1. BCS Software Developed by M.E.E.M. Mgnt. Inc. BCS: The User Friendly Management Tool Overview Review www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca

2. Phone List provides detailed listings on customers and suppliers Estimates are linked to jobs Quotes are linked to invoicing Jobs track, report, cost, and invoice Purchase Orders are linked to jobs Time Sheets are linked to jobs Sales Calls track client relationships and activity Administration customizes the application i.e. tables and security Reports – predefined reports Main Menu www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca

3. Phone List – General Tab Is the company a customer or a supplier? Which sales rep deals with the company? Who are the company’s contacts? Where is the company located? Do you currently deal with the company? Is there a summary report of customer information? www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca

4. Phone List – Details Tab Where are invoices sent? (eg Head Office, different branch?) Does customer require a PO? How much is customer charged? Is customer exempt from PST? Has customer had a credit check? What are the supplier’s terms?

5. Phone List – Contacts Tab What is the name of the company contact? Are there additional contact names and phone numbers? Are there personal details that need to be recorded about the contact? Can contact be reached via e-mail? Do you want to include this contact into a group for “group mailings?”

6. Phone List – Products Tab What items require servicing? Are there any dock or door numbers? What is the description of each item? Where is each item located? How many items are there? What is the size of each item? What is the serial number of each item?

7. Phone List – Mailers Tab What type of mailer was sent to the customer? When was the mailer sent out? Which sales rep sent the mailer? Who was the mailer sent to? What comments need to be recorded about the mailer? Can you create your own mailer list?

8. Phone List – Sales Tab In what area is the company located? How is the company rated? How often is preventative maintenance required? Who is the existing competitor? What is the date the plant was last surveyed?

9. Phone List – Comments Tab What are the customer’s needs? What is the customer’s relationship with you? Should a special marketing plan be made for this company to obtain their business? What information needs to be recorded through logs for processing/futur e references?

10. Phone List – Log Tab What information needs to be recorded through logs for processing/future references?

11. Phone List – Activity Tab What estimates are in the system? What quotes are in the system? What jobs are in the system? What purchase orders are in the system? What sales calls are in the system? Are they active? What is the description of each?

12. Phone List – Associated Tab Who is the associated customer or supplier? What is the associated customer or supplier’s address? What comments need to be recorded? Who is the associated customer or supplier’s contact? What is contact’s phone number?

13. Does customer require a purchase order? What are customer’s labour rates? Is customer PST or GST exempt? Has customer had a credit check? What is your supplier discount? Phone List – Accounting Tab

14. Phone List – Expenses Tab

15. Phone List – Attachments Tab

16. Active Customers – prints a list all active customers for individual sales reps Contacts Not to Receive Mailers – prints a listing of contacts that are flagged as ‘do not send’ out mailers Customer Accounting Details - prints accounting information per customer Customer Product Lists - prints a history of jobs, products installed Information Sheets - prints info about individual companies or a list of companies Label – prints customer’s name and address for mailing Mailer Details - prints a listing of mailers sent out to customers Profit By Customer - prints profit dollars and percentages by customer Total Dollars By Customer - prints total sales dollars vs. quoted dollars by customer Phone List – Reports Tab www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca

17. Estimates What is the estimate number? Which customer is requesting the estimate? Who is the sales rep for this customer? What type of job is this? Is there a quote linked to this estimate? Is there a job linked to this estimate? Is this estimate active? What are the pre-approved values for estimate for this customer? www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca

18. Estimates – Sentinel Tab

19. Estimates – Material to Order Tab What material needs to be ordered from supplier? What is the description, quantity and price of the material to be ordered? What is the inventory number of the material? Does supplier provide a discount? Is there a standard adjustment required for this estimate?

20. Estimates – Material on Hand Tab What material is required from stock? What is the description, quantity and price of the material? What is the inventory number of the material? Is there a standard adjustment required for this estimate?

21. Estimates – Labour – Internal Tab What type of labour is required? What is the description of labour being performed? How many hours will it take to complete the job? Is there a standard adjustment required for this estimate?

22. Estimates – Labour External Tab What type of outside labour is required? What is the description of labour that needs to be performed? What is the price of the work that needs to be performed? Is there a standard adjustment required for this estimate?

