PRODUCT | Relatia Time and Billing by Relatia

Need to track time and billing information in GoldMine?

You've come to the right place! Relatia Time and Billing is an integrated time entry and reporting tool that allows GoldMine users the ability to track time and billing information while in the field or in the office right from the GoldMine user interface! With Relatia Time and Billing, it's easy to accurately track:

• Time and Billing
• Labor
• Field Service Calls
• Deliverables
• Expenses
• Telephone time
• And Much More!

As a fully integrated solution, Relatia Time and Billing allows on the fly entry of time and billing information while working in GoldMine. Charge details such as labor slips, expenses, and deliverables are automatically associated with GoldMine contacts and optionally linked to existing GoldMine Projects.

The Relatia Time and Billing Report tool provides an intuitive command center where charge details are organized according to billing status and customer/project. More importantly, with the click of a button, professional looking charge detail summaries can be printed for each customer for inclusion in billing statements and invoices. Once billed, time and billing information is automatically added to the customer's history records allowing customer service history and past service notes to be available for review by anyone, anytime. For mobile field service teams, Relatia Time and Billing provides field-level synchronization via GoldMine's powerful GoldSync feature. With no extra steps -- keeping everyone on the same page is automatic!

The Relatia Time and Billing Metrics Console allows company managers to accurately track profitability by

• Project
• Employee
• Charge code
• Average Billing Rate/Cost

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Relatia's Metrics Console enables company owners and managers to focus the sales team on the highest probability, highest margin deals, and focus the field service staff on producing high quality work within billable allotted time. Business owners and department managers can analyze information such as hourly rates, staff productivity, product margins and then use this information to find the optimal combination of work to bring the firm closer to reaching its goals.

Relatia Time and Billing Features

Relatia Time & Billing brings true synergy to service organizations:

• Tracks labor, deliverables and expenses by company and/or project.
• Seamless integration with GoldMine makes Relatia easy to use and deploy.
• View billing AND sales history in one place for true customer management.
• Fully syncs with GoldMine -- enter data in the field or the office....truly portable.
• Integration with GoldMine's project management tool allows for management of complex engagements.
• Flexible rate system ensures maximum flexibility and project profitability.
• Value-based consulting support allows for "flat-fee" or "usual and customary" billing practices.
• Powerful billing tool makes invoicing a breeze.
• Unlimited Charge Details per customer/project.
• Clock in and out multiple times per labor slip.
• Unlimited Charge Codes allow for extremely flexible rate management.
• Time calculator makes recording time a snap.
• 64K notes capabilities.

The Relatia Time & Billing exclusive Metrics Console automatically tracks:

• Company Profitability
• Project Profitability
• Profitability by charge code
• Employee Revenue Contribution
• Average Billing Rate/Cost

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Powerful billing tool makes invoicing a snap	Integrates seamlessly with popular CRM applications like GoldMine	Add labor items to existing contacts on-the-fly
Track deliverables and expenses for contacts and projects	Detailed, professional charge summaries are generated automatically	Flexible Billing options ensure maximum profitability.