JobOrder 2010 is now available as a beta release. JobOrder 2010 is strongly recommended if you are upgrading to Windows 7 or to Macintosh OS X 10.6.3. JobOrder 2010 is the only version of JobOrder certified for those operating systems.
JobOrder 2010 includes 4D v11 SQL Release 6 Hotfix 2, our programming language, certified for Windows XP SP3 / Vista SP2 / Server 2003 SP2 R2 / Server 2008 SP2 R2 / 7 and Macintosh OS X 10.5.8 (PPC only) and 10.6.3 (Mac Intel only).
4D v11 SQL Release 6 is a dramatic upgrade from 4D 2004.7, the programming language used for JobOrder 2009. For more information about 4D v11 SQL, please visit http://www.4d.com/us/products/11reasons.html
JobOrder 2010 beta demo installers and server installers are available at ftp://ftp.joborder.com/Public/ . Please connect as 'Guest'.
Because JobOrder 2010 is so different from JobOrder 2009, we will guide you through a simple process to convert your existing data file to JobOrder 2010. Please schedule some time for this conversion process with your JobOrder representative.
You will need to update your JobOrder Clients using new JobOrder 2010 installers. If you have already installed the JobOrder Client for JobOrder 2010, the new JobOrder 2010 Client will be automatically installed on each Client computer.
JobOrder 2010 has many internal changes, including improvements to both speed and stability. If you have not recently performed any preventative maintenance on your JobOrder data file, please call Customer Support for guidance.
JobOrder 2010 Server will be distributed both for Windows Server 2003 SP2 R2 / Server 2008 SP2 R2 / 7 and Macintosh OS X 10.5.8 (PPC) and 10.6.3 (Mac Intel).
JobOrder 2010 Client will be distributed both for Macintosh OS X 10.5.8 (PPC) / 10.6.3 (Mac Intel) and for Windows XP SP3 / Vista SP2 / 7.
If you are running a version of Mac OS X earlier than OS X 10.6.3 on Macintosh Intel-based computers, please upgrade to OS X 10.6.3 for improved stability.
All known bugs affecting customers have been fixed.
Enhancements are briefly described below, categorized by area or function.
JobOrder 2010 Internet and JobOrder 2010 iPhone
====================================
JobOrder 2010 will greatly facilitate the development of JobOrder 2010 Internet, JobOrder 2010 iPhone, and access to JobOrder via SQL report writers. JobOrder 2010 has many internal changes, including improvements to both speed and stability.
Available Capacity
====================================
The Available Capacity Power Tools does not have printing enabled in the JobOrder 2010 beta. This Power Tool will be available soon.
CRM Manager
====================================
The area formerly called 'CRM Calendar' has been renamed to 'CRM Manager' to reflect its expanded functionality.
Date Picker
====================================
JobOrder now has a Date Picker, shown with a small calendar icon. The Date Picker has been added to most date fields in JobOrder and will be added to all remaining date fields soon.
Clicking on the Date Picker up a dialog containing a calendar with two months and with pop-ups and arrows to switch to future years and months. The current date shortcuts can still be used in the date field in the dialog.
When entering dates in date fields and in date variables, you can use the following keystrokes as shortcuts:
'+' - Add a day
'-' - Subtract a day
'T' - Today
'M' - first of current Month
'H' - end of current month
'Y'- first of current Year
'R’ - end of current yeaR
Partial dates:
'0813', '08/13', '08.13' and '08,13' will all expand to the current year;
'13' will expand to the 13th of the current month and year;
081309 and 08132009 will expand to 08/13/09
'/', '.' and ',' are acceptable delimiters.
Digital Assets
====================================
The Digital Assets area and Digital Assets Manager have been rewritten and many bugs have been fixed.
Forms
====================================
Many forms have been redesigned for simplicity and clarity of data entry.
Examples include 'Receive Client Payments' and 'Pay Vendors'.
Google Maps
====================================
Google Map links have been added near the address fields in Organizations, Site Information, Jobs, Vendors, Contacts, Resources, Client Shipping Addresses, Contacts Alternate Addresses, and Purchase Orders.
Milestones
====================================
Milestones have been extended to Estimate and to Templates and their functionality has been greatly expanded.
A new Milestone Manager has been added.
Milestones can be sent as emails to Staff Resources and Contacts.
Milestones can now be linked with dependencies.
Record view in all Areas
====================================
Page Tabs now collapse when the form page is not wide enough to display them all. They automatically expand when you widen the form page.
Sales Orders
====================================
The Sales Order area has been rewritten and many bugs have been fixed.
