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MaxTimeBilling |
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Now Maximizer users can track and
analyse time spent on activities linked to Maximizer records. |
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Key
benefits · Eliminate revenue
loss because billable activities have not been recorded. · Record billing
information for a client or a Customer Service case. · Analyse activities
by User, Client or Customer Service case. · Analyse profit by
Client, User or Customer Service case. · Users can be setup
to have different default charge-out rates. |
Activities can be linked to Maximizer Companies, Individuals,
Contacts or Customer Service Cases. Report on activities by customer or user, filtered by date and
activity. You can also enter Billing details so you can analyse
performance by users or company. |
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Target MaxCustomRecord is ideal for
organizations that bill clients for services with multiple activities by
multiple users. Analysing
data Analyse activities by User,
Client and filter by date. Analyse Billing details by User,
Client and filter by date. Compare Activities and
Billing by User or Client in a date range. Synchronising
data Because the data is stored in
Maximizer fields, all activity and billing information is synchronized to all
computers in your Maximizer system through MaxExchange. |
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Details of
Activities recorded: ·
Subject from pre-defined list. ·
Reference such as project. ·
Start date and time. ·
Billing rate for the current Maximizer user
(default rate loaded from the user’s profile). ·
Details of the Activity ·
Create a Maximizer note when the activity is
saved. |
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Details of ·
User. ·
Reference such
as project. ·
Invoice Number
and Date. |
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Print reports to Excel for analysis: ·
User or Customer ·
Activities,
Billing or both. ·
Filter by Date. |
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For more details contact: |
Requirements Maximizer 9.5 SQL versions Maximizer CRM 10 or above |
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Designed for |
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