The New PBID Manager
A modern, mobile-responsive CRM experience built around the way Business Improvement Districts work - with new mapping, work-order, reporting, tracking, and data-quality capabilities throughout the platform.
A new dashboard built around the work happening in your district.
See open incidents, recent activity, report status, work-order aging, assessment information, missing data, and key district metrics from one central view.
See your district geographically.
Visual district boundary overlays make the geographic footprint of your district immediately clear. Map properties and businesses inside the district and select individual locations to access their records.
- Visual district boundaries
- Property and business map locations
- Direct access from a map location to its record
- A clearer geographic picture of district data
See exactly where activity is happening.
Map incident and activity reports with color-coded pins so your team can see where different types of work, service requests, outreach, cleanups, and incidents are occurring throughout the district.
Geographic reporting adds context that a list alone cannot provide - making concentrations, repeat locations, and district-wide patterns easier to recognize.
Make maps and reports easier to read at a glance.
Customize colors for activity and incident types as well as public asset types. The same visual language can carry through maps and graphical reporting.
One operational view of field and district activity.
The Advanced Tracking and Report (A.R.T. app) brings together total tickets, completed work, in-progress items, unassigned activity, quick-tap counts, incident reports, persons of interest, work orders, and recent activity.
Teams can move from the high-level picture to the individual reports behind the numbers without losing context.
Turn reported issues into trackable work.
Create, assign, monitor, and report on work orders while keeping the work connected to the property or business where it belongs.
- Work-order assignment and status tracking
- Property-linked work orders
- Business work-order assignment
- Clear visibility into open, assigned, and completed work
Move from activity counts to useful comparisons.
View district activity as pie or bar charts, choose reporting periods, and compare a current period against a previous period or prior year.
Turn operational data into presentation-ready reports.
Generate PDF reports that bring together charts, maps, activity details, locations, status, assignment information, and other operational data for boards, property owners, municipalities, stakeholders, and internal reporting.
Find missing information before you need it.
The Missing Info tool identifies incomplete records across Properties, Businesses, Organizations, and Contacts, then highlights missing fields so your team can see exactly where attention is needed.
Use it to locate missing owner names, emails, phone numbers, addresses, contact details, and other gaps that reduce the usefulness of your CRM data.
Identify bounced email addresses and clean them up.
See which addresses bounced, why delivery failed, the associated owner or contact when available, and when the bounce occurred. Edit the linked record and mark the issue fixed once it has been corrected.
The result is a more maintainable stakeholder database and a clearer process for addressing undeliverable addresses.
District communications stay connected to your CRM.
The redesigned Email area gives your team one place to compose group emails, manage recipient lists, review sent emails, and manage email signatures - using the stakeholder information already inside PBID Manager. Additionally, view email campaign statistics right inside PBID Manager.
One modern platform. A clearer picture of your district.
Understand your district, manage your data, coordinate work, track activity, and communicate results from the CRM built specifically for improvement districts.