Web Site Launch
====================================
A new web site icon, looking like linked arrows, has been added next to fields containing the URL of web sites for Organizations, Vendors, and Digital Asset Rights.
Monday, May 31, 2010
Tuesday, March 23, 2010
California Sales Tax Report
JobOrder now includes a specialized Sales Tax Report for California (following BOE-401-A2 revision (103 (4-09)).
The dialog allows the user to make the following entries:
The report then queries the JobOrder data file for the appropriate information and prints:
Please contact Management Software for more information about this report.
Monday, March 1, 2010
Sales Orders
JobOrder 2010 contains major enhancements to Sales Orders. Sales Orders are specialized Jobs used to select and sell Inventory Items as simply as possible.
We have increased the width of all Item Description fields in all related areas (for example, Expenses) from 80 to 200 characters.
We have completely re-written the way Sales Orders are created and Shipped to enable users to Bin Locations to select where the items should be shipped from at the time Shipment actually occurs.
We now allow different locations to be specified for the Sales Order, each individual Item, AND each individual Shipment, allowing for more than one location to be selected for a single item/shipment.
We have built in logic that will automatically try to Ship materials from locations based on their Priority Order (Bin 1 being highest, and Bin 7 lowest), and actual Quantities Available in each location. These automatic decisions can easily be over-ridden to ship from any location that contains that item.
We have allowed Items to be manually selected to be Back Ordered, and separated it from the concept of Items simply being "Un-Shipped".
In the Sales Order, Items can be added in by many different means. In the screenshot below, you can either click the Add Items by Type, or the green '+' button to the right of the Items listing.
Clicking on the '+' button will bring up a screen where users can select the Item and Quantity. You will not need to select the location here, because that will occur at the Shipping stage.
Once you have added the Items required to the Sales Order, users can click the "Ship Sales Order" button on the Sales Order dialog. That will bring up the Shipment dialog. Here you can select the Items you wish to Ship, click in the Location cell to modify the Location to ship from, double-click in the Shipment Qty and Back Order Qty cells to determine what amount you wish to ship or back order. You can also select the reports you wish to generate, and whether you wish to generate the Invoice, all from this one place.
Other enhancements include:
- Displaying Quantities per location in the Inventory Item record
- Allowing a default Item to be assigned to each location.
Monday, December 21, 2009
Management Software Holiday Schedule 2009
One of the season's greatest pleasures is thinking about those who have made this year memorable. We're delighted to take a moment to thank you for being a valued client of JobOrder. We would like to wish you a wonderful holiday season and a bright new year.
Management Software will be closed on December 24, 2009, and December 25, 2009 for the Christmas Holiday. We will be open from December 28, 2009, through December 30, 2009.
We will be closed on December 31, 2009, and January 1, 2010, for the New Year's Day Holiday. We will be back at work on Monday, January 4, 2010.
All of us at Management Software wish you a safe and enjoyable holiday.
Management Software will be closed on December 24, 2009, and December 25, 2009 for the Christmas Holiday. We will be open from December 28, 2009, through December 30, 2009.
We will be closed on December 31, 2009, and January 1, 2010, for the New Year's Day Holiday. We will be back at work on Monday, January 4, 2010.
All of us at Management Software wish you a safe and enjoyable holiday.
Monday, December 14, 2009
Selecting the Right Business Productivity Suite for Project-Based Organizations Involves a Team Effort
In an ideal world, all project-based organizations, such as advertising agencies, architectural firms, and engineering companies, work in an atmosphere of maximized business productivity. In this state of business euphoria, creative types become more creative, programmers become more innovative, and team leaders have more control of managing money, time and people.
Unfortunately, often times in the real world, business processes have a tendency of getting in the way, limiting the ability for members of project-based organizations to optimally use their talents to deliver the best possible end products for their customers. Therefore, in order to be successful, it is essential for project-based organizations to find a way to get business processes out of the way.
Business Process Management (BPM) software can solve many business process problems throughout the organization. But before giving the IT department the task of implementing a BPM solution, it is important to initiate an organization-wide team investigation.
This white paper provides the reader with information on what project-based organizations need in a business productivity tool and how to go about selecting the right tool for their organization’s unique needs.
Paths To the Right Solution: Team-based Search Initiative
The road to maximized business productivity involves some work. In the case of selecting the right tool, it is important that representatives from different teams and departments are involved in the search process. A critical step in choosing the right solution involves the creation of an internal team whose goal is to decipher which solution is best for their organization.
In order to be successful in this initiative, project-based organizations must form a complete core team that not only knows about the current business processes which run their organization, but also intimate with it. Core team members should consist of those individuals who will live with the deployment of the project and who will most likely be using the tool every day.
