Aimsio Revenue – Speed Up your Invoicing Process

Everything in Aimsio Lite
- Jobs
  It all starts with Jobs. A Job is the highest level of data within Aimsio. Items like Employees, Users, and Price Books are attached to a Job, and the Job binds everything together. You’ll also be able to see all of your jobs in one place.
  With Aimsio Lite, you get one Job Workflow. Manage an unlimited number of jobs using the Jobs window and see all the Jobs you have on the go at any given time.
  Learn more about Jobs
- Work Management Tickets (WMT)
  A Work Management Ticket is the method you use to capture time and material in the field, and then bill your client. A WMT can be a field ticket, LEM, work order, or daily ticket.
  Learn more about Work Management Tickets
- Timesheets
  With Aimsio Lite you’ll have access to both individual and crew timesheets.
- Non-Recurring Billable Tracking
  Tracking your third party charges is one of the best ways to protect your profits. It ensures the things you’re billing for actually show up on your WMT for client approval.
- Web Based Access
  Office Employees will use Aimsio Lite on their computers, connected to the internet. With Aimsio Lite, office Employees get access to our web portal.
- Mobile Based Access (iOS and Android)
  Field Employees will use Aimsio on their iOS or Android mobile device. The Aimsio mobile apps are easy to use so everyone on your team will feel comfortable. Aimsio Lite even works offline.
- Revenue Dashboard
  Log in to the Aimsio Portal and instantly see your Revenue Dashboard. All billable and non-billable revenue captured in your WMTs will be displayed in your Revenue Dashboard.
- Report Center Tabular Reports
  With Aimsio Lite, you get five reports:
  
  Double Charged NRB Report
  
  iPad Status Report
  
  Payroll Report
  
  Revenue by Client Report
  
  Revenue by Job Report
- Billable Item Management
  A record of your base rates for things such as:
  
  Labor
  
  Equipment
  
  Unit billing
  
  Services
  
  Materials
  
  Miscellaneous items
- Unique Price Book Management
  The ability to assign a Price Book to each of your clients so you don’t have to keep changing the rates on each project. Create an unlimited number of Price Books with markups or discounts.
  Field Employees don’t need to know what rate to bill out at, they just need to log their time and materials, while the Office Employee sets the Price Book.
- Master Data (Equipment, Employee, Customer, Vendor, Location)
  Effortlessly keep track of all of your assets, crew members, customers, and more using a simple database.
- Pre-Defined Roles & Permissions
  When setting up new users, you can select from five pre-defined roles: Admin, Admin-Limited, Driver, Supervisor, or Field Worker. By doing this, you restrict what can and can't be done within Aimsio based on a user's role.
- Data Export
  The ability to export your data out of Aimsio so you can use it, analyze it, and really get to know it.
- Flexi-Form
  With Flexi-Forms, you can take a picture of paperwork and attach the PDF to a Job.
- Form Status
  Manage the statuses of your forms.
- Electronic Signatures and Stamps
  Capture signatures and stamps and get approvals digitally.
- Master Data CSV Import (Equipment, Employee, Customer, Vendor, Location)
  Import all your records in one go. Bring contacts, companies, billables, equipment, employees, and more into Aimsio at once, and associate them together with simple column-mapping. No manual associations necessary.
Up to 1,000 Timesheets or Tickets per Month
Every month you can generate up to 1,000 timesheets or tickets. If you go above you allotted amount, you will be charged $1 for every additional timesheet or ticket. If you continually go above 1,000, it might be worth moving up to Aimsio RevOps
Client eSignature Approval
Once you have a WMT or Timesheet ready for approval, use this feature to send your document to a customer for an eSignature. Think of this like DocuSign built directly into Aimsio.
Invoicing
Once you’ve completed a Work Management Ticket (ie. the record of the work you’ve done for your Customer), you can use Aimsio to review and approve them for accuracy.
After that’s completed, batch select the WMTs that you want to be included on an invoice. Automatically create a PDF of the invoice. You can choose to invoice by WMT, billable item, or by category.

You can also filter invoices based on status (ie. Pending, Exported, Billed, Paid, Approved, etc.).
Invoice CSV Export
With Aimsio Revenue, you can send accounting information directly to an ERP or accounting platform. Ask your sales rep for more information on if Aimsio is compatible with your ERP or accounting platform.
Integration with QuickBooks Online or Sage Intacct
Choose to include (or not include) back up tickets with your saved invoice and ready them for export to QuickBooks Online or Sage Intacct.