The Consultant's Partner

 

The Consultant's Partner  The Consultant's Partner is a professional time and fixed fee billing system designed specifically for the consulting profession. It provides a centralized location for the daily administration of the services your business renders, the time consumed in performing these tasks, the preparation and maintenance of invoices and accounts receivable, as well as the tracking of appointments, notes, messages, letters and much more.

Displayed below are a several of The Consultant's Partner screens. Scroll down and click on a picture and see how The Consultant's Partner software is distinguished by its complete, yet simple and easy to use design.

 

         

Billing - Receivables

          

          

Messages - Scheduler - Labels

         

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        Business Applications

Professional Services Provider

Associations/Memberships

Internet Service Provider

Home Based Business

 

       Subscription Service

Cable/Satellite Company

Answering Services

Alarm Company

 

Recurring Service/Fee

Recurring Medical Service Cards

Rental Property

Rental Equipment

 

          Applications Continued

        Storage Company

       Insurance Company

       Pest Control Service

       Pool Service

 

       Pager Company

       Media/Advertising

       Delivery Service

       Cleaning Service

 

       Trash/Hauling Service

       Janitorial Service

       Lawn Service

       Maid Service

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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          Partial Software Features

             Step by step tutorial & quick set up notes

         User friendly screens & on line help

         Easy to use & comprehensive

         Single menu interface

         Real (on line) or batch time entry

         Clock generated time transactions

         Multiple time interval selections

         Multiple write up/down features

         Multiple invoice formats

         Select invoice type by client

         User defined invoice text

         Client and staff budgets

         Email client invoices

         Email client statements

         Email client letters

         Email clients from within TCP

         Access client web sites from within TCP

         On demand billing

         Automatic fixed fee billing

         Complete/partial time billing

         Clock time billing

         Complete invoice history

         Invoice reprinting capabilities

         Re-billing capabilities

         Sales tax tracking

         Contact management features

         Client query function

         Prints labels & rotary cards

 

 

                 Features Continued

            Full featured accounts receivable

          Payment batch entry or payoff open invoices

          After the fact invoice entry

          Finance charge calculations

          Transactions journal

          Accounts receivable history

          Engagement scheduler and message center

          Client notes tracker

          Print fax cover sheets

          Letter mail merge features

          Mileage and expense tracker

          Virtual unlimited number of clients

          Virtual unlimited number of partner/staff

          Virtual unlimited number of timekeepers

          Virtual unlimited number of services

          Virtual unlimited number of transactions

          Shares one common database

          Avoids duplication of effort

          Back up and restore functions

          Automatic installation

          Over 100 management reports

          Import and export capabilities

          Single and network versions available