Category Archives: Online Citizen Portal

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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.

Business Licensing Software, E-Government Software, Health Licensing Software, Online Citizen Portal, Rental Licensing Software, Software as a Service
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Online Code Enforcement Software

Watch this overview of Citizenserve's Cloud Based Online Code Enforcement Software In this demonstration we'll cover the following topics:

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 programmatically (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)

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 code enforcement software

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 code enforcement software, every day. Contact us to see how we can help you serve your community, today!

Cloud-based Software, Code Enforcement Software, Municipal Software, Online Citizen Portal, Request Tracking Software
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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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