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DocuWrx

844-DOCUWRX

DocuWrx is a premiere FileMaker developer. Our flagship solution, Kosmas, is an end-to-end vertical market solution for the construction industry. DocuWrx also creates first class custom business solutions for many different industries including hospitality, retail, property management, healthcare, manufacturing, and many more. If you are looking for a custom solution for for your business or are interested in Kosmas, inquire below.

Custom Kosmas

Success Story: Trucking Invoicing Solution with FileMaker

Zimmer Logo2BACKGROUND

Zimmer Equipment Inc. of Tampa, FL is a growing interstate trucking firm which handles the transportation of freight for its clients. On a daily basis, the company manages dozens of clients, drivers, contracts, freight, and deliveries. As a result, a vital part of Zimmer’s operation relies heavily on detailed accounting and generation of complex invoices.

CHALLENGES

Zimmer Equipment had an outdated solution that required time-consuming manual calculation and entry for invoicing.  As the company must consider many variables for each client, contract, driver, and job, the task became even more complicated. Zimmer needed a solution to automatically generate invoices and driver compensation based on different contract terms, rates, variable energy surcharges, and more. The easily generated invoices needed to be clear, organized, and detailed.

Zimmer also sought to replace Peachtree (Sage 50c) accounting software with QuickBooks Online. The company wished to gain the benefits of QuickBooks and reduce invoice entry time by adding integration to the solution. The solution needed to be able to import the generated invoices directly into a QuickBooks Online account for Zimmer’s reporting needs.

THE PROCESS

DocuWrx Solutions Consultants met with Zimmer Equipment on-site to identify IT issues, workflows, needs, challenges, and goals. After the discovery process, DocuWrx provided a detailed and itemized proposal free of charge or obligation. Having hard numbers on the quote, Zimmer approved.

After approval, a Solutions Architect began to carefully design the solution with information obtained through the discovery process in mind. After consulting with Zimmer along the way and making changes to the design as necessary, the project moved into the building phase.

DocuWrx developers quickly got to work to build the solution. Employing the Agile Development Method throughout the building process provided adaptive planning and development. By testing the solution hands-on, Zimmer Equipment contributed feedback so that the solution met and exceeded expectations.

Once completed, DocuWrx met with Zimmer Equipment to prepare for the launch of the solution. Zimmer saw the specific workflows and features demonstrated, and was assured that the solution functioned as envisioned. After the launch of the solution, a designated Account Manager was assigned to provide continual support.

RESULTS

Zimmer Equipment’s challenges are now handled in a much easier way as everything is calculated efficiently. Driver compensation is accurately calculated which may vary from one delivery to the next.  The solution takes into account contracts with different terms, costs, energy surcharges, flat rates, load weight, contents, and other fees. Zimmer is able to apply any or all of these differences to make sure invoicing is detailed and accurate. The solution has replaced what was once a time consuming task with automated generation of detailed PDF invoices for clients, on a per-job or weekly basis. The result is extensive time and labor savings coupled with better quality invoicing.

The solution also uses the Geist Interactive FMQBO plugin to provide QuickBooks Online integration. Zimmer is able to effortlessly import generated invoices directly from the solution into the accounting software of choice. DocuWrx also solved the company’s IT issues, provides hosting services, and helped Zimmer save money with discounted licensing. Zimmer Equipment is now able to invest significantly more time and money into other areas of the business.