Billing time and expenses is a crucial function for many businesses as the world moves toward a global service-based economy. Field service specialists, professionals of all types, and customer support personnel all need to track a charge for a very precious commodity - their time! With mobile workers, a web-based time and billing tool is needed to get time entered and into accounting quickly.
The Powertrak Time and Billing software module, offered as part of the Powertrak suite of Microsoft CRM add-ons, offers multiple work rates, chargeable and non-chargeable codes and a simple project tracking front-end to handle all types of charges and service businesses. Because the Powertrak Time & Billing software module sits right on top of Microsoft Dynamics CRM, staff can update activity call notes and book appointments right inside one system. Easily add work rates, project attributes, expense categories and other critical dimensions within a simple administrative interface to keep system costs down.
Better yet, managers and staff can verify that all hours are accounted for and maximize both utilization and realization. The Powertrak Time and Billing software module works for both inside and outside staff worldwide to increase your income.
Couple Powertrak Time and Billing with tailored versions of other add-ons, including Product Configurator, to streamline interactions, reduce paperwork and grow strong relationships with customers and partners.
In this Time and Billing demonstration, we will show how billing managers utilize the billing features and functions of Powertrak Time and Billing.
See how billing managers use Powertrak Reports, Dashboards, and Charts to monitor a project's budget status and review their staff's performance.
Learn how to build templates and enter budget caps for both project time and related expenses. Then pull real-time reports and project's milestone status to determine whether the project is currently over budget, has the possiblity to go over, or is on budget.
Billing managers now have the tools to make real-time business decisions by viewing performance metrics (by project and/or staff member) with utilization and realization reports, project comparison charts, and project review dashboard.
Unlimited Projects and Tailored Details - Quickly set up projects and review time and revenue status as-you-go inside your browser. Set the system up for field service or a wide variety of other professions.
Flexible Work Rates, Expense Rates and Categories - An easy-to-use administration module supports unlimited work rates, billable/non-billable categories and expense tagging.
Fast in-line Time and Expense Entry - Fast time and expense entry in one browser screen that shows your prior entries for instant validation, completeness and accuracy.
Browser-based for both Inside and Outside Personnel - Access the entire system from anywhere including the full Microsoft CRM and Powertrakproduct line.
Full Management Reporting and Real-Time Analysis - Reports and real-time analytics track how much time is really charged and how much is actually billed.
Easily Modifiable and Extendible - All Powertrak modules are built with the optional Powertrak Application Builder, so that you can modify virtually everything in the system.
Optional integration to Accounting - Fully access the Microsoft Great Plains AR GL and Collection data to keep the entire account management picture in focus while you run your projects.
|In-line Time and Expense Entry||
|Built-in Timesheet verification||
|Web-based for Anywhere Access||
|Manage Utilization and Realization||
|Built on Microsoft Dynamics CRM||
|Easy set up for Rates, Types and Projects||
|Quick Access to GL and AR||
|Optional Advance Functions||
|A Complete CRM Solution||
On-Premise or On-Demand (SaaS)
Axonom, Inc. Headquarters
6462 City West Parkway, Suite 200
Minneapolis, MN 55344
888-814-2880 (Toll Free)
Support: 888-814-1884 (Toll Free)
For More Information: Prospective Customer
For More Information: Prospective Partner
"We were able to implement and start using Powertrak Time and Billing in less than one day, driving down our costs while simultaneously meeting our complex requirements. Axonom’s cloud-based offering, wizard-based set up and quick-start implementation services enabled our rapid deployment."
"Powertrak Time and Billing provides my team the convenience of entering the critical time and expense data regarding our delivery projects right from within the Microsoft Dynamics CRM interface. The ability to integrate with our Microsoft Unified Communications practice makes Axonom's solution a true win for Convergent."
"Designer interface for enhancements is great! Integration with CRM adds nice functionality and compliments well. Time and Billing Module has some solid connections to CRM data stores. Survey Module integrates pretty well to CRM and allows for targeted customer feedback."