Double-Entry System
Recurring Invoicing
Batch Processing for Invoices & Payments
Separate Screens for Temporary & Permanent Transactions
Manual & Miscellaneous Invoicing
Credit Memos
Automatic tax reporting - more than one tax can be attached to a customer
Invoice and Statement formatting for plain paper and customer formats
Multi-Company and Multi-Branch
Automatic late charges by Flat Rate or Percentage
Purchase Order Control with warnings
Unapplied Cash & Credit Processing
Integrated Collections Management
Roll-up Billing: multiple customers can be billed to one account
Credit card entry for manual and recurring invoices

Vendor management
Automatically generated invoices
Inventory integration
Integrated manufacturer and distribution catalog

Unlimited billing codes
Multiple accounts on 1 invoice
Purchase order validation
5 lines for mailing addresses
Custom or plain paper layout
Automatically group invoices by: company, credit card, non-credit card
Automation for billing verification
Includes prior balances and call list
Advance billing report
Easily reprint where printer jammed
Sort invoices by customer number or customer name

Balance Sheet and P&L reporting with user defined levels
Updated on each transaction
Company and branch reporting
Automatic deferred income tracking
Unlimited open accounting periods
User definable accounting periods
Complete audit trail
Data sensitive transaction entry

Download and view history
Run cost comparison
Real time account comparison with central stations

Manage your client data:
     SOS gives you the ability to query on ALL client fields
     Features a list screen for quick client searches

Manage your client relationships:
     Cancellation and attrition tracking
     Master/sit account management

Manage your client billing:
     Multi-format credit card processing
     Recurring revenue rate increases
     Collections with response date
     Allows you to define your grouping of accounts

Service & Job Management
Security Office Solutions enables you to control and monitor all aspects of service and job management, from appointment scheduling to inventory tracking to invoicing, including jobs under warranty and service contracts.

Service Ticket Processing: includes the ability to auto calculate service charges, post the service invoice to accounts and write to the receivable and general ledger.

Inventory: SOS will also track inventory parts and automatically calculate parts usage through inventory levels.

Inspection Management: SOS aids inspection management with automated recurring inspection tickets.

Monitor Progress: Throughout the process you have the ability to query ticket information and view reports for pending, scheduled, and active jobs. Finding the information is simple with one screen that displays all pending service.

Job Managment: Features include job scheduling, employee scheduling, real time costing, emailing, job tickets, recurring service management and automatic links to invoicing.

Sales Management: The SOS package includes features to help you turn leads into jobs, including a sales proposal screen for prospect and contact tracking as well as custom proposal layouts with inventory items, labor units and default wording.

SOS provides extensive flexibility for controlling your inventory:
     Allows unlimited user defined price, categories, item categories, locations
     The ability to assign multiple vendors and multiple locations
     Create kits with multiple items
     Create non-inventory items
     Attach alternate parts and labor units to each item

SOS helps you monitor your inventory with a price grid and minimum/maximum reports and provides complete general ledger integration for your inventory.

Easy user interface that allows searches on almost all database fields to query for:
     Customers
     Invoices
     Payments
     Jobs
     Job Requisitions
     GL Accounts
     Contacts

Supports unlimited users - no additional charge per user

Supports 32-bit Windows applications
No additional hardware required
Works on Windows 95 and up
Multiple client/server implementations
Proprietary architecture
All modules are integrated and created by one software provider

Complete user level security
High security, high performance
Uniquely encrypted data files for added security

Reprint invoice from customer database - can export as .PDF and email to customer
Attach documents, pictures, and spreadsheets, and scan contracts within the account
Export reports to Word, Excel, PDF and HTML
Email built in - no extra software required, send any report Internal mail, messaging and to-do list

Comprehensive built in data query on all fields without complicated third party report writers
Integrated to give the maximum amount of information and reporting
List windows customizable by user

Download and view your central station history, run cost comparisons and real time account comparison

Paychex payroll data can be imported directly into SOS to keep your books accurate.

An automated way to compare your recurring billing to what the central station is billing you

This service frees you from the need to sit down and waste valuable time balancing your checkbook each month. The checkbook balance will match G/L account within your billing program.

Our bank reconciliation and Paychex verification process uses an automated program that will compare your bank checkbook to the cash account within the billing program. Our staff will manually, if needed, find any remaining variances and inform you of the exact variance. A monthly report of your current cash balance will be sent to you.