What version of QB are you using now?

Frank Muto



----- Original Message ----- 
From: "Marlon K. Schafer" <o...@odessaoffice.com>
To: "WISPA General List" <wireless@wispa.org>
Cc: <memb...@wispa.org>; "Odessa Office 509-982-2181" <off...@odessaoffice.com>
Sent: Saturday, March 21, 2009 10:51 AM
Subject: [WISPA] ISP billing/management software.


> Hi All,
> 
> I just got a notice that Quickbooks is going to REQUIRE an upgrade in order 
> to continue to keep sending out bills via email.  And we have all of 1 month 
> or so to get it done....  I HATE Intuit and would like to replace them.
> 
> Here's the work flow in our office.
> 
> New customer calls in.
> Fill out signup sheet with all needed customer data.
> Assign static ip to customer.
> Enter customer billing info into Quickbooks.
> Enter all customer data into Access.
> Enter customer username and pass into RADIUS.
> Enter customer email account(s) data into email server.
> Enter customer data into Postini (if they purchase the filtering).
> Type customer signup sheet info into word doc and store in customer folder.
> Generate installation work order.
> Fill out check list showing what steps have been completed.
> 
> This has worked nicely in the past and "only" takes about 30 minutes to 
> accomplish.  But now we're growing too fast and have gotten too big to 
> maintain this.  Between tech support calls etc. the office manager is having 
> to bring in extra help.  It's only a day per week and it's good for there to 
> be two people there at least part of the time.  No one should work alone all 
> of the time.  Plus, if she wants to take some time off she will have someone 
> trained in the basics so we'll likely need to keep some extra help around no 
> matter what.  This mechanism also gives us a lot of double checks, redundant 
> data points etc.  With Access and Quickbooks we can run a very nice mix of 
> reports etc.
> 
> We do NOT have a customer trouble ticket mechanism other than the file on 
> them.  We don't track customers on a per call basis.  That's not too bad 
> because we're still small enough that we can normally remember problem 
> customers.
> 
> This would probably be a good time to change everything though.
> 
> In my perfect world, I'd have a billing system (that handles all of the 
> taxes for different communities etc.), trouble ticketing, auto server 
> configuration AND deconfig.  I'd want good reporting capabilities.
> 
> I've looked at some of the commercial systems out there, but at $1 or more 
> per month per sub for a full blown system I'd rather keep putting that money 
> into the local labor pool.
> 
> Freeside looks pretty good but I don't do programming or server admin work 
> in-house.  I don't mind hiring someone to set it all up etc. and to take 
> care of the server.  But it has to be an affordable solution too.
> 
> What are people using?  Do you like it?
> 
> If you had it to do all over again, what would you do?
> 
> Vendors please feel free to hit me up.
> marlon
> 509.988.0260
> Or talk to Apryl in the office 509.982.2181, she'll know more about what she 
> does day in and day out. 
> 
> 
> 
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