This core team brings in the IT architects for tool evaluation into the selection process, but should not base their choice solely on what the IT people say. Above all, it is not recommended to simply hand the tool selection process over to the IT department and wait for a response and final implementation.
Before the search begins, project-based organizations should make a list of what’s needed by all departments. Their evaluation should consider the opinions and motivations of all parties involved, which in all likelihood, is everyone that is part of the organization.
The Right Tool Maximizes Business Productivity
In order to be successful, project-based organizations must maximize business productivity. This means that business processes, the underlying tasks necessary to run a business, must get out of the way of those whose focus is to produce and deliver quality work to their customers. Simply put, maximizing business productivity in a project-based organization releases the grasp that repetitive work has on creative and innovative energies crucial to the success of a project-based and customer driven organization.
Project-based organizations need an extensive and increasingly adaptive set of business processes to run cost-effectively and at the most optimal level possible. Technology can certainly help in this endeavor. The challenge, however, lies in the challenge of finding the right technology that not only meets the needs of your organization, but that can be adapted to personal preferences of individuals using the system.
High on the list of selection criteria among project-based organizations are Business Process Management (BPM) tools. There are many solutions on the market today that emphasize a few disparate capabilities often tied to BPM tools. However, ideal BPM tools have evolved beyond the technology basics of business process management and have converged multiple capabilities into a single software suite of tools.
The right solution should enable project-based organizations to streamline the execution of business processes by automating workflow tasks, eliminating redundant steps, and supporting congruent execution of tasks. Additionally, managers should feel empowered to take full responsibility for designing and optimizing their end-to-end processes. When a cost-effective tool enables process managers with direct control and management of executing processes, there is minimal reliance on the IT organization.
To make the IT organization’s life easier, it is also important that the chosen system enable organizations to initially set up the tool once – with core functionality to automate the whole business process for the entire organization for a long period of time. If the system needs some alterations in the future, data should be secure and the process of change should be easy and not require a rewrite of the entire business process.
The Ideal Solution
Since the goal is to get business processes out of the way, the right BPM software tool should offer an easy-to-learn, multi-platform, multi-user management tool which offers project-based organizations a full array of powerful tools to streamline and refine the entire business process – from the moment a prospective client calls to the moment the final invoice is sent.
Ideally, because everyone in the organization will use the tool, it should make everyone happy. It should offer a cross-platform, client-server solution for estimating, time and expense tracking, prioritizing, resource scheduling, invoicing, accounting, and reporting. Additionally, the tool should include accounting functionality with A/R, A/P and G/L, Customer Relationship Management (CRM), Professional Services Automation (PSA), and more. Therefore, everyone, whether they use Macs or PCs for their design, drafting, programming, or accounting, should be able to learn and use this tool for maximum business productivity throughout the organization.
The ideal BPM Software tool yields numerous benefits. With the right business process management automation tool, project-based organizations can:
* Unify and streamline all your business processes for greater productivity and profitability
* Provide immediate access to all information
* Eliminate clerical inefficiencies
* Cut administrative overhead
* Deliver work more reliably and cost-effectively
* Realize improved profitability and sustainable growth
While all the above benefits can be realized with an ideal BPM Solution, the top three benefits for project-based organizations, especially small to mid-sized companies, are increased reliability, cost savings, and improved efficiency.
About Management Software
Management Software is a leading developer of business process management software for service businesses on Macintosh and Windows. Management Software is based in Homer, New York, where it has provided vertical software applications, custom programming services, consulting, and training since 1989.
Using the technology of 4th Dimension, a relational database programming environment, Management Software develops affordable software applications for automating business operations and procedures.
About JobOrder
JobOrder is comprehensive and robust software that automates the flow of information throughout your entire business – from the moment a prospective client calls for a proposal until the final invoice is sent.
JobOrder provides state-of-the-art functionality and automation capabilities for project-based organizations, including advertising agencies, architectural firms, construction companies, consulting firms, design firms, engineering companies and job shops. JobOrder is an easy-to-learn, multi-user management tool that is designed to maximize business productivity. With JobOrder, your organization will:
* Create accurate estimates every time
* Systemize jobs with detailed specifications
* Prioritize traffic and reschedule staff in seconds
* Manage change orders
* Monitor resources effortlessly
* Send invoices out promptly
* Streamline accounting
* Generate reports instantly
* Identify problems before they get out of control
* Plan for the future with confidence
Unlike other products on the market that emphasize one or another of these functions, JobOrder offers its users a full array of powerful tools to streamline and refine your entire business process.
