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FREE PTS Version

Doculogix knows that every company is different. Workflow, hours of operation, product focus and company missions all differ from location to location. Doculogix’s Project Tracking System was designed to support those differences. Most of our clients use all of PTS’s rich features while a few only use those features that fit their specific needs. Try the fully equipped PTS FREE for 30 days and if the advanced features are not right for your company you can always switch to our FREE version and utilize the basic functions with no limit on users licenses.

DOCULOGIX’S PROJECT TRACKING SYSTEM (PTS)

FEATURES FREE VERSION  PAID VERSION
Billable Item List
Firm / Client Database
Client Case Database
Electronic Job Board
Work in Progress Display  
Custom Pricing Tables
Print Billing Summaries
Intergraded Employee Time Clock
Print Time Cards
Labor Tracking
Attendance Log
Create Holiday Schedules
Vacation Approval System
Vacation Tracking
Multi Branch Capabilities
Electronic Work Orders
Work Order Approval System
Below Pricing Approval System
Project Tracking Board
Project Hours Estimation
Project Task Assignment
Print Delivery Receipt
Evidence Tracking
Custodian Tracking
Deliverables Tracking
Auto Create Invoices with Billables
Send Electronic Invoices
Client Invoice Approval System
Create Split Invoices Easily
Combine Project for One Invoice
Upload Invoices PDF in Electronic File
A/R Collections System
Create A/R Call Tickets
Electronic Work Orders
Vendor Database
Vendor PO System
Vendor Pricing Assurance
Track Monthly Service Agreements
Error Reporting System
Error Reconciliation
What If Quote Wizard
Set & Track Employee Goals
Employee Expense Approval
Track Client Expenses
Client Portal Feature

 

DOCULOGIX’S COSTUMER RELATION MANAGEMENT (CRM)

FEATURES FREE VERSION PAID VERSION
Integrated Calendar
Territory Management
iCal Support
Create Task & Appointments
Ties Directly into PTS for Reporting
Forecast Sales Projections
Sales Document Repository
Special Sales Reports
Big Job Tracking System
Access to Electronic Invoice System
Track Viewed/Approved Invoices
Send Electronic Invoices

 

DOCULOGIX’S BUSINESS MANAGER ADVANCED TOOLS

FEATURES FREE VERSION PAID VERSION
 QB’s Integration
 Create Electronic Statements
 Send Statements via E-mail
 Create Client/Accounting Statement
 Multiple Statement Templates
 Track Viewed Statements
 A/R Dashboard
 Quick A/R Reports
 PDF Invoice Downloads
 Access to Electronic Invoice System
 Send Electronic Invoices
 Track Viewed/Approved Invoices
 Auto Upload PDF of Invoice
 Easy A/P Access
 Process Employee Expense Reports
 Allow Clients to Download Invoices

 

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