PortalProdigy provides everything you need to track time
and bill clients. The process begins with a service request; a
work order is created to specify the scope of work, cost, and
terms; the client approves the work order; billable time is
entered by task (service type); billable time can be adjusted
if necessary; client is invoiced for work or work is billed
against retainer. Flexible options accommodate a variety of
billing methods. Includes ability to setup self service
request entry allowing customers to enter service requests
online, approve Work Orders, and make credit card payments.
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Track both billable and non-billable
time.
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Define standard rates for services.
Includes ability to override the standard
rates.
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Option to charge flat rate for time or to
charge specified rate for each type of service (task
type).
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Option to charge for services on fixed
fee basis. Work Orders can contain a combination of both
fixed fees and billable time.
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Supports automated application of special
customer pricing using PortalProdigy’s Price Group Pricing
feature.
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Ability to define blanket contracts for
clients that define contracted pricing for specific
services. Fully integrates with PortalProdigy’s Maintenance
and Service Contracts feature.
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Ability to include products on Work
Orders. Fully integrates with PortalProdigy’s Inventory
Management.
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Option to bill against retainer, perform
progress billing, or bill upon completion.
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Option to set billable limit (approved
amount) for a Work Order with option to automatically
generate approval requests for additional amounts. Time
entry warns when a Work Order’s approved limit has been
reached.
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Ability to create billing schedule for
projects and automatically generate invoices on scheduled
billing dates.
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Multiple staff members can perform work
and bill against the same Work Order.
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Create and manage an unlimited number of
service requests and projects.
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Integrates with Work Orders to define the
scope of work, cost, and terms including not to exceed
amount.
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Auto retrieval of customer information
including billing address, shipping address, and credit
terms. Retrieved values can be changed.
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Specify payment terms and enter payments
directly from Work Order Management. See Payment and
Authorization feature for detailed
description.
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Generate Work Orders automatically or
manually and manage the approval process.
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Self service request entry allows
customers to request services online with option to
automatically generate Work Order and get customer approval
online.
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User defined Work Order and approval
instructions.
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Automated time tracking using Start and
Stop feature. Supported by Task/Time Management as well as
by Help Desk Operator entry.
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Supports manual entry of
time.
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Billing adjustment screen makes it easy
for permitted staff to adjust billable time.
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Compare actual time with billable
time.
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Automated creation of GL Journal entries;
entries are made in GAP format.
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Generate and print
Invoices.
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Option to generate electronic Invoices
and automatically email to clients.
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Generate and print Customer
Statements
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Option to generate electronic Statements
and automatically email to clients.
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Re-print Invoices and
Statements.
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Fully Integrates with PortalProdigy’s
Transaction Management system.
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Time Billing Invoices are generated in
PortalProdigy’s standard transaction format allowing them to
be viewed and edited using PortalProdigy’s universal Order
Management screen and to have payments applied using
PortalProdigy’s universal Payment Entry
screen.
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Generates automated customer and staff
email notifications. Fully integrates with PortalProdigy’s
Email Broadcaster.
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Print summary and detail
reports.