Everyone, whether they use Macs or PCs for their design, drafting, programming, or accounting, can use JobOrder. JobOrder offers a cross-platform, client-server solution for estimating, time and expense tracking, prioritizing, resource scheduling, invoicing, accounting, and reporting.
JobOrder includes Accounting with A/R, A/P and G/L, Customer Relationship Management (CRM), Professional Services Automation (PSA), and more.
For More Information
* Call us toll-free at 800-734-9143.
* Send us email at sales@joborder.com.
* Visit our website at www.joborder.com.
Victor Siegle
Management Software, Inc.
© 2009 Management Software, Inc. JobOrder is a registered trademark of Management Software, Inc. All other trademarks are registered trademarks of their respective owners.
Unfortunately, often times in the real world, business processes have a tendency of getting in the way, limiting the ability for members of project-based organizations to optimally use their talents to deliver the best possible end products for their customers. Therefore, in order to be successful, it is essential for project-based organizations to find a way to get business processes out of the way.
Business Process Management (BPM) software can solve many business process problems throughout the organization. But before giving the IT department the task of implementing a BPM solution, it is important to initiate an organization-wide team investigation.
This white paper provides the reader with information on what project-based organizations need in a business productivity tool and how to go about selecting the right tool for their organization’s unique needs.
Paths To the Right Solution: Team-based Search Initiative
The road to maximized business productivity involves some work. In the case of selecting the right tool, it is important that representatives from different teams and departments are involved in the search process. A critical step in choosing the right solution involves the creation of an internal team whose goal is to decipher which solution is best for their organization.
In order to be successful in this initiative, project-based organizations must form a complete core team that not only knows about the current business processes which run their organization, but also intimate with it. Core team members should consist of those individuals who will live with the deployment of the project and who will most likely be using the tool every day.
This core team brings in the IT architects for tool evaluation into the selection process, but should not base their choice solely on what the IT people say. Above all, it is not recommended to simply hand the tool selection process over to the IT department and wait for a response and final implementation.
Before the search begins, project-based organizations should make a list of what’s needed by all departments. Their evaluation should consider the opinions and motivations of all parties involved, which in all likelihood, is everyone that is part of the organization.
The Right Tool Maximizes Business Productivity
In order to be successful, project-based organizations must maximize business productivity. This means that business processes, the underlying tasks necessary to run a business, must get out of the way of those whose focus is to produce and deliver quality work to their customers. Simply put, maximizing business productivity in a project-based organization releases the grasp that repetitive work has on creative and innovative energies crucial to the success of a project-based and customer driven organization.
Project-based organizations need an extensive and increasingly adaptive set of business processes to run cost-effectively and at the most optimal level possible. Technology can certainly help in this endeavor. The challenge, however, lies in the challenge of finding the right technology that not only meets the needs of your organization, but that can be adapted to personal preferences of individuals using the system.
High on the list of selection criteria among project-based organizations are Business Process Management (BPM) tools. There are many solutions on the market today that emphasize a few disparate capabilities often tied to BPM tools. However, ideal BPM tools have evolved beyond the technology basics of business process management and have converged multiple capabilities into a single software suite of tools.
The right solution should enable project-based organizations to streamline the execution of business processes by automating workflow tasks, eliminating redundant steps, and supporting congruent execution of tasks. Additionally, managers should feel empowered to take full responsibility for designing and optimizing their end-to-end processes. When a cost-effective tool enables process managers with direct control and management of executing processes, there is minimal reliance on the IT organization.
To make the IT organization’s life easier, it is also important that the chosen system enable organizations to initially set up the tool once – with core functionality to automate the whole business process for the entire organization for a long period of time. If the system needs some alterations in the future, data should be secure and the process of change should be easy and not require a rewrite of the entire business process.
The Ideal Solution
Since the goal is to get business processes out of the way, the right BPM software tool should offer an easy-to-learn, multi-platform, multi-user management tool which offers project-based organizations a full array of powerful tools to streamline and refine the entire business process – from the moment a prospective client calls to the moment the final invoice is sent.
Ideally, because everyone in the organization will use the tool, it should make everyone happy. It should offer a cross-platform, client-server solution for estimating, time and expense tracking, prioritizing, resource scheduling, invoicing, accounting, and reporting. Additionally, the tool should include accounting functionality with A/R, A/P and G/L, Customer Relationship Management (CRM), Professional Services Automation (PSA), and more. Therefore, everyone, whether they use Macs or PCs for their design, drafting, programming, or accounting, should be able to learn and use this tool for maximum business productivity throughout the organization.
