SB Solutions 01-04-2012 is developed to be an essential program which can be used for any type of small business, be it website development, lawn maintenance, computer support or anything you can think of. This Software is an all in one management tool that includes contact management, finance that includes creating unlimited estimates that convert to billings with a click of a button. An optional capability to integrate data to your existing website and update information with a click of a button. The Program can also be shared in a network environment.

Major Features:

1. Customer Management, Quick Work Orders
2. Prospect Management, Inquiry Management
3. Job Template Management, Job Estimate 
4. Management
5. Employee/User Mgmnt, Employee Training 
6. Mgmt, Employee Equipment/Inventory 
7. Assignments
8. Task Mgmt, Inventory Mgmt, Equipment Mgmt, 
9. Preventive Maintenance, Equipment Repair 
10. Tracking
11. Accounting Mgmt (Multiple Ledgers), Chart of 
12. Accounts/Sub-Accounts, Create Manage 
13. Multiple Budgets
14. General Journal, Transfer Funds, Ledger 
15. Reconcile, Merchandise Sales
16. Accounts Receivables, Accounts Payables, 
17. Credits/Returns, General Ledger
18. Payroll, Tax Liability Mgmt, Sales Tax Liability 
19. Mgmt
20. Board/Committee Mgmt
21. Excel Export Features
22. Mailing Labels
23. Referral Tracking

Enhancements:

• Added Major Event Summary form to view a snapshot of all Event
• Added Major Event Evaluation Templates and Feedback Recording.  Now ask your participants how you did so you can constantly improve your performance
• Added Integration of Major Events to Calendar of Events, now easily update your calendar from the event detail page.
• Resolved the issue with Auto Billing for Other Annual Fees. The issue being when the member was an individual with Billing to Others being a business, the amount was not being added to the correct contact.  This had no impact with regular auto dues invoicing
• Added a new error check with Auto Billing to include possible setup errors for Pay Plan Members (more than 1/yr) for Annuity Billing 
• Modified Main Menu to better serve the user with most used options 

Requirements:

• MS Access or MS Access Runtime