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 www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca Are we now dealing with the company? Is the company a customer or supplier? Who are the sales reps for the company? Company address with map locator. Company contact information

4. Phone List – Reports Tab www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca Sort by Report Name or Number There are more than 30 reports – below are some samples Search features Information Sheet – Detail on all company information Total Dollars by Customer – prints total sales dollars vs. quoted dollars by customer Customer Product List - prints a history of jobs, products installed Profit by Customer – Profit dollars and percent for customers for specified time period

5. Estimates www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca Status of an Estimate Master ? Linked to Quote? Linked to a Job? Short description of what is being estimated? 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? Product by inventory # Sales Tax Indicator Criteria for profit & $$ before management approval needed

6. Estimates – Report Tab Estimate Sheet – Summary - prints details that make up an estimate for a specific customer (summary format) Estimate Sheet – Detailed - prints details that make up an estimate for a specific customer (detailed format) Master Estimate Sheet – Summary - prints a report showing cost, price, net profit dollars/percentage and commissions 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 www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca Sort by Report Name or Number Search features

7. Quotes 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? www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca What is the quote number? Is estimate linked to this quote? Is the quote active?

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

9. Jobs www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca Is there a quote linked to the job? Who is the contact for this job? Has the customer supplied a PO number? What is the job number? When is the job scheduled to start? What type of job is it? Is job active? What is the invoice date? Who is the salesman? Description of Scope of Work

10. Jobs – Report Tab Costing – prints individual costs for a job Jobs completed but not invoiced – Lists all current active jobs that have been completed but not invoiced Total Jobs Invoiced/Rep/Month –total number of all jobs invoiced by each salesman in a particular month Invoices – Customer – prints an invoice to send to the customer Active Jobs – prints a list of all jobs that are still active Commissions by job/rep – prints total commissions for each sales rep during a specific time frame www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca Search features

11. Purchase Orders Can specify different currencies Is the PO active? Is the PO on hold? Who is supplying the items? 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 What is the PO number? Who is ordering the items?

12. Purchase Orders – Report Tab Active Orders – prints a list of all purchase orders that are still active Work in Progress – prints purchase orders for jobs in progress Material Purchased - Cost List – prints all inventory from purchase orders for a specific time frame Packing Slip - Customer – prints information for customer for when material is delivered Purchase Orders - Supplier – prints Purchase Order to supplier with information of the order www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca Search features

13. Time Sheets www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca Which employee is time sheet for? What date is time sheet for? Pick from list of self administered time types 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?

14. Time Sheets – Reports Tab Time for a Specific Job – prints a detailed time sheet with total hours for a specific job 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 Labour Report - Yearly Summary – prints chargeable and non-chargeable labour for a fiscal year by month Labour Report - Monthly Summary - prints chargeable and non-chargeable labour results given for a month by week ending 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 Search features

15. Sales Calls What company did sales rep visit? Ability to assign sales calls to another employee? What was the time spent by the salesman on this sales call? www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca Is sales call active? What was discussed on this sales call Reminder date with follow up if needed Is the sales call associated with a job, quote or estimate number? Who is the supplier for products being discussed Date sales call was for

16. Sales Calls – Report Tab Information Sheet – prints all information pertaining to a specific sales call Sales Calls by Reps – prints specific time frame of discussions by customer Active Tasks – prints sales calls requiring follow-up Monthly Review – prints a summary of performance metrics by sales rep by month Distance Traveled – prints kilometers traveled to customer sites by a sales rep during a specified date range Task List – prints a list of sales call discussions by customer www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca Search features

17. Administration – Company Info www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca Company Info provides detailed information about your company – address, business information Employees provides employees names, contact information, tracks vacation/sick days, what training they’ve done, commissions, link all files to specific employee Security allows you to have employee/group security applied to allow users access or no access to tabs, fields and / or reports System Info enter in Company Logo, name reports and specific settings throughout BCS Validation tables allow you to set up BCS to be specific to your company. (eg. Drop down menu options.) Inventory allows you to set up inventory numbers and the format for your company Rates allow you to set up tax rates, labour rates, management fees, mark up rules to be generic throughout BCS Utilities allows you to manage / investigate any issues that may have resulted throughout the modules Archive – to enhance system performance. When the dropdown fields have few choices, the screens load more quickly.

18. Reports Tab Sort numerically or alphabetically www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca 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 require Chose to print / preview report

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