The ideal BPM Software tool yields numerous benefits. With the right business process management automation tool, project-based organizations can:
* Unify and streamline all your business processes for greater productivity and profitability
* Provide immediate access to all information
* Eliminate clerical inefficiencies
* Cut administrative overhead
* Deliver work more reliably and cost-effectively
* Realize improved profitability and sustainable growth
While all the above benefits can be realized with an ideal BPM Solution, the top three benefits for project-based organizations, especially small to mid-sized companies, are increased reliability, cost savings, and improved efficiency.
About Management Software
Management Software is a leading developer of business process management software for service businesses on Macintosh and Windows. Management Software is based in Homer, New York, where it has provided vertical software applications, custom programming services, consulting, and training since 1989.
Using the technology of 4th Dimension, a relational database programming environment, Management Software develops affordable software applications for automating business operations and procedures.
About JobOrder
JobOrder is comprehensive and robust software that automates the flow of information throughout your entire business – from the moment a prospective client calls for a proposal until the final invoice is sent.
JobOrder provides state-of-the-art functionality and automation capabilities for project-based organizations, including advertising agencies, architectural firms, construction companies, consulting firms, design firms, engineering companies and job shops. JobOrder is an easy-to-learn, multi-user management tool that is designed to maximize business productivity. With JobOrder, your organization will:
* Create accurate estimates every time
* Systemize jobs with detailed specifications
* Prioritize traffic and reschedule staff in seconds
* Manage change orders
* Monitor resources effortlessly
* Send invoices out promptly
* Streamline accounting
* Generate reports instantly
* Identify problems before they get out of control
* Plan for the future with confidence
Unlike other products on the market that emphasize one or another of these functions, JobOrder offers its users a full array of powerful tools to streamline and refine your entire business process.
Everyone, whether they use Macs or PCs for their design, drafting, programming, or accounting, can use JobOrder. JobOrder offers a cross-platform, client-server solution for estimating, time and expense tracking, prioritizing, resource scheduling, invoicing, accounting, and reporting.
JobOrder includes Accounting with A/R, A/P and G/L, Customer Relationship Management (CRM), Professional Services Automation (PSA), and more.
For More Information
* Call us toll-free at 800-734-9143.
* Send us email at sales@joborder.com.
* Visit our website at www.joborder.com.
Victor Siegle
Management Software, Inc.
© 2009 Management Software, Inc. JobOrder is a registered trademark of Management Software, Inc. All other trademarks are registered trademarks of their respective owners.
Monday, December 7, 2009
Customer Support Policy
Management Software has unbundled our Customer Support services for our current clients so that every JobOrder client can specify the exact Customer Support services they require.
In order to be eligible for Customer Support, each customer must maintain an active JobOrder Software Update Contract, which provides you with all major and minor updates to JobOrder and to our database language, 4D, for one year or longer. Please see our Software Update Contract document for more information.
In addition to the Software Update Contract, please either purchase a Customer Support Contract or provide an open Purchase Order number for billable support time. We will bill time against your Customer Support Contract or your open Purchase Order only when appropriate.
If you choose a Customer Support Contract, we will email a monthly Support Contract Status report showing how much time has been used and how much time remains.
We provide multiple levels of Customer Support, both non-billable and billable:
Non-billable: Problem reports emailed to support@joborder.com
Non-billable: Feature requests emailed to support@joborder.com
Non-billable: Short, straightforward email questions or telephone calls under 5 minutes long with clear answers.
Non-billable: Minor changes to JobOrder forms or fields.
Billable: Long telephone conversations or email responses.
Billable: Custom forms programming.
Billable: Custom programming for specific enhancements requested and authorized by customer.
Billable: Training at customer site or GoToMeeting classes over the Internet.
Non-Billable Time
Because some problem reports and some feature requests are not an “urgent” priority, we have established a non-billable email address to deal with low priority questions.
Problem reports emailed to support@joborder.com, and feature requests emailed to support@joborder.com will be handled on a “time available” basis. If Management Software determines that a problem reported to support@joborder.com affects a major process in JobOrder, problem resolution efforts will escalate to our highest priority response level. When issues are resolved or completed, an email reply will be sent to the requestor at no charge.
Time spent investigating and solving problem reports emailed to support@joborder.com is not billable. Except for the billable time explicitly described below, time spent programming in JobOrder to resolve problems reported by JobOrder clients is not billable.
Time spent programming feature requests emailed to support@joborder.com is not billable. All new features added to JobOrder are described in the New Features document updated with each release of JobOrder.
Reasonable conversations requesting price quotations for future paid enhancements to JobOrder are not billable to our customers or resellers. If the time required to prepare a price quotation will be more than 30 minutes, we will quote a fixed price estimate to develop the specifications and bid document.
