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relatia time & billing  

Need to track time and billing information in GoldMine?

You’ve come to the right place! Relatia Time and Billing is an integrated time entry and reporting tool that allows GoldMine users the ability to track time and billing information while in the field or in the office right from the GoldMine user interface!

With Relatia Time and Billing, it’s easy to accurately track:

  • Time and Billing
  • Labor
  • Field Service Calls
  • Product Sales
  • Expenses
  • Telephone time
  • And Much More!
As a fully integrated solution, Relatia Time and Billing allows on-the-fly entry of time and billing information while working in GoldMine. Users can simply complete an activity in GoldMine to generate a billable charge. Charge details such as labor, product sales, reimbursable expenses, and billable expenses are automatically associated with GoldMine contacts and optionally linked to GoldMine Projects.

The Relatia Time and Billing Report tool provides an intuitive command center where charge details are organized according to billing status and customer/project. More importantly, with the click of a button, professional charge detail summaries can be printed for each customer. Once billed, time and billing information is automatically added to the customer’s history allowing customer service history and past service notes to be available for review by anyone, anytime. For mobile field service teams, Relatia Time and Billing provides field-level synchronization via GoldMine's powerful GoldSync feature. No extra steps, keeping everyone on the same page is automatic!

The Relatia Report and Export Features allows companies to

  • Export a flat file in preparation for import into an accounting package
  • Plug-in custom exporters which push invoiced items into selected accounting packages
  • Run custom reports which display results in Microsoft Excel.

The Relatia Time and Billing Metrics Console allows company managers to accurately track profitability by

  • Project
  • Employee
  • Charge code
  • Average Billing Rate/Cost
Relatia’s Metrics Console enables company owners and managers to focus the sales team on the highest probability, highest margin deals, and focus the field service staff on producing quality work while meeting their billable goals. Business owners and department managers can analyze information such as hourly rates and staff productivity, and use this information to find the optimal combination of work to bring the firm closer to reaching its goals.

More Information about Relatia Time and Billing

         

  

Case studies show GoldMine and Relatia Time and Billing is a powerful and time-saving combination.

Latest Press Release

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Powerful Metrics Console provides detailed company performance statistics at the click of a button

Powerful billing tool makes invoicing a snap


Integrates seamlessly with popular CRM applications like GoldMine

Add labor items to existing contacts on-the-fly  

 

 

System Requirements:
* GoldMine version 5.0 or higher.
* Internet Explorer 5.0 or higher (does not have to be primary browser but must be installed).
* Microsoft Excel (Metric Console)

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