Simply Reliable Software’s Weekly Training Series- Wednesday May 27 2009-12:00PM EDT-Contacts and User Privileges

May 29, 2009 · Posted in General, Training · Comment 

Contacts and User Privileges


Please join us Wednesday June 3rd, 2009 at 12:00 PM EDT for this week’s free training.  Tom Coffin will discuss contacts, contact management and user privileges and their set up in the SRS SmartOffice Suite.

1.  Please join my meeting.

https://www2.gotomeeting.com/join/402966970

2.  Use your microphone and speakers (VoIP) - a headset is recommended.  Or, call in using your telephone.

Dial 914-339-0013

Access Code: 402-966-970

Audio PIN: Shown after joining the meeting

Meeting ID: 402-966-970

A new SmartOffice Release - 6.9.3.2

May 13, 2009 · Posted in General, New Features · Comment 

Look at what is new in the Simply Reliable SmartOffice.  We have been hard at work and have made a lot of changes to the Scheduling area and Work Orders.  Check out the release notes and if you see something that you you have been waiting for give us a call and schedule and upgrade.  Remember that you can always find the latest release notes in the software.  From the about page it is either called New Features or What’s new in SRS depending on your version.

v6.9.3.2 
Organize Schedule tabs and introduce Quick Schedule
Add View PO button to Need to Order Screen
Improved logic for scanning multiple serial numbers when receiving or delivering product
Added the ability to set the Miscellaneous and Discount percentages on a proposal by entering the dollar amount
Fixed bug when scanning on inventory screens
Updated system and user privileges
Added Search button to post PO to QB screen
Created a color selection report
Proposal reports re-formatted and improved navigation
Added the UPC code to the Delivery ticket
Fixed bug in Selecting a  Proposal Line item
Added auto fill for staff on Work Order
Added quick fill screen for Work Order tasks
Added jump to work order from selected Prop LI on Items to WO screen
Completely re-wrote logic on all WO reports for better filtering and accuracy

How Do You Know How You Are Doing?

May 7, 2009 · Posted in General · Comment 

For a lot of us in the Custom Installation business we have relied on our bank accounts to tell us how we are doing. It took me years to figure out that it has absolutely nothing to do with it. Jonathan Knapp of Simply Reliable and his business software taught me that. The true measure of how you and your business is doing is usually even wrong on your profit and loss statement and your balance sheet. Why? Because these are usually devices to make you look better than you are to your bank and make you look worse than you are to the IRS. So what are you to do? Stop. Set yourself up to put aside customer deposits in a seperate account. When you purchase items and install products, bill that account in those same small increments. The difference is your profit on that portion of the job and a reflection of where you are. Now there will be times when it takes longer or you use more material than you thought you would. Put aside an emergency fund. Take 10% of everything you are earning and put it in this fund. Dilligently job cost every job in real time and make adjustments to the job and update the information you use to create proposals so they will be more accurate. Eventually you will have a nest egg sitting there and you will know exactly how profitable you really are.

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