Please Note: If a problem cannot be reproduced or if a feature request requires elaboration, all telephone conversations and emails about these subjects will be billable under our normal Customer Support terms described below. If you are not sure if your report or request will be considered billable, please contact Brandon Regard at Management Software for clarification via phone at 800.734.9143, extension 17, or via email to brandon_regard@joborder.com.
Minor changes to JobOrder forms or fields are non-billable if they don’t interfere with form appearance or function.
Billable Time
If the telephone conversation or email writing time exceeds five (5) minutes, all time spent by our Customer Support staff on the telephone or responding to emails about the following topics are billable:
Customer Support Questions
Feature Requests
Implementation Questions
Hardware or Networking Questions
Problem Reports
Training Questions
When problems are reported via telephone or email directly to Customer Support, these problem reports receive our highest priority response and remain active until resolved.
Option One for Customer Support Time prepaid
Customer Support time can be purchased in advance in blocks of 10 hours, 50 hours, 100 hours, or 250 hours, which do not expire until used. Customer Support time is subtracted from your Customer Support Contract by the minute as time is used.
Option Two for Customer Support Time with open Purchase Order
Customer Support time will be billed monthly on your open Purchase Order when time used exceeds one hour or is unbilled for more than three (3) months.
Please let us know your preferred method of billing.
Whenever appropriate, we will quote custom programming on a fixed-price basis after approval of specifications. Authorized custom programming time will be billed on an hourly basis if a fixed price has not been previously quoted. Problem-solving time and additional programming time on previously authorized hourly custom programming work is billable.
Custom Forms design and programming are billable, either with a fixed fee for new forms, or on an hourly basis for modifying existing forms.
Non-billable feature requests are programmed according to Management Software’s priorities. The priority for a specific feature can always be escalated if the client is willing to contribute to the development costs.
Customer Support Hours are from Monday through Friday, 9:00 AM through 5:00 PM, Eastern Time.
This document may be updated at any time to reflect improvements and changes in our Customer Support Policy. Please check with your JobOrder representative for the latest edition.
Management Software, Inc.
75 South Main Street
Homer, NY 13077 USA
In order to be eligible for Customer Support, each customer must maintain an active JobOrder Software Update Contract, which provides you with all major and minor updates to JobOrder and to our database language, 4D, for one year or longer. Please see our Software Update Contract document for more information.
In addition to the Software Update Contract, please either purchase a Customer Support Contract or provide an open Purchase Order number for billable support time. We will bill time against your Customer Support Contract or your open Purchase Order only when appropriate.
If you choose a Customer Support Contract, we will email a monthly Support Contract Status report showing how much time has been used and how much time remains.
We provide multiple levels of Customer Support, both non-billable and billable:
Non-billable: Problem reports emailed to support@joborder.com
Non-billable: Feature requests emailed to support@joborder.com
Non-billable: Short, straightforward email questions or telephone calls under 5 minutes long with clear answers.
Non-billable: Minor changes to JobOrder forms or fields.
Billable: Long telephone conversations or email responses.
Billable: Custom forms programming.
Billable: Custom programming for specific enhancements requested and authorized by customer.
Billable: Training at customer site or GoToMeeting classes over the Internet.
Non-Billable Time
Because some problem reports and some feature requests are not an “urgent” priority, we have established a non-billable email address to deal with low priority questions.
Problem reports emailed to support@joborder.com, and feature requests emailed to support@joborder.com will be handled on a “time available” basis. If Management Software determines that a problem reported to support@joborder.com affects a major process in JobOrder, problem resolution efforts will escalate to our highest priority response level. When issues are resolved or completed, an email reply will be sent to the requestor at no charge.
Time spent investigating and solving problem reports emailed to support@joborder.com is not billable. Except for the billable time explicitly described below, time spent programming in JobOrder to resolve problems reported by JobOrder clients is not billable.
Time spent programming feature requests emailed to support@joborder.com is not billable. All new features added to JobOrder are described in the New Features document updated with each release of JobOrder.
Reasonable conversations requesting price quotations for future paid enhancements to JobOrder are not billable to our customers or resellers. If the time required to prepare a price quotation will be more than 30 minutes, we will quote a fixed price estimate to develop the specifications and bid document.
Please Note: If a problem cannot be reproduced or if a feature request requires elaboration, all telephone conversations and emails about these subjects will be billable under our normal Customer Support terms described below. If you are not sure if your report or request will be considered billable, please contact Brandon Regard at Management Software for clarification via phone at 800.734.9143, extension 17, or via email to brandon_regard@joborder.com.
Minor changes to JobOrder forms or fields are non-billable if they don’t interfere with form appearance or function.
