Max Scheduler can be a scheduler for Quickbooks
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Max Scheduler is scheduling software that is a step-up from using manual tools like spreadsheets, wallboards or piles of paper.
Max Scheduler imports the sales data from Quickbooks that can be seen through the Quickbooks menu Reports | Sales | Sales by Customer Detail. The imported data covers a date range of the previous and current day. The imported data appears in the Max Scheduler List view to schedule business activities. Max Scheduler can also import job information using the Excel export feature in Quickbooks. With job information imported, you can create a resource schedule. The schedule can be exported to share within your business and printed out.
Max Scheduler has other notable features mentioned below, here is a full list of scheduling software features.
If you have any questions or problems feel free to give us a call at 416-702-7387. We'll help you figure out if MaxScheduler fits your needs, if it doesn't we'll tell you so!
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Import Job Data
Many organizations make use of Excel for scheduling or for managing lists of jobs. Here is a typical example:
Its quite easy to get this data into MaxScheduler and start scheduling. MaxScheduler even has an auto-import configuration to make this easier, available through menu Configuration | Configure import automatically from file. Here is the above data, imported into MaxScheduler:
Schedule Published as Webpages
Once a schedule is created, its quite useful to share the updated schedule within your organization. There is a webpage publish feature available through menu Schedule | Publish all boards. The publish feature is great for keeping everyone updated with the latest schedule. For example a customer service representative can review the current schedule and immediately get back to a customer. They aren't required to walk to another office or chase down a manager for schedule updates.
When the schedule is published a schedule index is created which displays all the historic schedules with the latest at the top. Simple example of the schedule webpages.
Certified Quickbooks Scheduler
Many small businesses in North America use Quickbooks accounting software. We visited a number of companies that were having challenges since Quickbooks products don't have a comphrensive scheduling feature.
We saw this as an opportunity and added a custom import feature to MaxScheduler to make it easy to connect a scheduler to Quickbooks. In August 2008, MaxScheduler received a Silver Level certification and is listed in the Quickbooks marketplace. This means MaxScheduler was tested by a 3rd party organization and passed a number of criteria to ensure MaxScheduler works with Quickbooks in a predictable manner.
MaxScheduler imports invoice data from Quickbooks through the click of a button. If your organization would like to import different types of data from Quickbooks, contact us. We can make the minor adjustment to the import process.
Drag and Drop Scheduling
The best feature of MaxScheduler is how easy it is to schedule a job. There is List View at the screen bottom, which is a list of jobs to schedule. Click on a job and drag it to the resource and time you want to schedule for. Your done!
Many scheduling software products on the market require you to select dates and times from small, dialog boxes. Scheduling with MaxScheduler is intuitive, it is very similar to how you would schedule with a wall board, but with many additional benefits.
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