EMAIL INVOICES & BILLS INCLUDED
This is the one you’ve been waiting for - email your recurring and monitoring bills to your clients. Just enter your client’s email address on their account and change the default method of billing to Email. That’s it. When you do your billing, your customers will receive their invoice via email. You can even add extra pages to your email including newsletters, safety reminders, sales offers, etc. (requires an active credit card merchant account with Premier Data Systems).
COLLECTIONS INCLUDED
Collecting your delinquent accounts is easier with the new collections wizard. This easy-to-use wizard will give you a list of all delinquent accounts. You can then easily perform any collection task you wish including emailing a copy of an invoice to a client, mailing a collection letter or making a phone call. When calling a client, you can easily record the results of the phone call including your client’s promise to pay. Then reschedule a call back date if the client is still past due after the date by which they promised to pay.
SERVICE CALENDAR INCLUDED
Scheduling one or more technicians throughout the week, month or year is easy with the new Service Calendar in your 2010 edition. With the Service Calendar, you can easily see who is scheduled and when. Then you can simply rearrange the schedule by dragging and dropping service calls to new time slots or new technicians. Stretch a service call if you think it’s going to take longer. SIX NEW
COLLECTION WIZARD INCLUDED
The Collection wizard helps manage past due accounts by helping you document all of your phone collection efforts. After speaking with a client about their past due balance, simply enter their comments and the date by which they promise to pay. If the customer’s balance remains unpaid after the date the customer promised to pay, the account will come up again for a phone call and display to you the notes from your previous conversation. The collection wizard also makes it easy to send a collection letter, email a copy of unpaid invoices and more.
PLUGINS AVAILABLE
Six new plugins were introduced in the 2008 update. Each one is shown on the following pages. Each can be purchased separately and added to your program at any time. See the following pages for details.
