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Roll your mouse over the categories below to see the available print layouts and reports. Click on the desired item to preview and buy.
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• 
  • efficiency report: selected dates+owner
    [great for salespeople…
    see the results of your labors!]
    
  • completed activities: selected dates+owner
  • pending activities: selected dates+owner
  • Database Categories + Keywords
    
• 
  • Contact's Tasks + Appts: selected date range and owner
  • Contact details:
    includes open Opportunities and Projects
    includes last 3 Notes, Tasks, and Appointments
  • Contacts with birthday in selected month, includes mailing labels!
    
  • birthdays list by month
• 
  • Organizations with Open Projects
    [includes Project info: pending Tasks & Appointments, percentage complete based on pipeline stage, and more!]
    
  • Contact Directory
    for Organization
    [includes Contact's picture!]
    
  • Organization's Tasks + Appts: selected date range and owner
• 
  
  • my schedule for today
    [great at-a-glance agenda for the day!]
    
  • Task Summary for selected owner
    [due Tasks, overdue Tasks, completed Tasks]
    
  • completed Tasks for selected owner, with counts for each Task Category…
    [this week, last week, last month, last 3 months]
  • today's Tasks: selected owner, grouped by Category
    [great for emailing your Task list to your iPhone!]
  • today's created + completed Tasks
  • today's completed Tasks + scheduled Appointments + created Notes
  • Appointment details: mult. per page
  • Appointment details
• 
  • do you know the
    probability-adjusted value of your open Opportunities?
    [includes pipeline summary]
    
  • how close are you to your sales goal?
    [your Opps vs. sales goal]
    
  • won Opps in date range, grouped by owner
    [includes grand total and category legend!]
  • open Opps with next activities
    [includes category legend!]
    
  • owner snapshot
  • won Opps in category + date range, with running payments
  • summarized by probability
  • summarized by stage
  • summarized by category
  • open Opps: selected dates + owner
  • Opportunity's Tasks + Appts + Notes: selected date range and owner
  • open Opps with linked Contacts + Organizations
  • open Opps with revenue stream visual
  • photo session
  • Opportunity details
• 
  • estimate
  • estimate with line item images
  • invoice
  • invoice with discount columns
  • invoice/statement with payments section + balance due
• 
  • Project's completed Tasks with prices [cost to client]
  • Project's Tasks Report:
    open, overdue, completed
    [great for tracking Project progress!]
    
  • open Projects with next activities
    [includes category legend!]
  • Project snapshot: summary with links, activities by date range
  • owner snapshot: Projects by status
  • New + In Progress Projects: selected dates + owner
  • Project details
  • Project's Tasks + Appts: selected date range and owner
• 
  • Group details
• 
  • search for the Contact on social sites, business networking sites, and maps
    [new low price!]
  • Pending Appointments
    [new low price!]
  • Pending Tasks
    [new low price!]
  • Contact's Open Opportunities
    [new low price!]
  • Contact's Pending Projects
    [new low price!]
  • DMI Notes
    [new low price!]
  • non DMI Notes
    [new low price!]
  • Task Details
    great for call lists
    
    [new low price!]
  • Next Activity
    [new low price!]
  • Last Activity
    [new low price!]
  • Project Details
    [new low price!]
  • Opportunity Details
    [new low price!]
  • File and Web References
    [new low price!]
  • Forms
    [new low price!]
• 
  • Professional Services Invoice template
    especially suitable for legal professionals
    Professional Services separated from Additional Items, with a Staff Time summary at the end
  • Clients with Unpaid Invoices
    Summary View and Detail View, with grand totals
  • Client Statement
    showing selected Client's open Invoices
  • Selected Client's Invoiced Slips
    summarized by Invoice, includes grand total
  • Selected Client's Unbilled Slips
    summarized by Project [broken down by slip type within Project], includes grand total
  • Selected Client's Unbilled Time Entries
    summarized by Project, includes grand total
  • Unbilled Clients
    includes info on the unbilled Slips by Project!
  • Account Summary
    you control the date range for the invoiced total
  • Activity by Worker
    includes monetary value per worker and grand total!
  • Project Overview
    days till Project is due,
    Project monetary value, breakdown by slip type & more
  • Clients with Retainer Balances
  • Top Clients
    you choose how many top clients to show
  • order a custom Billings report
• 
  • holiday labels addressed like "The XYZ Family"
    free label templates w/instructions
    [click here to download]
  • #10 envelope for the Contacts screen
    address formatted U.S. style
    [click here to download]
  • Contact Summary - fixed.
    for when the built in Contact Summary printout appears blank
    this version should work for most, if not all, Contacts
    
    [click here to download]
  • Organization Summary - fixed.
    for when the built in Organization Summary printout appears blank
    this version should work for most, if not all, Organizations
    
    [click here to download]
  • Opportunity Summary - fixed.
    for when the built in Opportunity Summary printout appears blank
    this version should work for most, if not all, Opportunities
    
    [click here to download]
  • Project Summary - fixed.
    for when the built in Project Summary printout appears blank
    this version should work for most, if not all, Projects
    
    [click here to download]
  • Contact Avery 5960 label.
    formatted for U.S. style
    line breaks, commas, and country in U.S. positions
    [click here to download]

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	submit custom Billings / Billings Pro design request.
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