News Letter Archives - August 2007
What’s New in NSB This Month
Maintain Estimates – The Maintain Estimates screen has been changed to the new format for adding lines. Very similar to the Parts Request, Materials and Labor on the Estimate are now added without having to wait for the old pop-up box to appear. We are slowly working our way through the system to reformat all of the old pop-up ‘add lines’ boxes. We have also improved the Markup on labor and materials so you have 2 different markup equations instead of just one.Try it by going to Job Cost, Maintain Estimates and clicking on the Labor and/or Materials tab.
Maintain Jobs – Are you using Phases on your New Jobs/Estimates? Previously, if you wanted to enter all of your phases on a job you needed to remember to check the box when creating the new job/estimate. Not anymore! A new button has been added to Maintain Jobs that will import all of your default phases from Job Cost. Check it out by going to Job Cost, Maintain Jobs and clicking on the Phases tab.
Did You Know…
General Ledger – Are you using the General Ledger for your company? Do you have questions about the closing process? We have created a step-by-step guide to lead you through the closing process to generate your financials on a regular basis. Visit http://elearn.netservicebooks.com and look under the General Ledger Course or email cassy@netservicebooks.com to request an E-Learn book.
Contact Management – Are you familiar with all of the features available from the Contact Management module? Maintain Contacts can be used with the Sales Quotes Board to store calls for your sales people. When a Contact File is assigned to a Sales person, that contact data moves to the Sales Quotes Board and can be emailed to the Sales person. This can be a very useful tool for your receptionist to track phone calls and generate reports.
NetServiceBooks Works for You
We are still working on the program to accept credit card payments from customers in NSB. We are looking forward to implementing and testing the product in August and plan on having some results for you soon. We will keep you updated with the latest information.
The Quick Invoice is now more Flat Rate friendly! You can now import your Callahan Roach data file into the program to use flat rate on the Quick Invoice! If your company is already using Callahan Roach’s product, contact us today to help you implement your files!
Print out User’s Guides for each separate module in NetServiceBooks! We have created step-by-step guides for using each module in the order it needs to be done. Go to elearn.netservicebooks.com and click on each course to find the User’s Guide.
An Elearning book has been created for those of you who would rather see it on paper. To request a manual via email, contact Cassy@netservicebooks.com.
Referral Rewards Program
NetServiceBooks has been tossing around ideas to reward our customers who refer others to our program. Let us know what you think by sending suggestions to cassy@netservicebooks.com