Letters: As simple as one button and you can print thank you , contract and introduction to service letters. The possibilities are endless as you can design your own custom letters. Visits: Manages your new and existing orders, allows for auto assigning of representatives from a zip code or city coverage list. Detailed scheduling reports are produced in the calendar. Confirmed and Non Confirmed appointments reporting. Ability to assign exact appointment times, and multiple reps to a single order. Classes: Manages your new and existing classes, allows for auto booking clients to scheduled classes. Maintains space available, reserved and more. Pricing: Using our Line Item Billing, create your own product or service fees. Supports taxable and nontaxable products or services. Calendar: Throw away the day planner! Our 45-day view calendar allows you to manage your appointments with ease. Reporting functions are view able and printable by all representative or a single representative. Need a daily, weekly or monthly schedule? Its all just one click away! Representatives: Stores all your trainers' benefits, vacation, and area coverage lists. Invoices: Automates the repetitive task of billing clients. One glance at the consolidated billing report and you will know the bottom line. Other reporting functions include Advertising source to sales dollar, overdue notices, and deposited receivables. We account for credit card billing! Payables: Generates payment statements for commissioned, flat rate, and salaried representatives. 1099 Reporting, payment statements are produced. Checking: Checking book management is as simple as entering your expenses into our simple register format. Profit and loss reporting and detailed statements are generated with a simple click. Deposited receivables and credit card deposits are automatically posted into the checking account. Petty Cash Register: Apply cash receivables into our easy checking style register. And, much, much, more! |
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