TimeLinx Professional Services Management

Project, time and expense management system for Sage SalesLogix® made fast, easy and effective.

TimeLinx™5.0 software gives Professional Services organizations the quickest and simplest means to track time and expenses directly within Sage SalesLogix. In addition, TimeLinx™allows companies to manage staff and projects without the burden of learning and using an extensive project-management system.

NEW Features in version 5.0 include:

• Weekly Timesheet Entry
• Multi-Level Approval System
• SalesLogix Calendar Integration
• MS Project Integration
• Resource Skill Set Matching
• Project Level Security
• Task Management
• QuickBooks® Synchronization
• ...and much more

TimeLinx™provides an exceptionally simple and effective means to track time, expenses, travel, milestones, and other project-related details. TimeLinx™is not a complex project-management system, but an easy-to-use system that integrates within Sage SalesLogix to:

• Capture time and project details from field-service personnel;
• Transmit and aggregate time and project information at a central office for rapid billing, analysis of trends; and
• Manage staff, projects, expenses, and more

To request an eDemo or evaluation copy of TimeLinx™, please click here.

In addition to tracking time and simplifying billing, TimeLinx™lets Professional Services organizations proactively identify small problems before they mount into large ones. For example, TimeLinx™prevents jobs from exceeding contracted time through our exclusive TimeLights(TM) “traffic-signal” multi-colored screen notification system.

TimeLinx™, the most intuitive and user-friendly Sage SalesLogix timekeeping system available, is perfect for firms with remote field-service and time-billable staff, such as:

• engineers,
• consultants,
• computer technicians,
• architects,
• accountants,
• programmers,
• analysts, and
• technicians.

TimeLinx™ uses the Sage SalesLogix synchronization system to gather remote information from remote staff back to a central office where it is immediately available for billing and analysis. 

For more information contact TimeLinx via email, or call Compulan at 888-265-0804.

TimeLinx™ benefits

TimeLinx™features – such as remote data capture of timely accurate information and synchronization – produce these benefits:

• Dramatically simplified Project Management
• Improved customer responsiveness
• Faster collections
• Administrative time savings
• Immediate status reporting

Tracking work activities is simple

TimeLinx™allows field personnel to remotely record their activities – including service-work records, mileage, expenses, documents, and work hours. Personnel can record activities from the road without being connected by phone or Internet connection!  They simply enter starting and ending times, work performed, lunch breaks, travel time and notes in TimeLinx™. All information is automatically synchronized back to the office the next time they go online and synchronize with the central Sage SalesLogix system.

Personnel can be on the road for weeks at a time, yet managers at central office can easily monitor and analyze all work performed in the field on a daily basis. They maintain full override capability.Project-oriented and pro-active management

Project-oriented and pro-active management

TimeLinx™allows you to enter a new project number when a work contract is received, and then track dates, milestones, tasks, expenses, products, and project profitability. Throughout the life of the project, you can monitor work performed, billings, profits and expenses, all by timekeeper, customer, date range, and more.  The TimeLinx™Attendance Module enables you to analyze both utilization and realization percentages. Service records can be linked to any project or can be tracked without a project for on-the-fly customer requests.  The total amount of time allocated for a project is recorded so that users are alerted at the time of entry before going over contracted time! As part of the “traffic-light” system, colors of data fields automatically change to indicate that work is under, nearing, or over or under the allotted time. And various project templates eliminate repetitive data entry.

Security Assurance

Stringent security features are built into TimeLinx™to allow only authorized personnel to change protected fields and perform certain tasks.  Manager overrides are user-specific, recording exactly when approvals are made and by whom.

Links to Back Office

TimeLinx™ tracks invoice numbers by Account, enabling easy integration with virtually any back-office system.  Special queries identify which service records have not yet been invoiced.   Included reports highlight service time by technician within any time period requested. Service query functionality includes mini speed-search in a Query-By-Example format, including notes search.

Immediate Reporting

With TimeLinx™, time-critical information from the field is now available by the next morning, without laborious re-keying and tabulating data. No more overnight delivery expenses, illegible faxed paperwork, or time-consuming phone calls. Information is in the home office the same day for an immediate improvement in customer service. Responding to same-day and next-day customer inquiries has never been easier or more accurate.

Customization

All service records can be coded using customizable, drop-down lists for accurate data entry. Record and track work by status, location of work, type of work performed, primary contact, your company's project manager, project number, or other parameters.

If you are SalesLogix Business Partner interested in reselling TimeLinx™, click here.

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