Search results for 'customer service'

The most complete invoicing & payment solution.

• Best integration with QuickBooks
• Sync customers, invoices, payments, credit memos and statement charges
• Payments are credited to A/R and placed in un-deposited funds
• Payments automatically applied to the correct invoice — eliminates data entry and errors

Convert to PDF documents on the fly

• CutePDF is popup web ads free, watermark free, and is quite simple and easy to use contracts, cancel anytime.
• Securely distribute and exchange electronic documents around the world.
• Integrate PDF creation ability into any application, solution, service or terminal server (e.g. Citrix) environment and more.
• Installing itself as “printer subsystem” enables it to be used on virtually any Windows applications.

QuickBooks Premier

Optimize Your Business Processes

• Import a file containing addresses, customer orders, or other shipment information, or export shipping history to your internal systems.
• Allow WorldShip to recognize a customer's order simply by entering or scanning a unique identifier, such as a Purchase Order number.
• Schedule WorldShip to pull addresses from your order entry database and automatically print shipping labels at designated times.
• Automate shipment processing using XML code.

Connecting trading partners to endless opportunity.

• QuickBooks integration that allows your organizations to seamlessly exchange business information such as purchase orders and invoices, directly into and out of QuickBooks.
• Can process hundreds or thousands of transactions per month and eliminate the need to manually key data into QuickBooks.
• Provides everything your company needs to trade EDI with customers and other trading partners – without the expense and hassle associated with software implementations.
• Enables you to query the community for items and proactively solicit vendors that meet your unique needs.

Fast, integrated FedEx shipping for QuickBook users.

• QuickBooks orders automatically download to ShipRush Order Manager
• Saves tracking number back to QuickBooks
• Automatically emails the customer with the tracking number
• Adds actual shipping cost to the invoice in QuickBooks

Bulletproof QuickBooks Integration

• Single-click QuickBooks integration.
• As you add customers, modify invoices, or delete time tracking entries, Method's patented, industry-leading sync technology instantly updates QuickBooks.
• All your customers, vendors, employees, items, and other QuickBooks lists are accessible in Method.
• View, add and edit virtually every QuickBooks transaction.

available with Powerstation or Build Your Own Cloud

Maintains data integrity and history.  Imports new customers , vendors and inventory items while working with multiple bank accounts.  Keeps a transaction low, calculates and posts tax records, and works with foreign currencies.  Handles "Pay Later" transactions as well as Cash, Cheque and Credit Card transactions  Uses your current QuickBooks® settings while posting the records to ensure data integrity.

Generate reports customized for your business. Monitor costs and set unique handling rates for each customer. Keep accurate records. Bill customers quickly.

Optimize your firm’s efficiencies, client service levels and competitive position.

• Docketing, Calendaring & Scheduling
• Document Management & Sharing
• Broad Range of Integrations including Intuit QuickBooks
• Efficient Time & Expense Capture, Plus Basic Billing

Connect your office and service technicians so you can schedule more jobs and get paid faster.

• Schedule Efficiently with GPS and Mapping
• Track Inventory Used by Technician or Truck
• Industry Templates to Match Your Processes
• Service agreements help you schedule PMs efficiently

Don't miss a sale, stay on top of what's selling.

• Reducing time on bookkeeping by automating workflows and data entry
• Optimizing operations through a solid integration
• Analyzing your accounting workflow so you can easily understand your cash flow
• Increase seller rating with fast customer service

FieldAware integrates with your existing accounting system like Quickbooks to ensure all data is taken into consideration for job allocations and metrics generation.

• Measure technician efficiency and productivity
• Monitor job status and revenue generation
• Track customer sign-offs, job closure, technician locations, optimized routes, etc.
• Keep technicians on track and allocate jobs on the move

a complete scheduling and data management system of best practices for agencies providing non-skilled home care services.

• Streamlines all operational aspects of your business
• Reduce administrative costs and have more time to spend working on your business instead of in your business.
• Takes the complexity and stress out of running a home care agency by providing you with a system that reduces administrative workload, eliminates potential errors, and allows you to grow your business.
• Perfect for startup agencies as well as agencies with multiple locations.

Keep up with REALTRAC Performance ERP

• eliminates duplicate data entry.
• Employee Time Summary reports can be used to simplify the preparation of payroll for hourly shop employees.
• Shipping, invoicing, customer sales analysis and forecasting, purchasing, P.O. tracking, inventory control and job costing are available
• reports are generated which confirm the records posted and indicate the reasons any records failed to post

• adds inventory control and order management features
• delivers enterprise-class solutions giving SMBs a competitive edge at an affordable price
• a comprehensive inventory and order management software application that helps you make better business decisions
• shares customer, vendor, inventory, account and other information seamlessly with QuickBooks, so you never have to enter the data twice.

Business-to-Business (B2B) Gateways integrate data from back-end systems enabling information exchange across trading partners. B2B Gateways also provide a centralized point for transformation of multiple data sources through interoperability standards such as XML (Extensible Markup Language), cXML(Commerce XML) and EDI (Electronic data interchange).

Securely share, sync, and collaborate - and connect with your Remote Desktop

• works with all the apps your team already uses to be productive — everything from Word and Excel to Photoshop and Acrobat.
• Self-service features like unlimited deletion recovery and device unlinking let team members handle common tasks without bothering IT
• Keep tabs on sharing and control access
• Secure company information

GCFormer overlays true one-step MICR checks on blank safety paper at QuickBooks print time. Unlimited companies and checking accounts. 

available with Powerstation or Build Your Own Cloud

Supports Shipping, Handling, Coupons, Donations, etc. Dynamically add Items, Customers. Methods in QuickBooks Can mark the QuickBooks transactions as Pending Does not need admin/single user mode

Working with BluePay and QuickBooks™

BluePay Virtual Terminal for QuickBooks™ gives you the ability to accept credit card of ACH payment for invoices created in QuickBooks. Merchants can also scan items through QB POS, swipe the customer’s credit card or manually enter data and the send the transaction direct to BluePay, saving steps of double-entry and possible data keying errors.

ExactMax Features

• Eliminate manual entry of accounting information
• Reduce workloads and increase productivity with real-time QuickBooks updates
• Keep QuickBooks part number, customer and vendor records up to date
• Delivers full manufacturing ERP functionality