"For nearly two years we used one of the leading PSA products in the market. However, after growing beyond its capacities and their inability to meet our requirements, we switched to IT Pro Dashboard (ITPD). Now, our whole staff enjoys the use of ITPD as our resource for in-the-field ticket-entry, contract management and effective billing integration with QuickBooks.
We have eliminated 20+ hours of manual manipulation imposed by the other product in recurring contracts that have dynamic quantities and bundling — now we have a solution that meets our every need. And as our needs evolve, the Karisoft staff helps evolve our system.
Additional impressive features that ITPD provided that hurried out switch of systems was:
- quick-ticket entry — to allow for 1-minute time-entries from a single pop-up screen
- quick-parts entry — to provide for a method to bill parts where time where there is no time component
- quick-service entry — to provide a billing method for one-time flat-rate service entries
- Quickbooks job and time-cost integration for more flexible billing
- both a browser-based system and one with an application for faster entry, searching and usage
We evaluated other PSA applications in the market and even considered developing our own. Finally we selected Karisoft.
Karisoft's willingness to listen and work with us to make necessary customization for our needs was key to our final decision. We appreciated their push back and ideas during the customization process (which was at no charge to us). The support of the product around OUR business workflow sealed the deal! Karisoft's hosted model comes with an installable web-based thin client interface, a browser based client portal and PDA interface and bi-directional link to QuickBooks. This provided us with an integrated platform which satisfied all our business needs.
If you're looking for a business service automation tool, realize that either you will need to fit into someone else's business mindset, or have someone fit into yours. With ITPD we turned nearly 25 hours of preparing our monthly invoicing into 3 hours, and have been able to remove the processes that duplicated much of our administrative work. We highly recommend IT Pro Dashboard."
