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Billing Master Presentation

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Billing Master

You have an accounting system, but do you have a customer management system?

With your accounting system can you…

  • Comply with the destination based state sales tax initiatives?
  • record a call note?
  • transfer a call note to another employee?
  • setup the call note as a reminder?
  • bill your expended time while on the call?
  • see the call note history and work performed, for a customer, on one screen?
  • create multiple locations for a single customer?
  • create multiple projects for each location?
  • create multiple quotes per project?
  • create multiple orders from a single quote?
  • bill products, services and labor to a project?
  • bill products, services and labor to an order?
  • quickly determine the percent profit and margin of a quote and an order?
  • immediately know the current status of an order or a project?
  • quickly know if an order or project is under or overbudget?
  • access your customer information from anywhere in the world?
  • integrate with PDA devices, for a totally mobile workforce?





If not, then you need a closer look at our Billing Master!

Select a menu item at the left to learn more.

Contact us for a PowerPoint CD, which will
demonstrate the features and power of the Billing Master.





   

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