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Custom Solutions

 

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

Training & Support

We're here to help you learn.





Data Transfer

We’ll transfer all of your company’s data into your TRUE solution. Our professionals can get the job done quickly. Import contacts, invoices, scheduling, documents, projects, bills, inventory, HR, project data and more.

How-To Guides

We’ve carefully crafted dozens of how-to guides that explain how to use TRUE to handle common work flows and business processes. There are so many ways to use TRUE we’re sure you’ll be satisfied.

Training

We provide one-on-one training via GoToMeeting, weekly webinars, free training in our facility, and on-premise training right at your own company. No matter what, you’ll receive the training you want.

TRUE Implementation

DocuWrx will gladly assist you in your transition to TRUE. We quickly respond to email and we’ll arrange virtual meetings with our trained staff to ensure easy integration. DocuWrx provides you with help videos, manuals, and easy to submit help tickets, so you don’t have to spend countless hours on the phone. We know the adjustment to a new application can be time consuming. DocuWrx goes the extra step in ensuring you and your employees are quickly familiarized. We also offer training at your company to assist you and your team on getting acquainted with all of the benefits and features of TRUE. By design, once you learn one module, you’ll know how to operate the other hundred. It’s that easy to learn. We are determined to provide you and your company with support that best suits your company’s needs.
    Help Videos
    Telephone Support
    Onsite Training
    Digital Manuals
    Knowledge Base
    Email Support
    Virtual Training
    Seminar Training
    How-To Guides
    Consulting


Email, telephone, virtual meeting, seminar, and on-premise support


HELP IS ONLY A CLICK AWAY


Your TRUE 101 Experience

Training School
We offer free training at DocuWrx headquarters in Florida; send key members of your team for a little training and a little relaxation.

Is it almost impossible to drag your staff away from the office? Our Implementation Specialists will come to you and train your staff. We’ll ensure TRUE is deployed the way your business runs, so you can see immediate benefits.

Your Data in TRUE Fast

Data Transfer
Don’t sweat the complicated stuff. We’re data experts. We can import your data from any current format into TRUE affordably. We want to see you using TRUE immediately, and that means you should have access to your own information as soon as possible. Contact us for assistance; we’re eager to help you get started.
Virtual Training
Additional custom Virtual Training beyond your implementation phase can be scheduled for up to 25 colleagues, on any device; computer, tablet, and phone, on a topic of your choosing. We'll work with you to mold TRUE into the perfect tool for your business.

QuickBooks Integration
  • Seamlessly integrated with your current accounting software

Want to continue using your current Accounting software? We support real-time connections to QuickBooks Online, QuickBooks Pro, QuickBooks Premier, various QuickBooks Enterprise versions and Xero. Imagine all your Purchase Orders, Invoices, Bills, Inventory, Contacts and more, seamlessly pushed to your existing service. We even handle job costing so you don’t have to pay for that feature with other software. Contact us for more information about connecting to other Accounting software applications.

As an option, TRUE’s Point of Sale system allows you to manually enter or swipe credit or debit cards from your personal computer, tablet, smartphone or client web portal with ease. Transactions are automatically created with appropriate client and cost center information for job costing. Receipts can be printed or emailed to your clients; even from your smartphone!

Also, one of the most important parts of running a financially successful business is invoicing on-time and accurately. TRUE gives you the features you need for your dynamic business. Bill your clients up-front, setup a recurring payment schedule, and keep track of progress payments. See remaining balances, invoice history, and payments previously made. Collecting taxes are made easier by differentiating between material, labor based and keeping track of which of your clients are exempt.

Implementation Assistance
  • WE’LL SET YOU UP AND TRANSFER YOUR DATA

Are your projects logged on a spreadsheet? Your personnel pay rates in QuickBooks and their contact information on paper in the file cabinet? Are you trying to run your work schedule on Google Calendar or on a whiteboard? Are your events easily viewable by your office manager? When are your invoices due? How about submitting pay applications to your GCs? Can you access project documents from your phone anywhere you are? How much money did you make last month? Do you know or have to wait for financial information?

We’ve been there and can help.

We’re data experts. We can clean-up and transfer your data into TRUE from spreadsheets, other database software and even paper. Once everything is in TRUE, we’ll help you go from walking to sprinting. You’ll wonder how you ever ran your business without TRUE in the first place. Imagine having everything at your fingertips and knowing you have complete control over your entire operation.

Custom Solution Development
  • TACKLE UNIQUE BUSINESS WORK FLOW PROCESSES

Every business has a unique way of how they do things. Yours included. That’s your competitive advantage. It’s what gives you a leg up over your competition. We understand that and embrace it. We’ll fine tune TRUE and add custom features just for you to match your existing business processes.

You’ll have all the advantages of “off-the-shelf” software such as low cost and frequent updates, while having all the benefits of custom tailored software such as proprietary workflows and automation. From integration with your website, connections with other database software, controlling machines in your shop, or developing something completely new based on your needs. The smart staff at DocuWrx has you covered.

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Address

14020 Roosevelt
14020 Roosevelt Blvd.
Suite 805
Suite 805
Clearwater
Clearwater, Florida
33762
33762

Hours

Monday - Friday
Monday - Friday
TIME
09:00 AM - 6:00 PM ET