Archive

Archive for 2017

6 Reasons to Switch to FM Books Online Server Side Plug-in

February 3rd, 2017

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You asked. We listened.

The main driving forces behind your business are clients and revenue – so why not connect the two?

The FM Books Connector Online Edition plug-in connects FileMaker with QuickBooks Online and enables users to push and pull contacts, invoices, and other sales transactions.

A FileMaker and QuickBooks integration not only eliminates double entry but also provides your staff with quick access to pertinent financial data (like customer balances and invoice information) without multiple people accessing your sensitive QuickBooks company file. Check out the video below for an overview of the FM Books Connector Online Edition plug-in features and benefits.
 
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Now we have six new reasons for you to love our FM Books Connector Online Edition.

1. It is compatible with FileMaker Server 14 -15, Mac and Windows.

2. Now, multiple users can post to QuickBooks from multiple devices. Your front office staff can connect on their desktops with FileMaker client, your accountant can update items in FileMaker from her house – using a web browser and FileMaker WebDirect, and your sales reps can update client information or push invoices to QuickBooks on the road – from an iPhone or iPad via FileMaker Go. A server-side plug-in allows users to truly capitalize on the mobility of QuickBooks Online.

3. Faster load times than client-side plug-ins, meaning you get more work done in less time.

4. The convenience of only needing to install the plug-in one time in one location, versus having to install it on every users’ computer (and no more having to deal with reinstallations or transferring licenses from machine to machine).

5. For just $450 a year, you can have unlimited users per server – no more need for five, ten, or 20 users licenses. Now it is painless and easier than ever to add new users as your company grows.

6. Ability to connect with multiple QuickBooks Online company files. This is especially helpful if you are an accounting agency that is contracted to manage multiple clients or your company recently acquired a second firm and is undergoing a merger, or if you are a corporation that has multiple divisions that require their own dedicated company files.

The possibilities are endless.

This version release (2.0.1.0) includes:

– An updated demo file to introduce and familiarize users and developers with the new server functionality.
– New video for step by step instructions on how to install the plug-in on the server.
– Updated documentation for easier development and integration.

FM Books Connector Online Edition is available for an annual rate of $200 for a single user (Client license – no server-side functionality) and $450 for unlimited users (Server license). Every Server license includes a client license for developmental purposes.

For more information on the FM Books Connector Online Edition plug-in, visit www.fmbooksconnectoronline.com or call 760-510-1200.

How VSS Helped TowBoatU.S. San Diego Go Mobile, Paperless, and Save Money

January 19th, 2017

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TowBoatU.S. San Diego, founded in 1987, is the most established Towboat company in San Diego. Their experienced staff assists thousands of boats a year off the coast of Southern California and Baja, Mexico. Rob Butler’s company is ranked number four in the U.S. in terms of caseload volume. TowBoatU.S. San Diego is 100% mobile and 100% paperless.

Q: What challenges were you experiencing prior to purchasing VSS?
A: While we’re at sea, it’s hard to keep track of new service requests coming in by phone and it is difficult getting invoice details back to the main office. Imagine those busy days when you barely get a chance to write up an order or the paperwork gets lost. It’s easy to misplace, lose the invoice or forget to write up the order. How do you follow up with a client weeks or months after the service was done? We knew we needed to change something to become more organized and remain competitive and responsive in the marketplace.

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Q: What led you to decide to use Vessel Service Solutions?
A: We needed a way to streamline our method of receiving and processing orders to improve business, turnaround time, and efficiency of service. Before VSS, we were using a work order software that allowed us to dispatch orders to a captain’s iPad, but since the majority of our orders come from BoatU.S., we wanted something that would actually import the BoatU.S. order information directly into a form in the system. With the old solution, our staff had to copy and paste the email into the database, which was labor intensive and slow.

We were also using a completely separate software to track all fleet maintenance, but the solution was too complex for our needs. The Fuel Log and Maintenance modules in VSS are very easy to use and perfect for our needs – we only record the information we want to track.

Q: What goals were you hoping to achieve with a new solution?
A: We wanted to provide our captains with a simple, paperless, easy-to-use system. We needed the ability to quickly update the data needed for an order (times, services, etc.) and get the customer’s signature all while assisting a boater. Making sure we could do this without an internet connection was very important. VSS did all of this and it has an incredibly short learning curve. The captains can pick up an iPad and start using VSS confidently in a day or two.

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Q: How has VSS helped your business?
A: It’s been great. We’ve been using VSS since 2014. And since then we’ve seen an improvement in payment processing and an increase in customer satisfaction. Now all towing orders go in and out through our iPads – keeping everything up to date and our office completely paperless. My boat captains are able to receive an order on their iPad, edit and update the order at sea, and send their orders back to the main office for invoicing. Paper forms are completely eliminated, customers in distress are assisted faster, and the payment process with BoatU.S. or non-member customers has been greatly improved. The system tracks all orders, so it’s easy to follow up and collect payment. I would estimate that VSS saved us at least $60K in 2016.

Q: What about VSS do you use the most?
Probably the remote dispatching feature. With VSS, I – or anyone else – can dispatch tow orders on the road. No one has to be sitting down at a computer to send out a tow dispatch. With VSS, it’s easy to work on the go – we don’t really have an office anymore. Our entire operation is mobile.
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Q: What is your favorite feature of VSS?
A: My office manager really appreciates the fact that you can instantly push invoices from VSS to your QuickBooks file and send completed orders directly to BoatU.S. This ensures that the main office stays up-to-date and completely eliminates manual re-entry of data. Sending orders directly to BoatU.S. without having to scan or fax anything has helped reduce the time spent in the office and helps us get paid faster. I’d estimate we’ve reduced our office work by 90%

I also really appreciate the maintenance message pop-ups that remind staff when a service is due on a boat.

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Q: You’ve been using VSS since 2014, is there anything you’re excited about with the release?
This solution has just continued to get better and better. There is a lot to be excited about, but if I had to pick one new feature, I would say it is the fact that captains can create an order on the iPad while at sea. We used to send captains blank order from the central dispatch file. Now, when my captains come across a stranded boater in the middle of the ocean, they can create a new order themselves, instead of having to call into dispatch to get a blank order.

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For more information on Vessel Service Solutions please visit: www.vesselservicesolutions.com