Unique Solutions Software, Inc.

Software Features

• Supported Accounting Systems includes:TIW ALERE and ACCPAC Pro Series . The software can be linked to your accounting system to create sales orders for billing your clients or can be operated as a stand alone system.
• Service Order Entry allows for billing to one customer while work is performed at an alternate location.  Additionally, each service ticket can track start and stop time as well as non-billable time.   A separate field is provided for tracking travel time.  A purchase order field can be used for customer purchase order or to specify a project name or number.  This information is then carried through to the billing in the financial system if linked to one of the supported accounting systems.  A print button provides for quick and easy printing of the service order form and an e-mail button gives the user the option of sending an HTML formatted e-mail of the service order to the customer.  For clients with prepaid retainers, the service order entry screen shows the user how many hours, if any, are left on that customer's retainer.
• Problem/Resolution Data Entry Format gives the user a separate field for each piece of data on the Service Order Entry Screen.  This also provides for more of a help-desk style of approach so that users can view the problem and it's solution as separate pieces of information.
• Calendar/Schedule now provides a month and day view calendar for scheduling appointment and other events for each employee.  The calendar can also be optionally printed.  Scheduled appointments can be easily copied with just the click of a button.  The user can select one or many different employees to view their schedule(s) all on the same calendar. Users simply click and choose the employees they want to see from a list and the calendar than shows all of the appointments for those employees.
• Employee Expenses can be tracked either in conjunction with a service ticket for a particular customer or as a separate ticket.  A separate field is provided for tracking mileage.

• RMA Tracking is provided through an RMA Entry Screen and RMA Reporting.  This feature allows you to enter an RMA (Return Merchandise Authorization) for a product that your customer has purchased.  The RMA entry screen automatically generates an RMA # for you to give to the customer for tracking this product.  You can also track date issued, received, date sent back to the manufacture, date received back from the manufacture, and the date sent back to your customer.  There is also an area for tracking any notes that may pertain to each RMA.

• Build Sales Orders function creates sales orders for any service tickets, which have not previously been billed to the customer.  This feature requires linking to one of the supported accounting systems.  This function can also create zero dollar invoices for customers who have prepaid retainers.

• Project Entry Screen with a 1-to-many relationship between projects and service tickets gives users the ability to track projects. The grid on the new project screen shows all service tickets for that particular project. The PO # field doubles as the project number field on service ticket screen and is then passed to the linked accounting system's sales order (If TimeDesk is linked to an accounting system).
• E-mail Feature puts the power of internet email into TimeDesk.  The email feature can be used to send customers an email right from the customer maintenance screen. The system then keeps a history of all email messages that are sent to each customer.  Email feature supports file attachments and provides for user-defined signatures.
• E-Mail Merge Templates provide a handy way for users to create repetitive email messages. The templates can be used for such things as customer reminders or for sales information. Templates can be setup to create a standard email message. Merge Fields can be inserted into the message to automatically include customer data such as company name, address, contact name, or phone number. The templates can than be used when sending an email to a customer. With the template you can quickly create emails for your customers.
• Prepaid Retainers can be entered for each customer in variable hourly increments.  The customer maintenance screen shows the user how many hours are remaining for each customer and they can also see a complete retainer history including each retainer purchased and all retainer usage.  When using the Add Retainer Hours function from the customer maintenance screen, the software will automatically create a sales order to bill the customer for the prepaid retainer (when linked to an accounting system).
• Microsoft Office Integration allows users to mail merge customer data with Microsoft Word documents.  Mail Merge can be used to quickly create form letters, personalized marketing materials, labels, envelopes, and a lot more.  You can merge your documents with one or many customers.  In addition to the Mail Merge option, TimeDesk now also provides spell checking through office integration.
• Spell Check, is available on all large fields throughout the TimeDesk product.  Spell check feature does require Microsoft Office to be installed.

• Dealer/End User Tracking offers a way to associate customers as end users or end customer of another customer in the customer maintenance table.  This is a great way to track who is a customer of your customer.  This could be used for tracking dealers, distributors, etc.

• Multi-Company Support allows for up to 999 separate companies.
• User Level Security gives the administrator the ability to grant or deny access to the different processes within the software by each individual user.  Each user has their own User ID and Password to use when logging into Unity. User Status can be set as Active or Inactive for each user. Inactive users are not allowed to log in and the system also skips these users when showing employee lists and look-up throughout the product

• Pop-Up Calendar feature for all date entry fields.

• Intuitive Hyperlinks can be found between screens.  For example, when opening the customer maintenance screen while the service ticket screen is already open the software automatically takes you to the customer that was displayed on the previous service ticket.

• Drill-down feature on the customer maintenance screen gives the user a quick navigation tool to move to a dealer record from a customer or vice versa.  Drill down feature also provides for quick navigation to service order details from the service history screen.

• Service History Grid from the customer maintenance screen gives the user a quick view of all the work that has been performed for a single customer.

• Open Service Order screen acts as a reminder at login that checks to see if the current user has any open tickets. If they have open tickets an Open Service Order Screen appears with a grid listing all open orders. Service Orders can be closed right from this screen by checking a box or the user can double click on any of the service orders listed and go directly to the service order screen.

• Source Code provides virtually limitless opportunity for modifications.  All source code is written in Microsoft Visual FoxPro 8.0.

• MDI or Multiple Document Interface means that multiple screens can be opened at the same time.  The user can easily switch from one screen to the next.

• Customer Notes field for each customer allows for entering information that can only be viewed and edited in the TimeDesk software.  An additional field when linked to an accounting system also provides a way to view and edit notes that were entered in the accounting system.
• Report and Label Modification Tools are built in.
• Pop-Up Calendar feature for all date entry fields.

System Requirements

• PC with Pentium-class processor
• 64 MB RAM (128MB or more recommended)
• Microsoft Windows 98/2000/XP/2003 Server
• Super VGA 800 X 600 or higher-resolution monitor with 256 colors Recommended
• HP LaserJet or compatible printer also recommended

Technical Support

Free standard e-mail and telephone support plan included with purchase.  Standard support plan offers you 6 months or 90 minutes of technical support via telephone, fax or e-mail  For Tech Support send e-mail to support@unitydc.com

Download

Click Here to download the demo version of TimeDesk.