TimeWise In Depth

By: David Berman  09-12-2011
Keywords: Billing, Estimating


















Prospect Easier..Estimate Faster..Track More..Waste Less..Cut costs..Bill higher..Profit more..Breathe easier.

If you value your time, TimeWise provides you with fast, in-depth time, billing, and cost control. Everything you need is in one system..as your needs grow, TimeWise grows with you:

  • Sales Prospecting, Client Tracking, Estimating, Order Entry, Job Scheduling, Time Tracking, Staff Tracking, Vendor Tracking, Purchase Orders, Insertion Orders, Materials, Shipping, Billing, Cost Accounting, Reporting
Use TimeWise to help your organization gain extensive integrated control of your two most valuable assets: your clients and the work you do for them. Tracking activity as it happens across ten departments, you'll have every detail at your fingertips, without losing sight of the big picture.

TimeWise helps you estimate, open, track, cost and bill each project, analyzing results from client to client, month to month, department to department, and employee to employee. You can also keep track of overhead costs.

Automated estimating, ticketing, labeling, ordering, billing, and reporting save time and reduce errors. Record events electronically as they occur, or post them daily or weekly.

Use electronic records to create reports that support key decisions, including many reports simply not possible in a manual system.

TimeWise is quick to set up and easy to learn. If you are familiar with the look and feel of Windows or a Macintosh, you can be using TimeWise productively within an hour.

Self-diagnostic, backup and archiving facilities keep TimeWise running your operation dependably.

If you find you and your staff bogged down manually managing the countless details of your work, let TimeWise help you use your time more wisely.

TRACK EVERY CLIENT AND PROSPECT
 Manage every detail of prospective and active client information, including courier zones, multiple addresses, two sales taxes and credit information..even birthdays
 Unlimited fully-editable notepad for each client lets you build a contact history and share client information
 No limit on number of clients
 Track e-mail, fax, cellular and telephone numbers for an unlimited number of contacts for each client
 Each sales rep can track their own clients, prospects, and sales notes
 Keep in touch easily with mailing labels and envelopes selectable by prospect vs. active, group, sales rep or language
 Print telephone and fax directories
 Analyze billing and profitability history of any client or client group
 Keep tax information current with automated two-level tax handling and blanket exemption expiry date reminders
 Track credit, internal, and C.O.D. accounts

ESTIMATE QUICKLY AND ACCURATELY
 Build estimates and schedules quickly based on your own rates and past jobs
Clone past jobs or estimates to quickly create accurate new ones using your current rates
 Design up to ten proposal styles to suit different client needs, then choose from four levels of detail for each proposal
 Use our powerful built-in word processor to edit and print proposals…or export to Word, WordPerfect, or other word processors for further formatting or faxing

GET JOBS OFF TO A GREAT START
 Order entry with automatic or manual job numbering starts jobs on the right track
 Job tickets include your choice of information, including a work plan for staff to follow based on your estimate
 Orders are based on the estimate and client information, so the job ticket is practically ready before you start
 Display and print multiple work orders and work plans to attach to job components so jobs can be processed in parallel, reducing turnaround time
 Two notepads attached to each job centrally hold all job instructions and notes
 Use retainers and running tabs to reduce paperwork and speed billings

TRACK AND SCHEDULE EVERY JOB
 Track up to 9,995,000 jobs and estimates
 Track by department, by rep, by client, by deadline, or by number
 Track deadlines with up to 15 milestones and 99 alteration rounds, with phase suggestions by job type
 Design a library of custom job lists
 Status reports show up-to-date cost and budget analysis of any job or estimate
 Track purchase order and client reference numbers
 Track which jobs are off-location
 Merge jobs in progress
 Use powerful sound-alike searches to quickly find the jobs you want

TRACK EMPLOYEES AND TIME
 Keep complete information on all full-time, part-time and freelance staff
 Choose between pop-up electronic stopwatch timekeeping or paper-time and payroll cards
 multiple stopwatches for each employee
 Track everyone's time by job, department, and task type
 Produce productivity reports by person or workgroup
 Rank and automatically prorate each employee's efficiency on up to 250 different task types, so you can charge based on each employee's ability
 Automatically charge up to three levels of customized rush pricing for each task
 Up to 1200 user-defined time categories in each department
 Track daily and weekly overtime, overhead, repair, maintenance and downtime

TRACK VENDORS AND EXPENSES
 Manage supplier information, including contacts, taxes and credit information
 Print labels, telephone and fax directories
 Issue purchase orders, insertion orders, and check requests as you charge expenses to a job: TimeWise suggests who supplies what and for how much
 Up to 1200 user-defined expense categories in each department
 intelligent category suggestions based on estimated expenses
 Design charge groups to post groups of related item and time events at once
 Each category includes cost and sell prices or markup percentage, two levels of rush service, and preferred vendor
 Build discount curves with eight levels of volume pricing in each category