23. Estimates – Summary Tab What is your cost? What is your administration charge? Are there any markup adjustments? What is the customer’s price? What are your gross and net profits? What is sales rep’s commission?

24. Estimates – Estimate Log Tab What date was estimate log entered? Who entered the estimate log? What information needs to be recorded in the estimate log entry?

25. Estimates – Attachments Tab

26. Estimates – Management Tab Does estimate need to be pre-approved by management? What is the price of estimate? What is the profit of estimate? Does estimate need final approval by management?

27. Estimates – Report Tab Estimate Sheets – Details - prints details that make up an estimate for a specific customer (detailed format) Estimate Sheets – Summary - prints details that make up an estimate for a specific customer (summary format) Estimates vs. Actuals - prints jobs during a specified time period by sales rep and job type Management Summary - prints jobs during a specified time period using estimate date, invoice date or job date by sales rep Master Estimate Sheet – Summary - prints a report showing cost, price, net profit dollars/percentage and commissions www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca

28. Quotes What is the quote number? Is estimate linked to this quote? Which customer is the quote for? What is being quoted? How long is the quote valid? Who is the sales rep for this quote? Is there a job linked to this quote? What are the total dollars of this quote? Is the quote active? www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca

29. Quotes – Line Items Tab What items are being quoted? Should the item appear on the quote, as an option or a note? What is the total of each line item? What is the total of all line items?

30. Quotes – details Tab Who is the customer? Where is the customer located? Is the project address different from the company address? Who is the site contact? What is the site’s phone number? Is there a master quote? What is competitor’s price vs. your price?

31. Quotes – Misc Tab What is the follow up date of the quote? Does the quote need to be followed up?

32. Quotes – Comments Tab What should the opening remark of the quote be? What should the closing remark of the quote be? What are the terms of the quote?

33. Quotes – Estimate Details Tab What is the cost of material? What is the cost of labour? Are there any adjustments on the quote? What is the total cost of the quote? What is the profit of the quote?

34. Quotes – Job Requirements Tab Is a sub-contractor required to do the job? Is there a questionnaire to be filled out? What are the answers to the questionnaire?

35. Quotes – Job Requirements Tab What date was quote log entered? Who entered the quote log? What information needs to be recorded in the quote log entry?

36. Quotes – Attachments Tab

37. Quotes – Management Tab

38. Quotes – Report Tab Active by Inventory Number/Rep – prints total active quotes for each sales rep by inventory number Information Sheet – prints all info pertaining to a quote Job Requirements – prints all questions/answers in a questionnaire attached to a quote Label – prints company name/address/sales rep/quote number for filing purposes List of Quotes by Rep – prints active quotes sorted by reps Master Quote – prints a collection of several quotes Quote – prints all info a customer requires about a product Total Dollars/Rep/Month – prints a list of total dollars quoted for each sales rep over a specific time frame Total Number of Quotes by Inventory Number – prints quotes matching a specified inventory type Total Number of Quotes/Rep/Month – prints total number of quotes obtained by each rep over the last fiscal year www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca

39. Jobs What is the PO number? Are the items for a job? Who is ordering the items? Who is supplying the items? Is the PO active? Is the PO on hold? Where are the items going to be shipped? Are there any special instructions? www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca

40. Jobs – Details Tab

41. Jobs – Log Tab

42. Jobs – Desc Tab

43. Jobs – Inv from PO Tab

44. Jobs – Inv not from PO Tab

45. Jobs – Kits Tab

46. Jobs – Labour Tab

47. Jobs – Lab from PO Tab

48. Jobs – Adjust Tab

49. Jobs – Costing Tab

50. Jobs – Requests Tab

51. Jobs – Commission Tab

52. Jobs – Close Tab

53. Jobs – Attachments Tab

54. Jobs – Report Tab Subcontractors - Scope of work (external or internal labour) – prints various pieces of info required for a specific job Total Dollars Invoiced/Jobs Invoiced/Quoted Jobs Invoiced – prints summary of jobs invoiced by sales reps for a particular time frame Active Jobs – prints a list of all jobs that are still active Commissions per job/month and year – prints total commissions for each sales rep during a specific time frame Costing – prints individual costs per jobs Invoices/Service Orders – prints a bill to send to customers/all service work performed Job - Labels/Logs/Problems/Requirements/Invoiced – prints specific info recorded about a particular job Master Project – prints a summary list of several jobs Material Inventory Transfer – prints inventory not from a purchase order that needs to be categorized Month-End Summary – prints monthly and year-to- date summary of information Packing Slips – prints information about a product and shipping information required when delivering material www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca

55. Purchase Orders What is the PO number? Are the items for a job? Who is ordering the items? Who is supplying the items? Is the PO active? Is the PO on hold? Where are the items going to be shipped? Are there any special instructions? www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca

56. Purchase Orders – Detail Tab

57. Purchase Orders – Line Items Tab

58. Purchase Orders – Comments Tab

59. Purchase Orders – Shipment Details Tab

60. Purchase Orders – Close Tab

61. Purchase Orders – Purchase Order Log Tab

62. Purchase Orders – Report Tab Active Orders – prints a list of all purchase orders that are still active Packing Slip - Customer – prints information required to drop off product to customer Purchase Orders - Supplier – prints material we order from our supplier Material Purchased - Cost List – prints all inventory from purchase orders for a specific time frame Inventory Ordered on Purchase Orders – prints a list of jobs where a specific inventory number was used Subcontractor - Calendar – prints a calendar with all active jobs linked to purchase orders for a specific supplier Subcontractor - Task List – prints a list of all active jobs linked to purchase orders for a specific supplier Work in Progress – prints purchase orders for jobs in progress www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca

63. Time Sheets Which employee is time sheet for? What date is time sheet for? Is time chargeable? What is employee’s rate type? Are hours tagged to a job? When did employee start and finish working? How many hours did the employee work? www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca

64. Time Sheets – Equipment Tab

65. Time Sheets – Costing Tab

66. Time Sheets – Add mode –Service Tab

67. Time Sheets – Reports Tab Information Sheet – prints all information pertaining to a time sheet Labour Report - Daily Summary – prints chargeable and non-chargeable labour results given for a month for the current month Labour Report - Monthly Summary - prints chargeable and non-chargeable labour results given for a month by week ending Labour Report - Yearly Summary – prints chargeable and non-chargeable labour for a fiscal year by month Payroll Report - Daily Detailed – prints a breakdown of time by employee for a given date range Payroll Report - Daily Summary – prints a summary of time by employee for a given date range Time for a Specific Job – prints a detailed time sheet with total hours for a specific job Time Sheet Diagnostic - Details – prints all time sheets with an erroneous end time Work in Progress - prints time sheets for jobs in progress www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca

68. Sales Calls What company did sales rep visit? Who did sales rep talk to? What was the distance traveled? Is sales call active? What was discussed during the visit? Is there a need to follow up on the discussion? Is the sales call associated with a job number? Which supplier is the call in reference to? www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca

69. Sales Calls – Report Tab Active Tasks – prints sales calls requiring follow- up Distance Traveled – prints kilometers traveled to customer sites by a sales rep during a specified date range Information Sheet – prints all information pertaining to a specific sales call Monthly Review – prints a summary of performance metrics by sales rep by month Sales Calls by Reps – prints specific time frame of discussions by customer Sales Rep Totals – prints a summary of performance by sales calls, quotes, jobs and dollars Task List – prints a list of sales call discussions by customer Total Calls – prints sales calls by sales reps for last fiscal year with grand totals www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca

70. Administration – Company Info You identify company information You can enter a different mailing address for packing slips and purchase orders You enter your BCS registration number www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca

