General Information

Full Windows operating system
Fully bilingual (Operates in French and prints in English)
Emails or faxes invoices and statements
Multi-company, multi-store functionality
Totally net-workable
System resides in your office
Integrated with Jobber Management System (JMS)
Remote access
Internet ordering capable
System runs on PCs
Optional payroll package
Colourful charts available
Paperless report generation
Interfaces with ADP and Mitchell Estimating
Punch clock for locations that run on piece work or flat rates
Interfaces with ADP and Mitchell Estimating

 Invocing

Very easy to use
Add new customers and vehicles from main screen
Search for customer account by name or code
Access to integrated electronic catalog
Access to Internet ordering for suppliers
Invoice history available by vehicle
Current estimates and work orders available on Search screen
Customer warranty information available in the Information tab
Note section that stays with the repair for each invoice
Access to predetermined jobs in packages
Access to predetermined labour functions
Track sales by employee and by parts sold on a job
Margin analysis by job at any level
Punch clock available for straight time shops
Move very easily from estimate to invoice
Multi-level payment types
Key in product number and part appears with selling price and quantity in stock
Easy end of day processing
Replacement vehicle and rental program
Internal work order program done at cost
Tire search screen, including inventory and 4 selling levels

 Invoice options

Track all work refused by existing customers
Automatically sets up new estimate for future follow-up
Automatically calculates additional fees as a percentage or set fee

 Appointment Scheduler

Generates an estimate
Easy future appointment bookings
Tracks time booked verses time available

 Customers

Customer sales and receipt journal
Interest calculation and statement processing
Email and fax capabilities
Accounts receivable aging
Customer marketing and recall
Tracks fleets for retail and commercial customers
Separates labour and parts pricing for commercial accounts

 Suppliers

Accounts payable aging
GL by supplier
Prints cheques
Control your cheque numbering system
Purchase and disbursement journal

 Inventory

Inventory appears on catalog and estimate
Locks-up inventory in the Work order function
Purchase ordering based on min/max or actual parts sold
Stock return
Inventory count sheets and processing
Track supplier B/O
Set up sales groups
Review inventory product statistics

 Accounting

Full General Ledger
Add your own GL accounts
GL adjustments
Full journal entry capabilities
Budget preparation
Trial balance
Month-end and year-end tracking
Set tax levels
GL reconciliation functionality
Financial reporting, balance sheet, gross profit, trial balance, operating statement, and tax report
Bank reconciliation
Tax report
Bank reconciliation
Export reports to Word, Excel or HTML formats

 Job Costing

Control punch clock
Shift scheduler
Set labour pricing by sales departments
Job cost reporting
Work-in-process reporting
Non-productive work reporting
Employee job assignment set-up

 Pricing

Volume discounts
Special pricing
Promotions
Set gross margin by customer, line code, and by product
Set customer selling prices and provide pricing disks
Track price changes
Possibility to preview price changes
Upload pricing files from Excel spreadsheets

 Orders

Develop orders using min/max levels
Develop orders by sale dates
Develop booking orders using history and number of booking days
System will advise of overstock in other locations
Proforma modification screen
Set up transfer
Set up additional charges
Set your own numbering system by location
Container quantities adjusted on orders depending on supplier

 Configuration

Set access rights for all employees
Control panel for invoicing functions
Set up taxable percentages
Set system dates and general ledger
Job cost configuration
Set up configuration for customer profiles and credit limits

 System

Full security by group and/or individual employee
Set up companies
Set up stores
Change from French to English
Set daily procedures
Set automatic back up

Punch Clock

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Punch Management

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ADP/Mitchell Interface

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