Click on the images to view a larger image.

	Customer Screen - bill to information
	Customer Location Screen - each customer can have one or many physical locations
	Reassignment function - Need to move a location under a new or existing customer, its just a mouse click away.
	Prospects - Just create a customer called Prospects and then put all of your customer prospects under this customer. You now have all of the features of the program for the prospect. Then turn a prospect into a customer by using the Reassignment function.
	Activity screen - allows the viewing and entry of all call notes and billings for a customer location.
	Project screen (each physical location can have one or many projects).
	Call notes can be simply recorded or recorded and billed directly to the customer's project. All billed call notes can be subsequently adjusted for content and for billable time.
	Reminders - All call notes can be setup as reminders for the user. When the user logs into the program all due reminders are displayed in a report. Call notes can be reassigned to other users allowing a call note to contain a complete history of responses and solutions by your whole staff.
	Products and Inventory screens allow you to manage inventory and bill directly from the inventory screen to the customer's project.
	Services screen allows you to create standard priced non inventory items such as monthly maintenance plans or set repair/replacement fees.
	Quotation screen - develop quotations for each of your customer's projects. Add items directly from the inventory list of components or from the services list or add items specifc to the quote or a combination of all. Once the quote is won, it can be released as an order. A quote can be released into an order multiple times allowing for the development of blanket customer orders.
	Orders screen - Once the order is created from the quote it can be edited and have items added and deleted in a similar manner as the quote screen. Items from the order can be billed directly to the customer's project as a whole or by line item. The line item method allows for staged invoicing, and thus staged payments on a project.
	Invoicing screen - allows the generation of invoices per customer location or per customer project. Invoicing can be for all items or selected items. Destination based sales tax is no problem as we store all tax rates for all of your customer locations.
	Accounts Receivable screen - provides a quick view of outstanding invoices. Record payments from your customers and generate statements to your customers on this screen.

• Supplier screen - Enter suppliers of inventoried items and create purchase orders based upon reorder items or add items "on the fly".



• Inventory Receiving and justification. Receive items against supplier packing lists and purchase orders either by manual entry or by use of barcode scanners. Justify inventory levels using barcode scanning technology.



• Employee hours and travel mileage are integrated with the billing system. Reports of both are easily generated from our Reports menu item.



• Inventory reports, reorder reports, product lists and services list are all available from the main menu.



• We provide numerous reports. Since we are the developers of the software can also meet all of your needs for special reports.



• Users screen - Add users, passwords and right access to the program. Each user can be given full rights, read-only rights and no access rights to each of the individual screens listed above.