71. Administration – Company Info – Delivery Address

72. Administration – Company Info – Business Info

73. Administration – Company Info – Business Registration

74. Administration – Company Info – BCS Link

75. Administration – Company Info – Administrators

76. Administration – Employees

77. Administration – Employees – Commission

78. Administration – Employees – Personal

79. Administration – Employees – Phone No.

80. Administration – Employees – Date Log

81. Administration – Employees – Files

82. Administration – Employees – Rates

83. Administration – Employees – Training

84. Administration – Employees – Purchases

85. Administration – Employees – Comments

86. Administration – Employees – Security

87. Administration – Employees – Defaults

88. Administration – Employees – Change Log

89. Administration - Security

90. Administration – Global Security Settings

91. Administration – Security – Security Groups

92. Administration – Security – Security Groups – My World

93. Administration – Security – Security Groups – Phone List

94. Administration – Security – Security Groups – Estimate

95. Administration – Security – Security Groups – Quotes

96. Administration – Security – Security Groups – Jobs

97. Administration – Security – Security Groups – Purchase Orders

98. Administration – Security – Security Groups – Time Sheets

99. Administration – Security – Security Groups – Sales Calls

100. Administration – Security – Security Groups – Logs

101. Administration – Security – Security Groups – Administration

102. Administration – Security – Security Groups – Change Log

103. Administration – Security – Employee security

104. Administration – Security – Report Security

105. Administration – Security – Report Security – by Security Group

106. Administration – Security – Report Security – by Report

107. Administration – Security – Report Security – by View Change Log

108. Administration – System Info – Global System Setting -General Tab

109. Administration – System Info – Global System Setting -My World Tab

111. Administration – System Info – Global System Setting - Estimates

112. Administration – System Info – Global System Setting - Quotes

113. Administration – System Info – Global System Setting - Jobs

114. Administration – System Info – Global System Setting – Jobs 2

115. Administration – System Info – Global System Setting – Purchase Orders

116. Administration – System Info – Global System Setting – Sales Calls

117. Administration – System Info – Global System Setting – Time Sheets

118. Administration – System Info – Global System Setting - Attachments

119. Administration – System Info – Global System Setting – Change Log

120. Administration – System Info – Main Menu Logo

121. Administration – System Info – Numbering Scheme

122. Administration – System Info – Global Report Settings – General Tab

123. Administration – System Info – Global Report Settings – Defaults Tab

124. Administration – System Info – Global Report Settings – Service Orders Tab

125. Administration – System Info – Global Report Settings – Quotes Tab

126. Administration – System Info – Global Report Settings – Invoices Tab

127. Administration – System Info – Global Report Settings – Invoices 2 Tab

128. Administration – System Info – Global Report Settings – CO-TRAC Tab

129. Administration – System Info – Global Report Settings – PO’s Tab

130. Administration – System Info – Global Report Settings – Packing Slips Tab

131. Administration – System Info – Global Report Settings – Packing Slips 2 Tab

132. Administration – System Info – Global Report Settings – Time Sheets Tab

133. Administration – System Info – Global Report Settings – Filtered Rpts Tab

134. Administration – System Info – Global Report Settings – ISO Tab

135. Administration – System Info – Global Report Settings – Change Log Tab

136. Administration – System Info –Report Names

137. Administration – Validation Tables – Global Tab

138. Administration – Validation Tables – My World Tab

139. Administration – Validation Tables – Phone List Tab

140. Administration – Validation Tables – Estimate Tab

141. Administration – Validation Tables – Quote Tab

142. Administration – Validation Tables – Job Tab

143. Administration – Validation Tables – Purchase Order Tab

144. Administration – Validation Tables – Time Sheet Tab

145. Administration – Validation Tables – Sales Call Tab

146. Administration – Validation Tables – Employee Tab

147. Administration – Validation Tables – Inventory Tab

148. Administration – Inventory

149. Administration – Inventory – Inventory Number Format - General

150. Administration – Inventory – Inventory Number Format – Test Tab

151. Administration – Rates - Taxes

152. Administration – Rates – Materials

153. Administration – Rates – Labour

154. Administration – Rates – Management Costs

155. Administration – Rates – Management Fees

156. Administration – Rates – Profits

157. Administration – Rates – Estimating

158. Administration – Rates – Markup Rules

159. Administration – Rates – Change Log

160. Administration – Utilities – Data Correction

161. Administration – Utilities – System Errors

162. Administration – Utilities – Mass Data Updates

163. Administration – Utilities – Inventory

164. Administration – Archive

165. Reports Tab Favourites – which reports have you chosen to be saved in your favourites All – a review of all reports that can be found in BCS Search – you can enter in words / numbers to narrow down the list of reports you need List numerically or alphabetically www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca

166. For more information, please contact us at: sales@meem.on.ca or 519-659-7688