Category Archives: Municipal Software

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)

Online Business Licensing Software

In Depth Demo of Citizenserve Business Licensing  Services

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)

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)