HOWTO

Time is Money-Especially time spent on customer cases

If you have pre-sold a time or dollar service commitment to your customer for professional support services or if you just need to track time spent on cases – Relax, EBSuite has you covered.

You EBSuite account comes flush with time and cost tracking tools without any configuration or setup.


HOWTO

Pre-Paid Professional Services – Creating a $Retainer$ and Invoicing

The concept of the Retainer in EBSuite allows you to pre-sell “Credits”, “Hours” or “Dollars” on Retainer.

Whether the Retainer is sold monthly on a recurring basis or an on-the-spot purchase, tracking the deliverables (hours on the job or Credits charged for the job) is easily the most valuable and important part of the…

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New

Timesheets and Expenses

If you run a professional service organization, you can use EBSuite ‘s Timesheets and Expenses management to handle time, expense and billing.

Unlike some of the dedicated Timesheet software, EBSuite uses a ‘Suite / Multi User’ approach:

- You and your colleagues can log timesheets and expenses from any module. They do not…

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HOWTO

Time Tracking in EBSuite ( with documentation link )

We have added some new enhancements in time tracking. Your agents can now view their timesheets in a weekly view, and submit a weekly report to their manager for approval.

Some new reports on timesheet are also added.

An online help doc is added to to our leaning center. (…

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HOWTO

Billing for your Time? Use the Time Tracker in the Support Module

For Support Module Users: If you need to track the amount of time to retire a case, use the Time Tracking tool and display the total time and cost dynamically.

As your Support Module agents work on cases you may want to track the time spent on cases. You may be measuring productivity, identifying…

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HOWTO, QuickStart

Project Step: Time and Billing – Estimates and Actuals

With EBSuite Project module the Project Manger can estimate the Commitment Hours for each step in the Project, then track the time actually spent on each Project Step.

Its a great tool for tight project management where labor hours are estimated and you need a tight accounting of the actual hours spent.

Hours…

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