Billable Time
If the telephone conversation or email writing time exceeds five (5) minutes, all time spent by our Customer Support staff on the telephone or responding to emails about the following topics are billable:
Customer Support Questions
Feature Requests
Implementation Questions
Hardware or Networking Questions
Problem Reports
Training Questions
When problems are reported via telephone or email directly to Customer Support, these problem reports receive our highest priority response and remain active until resolved.
Option One for Customer Support Time prepaid
Customer Support time can be purchased in advance in blocks of 10 hours, 50 hours, 100 hours, or 250 hours, which do not expire until used. Customer Support time is subtracted from your Customer Support Contract by the minute as time is used.
Option Two for Customer Support Time with open Purchase Order
Customer Support time will be billed monthly on your open Purchase Order when time used exceeds one hour or is unbilled for more than three (3) months.
Please let us know your preferred method of billing.
Whenever appropriate, we will quote custom programming on a fixed-price basis after approval of specifications. Authorized custom programming time will be billed on an hourly basis if a fixed price has not been previously quoted. Problem-solving time and additional programming time on previously authorized hourly custom programming work is billable.
Custom Forms design and programming are billable, either with a fixed fee for new forms, or on an hourly basis for modifying existing forms.
Non-billable feature requests are programmed according to Management Software’s priorities. The priority for a specific feature can always be escalated if the client is willing to contribute to the development costs.
Customer Support Hours are from Monday through Friday, 9:00 AM through 5:00 PM, Eastern Time.
This document may be updated at any time to reflect improvements and changes in our Customer Support Policy. Please check with your JobOrder representative for the latest edition.
Management Software, Inc.
75 South Main Street
Homer, NY 13077 USA
Monday, November 30, 2009
Software Update Contract
In order to be eligible for Customer Support, each JobOrder customer must maintain an active JobOrder Software Update Contract, which provides you with all major and minor updates to JobOrder and to our database language, 4D, for one year or longer.
At Management Software, we make a world-class commitment to creating "best in class" software. Recognizing that nothing stands still in our industry, we work to continuously improve JobOrder and to increase its value to you.
What is a Software Update Contract?
Management Software offers you the opportunity to license in advance and to automatically receive updates to JobOrder. This is provided to you in the form of a contract called a Software Update Contract. For the term of your contract, Update Contract provides you with a license and an opportunity to receive all major and minor updates to JobOrder and to our database language, 4D.
A new Software Update Contract begins on the day JobOrder software licenses are purchased and renews on the day after the expiration of each old Software Update Contract. Each Software Update Contract expires based upon the date of original purchase. When you first purchase JobOrder licenses, purchasing the accompanying Software Update Contract is mandatory for the first year.
If your Software Update Contract has expired, you can either purchase a new Software Update Contract beginning at the expiration date or a multi-year Software Update Contract beginning at the expiration date. Multi-year Software Update Contracts are discounted as follows:
5% for 2-year Software Update Contract
10% for 3-year Software Update Contract
Our enhancements to JobOrder are continuous. You will get the benefits of all the enhancements, no matter when you renew.
If you don't renew ANY licenses, then you can use ALL the existing JobOrder licenses, but you will not receive ANY support or any updates from us. You will not be able to update your structure with any JobOrder releases after your Software Update Contract has expired.
If you renew some licenses, only the licenses that you renew will be usable during the renewal period and you will receive regular support and updates.
JobOrder's licensing works the way you expect it would work. If, for example, you have 25 licenses and you only renew 20 for the next year, then only 20 users can login at any one time. If economic times improve and you renew 24 licenses the following year or the year after, there is no penalty for the licenses that are re-renewed, you would just pay the regular Software Update Contract price per license.
The only case where you would have to pay retroactive fees is if you don't pay for ANY licenses in your Software Update Contract. In that case you would have to pay for your next Software Update Contract retroactively from the date of expiration.
The Benefits of a Software Update Contract
A Software Update Contract is very valuable. In fact, it may be critical to the success of your project. Technology changes rapidly. Microsoft and Apple regularly release new versions of their operating systems technology that is incompatible with prior versions.
We absolutely commit to continually adapting our software to accommodate changes in the world around us, but we cannot afford to do this for free. Software Update Subscriptions are one of the mechanisms by which we are compensated for our efforts.
Additionally, later versions of JobOrder will include new features that have been requested by our user community. They also incorporate other fixes that may have been developed during the same period. Our Software Update Contract is the mechanism for you to obtain a license for these updates.
Purchasing and Fulfillment
Update Contract updates are available to registered customers with a currently in-force Software Update Contract. Update contracts are available at the time you acquire your initial license of the base product, or by renewal.
