Category Archives: Software as a Service

Citizenserve Online Cashiering Services

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 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)

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)

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

Business Licensing Software and Occupational Tax Software NAICS code Citizen Portal One Stop

Citizen portal software business license entry by business or citizen. Using the license type and NAICS code of a business to determine the fees. Business license applications can be dynamic and ask for prior years if a business has been operating in prior years. Prior year fees and late fees can be calculated and paid with the new occupational tax or business license. Citizenserve business licensing software can also track monthly excise tax payments. Workflow routes and review routes can be setup to route license approval. NAICS codes are used to populate the tax class and calculate business license fees.