1. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 1 BCS : The User Friendly Management Tool Detailed Review BCS software Developed by M.E.E.M. Mgnt. Inc. Developed by M.E.E.M. Mgnt. Inc.

2. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 2 Main Menu Phone List provides detailed listings on customers and suppliers Estimates are linked to jobs Quotes are linked to invoicing Jobs track, report, cost, and invoice Purchase Orders are linked to jobs Time Sheets are linked to jobs Sales Calls track client relationships and activity Administration customizes the application i.e. tables and security Reports – predefined reports

3. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 3 Phone List - General Tab Is the company a customer or a supplier? Which sales rep deals with this company? Who are the company’s contacts? Where is the company located? Do you currently deal with the company? Is there a summary report of customer information?

4. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 4 Phone List - Details Tab Where are invoices sent? Does customer require a PO? How much is customer charged? Is customer exempt from PST? Has customer had a credit check? What are the supplier’s terms?

5. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 5 Phone List - Contacts Tab What is the name of the company contact? Are there additional contact names and phone numbers? Are there personal details that need to be recorded about the contact? Can contact be reached via e- mail?

6. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 6 Phone List - Products Tab What items require servicing? Are there any dock or door numbers? What is the description of each item? Where is each item located? How many items are there? What is the size of each item? What is the serial number of each item?

7. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 7 Phone List - Mailers Tab What type of mailer was sent to the customer? When was the mailer sent out? Which sales rep sent the mailer? Who was the mailer sent to? What comments need to be recorded about the mailer? Can you create your own mailer list?

8. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 8 Phone List - Sales Tab In what area is the company located? How is the company rated? How often is preventative maintenance required? Who is the existing competitor? What is the date the plant was last surveyed?

9. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 9 Phone List – Comments, Maps, Log Tabs What are the customer’s needs? What is the customer’s relationship with you? Should a special marketing plan be made for this company to obtain their business? What directions are needed to get to customer’s site? What information needs to be recorded through logs for processing/future references?

10. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 10 Phone List - Acctg Tab Does customer require a purchase order? What are customer’s labour rates? Is customer PST or GST exempt? Has customer had a credit check? What is your supplier discount?

11. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 11 Phone List - Activity Tab What estimates are in the system? What quotes are in the system? What jobs are in the system? What purchase orders are in the system? What sales calls are in the system? Are they active? What is the description of each?

12. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 12 Phone List - Associated Tab Who is the associated customer or supplier? What is the associated customer or supplier’s address? What comments need to be recorded? Who is the associated customer or supplier’s contact? What is contact’s phone number?

13. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 13 Phone List – Reports Tab (25 Reports in This Section) Active Customers – prints a list all active customers for individual sales reps Contacts Not to Receive Mailers – prints a listing of contacts that are flagged as ‘do not send’ out mailers Customer Accounting Details - prints accounting information per customer Customer Product Lists - prints a history of jobs, products installed Information Sheets - prints info about individual companies or a list of companies Label – prints customer’s name and address for mailing Mailer Details - prints a listing of mailers sent out to customers Profit By Customer - prints profit dollars and percentages by customer Total Dollars By Customer - prints total sales dollars vs. quoted dollars by customer

14. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 14 Estimates - Main Tab What is the estimate number? Which customer is requesting the estimate? Who is the sales rep for this customer? What type of job is this? Is there a quote linked to this estimate? Is there a job linked to this estimate? Is this estimate active? What are the pre-approved estimate values for this customer?

15. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 15 Estimates - Material to Order Tab What material needs to be ordered from supplier? What is the description, quantity and price of the material to be ordered? What is the inventory number of the material? Does supplier provide a discount? Is there a standard adjustment required for this estimate?

16. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 16 Estimates - Material on Hand Tab What material is required from stock? What is the description, quantity and price of the material? What is the inventory number of the material? Is there a standard adjustment required for this estimate?

17. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 17 Estimates - Labour - Internal Tab What type of labour is required? What is the description of labour being performed? How many hours will it take to complete the job? Is there a standard adjustment required for this estimate?

18. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 18 Estimates - Labour – External Tab What type of outside labour is required? What is the description of labour that needs to be performed? What is the price of the work that needs to be performed? Is there a standard adjustment required for this estimate?

19. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 19 Estimates - Summary Tab What is your cost? What is your administration charge? Are there any markup adjustments? What is the customer’s price? What are your gross and net profits? What is sales rep’s commission?

20. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 20 Estimates - Management Tab Does estimate need to be pre-approved by management? What is the price of estimate? What is the profit of estimate? Does estimate need final approval by management?

21. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 21 Estimates - Estimate Log Tab What date was estimate log entered? Who entered the estimate log? What information needs to be recorded in the estimate log entry?

22. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 22 Estimates - Reports Tab (5 Reports in This Section) Estimate Sheets – Details - prints details that make up an estimate for a specific customer (detailed format) Estimate Sheets – Summary - prints details that make up an estimate for a specific customer (summary format) Estimates vs. Actuals - prints jobs during a specified time period by sales rep and job type Management Summary - prints jobs during a specified time period using estimate date, invoice date or job date by sales rep Master Estimate Sheet – Summary - prints a report showing cost, price, net profit dollars/percentage and commissions

23. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 23 Quotes - Main Tab What is the quote number? Is estimate linked to this quote? Which customer is the quote for? What is being quoted? How long is the quote valid? Who is the sales rep for this quote? Is there a job linked to this quote? What are the total dollars of this quote? Is the quote active?

24. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 24 Quotes - Line Items Tab What items are being quoted? Should the item appear on the quote, as an option or a note? What is the total of each line item? What is the total of all line items?

25. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 25 Quotes - Details Tab Who is the customer? Where is the customer located? Is the project address different from the company address? Who is the site contact? What is the site’s phone number? Is there a master quote? What is competitor’s price vs. your price?

26. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 26 Quotes - Misc. Tab What is the follow up date of the quote? Does the quote need to be followed up?

27. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 27 Quotes - Comments Tab What should the opening remark of the quote be? What should the closing remark of the quote be? What are the terms of the quote?

28. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 28 Quotes - Linked Files Tab Is there a file that should be linked to the quote? What is the description of the file being linked to the quote?

29. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 29 Quotes - Estimate Details Tab What is the cost of material? What is the cost of labour? Are there any adjustments on the quote? What is the total cost of the quote? What is the profit of the quote?

30. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 30 Quotes - Job Requirements Tab Is a sub-contractor required to do the job? Is there a questionnaire to be filled out? What are the answers to the questionnaire?

31. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 31 Quotes - Quote Log Tab What date was quote log entered? Who entered the quote log? What information needs to be recorded in the quote log entry?

32. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 32 Quotes - Report Tabs (15 Reports in This Section) Active by Inventory Number/Rep – prints total active quotes for each sales rep by inventory number Information Sheet – prints all info pertaining to a quote Job Requirements – prints all questions and answers in a questionnaire attached to a quote Label – prints company name/address/sales rep/quote number for filing purposes List of Quotes by Rep – prints active quotes sorted by reps Master Quote – prints a collection of several quotes Quote – prints all info a customer requires about a product Total Dollars/Rep/Month – prints a list of total dollars quoted for each sales rep over a specific time frame Total Number of Quotes by Inventory Number – prints quotes matching a specified inventory type Total Number of Quotes/Rep/Month – prints total number of quotes obtained by each sales rep over the last fiscal year

33. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 33 Jobs - Main Tab What is the job number? Is there a quote linked to the job? Has the customer supplied a PO number? Who is the contact for this job? When is the job scheduled to start? What type of job is it? Is job active? What is the invoice date?

34. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 34 Jobs - Details Tab What is the invoice address? Where is the project site located? Is the job PST or GST exempt? Is this job part of a master project? When was the job completed?

35. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 35 Jobs - Log Tab What type of job log has been entered? When was the job log entered? Who entered the job log? What is the description of the job log? Who is the job log entry assigned to? How has the job log been resolved? Do you want to clone job log entry to multiple other jobs?

36. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 36 Jobs - Desc Tab What is the general description of the job? What type of work was completed? Are there any recommendations? What is the reason for the failure?

37. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 37 Jobs – Inv From PO, Inv Not From PO Tabs Does a PO need to be created for unordered estimate items? Does a new PO need to be added? What inventory items were used to complete the job? How many items were purchased directly for this job? What is the price of the items?

38. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 38 Jobs - Kits Tab What type of kits were used for the job? What quantity of kits were used? What are the costs of the kits? What are the selling prices of the kits?

39. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 39 Jobs – Labour, Lab From PO Tab Does a time sheet need to be added? Who performed the labour to do the job? What type of labour is being charged to the job? What was the estimated cost of the labour? Does a PO need to be created for unordered items? Does a new PO need to be added? What PO number is tagged to the job? What is the description of the work? What is the total cost? Has supplier invoice be received?

40. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 40 Jobs - Adjust Tab Is the customer receiving any price adjustments? What is the adjustment for? How much is the adjustment worth? Is there a hold back job number?

41. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 41 Jobs - Costing Tab How much did the job cost you? Where did the costs come from? How much is the customer being charged? What is the profit? How much PST and GST did you pay? How much PST and GST is customer being charged?

42. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 42 Jobs – Req’ts Tab Is a sub-contractor required to do the job? Is there a questionnaire to be filled out? What are the answers to the questionnaire?

43. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 43 Jobs - Comm Tab When was the job costed? When was the job closed? Who is the sales rep? How much commission has the sales rep earned?

44. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 44 Jobs - Close Tab What is the status of the job? Who closed the job? When was the job closed? What is the invoice date? Has the job been closed for accounting purposes? Who closed the job for accounting? Was the job ever re-opened? Who re-opened the job?

45. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 45 Jobs – Reports Tab (60 Reports in This Section) Active Jobs – prints a list of all jobs that are still active Commissions per job/month and year – prints total commissions for each sales rep during a specific time frame Costing – prints individual costs per jobs Invoices/Service Orders – prints a bill to send to customers/all service work performed Job - Labels/Logs/Problems/Requirements/Invoiced – prints specific info recorded about a particular job Master Project – prints a summary list of several jobs Material Inventory Transfer – prints inventory not from a purchase order that needs to be categorized Month-End Summary – prints monthly and year-to-date summary of information Packing Slips – prints information about a product and shipping information required when delivering material Subcontractors - Scope of work (external or internal labour) – prints various pieces of info required for a specific job Total Dollars Invoiced/Jobs Invoiced/Quoted Jobs Invoiced – prints summary of jobs invoiced by sales reps for a particular time frame

46. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 46 Purchase Orders - General Tab What is the PO number? Are the items for a job? Who is ordering the items? Who is supplying the items? Is the PO active? Is the PO on hold? Where are the items going to be shipped? Are there any special instructions?

47. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 47 Purchase Orders - Detail Tab How were the PO prices obtained? How are the items going to be shipped? When are the items required? When are the items scheduled to be delivered? Does PO require approved shop drawings? Does PO require an approved site check?

48. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 48 Purchase Orders - Line Items Tab Is the item for a job? What is the job number? What is the inventory number for the item? What is the description of the line item? What is the quantity of the item? How much does the item cost? Is there a supplier discount? Is the line item labour related? What is the status of the item?

49. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 49 Purchase Orders - Comments Tab What are the terms of the PO? How is receipt of order confirmed? Are the items ordered to be rushed?

50. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 50 Purchase Orders - Shipment Details Tab Was the order picked up or delivered? When were the items received? What is the supplier’s packing slip number and invoice number? What is the invoice amount? Are there any problems with the invoice? Was shipment sent to customer?

51. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 51 Purchase Orders - Close Tab Is the related job still open? Is the PO closed? When was the PO closed? Who closed the PO? Was the PO re-opened? Who re-opened the PO?

52. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 52 Purchase Orders – Purchase Order Log Tab What is the date the PO log was entered? Who entered the PO log? What information has been recorded in the PO log?

53. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 53 Purchase Orders - Reports Tab (20 Reports in This Section) Active Orders – prints a list of all purchase orders that are still active Packing Slip - Customer – prints information required to drop off product to customer Purchase Orders - Supplier – prints material ordered from a supplier Material Purchased - Cost List – prints all inventory from purchase orders for a specific time frame Inventory Ordered on Purchase Orders – prints a list of jobs where a specific inventory number was used Subcontractor - Calendar – prints a calendar with all active jobs linked to purchase orders for a specific supplier Subcontractor - Task List – prints a list of all active jobs linked to purchase orders for a specific supplier Work in Progress – prints purchase orders for jobs in progress

54. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 54 Time Sheet - Details Tab Which employee is time sheet for? What is the date of the time sheet? Is time chargeable? What is the employee’s rate type? Are hours tagged to a job? When did employee start and finish working? How many hours did the employee work?

55. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 55 Time Sheet - Costing Tab What is the total number of hours worked? What is the total cost? What is the total sell? Has the total sell price been overridden?

56. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 56 Time Sheets – Reports Tab (12 Reports in This Section) Information Sheet – prints all information pertaining to a time sheet Labour Report - Daily Summary – prints chargeable and non-chargeable labour results given for a month for the current month Labour Report - Monthly Summary - prints chargeable and non-chargeable labour results given for a month by week ending Labour Report - Yearly Summary – prints chargeable and non-chargeable labour for a fiscal year by month Payroll Report - Daily Detailed – prints a breakdown of time by employee for a given date range Payroll Report - Daily Summary – prints a summary of time by employee for a given date range Time for a Specific Job – prints a detailed time sheet with total hours for a specific job Time Sheet Diagnostic - Details – prints all time sheets with an erroneous end time Work in Progress - prints time sheets for jobs in progress

57. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 57 Sales Calls - Details Tab What company did sales rep visit? Who did sales rep talk to? What was the distance traveled? Is sales call active? What was discussed during the visit? Is there a need to follow up on the discussion? Is the sales call associated with a job, quote or estimate? Which supplier is the call in reference to?

58. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 58 Sales Calls - Reports Tab (12 Reports in This Section) Active Tasks – prints sales calls requiring follow-up Distance Traveled – prints kilometers traveled to customer sites by a sales rep during a specified date range Information Sheet – prints all information pertaining to a specific sales call Monthly Review – prints a summary of performance metrics by sales rep by month Sales Calls by Reps – prints specific time frame of discussions by customer Sales Rep Totals – prints a summary of performance by sales calls, quotes, jobs and dollars Task List – prints a list of sales call discussions by customer Total Calls – prints sales calls by sales reps for last fiscal year with grand totals

59. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 59 Administration - Company Info Tab You identify company information You can enter a different mailing address for packing slips and purchase orders You enter your BCS registration number

60. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 60 Administration - Employees Tab You identify all employee personal and work information You identify security rights for each employee

61. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 61 Administration - Security Tab You decide which users can view the tabs in the various input forms You decide which users can view, add, modify or delete which data You decide which users can view which reports You decide which users may perform the high-level administrative functions

62. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 62 Administration – System Info Tab You can choose to provide your own names and descriptions for BCS reports You identify the numbering scheme for quotes, jobs, and purchases orders You identify the bitmap logos to be used on quotes and invoices, etc.

63. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 63 Administration - Validation Tables Tab You decide the valid data codes to be used throughout the system You decide which items are to appear in dropdown lists You identify the bitmap logos to be used on quotes and invoices

64. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 64 Administration - Inventory Tab You create an inventory numbering scheme as simple or complex as you like

65. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 65 Administration - Rates Tab You identify your company’s specific rates: cost of material cost of labour factory overhead for labour sell price of labour management cost management fees material mark up rates required overhead rates for profit

66. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 66 Administration - Utilities Tab Remedy instances of different users entering multiple Phone List entries for the same customer Diagnose and repair data corruption problems caused by networks crashing or PC’s getting locked up Quickly recognize errors that have occurred Make global changes to inventory

67. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 67 This is where you can see your total number of estimates, quotes, etc. This is where you can see which items are archived and which are not archived Administration - Archives Tab

68. Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders www.meem.on.ca sales@meem.on.ca M.E.E.M. Mgnt. Inc. 2006© 68 Reports – Reports Tab (All Reports in BCS) Favourites – which reports have you chosen to be saved in your favourites All – a review of all reports that can be found in BCS