Successware Online Implementation Survey

We appreciate all the input we’ve received on your company to date.  To further assist us in making your implementation most productive, we need you to answer the following questions.
Company Name:
Company Address:
City:
State:
Zip Code:
Total # of employees:
Total # of office employees:
Does your company do payroll in house or use a payroll service?
Have you started using SuccessWare yet, and if so when?
What accounting software have you been using?
What version of Windows are you using?
How many computer workstations do you have?
What modules do you wish to setup or need help with?
Dispatching/Call Center
General Ledger
(We need the previous month’s income
statement, balance sheet, open receivables
and open payables reports.)

Pricebook
Time cards
Checkbook
(We need to have the previous months
checkbook reconciled.)

Marketing
Project Management (New construction
& major construction work)

(What projects and phases are currently active?)

Receivables/Invoicing
(We need to have all open Receivables verified as to who owes you  
 what.)

Payables
(We need to have all open Payables verified as to whom you owe 
 what.)

Payroll - Do your paychecks get cut from your bank account? Yes No
Inventory
Reports
Agreements
(We need to know the detail of your current agreements.  Like customer name, type of contract, years of contract and amount.)
We are a Warmth From The Heart Company and a CIProud Affliate.

802 Willow St. Pekin Il. 61554, (309) 347-5309