TRACK DELIVERIES
 Print mailing and shipping labels for clients, vendors and jobs, including split shipments
 TimeWise learns delivery charges for each client and vendor for two carriers, recommending the least expensive method
 Charge two levels of rush service
 Automatically avoid duplicate waybill entry by tracking waybill numbers

BILL ON TIME, ON BUDGET
 Design up to ten invoice formats to give your clients the information they need in the language they prefer
 Then choose from four detail levels for each invoice…accept the draft or edit it further in TimeWise or your preferred word processor
 Bill in hours, units, or a combination
 Minimum charges by department
 Automatically calculate city, state, provincial, and federal sales taxes
 Jobs can be unbilled or posted to a receivables journal.
 Issue credit notes
 Retain invoices in electronic form for further editing, easy access and storage
 Automatically transfer invoice detail to AccPac BPI, ESAS, MYOB, NewViews, SBT or other accounting software

MANAGEMENT REPORTS
 Analyze up to 9,995,000 jobs
 Know where you're winning and losing: by client, department, job and task
 Speed estimating and investigating by retrieving analysis of past jobs in seconds
 Fine-tune staff performance by studying efficiency by employee, department, and task, including non-billable time ratios
 Speed payroll processing with the TimeWise payroll report. Distribute each employee's time across many departments
 Use invoice summary reports to study billings for each department, client and task, and make sales tax remittance a breeze
 Use work in progress reports and charts to see what's in progress, if it's on schedule and on budget, what it's worth and to predict cash flow
 Sales commission reports make commission calculations a snap
 Design your own library of custom reports inside TimeWise or export into any major database, spreadsheet, or report writing software

GREAT FOR YOUR ORGANIZATION
 Conversational interface helps both mouse and keyboard users learn TimeWise quickly with a minimum of instruction
 Extensive error checking and warnings reduce input errors
 Settings optimized for your country
 Automatic, eight-minute installation gets you up and running fast
 Self-diagnosis and correction of data corruption avoids downtime
 PKZIP-compatible information backup, archive and purge routines built-in..you don't need to buy anything else
 dBase/FoxPro-compatible documented file structures let you communicate with other programs
 Use TimeTool™ to run simple dBase or FoxPro commands
 Custom modification possible if you need more features through our Shared Development Program
 Technical support plans, site licensing and training services available
 Thirty-day trial makes trying TimeWise risk-free
 Comprehensive manuals and hypertext help remove guesswork
 Includes workbook and troubleshooting guide

MULTIUSER NETWORKING AND WORKGROUPS
 Full simultaneous cross-platform data sharing and interface compatibility between TimeWise (and TimeSave) under Windows,Macintosh and the Web allows each user to choose their preferred platform while sharing information
 100% network-ready multiuser editions available for Windows NT, Windows 2000, NetWare, LANtastic, AppleShare, Windows for Workgroups or any PC-based network
 Noticeboard keeps co-workers aware of unique and regularly scheduled events
 Robust security profiles for each user, each with personal password protection
 optional

HARDWARE AND SOFTWARE REQUIREMENTS
 any PC or Macintosh 030 or later
 any version of Windows or Mac OS System 7.1 or greater
 cross-platform multiuser requires any server that can serve both Windows and Macintosh computers
 At least ten megabytes of hard drive space
 TimeWise for the Web requires Windows NT or Windows 2000 server (see page for further details)


TimeWise Ability To Electronically Export To Accounting Software
Accounting SoftwareReal TimeBatch Post InvoicesUpdate Client InfoUpdate Vendor Info
AccPac BPIYesYes
DacEasyYesYesYes
ESASYesYesYes
MYOBYesYesYesYes
NewViewsYesYes
SBTYesYesYes
other software than can importYesYes*Yes*Yes*
(not all versions of all software supported)
* results may vary depending on flexibility of import feature in your accounting software.

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To get the full benefits of TimeWise in your enterprise, you need to give everyone the power to post and view information that helps get the job done on time and on budget.

For many people in your organization a full license to the TimeWise multiuser edition is just the ticket, including its thorough analysis and reporting tools. However, others may be better served with simplified, limited access to tools that let them tell you what's going on as it occurs and let them access up-to-the-minute information about every job.

That's where TimeSave comes in. TimeSave is a simplified, scaled down version of TimeWise, intended for those members of your team who don't need access to the full suite of management tools in TimeWise..and at a fraction of the price.

TimeSave cannot be used without TimeWise. Rather you add it to an existing TimeWise multiuser installation. Each user can choose between TimeSave for Windows, or TimeSave for the Web (and soon TimeSave for Macintosh).

TimeSave users interact in real time with TimeWise users, sharing the same data on their choice of platforms. A thorough security profile for each TimeSave user lets you to control what each person can and cannot do or see.

Best of all, TimeSave costs only US$99 a user (minimum 20 users).

Use TimeSave to connect everyone to TimeWise.

