Features and Benefits
Contract details are easily accessible in real time
Real-time integration with Sage Line 100 coupled with BeeLine CRM’s Contract & Repeat Billing module’s, intuitive user interface means all information kept on customers, their contracts, equipment, previous invoice transactions and payments is within one system. Operators can take charge of contract billing enquiries personally and professionally and be in full knowledge of all dealings with the customer.
Reduces administration costs
Integrating in real time with Sage Line 100 means there is no double inputting of address or order information. Billing registers can be automatically created when items requiring maintenance are sold via the BeeLine MOTO module or directly from Sage Line 100 Sales Order Processing.
Combined with the BeeLine Core CRM or Contact Manager module, costs are further reduced by all information being in one place and easily accessible. No more multiple e-mails to all stakeholders or trying to track down key players to find out the details of their last communication with the contact.
Never forget to provide valuable customer services prior to renewal of a contract
The renewal of a contract depends on your performance now. The Contract & Repeat Billing module ensures you have the knowledge prior to contract or repeat billing to target them and know your next invoice or renewal invoice will not be queried.
Always in stock
Because of the direct and real time link with the Sage Line 100 stock module, regular reports can be run to ensure there are always enough parts to complete upcoming invoices.
Be professional
There is nothing more off-putting for your clients than their details or previous calls not being found quickly and efficiently. Sometimes an inability to give prompt updates of the status of calls is all it takes for clients to move on. Why not keep all your clients information in one system and available to your operators within a few keystrokes? BeeLine CRM Service Manager and Core CRM further enhances this function allows you to do this.
Manage contract billings
BeeLine Contract & Repeat Billing module allows managers to produce detailed reports on past, present and future billings, profitability by customer and equipment type, and produce reports for contract re-negotiations.
Get more sales
BeeLine Contract & Repeat Billing module makes it easy for account and service mangers to report back on billing statistics, loss of contracts, new contracts and billing by their type and establish areas where most growth and failings exist at the touch of a button.
Quick and easy personalised Document production
Utilising the ODBC (Open DataBase Connectivity) driver you have the ability to quickly launch pre-defined Microsoft Word mail-merge documents and Crystal Reports automatically populating the document with personalised information. Ideal for automating ad-hoc standard customer services, credit control, service desk correspondence.
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Real-time integration with Sage Line 100. Sales Ledger, Sales Order Processing, Stock Control & Nominal Ledger.
Real-time integration with BeeLine CRM modules. Core CRM, Service Manager, Contact Manager, MOTO (Mail Order & Telephone Order), Quick Order Entry, Sales Analysis.
Direct drill down to the Sales Ledger. Users can find the information they need to do their jobs quickly and efficiently.
Expired contract warning. Warns if money is outstanding in the sales ledger.
Multiple search fields. Twelve ways to find the correct customer quickly.
Quick Document Production. e.g. Job cards.
Parts allocation and issuing from Sage Stock Module. Handles engineer parts such as van stock.
* Remote/Mobile engineer communications. Engineers can be directed to jobs via SMS text messaging, PDA’s and XDA’s.
Contract renewal notices. Renewal notices can be automatically generated, normally after assessment, any number of days before the renewal invoice is due to be sent.
Contract renewal billing. Renewal invoices are automatically generated and the next renewal date automatically calculated.
Hold next Invoice. If you have problem with a site or are negotiating a new contract or agreement, a hold can be put on any billing until a conclusion has been agreed.
Repeat billing. Long term hires or annual contracts that are phased (e.g. quarterly or monthly payments) are automatically invoiced.
View Billing History. On a site by site or contract by contract basis view the Invoices previously generated and drill down to the details of the invoice.
Contract period management. You may have a contract for say, three years but wish to bill every two months.
Phased Contract Billing. Phased contract invoices are automatically generated and the next invoice date automatically calculated.
Contract excess billing. Where a contract is running for say two years but more equipment is added, an excess invoice can be generated to include the new equipment and include additional charges in future billings.
Unit billing. i.e. unit usage, hours usage, copy count or click count tracking and subsequent billing can generate call lists to establish statistics for billing purposes.
Automatic register creation. Support contracts can be automatically created for items sold in the SOP module.
Profitability reporting. Standard reports show the support utilised by customer or by equipment and its profitability.
* Flexible report writer. Allows for the tailoring of standard reports and the creation of custom reports. ODBC compliant so can be used with Excel, MS Query, Crystal Reports etc.
Customisable. BeeLine CRM Contract & Repeat Billing module can to be customised to the specific requirements of your business.
* Optional. Please ask for further details
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Beeline Contract & Repeat Billing 