Management Software does not automatically ship updates to customers. When an update becomes available, we will notify your main contacts by email. Once the contacts receive notice, they can download from our ftp site. Or, they can ignore it. If your systems are running well, and the new features are of no interest to you, there is no obligation on your part to accept or apply any updates.
Update Contract vs. Customer Support
A Software Update Contract provides only software updates. Our Software Update Contract does not include, nor does it otherwise provide an entitlement to, any type of customer support. Software Update Contract is simply a software license to new versions of JobOrder, provided for in advance of their release.
Contract Term
Your Software Update Contract entitlement period is the term specified in your contract, normally one year. The contract term starts on the date you first license JobOrder, regardless of whether you acquire additional licenses mid-term.
This document may be updated at any time to reflect improvements and changes in our Customer Support Policy. Please check with your JobOrder representative for the latest edition.
Management Software, Inc.
75 South Main Street
Homer, NY 13077 USA
At Management Software, we make a world-class commitment to creating "best in class" software. Recognizing that nothing stands still in our industry, we work to continuously improve JobOrder and to increase its value to you.
What is a Software Update Contract?
Management Software offers you the opportunity to license in advance and to automatically receive updates to JobOrder. This is provided to you in the form of a contract called a Software Update Contract. For the term of your contract, Update Contract provides you with a license and an opportunity to receive all major and minor updates to JobOrder and to our database language, 4D.
A new Software Update Contract begins on the day JobOrder software licenses are purchased and renews on the day after the expiration of each old Software Update Contract. Each Software Update Contract expires based upon the date of original purchase. When you first purchase JobOrder licenses, purchasing the accompanying Software Update Contract is mandatory for the first year.
If your Software Update Contract has expired, you can either purchase a new Software Update Contract beginning at the expiration date or a multi-year Software Update Contract beginning at the expiration date. Multi-year Software Update Contracts are discounted as follows:
5% for 2-year Software Update Contract
10% for 3-year Software Update Contract
Our enhancements to JobOrder are continuous. You will get the benefits of all the enhancements, no matter when you renew.
If you don't renew ANY licenses, then you can use ALL the existing JobOrder licenses, but you will not receive ANY support or any updates from us. You will not be able to update your structure with any JobOrder releases after your Software Update Contract has expired.
If you renew some licenses, only the licenses that you renew will be usable during the renewal period and you will receive regular support and updates.
JobOrder's licensing works the way you expect it would work. If, for example, you have 25 licenses and you only renew 20 for the next year, then only 20 users can login at any one time. If economic times improve and you renew 24 licenses the following year or the year after, there is no penalty for the licenses that are re-renewed, you would just pay the regular Software Update Contract price per license.
The only case where you would have to pay retroactive fees is if you don't pay for ANY licenses in your Software Update Contract. In that case you would have to pay for your next Software Update Contract retroactively from the date of expiration.
The Benefits of a Software Update Contract
A Software Update Contract is very valuable. In fact, it may be critical to the success of your project. Technology changes rapidly. Microsoft and Apple regularly release new versions of their operating systems technology that is incompatible with prior versions.
We absolutely commit to continually adapting our software to accommodate changes in the world around us, but we cannot afford to do this for free. Software Update Subscriptions are one of the mechanisms by which we are compensated for our efforts.
Additionally, later versions of JobOrder will include new features that have been requested by our user community. They also incorporate other fixes that may have been developed during the same period. Our Software Update Contract is the mechanism for you to obtain a license for these updates.
Purchasing and Fulfillment
Update Contract updates are available to registered customers with a currently in-force Software Update Contract. Update contracts are available at the time you acquire your initial license of the base product, or by renewal.
Management Software does not automatically ship updates to customers. When an update becomes available, we will notify your main contacts by email. Once the contacts receive notice, they can download from our ftp site. Or, they can ignore it. If your systems are running well, and the new features are of no interest to you, there is no obligation on your part to accept or apply any updates.
Update Contract vs. Customer Support
A Software Update Contract provides only software updates. Our Software Update Contract does not include, nor does it otherwise provide an entitlement to, any type of customer support. Software Update Contract is simply a software license to new versions of JobOrder, provided for in advance of their release.
Contract Term
Your Software Update Contract entitlement period is the term specified in your contract, normally one year. The contract term starts on the date you first license JobOrder, regardless of whether you acquire additional licenses mid-term.
This document may be updated at any time to reflect improvements and changes in our Customer Support Policy. Please check with your JobOrder representative for the latest edition.
Management Software, Inc.
75 South Main Street
Homer, NY 13077 USA
Subscribe to:
Posts (Atom)
Posts
