Time Management in Boulevard Software
Your time is best spent with your customers. Let Boulevard handle the details, like who you need to contact and where your money is. Time-saving features are built into every aspect of the program to help you get organized and stay that way.
Tickler
Working seamlessly with other areas of the program, the Boulevard Tickler automatically generates important action items, such as customer follow-up calls and birthday reminders, and lets you add your own appointments and action items. Color coding tells you instantly the type of item and the priority. Don't like the default colors? Set your own. Do you work best with a daily to do list, or would you like to look at a week or a month at a time? No problem! The Tickler tells you what you need to do how you like to see it.
Tickler features:
- Keep your Tickler appointments, to do items, re-order calls always in view in the Tickler Reminders window
- Never forget important customer follow-up action items, since reminders are generated automatically from customer invoices for reorders and demo items
- Add new appointments and action items, and set a recurrence schedule if they repeat
- Link action items to anyone inside your database (customers, recruits, contacts)
- Track system-generated tasks, such as follow-up calls, with custom colors for each type of activity
- Look at your schedule as a to do list, or view a week or month at a time
- Working in the Tickler calendar, access customer information and product history, send email, and create invoices
- Print your Tickler items for any date range
Weekly Accomplishment Sheet
Since Boulevard gathers information automatically for your Weekly Accomplishment Sheets (WAS) from other areas of the program, putting the finishing touches on it takes no time at all. Then print or email it to your Director and you're done!
Weekly Accomplishment Sheet features:
- Choose seminar or calendar year-to-date totals on WAS
- View and edit transferred WAS information from invoices and orders
- Effortlessly add, edit, or delete WAS information in the dialog box
- Keep the WAS dialog box open while working in other areas of Boulevard
- Add additional WAS information to a specific invoice
- Select date ranges quickly or choose from predefined choices
- Preview your WAS before printing
- Email your WAS to your Director or Adopted Director; Directors can import your information into their Boulevard program, saving them time!
Other expense and income tracking
Want to know how much you spend on postage or how much you have in outstanding credit card receivables? Need to know the breakdown of all payments in your last bank deposit? Let Boulevard simplify all aspects of your money management in as much detail as you want, so you don't have to.
Expense and income tracking features:
- Simplify expense tracking by customizing the pre-defined list of income and expense categories
- View transaction details for any expense category
- Split expense transactions when a receipt is for multiple categories
- View monthly totals for each type of expense/income category
- Reconcile income easily using the cash-basis Profit and Loss Statement
- Generate the Annual Expenses report for accurate information come tax time
- Use the Trip Log to track business mileage on a single vehicle or multiple vehicles, a single destination or multiple destinations
- Print Trip Log information at any time
- Use the Trip Log on your mobile device and sync to your computer
- Track credit card receivables and process them into your ProPay™ Premium Account
- Enter and list all checks and amounts included in a single deposit; view and edit existing deposits
- Track deposit history for payments received
- Use the Business Tracking Register as a computerized 'envelope system'
Boulevard remembers… so you don't have to
We strive to include every single detail. Gentle prompts from Boulevard help keep you on task, like when it's time to back up your program, how many credit card receivables are still pending, and even where to get the latest tips and news from Main Street Software.
Get rid of your post it notes, and let Boulevard tell you where to focus your time!