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Software Consulting: Customer / Sales Management - Service-Based |
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Service-based businesses (such as consultants, accountants, attorneys, and many others) typically need to bill their work at an hourly rate. In addition to handling billable tasks, professinals need to take time to track hours spent on client tasks, summarize and calculate total hours spent, and create invoices that are adequately descriptive of their work.
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Administrative work, if not done efficiently, can cost a professional hundreds to thousands of dollars in non-billable time during a given billing period. Manual tracking of time spent on multiple tasks for a single client is a very cumbersome and expensive effort for a service-based professional who needs to get the most of their time.
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Substantial improvement in productivity when it comes to sorting, collecting, comparing and calculating!
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The ability to track multiple tasks, track multiple time entries per task, and the provide the ability to quickly create descriptive invoices with ease.
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Process / Features Overview
(click the feature name to see a screen shot of each feature)
Customer Entry:
Enter information about your clients so that you can track time on work for them, deliver invoices to them via e-mail and more.
Task Entry:
Enter details and timesheet data for your clients' tasks. Prepare estimates as well as track non-billable time invested in your clients. Know at-a-glance amounts currently earned from each client in terms of hours spent and amounts.
Time Sheets:
You can see (and work with) at-a-glance all outstanding timesheet entries for a given client - in one place.
Invoices:
Saves time! Invoices that can take longer amounts of time to prepare can now be done instantly! |
PLATFORMS UTILIZED:
Microsoft Windows XP® Service Pack 2
Microsoft Access 2003®
Microsoft Outlook 2003® (for E-Mail features)
*Sample deliverable for available consulting services. All consulting services are subject to the terms and conditions of PAULGRO Consulting LLC's Consulting Agreement.
Microsoft Windows XP, Microsoft Access 2003, and Microsoft Outlook 2003
are Registered Trademarks of
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