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Relatia
Time and Billing Software for GoldMine Software
Need to track time and billing information
in GoldMine?
You’ve
come to the right place! Relatia
Time and Billing is an integrated time entry
and reporting tool that allows GoldMine
users the ability to track time and billing
information while in the field or in the
office right from the GoldMine user interface!
Clients
who have implemented Relatia Time and Billing
have often seen billings increase from 10%
up to 30% because more consulting time and
expenses are more easily captured and reported
on using GoldMine Sofware now as a time
tracking tool as well as customer relationship
management tool.!
With
Relatia Time and Billing, it’s easy
to accurately track:
- Time and Billing
- Labor
- Field Service Calls
- Product Sales
- Expenses
- Telephone time
And Much More!
As
a fully integrated solution, Relatia Time
and Billing allows on-the-fly entry of time
and billing information while working in
GoldMine Software. Users can simply
complete an activity in GoldMine to generate
a billable charge. Charge details such as
labor, product sales, reimbursable expenses,
and billable expenses are automatically
associated with GoldMine contacts and optionally
linked to GoldMine Projects.
The Relatia Time and Billing Report tool
provides an intuitive command center
where
charge details are organized according
to billing status and customer/project.
More
importantly, with the click of a button,
professional charge detail summaries
can
be printed for each customer. Once billed,
time and billing information is automatically
added to the customer’s history allowing
customer service history and past service
notes to be available for review by anyone,
anytime. For mobile field service teams,
Relatia Time and Billing provides field-level
synchronization via GoldMine's powerful
GoldSync feature. No extra steps, keeping
everyone on the same page is automatic!
The
Relatia Report and Export Features allows
companies to:
- Export a flat file in preparation for
import into an accounting package
- Plug-in custom exporters which push
invoiced items into selected accounting
packages
- Run custom reports which display results
in Microsoft Excel.
The
Relatia Time and Billing Metrics Console
allows company managers to accurately
track
profitability by:
- Project
- Employee
- Charge code
- Average Billing Rate/Cost
Relatia’s
Metrics Console enables company owners and
managers to focus the sales team on the
highest probability, highest margin deals,
and focus the field service staff on producing
quality work while meeting their billable
goals. Business owners and department managers
can analyze information such as hourly rates
and staff productivity, and use this information
to find the optimal combination of work
to bring the firm closer to reaching its
goals.
For
more information on time and billing solutions
and pricing, call Don Farrey at 770-458-3550
or 888-804-4266. After hours, please email
sales@bluedarter.net
and we will get back to you the next business
day.
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