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While delivering superior services is the goal, there are a lot of details that can waste money and employees time. These tools will help you deliver better services and keep costs in line.
Expenses – Controlling Who Is Charged, and Who Signs
Assign expenses to particular projects, or even to external clients by line item or expense report. You can even split the cost across departments. Expenses go to the accounting package as a bill to be paid, already approved by management. Of course, accounting still has to cut the check.
Analysis – Finding Out Why
Find out how many billable hours, hours worked, training hours, vacation hours, and unknown hours does an employee have in any period. In work orders, see how long was spent in any stage of work. Was it appropriate? With this tool you know where to begin asking questions.
Change Orders – Fast Response To Changing Situations
Go right to the order and edit it to reflect the changes needed and know that it will be properly communicated to all relevant parties. Make sure you don’t try to change that which is already been done by establishing the rules of change, and the system will enforce the rules.
Assignments – Know They Will Be Done
Choose the right workflow and qualified personnel with a few mouse clicks, and the system schedules the rest. Any notes, work details, beginning & end dates, and history are included in the work order. Time and material can be part of the work order.
Time-Based – Don’t Let The Clock Run Out
Once set up, any work performed is charged against the contract on either a time basis. When the work billed approaches the contracted limits, management is notified that funds are short, and that action should be taken to increase available funds (Increase contract amount).
Retainer-Based – Avoid Servicing Beyond The Retainer
Once set up, any work performed is charged against the contract. When the work billed approaches the retainer limits, management is notified that funds are short, and that action should be taken to increase available funds (Increase retainer amount) or terminate servicing.
Recurring Billing – The ‘Forgotten’ Source of Income
Bills of constant value which are invoiced according to a known schedule (like rent or licensing fees) can be set up to request an invoice of the accounting package at the right times. Set up the schedule years in advance, and never worry that you will forget the invoice, or miss the income.
T&M Billing – Putting It All Together
This is the first software system designed for small or medium sized companies that permits both time and material to be billed simultaneously. If a valid part number exists in the system, it can be billed along with a service and the inventory relieved. Even non-system parts can be billed.
Satisfaction Surveys –Making Sure You Do It Right
Set up the satisfaction survey to be done right after you take care of the customer, and you send a message that it matters to you that they are happy with what you do for them. It is always less expensive to keep a customer than it is to find a new one, especially if you have help like this.
Accounting Viewer – Never Be Blind Again
View sales order information by customer, order number, line items, or sales order header, or answer invoicing questions by invoice number, header, line items or by customer, all without asking accounting. Find out what is in inventory.
With Which Accounting System Will It Work? It will work with any ODBC based accounting system and QuickBooks.
Sign up for a free demo to see how it might work for you by clicking on the Wheel of Business logo.
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