development (1:28:47)
  • add a new permit type/sub type and associated fees (1:33:59)
  • can you build a shape based on a polygon? (1:36:45)
  • entitlement tracking (1:38:10)
  • contractor licensing/registration (1:42:22)
  • public hearings - DRT meeting/agendas (1:47:16)
  • impact fee credits (1:49:43)

Code Enforcement Software Florida

Overview of New Florida Customer Online Portal, Code Enforcement, and Fire Review/Inspection 

  • configurable online portal for citizen access
  • search online data
  • review submitted code complaint
  • chart, list, map reports available through portal
  • online portal configuration- text changes
  • new user registration
  • submit an online complaint
    • address validation against parcel data
  • submit online permit application
    • custom fields
    • configurable
    • unlimited permit types
    • unlimited submittal documents
  • Citizenserve administrative portal Community Improvement staff access
    • code complaint case file review
    • review file activities and tools
    • GIS map and zoning layer integration - interactive map views
    • access property history file
    • access parent property file
    • complete online complaint review
    • schedule inspection
  • review inspections on map
  • complete code complaint inspection
    • take pictures from phone or tablet or update files
    • add violations - single or multiple violation entry
      • filterable violation list
      • enter by code number or code description
      • automatic follow up inspection scheduling
    • view property alerts
    • historic districts
    • generate notice of violation with photos and violations
  • review Documents tab to see all related items
  • add notes to file - to log call from complainant
  • review events logged on history tab
  • add alert to file property or contact
  • close case file and add disposition
    • closed files can be locked for further editing
  • Add fees or lien to code case file
    • add partial payment against lien
  • lien tracking - integrate with other systems or send report
    • multiple fee types can be added to lien
  • defaults to use Google maps, GIS integration option
  • fire plan review and fire inspection
    • review related permit application
    • access to markup document tool
    • review of comment book - central list of commonly used inspection comments filterable by user, department, activity, etc.
    • load comments from prior inspection activity
    • send fire inspection report (unlimited email templates)

Electronic Permitting and Inspection Software

Demonstration of Citizenserve  Software 

  • contractor registration
  • submit commercial building permit application through portal
  • payment processing
  • Citizenserve staff side access
  • unassigned work queue
  • review submitted permit application and fees
    • reset and calculate fees
    • add payment
    • generate receipt
    • payment allocation
  • reporting options
    • maps, charts, lists, merge reports
    • unlimited report writing included in subscription
    • Citizenserve staff metrics
  • scheduling inspections/scheduling validation
  • outside contractor inspections
  • contractor hired private contractor
  • trip routing report

Electronic System for Permit Submittal, Document Review, and Mobile Inspection Software

Three hour live Citizenserve software demonstration. Review a complex planning & zoning software development project with multiple workflows for approval, including planning committee and council meeting activities. Covering both the staff side of the permitting software and the citizen portal software. Administration and configuration features are also covered for implementing land management software. Citizen portal, IVR and SMS Text Inspection software scheduling.

6. DEMONSTRATION SCRIPT