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Professional Service Time & Billing™ gives you the ability to track unlimited regions, offices, and
departments for reporting purposes. In addition, an unlimited number
of contacts can be defined for each customer. Customer qualifiers
enable you to track information about your customers, such as who
receives a company newsletter, holiday card, etc. These then can be
used for labels, reporting or any other perceived need.
Contracts
Professional Service Time & Billing™ includes the ability to track
all of your outstanding contracts whether they are proposals, change
orders, contracts, etc. Each contract can be associated with
multiple projects, or each project can be associated with multiple
contracts. This gives you the ability to track all of your contracts
the way your company does business.
Contracts (figure 4) |
Equipment
The ability to track equipment by employee and/or project, adds an
additional layer of control over your company’s assets. Professional
Service Time & Billing™ will allow you to track unlimited equipment
and to classify that equipment as needed. You may then assign that
equipment to employees and/or projects, and all of the assignment
history is kept for review purposes. Special screens give you the
ability to quickly see who has certain equipment in use, and who was
the last to handle it.
 Equipment
History (figure 5) |