Windows, Macintosh (coming soon) or Web: only $99 an employee (minimum 20 employees). Requires multiuser license to TimeWise.


SHARED DEVELOPMENT PROGRAM

Are you looking for a perfect fit in an off-the-shelf world? You may have found that TimeWise is perfect for your organization.. after all, TimeWise is the most versatile off-the-shelf management tool we know of.

However, if you have found that TimeWise covers only 95% of your needs, consider the TimeWise Shared Development Program before you start designing a custom system from scratch. Here's how it works..

David Berman Developments does a lot of custom programming for organizations like yours. If the features you need are features we'd like to see in an upcoming version of TimeWise, we'll offer to program them, and only ask that you cover our costs.

You'll benefit by:
 getting just what you need at a great price
 not reinventing the wheel
 saving bundles of money
 avoiding months of testing
 having software tested by a beta program
 having complete documentation
 staying on an inexpensive upgrade path
 having your programming performed by a firm that must answer to the quality standards of its entire user base

HERE'S HOW:

Determine the additional features you would like to see in TimeWise. Then jot them down and fax them to us.

An experienced software designer will contact you to discuss your needs in more detail, and then forward a detailed proposal along with a guaranteed firm price.

Once we receive your go-ahead, the new features are programmed according to your specification. After extensive internal testing, you receive a version for your approval. Any requested adjustments are made promptly. You can then proceed to use the new features immediately.

When future versions of TimeWise are released, your features may be included.

Experience: Participants in the Shared Development Program include Occidental Petroleum, the Canadian Armed Forces, and our departments of Agriculture and Revenue. References are available upon request.

For more information on custom programming services, contact your Authorized TimeWise Reseller or David Berman Developments.


WHAT THE EXPERTS ARE SAYING ABOUT TIMEWISE

TimeWise Manages Everything: Contacts, Money, and Projects
David Berman Developments' new TimeWise combines contact management, financial management, and project management with a graphical interface to give small- to medium-size businesses all the tools needed to manage daily operations. With TimeWise you can track clients, build estimates and schedules, design proposals, monitor jobs and their deadlines, perform order entry and billing, print shipping labels, and more. It's network-compatible with six levels of security, and it even has an electronic noticeboard for posting workgroup-wide meetings and news. There are even built-in routines for self-diagnosis and self-correction of data, plus archive, backup, and purge routines. If you need a full-featured accounting solution, TimeWise provides links to the SBT Accounting Library. A two-month trial license is available and licenses for concurrent users vary.
-PC Magazine

TimeWise handles all facets of project scheduling
With an eye toward filling the project-management and administrative requirements of small to medium-sized businesses, David Berman Developments Inc. has released a billing, time-tracking and project-scheduling package. TimeWise comprises modules to handle the full range of administrative tasks associated with contract projects, including scheduling, tracking, billing, estimating costs, managing production, issuing purchase and insertion orders, and analyzing jobs, according to officials for the Ottawa company. "The product's point of difference is that it provides a complete set of tools and is based on management techniques that work — it's like a management consultant has joined the staff," said President David Berman. "The package can be customized to reflect the way an organization works." TimeWise has improved Occidental Petroleum Corp.'s overall system of doing things, according to Irene Ing, assistant manager for publications at the Los Angeles oil company. "It's been a good central collector of information — it gives us a summary at the end of each job," Ing explained. "We can look at where our savings came from. For example, we can look at the cost of freight, or postage, or whatever." Ing's department produces all of Occidental's financial reports and provides design and printing services for individual departments. The department adopted TimeWise as a job-tracking program to replace the manual system it had been using. TimeWise, available now directly from the company or through resellers, also includes a text editor and templates of management techniques. -PC Week

"Manage everything for your business." -CompuServe Magazine

"Tracks almost any office procedure imaginable." -How Magazine

"Extraordinarily complete." -Online Today

"Easy to use." -Publishing & Production Executive

"Changes the way you do business." -Print Action

"Job tracking from start to finish." -Cut & Paste

For complete press coverage on TimeWise, contact us.


TESTIMONIALS

WHAT OUR CUSTOMERS ARE SAYING ABOUT TIMEWISE

"We can look at where our savings are coming from." -Occidental Petroleum, Los Angeles

"I've searched the industry several times..TimeWise is the best!" -Sprintout Corporation, New York and Providence

"I've yet to come up with anything this software can't be made to do." -Canadian Armed Forces, Ottawa

"I don't know how we'd operate without it." -Alpha 21, Detroit

"With TimeWise, we know what's going on." -Corel Corporation, Ottawa

"TimeWise gives us more time to do what we do best." -See Spot Run, Toronto

"You've got a winner with TimeWise" -TypEsthetics, Raleigh

For complete testimonials on TimeWise, contact your Authorized TimeWise Reseller or us.


regarding this service? Contact , call (613) 728-6777 or fax (613) 482-4777.
Reviewed January 2004
The information in this article was current at 06 Dec 2011

Keywords: Billing, Estimating

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