Latest Updates

Dan Flynn

PWN Founder
Chris,


Very nice job with your software. The latest updates are incredible. I'm very impressed with your commitment to continuous improvements based on your customers needs.

Thanks I owe you guys for your support alone. Keep up the good work.
 

ServiceCEO

ServiceCEO Support
Thanks

Dan,

Thanks for the kind words, it is always nice to know that the hard work that my staff dedicates to our applications is appreciated.

In case you haven't seen, here is a list of everything we have accomplished in the last quarter.

FYI - I just had the developers start building a wireless system that will be compatible with Palm Pilots, Nokia Phones, Pocket PC's or any other web enabled device. Coming Soon!

Insight Direct is pleased to announce our newest release of the ServiceCEO application
Version 5.3

Estimating Module

· Create and track estimates easily
· Pricing
· Itemized service and product details
· Print professional looking estimates
· Follow-up Calls and To-Do’s
· Links to associated files - Pictures and Documents
· Sales stages and funnels for progress tracking
· Customer interaction tracking with internal note log
· Revenue projections

TURN AN ESTIMATE INTO A JOB WITH A SINGLE CLICK

Flexible Estimating Tracking and Reporting

· By Salesman
· By Sales Stages
· By Creation Date
· By Estimated Service Date
· By Product/Service
· By Coverage Zone
· By Crew/Team/Technician
· Includes Won/Loss statistical breakdowns and explanation notes

Internal Tasking

· Task assignment to individuals or groups
· Priority levels
· Task funnels and stages
· Set specific timing and due dates
· Optionally display tasks in all standard calendar views
· Internal note log for each task
· Links to associated files
Customers
Employees
Estimates
Jobs
Vendors
Pictures
Letters
Documents
Electronic Files
Internet Addresses

Scheduling Assistant with MapPoint Integration

· One click allows users to increase profits by:
Minimizing drive time between jobs
Maximizing Team/Technician routing

Capacity Checking by Skill Set

· Search available human resources by the multiple skills needed for a job

30% Increase in Remote Access Performance for Low-Bandwidth Connections


--------------------------------------------------------------------------------
Release 5.2 details

New Functionality and Enhancements

Project Management visit http://www.insightdirect.com/screens/mv1.php

·Allows users to manage a single job across multiple visits
·User-friendly Wizard makes the simplifies the difficult task of project management
·Manage projects with one or more sites
·Manage projects with one or more employees, crews, or sub-contractors
·Job Costing broken down by labor and material expenses
·Contrast initial budget versus actual costs plus percentage over/under
·Progress Billing and Fixed Charge Capability per service/product, with the ability to mix-and-match charge models within a single project
·Project Management Reporting tools to see completed, in progress, and future scheduled tasks.
·Complete control over product and labor detail shown on invoices.
·Complete project work order management
·View and edit the entire project and progress from one screen

PayChex Payroll and Financial Services Integration

·Discounted PayChex Payroll Services for ServiceCEO users
·Submit payroll via the Internet to PayChex
·Other Paychex services; Tax Pay, Workers' Compensation, Direct Deposit, Retirement Plans

Real Time Customer Web Access For Your Web Site

·Visit http://www.insightdirect.com/screens/web1.php for full details

Robust Filter for Jobs and Schedules

·Ability to filter past and future jobs within a customer file by any combination of the following criteria:
Job Date
Job Status
Job Sub-Status
Invoice ID #
Location
Company Profile
Product/Service Master Category
Job Summary

City and State Auto-fill and Verification

·Enter a ZIP code on a new address and the city and state fields will automatically fill information from your master ZIP code list.

United States Postal Service postal code database added

·New installations of ServiceCEO are now shipping with a complete USPS ZIP Code database (46,000 records). Existing users with a support contract can have this merged with their current database free of charge. Contact technical support for more information.
·Coming Soon – Automatically update your ZIP Code database via the Internet to account for monthly changes and additions made by the postal service. Current support contract required.

Additional Search Engine Functionality

·Find customer or employee records by invoice number
·Find customer records by access code
·Find customer records by marketing code

ServiceCEO bandwidth usage reduced by 25%

·Client-side storage of system options decreases network traffic and improves remote access performance via the Internet.

Add a New Schedule from Calendar View

·Day and week box views – highlight time slot with your mouse and type to create new schedule.

Multi-company filtering capability added

·All Calendar Views
·Dispatch Board

New Reports, Reporting Options and Adjustments

·PayChex Integrated Payroll report
·Business Analysis Report – example of high-level analytics available in custom-developed reports
·Management calendar renamed to Route Sheet.
·Clip™ style route sheet added
·New style Invoice for #10 envelopes
·New Quoting Module Reports
Quotes By User
Quotes Cancellation/Lost Sales
Quotes with Schedules
Quotes Without Schedules
·Removed hard coded customer signature line from Invoice. Create and edit your own disclaimers if you would like to keep a signature line
·Adjustments made to how corporate and work locations appear on work orders
·Invoices now include up-sell items and edits in the description made from the job details screen.
·Marketing code filtering/grouping in revenue and marketing reports
·Option to include location name on work orders where customers have many sites being serviced
·Ability to customize page footers (“Thank You for Your Paymentâ€) on both statements and invoices
·Job and Schedule Cancellation Report added
·Footer removed from all but last page of multiple page Work Orders and Invoices

Reported Issue Fixes

·Duplicate Job Functionality no longer labels “Duplicate Of†in the job summary box
·Tab order fixed in various forms
·Date field edits now supported using keyboard. Tab now takes you into next field, while the slash (/) can be used to move within the different parts of the date
·Work hours for new employees default to standard company hours
·Ability to edit dates on transactions (payments, adjustments, misc charges)
·Ability to apply a miscellaneous charge to an existing invoice
·New quoting security rights
·Columns in customer billing history have been adjusted
·Invoice items in customer billing history now show payment and adjustment amounts applied to that specific invoice
 

Mike Hughes

New Member
I am impressed as well with their commitment to the customer and making the software better.

I just bought the ServiceCEO a couple weeks ago, but I have not made time to implement it yet. I will be working on that very soon. I can't wait.
 

Dan Flynn

PWN Founder
Just wait until you see what you have there Mike. This program is great. Every time they update it. It's not just bug fixes like other programs. They always add big time additions.
 

Mike Hughes

New Member
Chris,

I've been a Paychex customer for years now, will they now give me 20% off payroll services or is that offer only good for new clients?
 

Mike Hughes

New Member
Re: Thanks

Originally posted by ServiceCEO

FYI - I just had the developers start building a wireless system that will be compatible with Palm Pilots, Nokia Phones, Pocket PC's or any other web enabled device. Coming Soon!


That rules! My Pocket PC is from when they first came out in 2000, do you think it will run on that operating system?
 

ServiceCEO

ServiceCEO Support
Mike,

Unfortunately the PayChex offerings are for new customer's only, sorry!

The developers are in the initial research phase and are looking into several options for the wireless compatibility. That being said here is a basic one sentence edict that I gave to them for this mission.

" I want it to work on all platforms and on all web-enabled devices, and not to tie us in to one piece of technology"

Now I know that it sounds like a pie-in-the-sky creed, but I think it is do-able with some new MicroSoft products that act like a translator for the different platforms. I will keep you updated as the research bears itself out.
 

ServiceCEO

ServiceCEO Support
Mike,

Unfortunately it is a little bit more difficult than that as their is a specific rep who handles all of our accounts through a central office that the report is sent through. We are hoping to get this changed but you know how slow larger corporations are to make adjustments.

You will be able to use the paychex report, print it out and fax it over to your local rep at least.
 

Our Sponsors

Top