SAM Practice Manager

Use SAM Practice Manager to manage your day-to-day Jobs

SAM Practice Manager  is a fully featured Practice Management software solution that is suitable for managing your accountancy practice, this version is off the shelf and. It’s packed with features to help keep your practice truly organised and ensure you keep your customers fully updated with the progress on any jobs that are currently being worked on.

As well as informing you when a job is not profitable, it also helps to manage your other day-to-day scheduling. So you'll be more in control and be able to free-up time for other areas of your business.

There are also features that allow you to manage your customers more professionally, while our flexible management reports give you a greater insight into your business.

Proactive

The suite of SAM modules enabling accountants and administrators to resolve complex issues in minimal time, removing end-user frustration.
SAM Practice Manager also facilitates tracking of organizational ‘needs’ through asset management, proactively allocating resources to the right user/departments, thus increasing your productivity. Simple Used off-the-shelf or bespoke, SAM Practice Manager dovetails perfectly with your existing business systems/ processes, often with seamless integration with existing legacy systems, populating SAM Practice Manager directly from your existing systems.
With a training package specific to your organization; with SAM Practice Manager at your side, you’ll be reaping the rewards in no time at all. Designed for ease of use; with SAM Practice Manager telephone calls from new and existing clients are dealt with and dispatched, quickly and professionally. SAM Practice Manager is a comprehensive tool which is fully supporting users in recording, storing, tracking, updating, retrieving and closing any service call you provide to your client.

SAM Practice Manager provides a CRM style solution with flexible plug-in to connection any Accounting software Solution, from ERP to SAGE

Change Management

SAM creates a log entry for every change; who, when and previous field value.

Document Library

Associate all files as attachments within document library. You can upload key files directly to the SAM Practice Manager database and associate them to individual assets.
Customisable Fields SAM, contains a range of user-defined fields that allow you to store item specific information against each job.
Scheduling & Tracking All job activities can be scheduled and tracked. Where job is due to be done every month SAM will automatically reschedule, so there is no need to re-enter a job in to the system, SAM records and repeat jobs together with time spent.
External Database Integration SAM’s External Database Integration, means you can link assets to any existing OLEDB compliant data source. SAM Practice Manager also provides advanced synchronisation capabilities and integration with legacy systems. Features continued.

Manage contacts

• Manage customer information with contact database
• Link contacts with companies and sites
• Customer self service portal
• Manage Employees
• Work order activity management
• Wireless mobility
• Personnel Diaries

Manage Information

• Graphical Scheduling and dispatch
• Time and expense tracking
• Reporting
• Invoicing
• Manager Contracts & service Level Agreements

Management Reporting

• Personnel Timesheet
• Company reports
• Job reporting
• Contract Reports

SAM Practice Manager has the ability to scale from a small one-person office to a large multi-office environment with ease. You can choose to utilize those features that apply to your firm, and disable those that don't apply. Because of SAM's unique structure, you can hide features that are not required, enabling staff to be more efficient and allow new staff to learn the system quickly.