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The Client Hub ...
Your Central Place for Servicing Your Clients!
The Client Hub is 1 of
10 Hubs To Create A More Complete Automation Solution For Your
Agency
We paid very close attention to the layout
of the systems so they would be easy to use and provide the
functionality you need to service your clients fast. Because of
how carefully we designed the system for maximum results, both of our
systems have the same look and feel. They only differ by features.
Learn one and you've learned them both!
That means if
you upgrade from Desktop CSR to the TIME System there's not a new
learning curve.
Plus, we've made upgrading from the Desktop CSR to the TIME System
extremely easy and very cost effective ... you won't
need a data conversion and won't go threw a new learning curve. We've really thought about your
needs and budget when designing these systems!
* This is an image of the Client Hub. We're still working on it
and adding more Service Tools to it, but this should give you an idea of
how it's going to look.
Additional Information on Activities:
Under Activities just
above the Service Tools, after each activity there will be how many or
the amount in the case of Amount Owed. Then to process or
review the items, just click on the activity which is a hyperlink.
Additional
Information on Service Tools:
When you include accounting,
you receive the following Service Tools ...
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Billing Transactions |
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Client Ledger |
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Billing History |
When you click on
it opens up another menu with the following choice ...
We've overhauled each of these areas
to provide you
with the automation and functionality you need for those forms.
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