Export Records to Profit Power

Are you currently looking for a way to get data from the ReloSpec Referrals table into your Profit Power accounting software?  It is now possible to export individaul records directly to Profit Power.  After receiving numerous requests for this service, we can now provide it for a minimal ($140) setup charge. 

Once the option is in place you will be able to select a record in ReloSpec, enter the closing information in the Closing page and when you click the UPDATE button the record will automatically be inserted into your Profit Power database. 

Please let us know if you are interested in the Profit Power export feature.  info@prosws.com

Adding Multiple Email Addresses in ToDo Page

Now it is easier than ever to add multiple email addresses in the ToDo page.  From the ReloSpec Referrals List page click the ‘ToDo’ link on the left side, then if needed, click the ADD NEW button to add/edit a ToDo item.  You’ll notice on the right side of the page there are buttons with labels for the various email addresses you may want to insert.  In the past, if you clicked more than one button, the email address would be replaced by the latest one clicked.  Now, you may click for multiple email addresses that get inserted for you automatically.  This makes it much easier and faster to enter the desired email addresses in the ToDo page.

Concierge Option Is Announced

The new ReloSpec Concierge option will be available beginning in February.  This new option will allow you to track requests for Concierge services for clients in the ReloSpec Referrals table. 

For example, let’s say a client contacts you and needs a plumbing service.  Using the Concierge option you may select up to 5 suggested vendors to fill the need.  You simply select the vendor(s) and click the ‘Send Email’ button on the Concierge page.  An email is automatically sent to each of the vendors with the client contact information along with the needs detail.  In addition, an email is sent to the client with a list of the vendors you suggested.  And, a note is added to the Notes table documenting all that was done.

There are also forms and reports associated with the Concierge option that allow you to track what vendors are being selected and the feedback from the client regarding the service.

The introductory cost of the Concierge option is $199 during February 2009 and $249 beginning in March 2009.  To see a demonstration of the Conceirge option click the ‘Concierge Option’ in the Training Videos page (ReloSpec Main Menu, Training Videos) or register for the Web Seminar