PricePoint Feature Summary

Pictorial Menus

Powerful Features

 

 Invoicing and Estimating

 

 Powerful Pricing

 

 Work Orders and Scheduling

 

 Proposal Builder

 

 Flat Rate Pricing and Flat Rate Book

 

 Assembly Library

 

 Email Functions

 

 Service Agreements

 

 Inventory Control

 

 Purchase Orders

 

 A/R & Collections History

 

 Instant Customer History

 

Friendly Pictorial Menus

The Invoicing and A/R MenuLet PricePoint guide you through everyday tasks - It doesn't get any easier! The tools you need are grouped together by function so you're more productive. The picture at left is the Invoicing and Accounts Receivable menu. Notice that Invoices can be created from either an Estimate or a Proposal in one easy step.

Benefits


Instant Invoices and Estimates!

PricePoint is here to make life easier, not more complex and confusing. Invoices and Estimates are created by a simple process:

  1. Pick a Customer (or type in a new one)
  2. Describe the work that you performed (lots of space!)
  3. Type in the Amount
    or pick items from the built in database
    or pick tasks from your flat rate book.
  4. Print it out on plain paper. Even include your company logo in the heading!

Here are some of the features that make PricePoint so popular!



 

Displays invoices from the customer history by job location!


Create your own extra charges such as a back-hoe charge or permit fee to use in your business! Even create custom discounts! Unlimited Extra Charges can be included!

Customer History Display!

You're probably already aware that PricePoint can display an instant customer history when you click from the find customer dialog. Those of you with large numbers of invoices also know that the customer history dialog can take a while to appear. We've reengineered the process that produces the customer history to speed up the process by a factor of 5.

Includes Collections History Tab!

We got started on this project because one of our old customers asked us about a problem he was having with collections history. The most logical place to access the collections history is in Accounts Receivable and that was the root of the problem. Since A/R only displays open invoices, any collections history tied to closed invoices wouldn't show up. If promises to pay were made and linked to an invoice that applies to several invoices, once the linked invoice was closed, you couldn't see the history.

To solve this problem, we decided to make a change in the most logical place: customer history. This dialog is available before a work order is scheduled or an invoice is written. That way the collections history can alert you to a potential problem before the work is scheduled. If there is a collections history for this customer, the customer history dialog will display a new collections history tab. Collections history is sorted with most recent at the top, just like the invoices in the customer history display, with each record showing whether the linked invoice is still open or paid.

A/R Report - Effective date

Every year, around tax time, I hear from users that they'd like to find out what their receivables were at some time in the past. Typically, this would be for the last day of the tax year. Well, now they can!

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