wsTOOLS

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You asked for it. We solved it. Enhance Dynamics GP’s and KEY2ACT Signature’s capabilities with helpful, user friendly tools

These helpful, user-friendly products boost capabilities by making common tasks easier.

With wsTOOLS, you can automate processes, intuitively find information quickly, easily make adjustments without affecting accuracy, improve visibility, and empower the workforce that uses Microsoft Dynamics GP, Job Cost, Service Management, and MobileTech.

Are you ready to work smarter, not harder? Come see how adding wsTOOLS enhancements to your KEY2ACT Signature solution will make your job easier. Follow the key below to find out which wsTOOLS will work for you!

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wsTOOLS For KEY2ACT

wsTOOLS For GP & KEY2ACT

 


wsTOOLS for KEY2ACT Signature:

AutoBill

Provides another invoice option from the Process Service window, allowing users to create an invoice per service call for multiple customers and/or service calls simultaneously, and keeping your transaction details on each invoice.
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AutoCharge

Provides a simple and convenient way to automatically insert labor, other costs and discounts to service invoices based on your unique rules. With AutoCharge, you’ll never have to key standard charges line by line again.
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AutoOpen

Allows labor, material and other costs to be captured from MobileTech, eTimeTrack or Time Card Entry against a closed service call by automatically changing the call status to “complete”, ensuring costs are not forgotten.
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BillingEscalations

Provides internal reminders of upcoming billing deadlines, with three escalation levels of notification to ensure invoices are sent on time. Billing windows can be uniquely configured for each customer, with the appropriate users receiving email updates as due dates approach.
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DispatchCenter

Gives users the ability to easily search for a customer and see key details about their locations, notes, contacts, equipment, open and closed calls, and invoices in a centralized view. Users can also create, schedule and dispatch technicians to the appointment or make adjustments through a user-friendly calendar interface.
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Machine Scheduler & Billing  (MSB)

MSB is a module of DispatchCenter that allows you to:

  • Schedule resources such as machines, tools and equipment on a graphical calendar.
  • See key information on who has it, where it’s located, what projects it’s at, how many are available & when it’s available.
  • Bill for each resource’s use and have it update in service management.

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SelectCostTransfer

Allows users to select which individual posted costs they want transferred from one service call to another service call, and move them without having to re-key the transactions. Posted costs can also be transferred from a service call to a job.

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VoidReopen

Enables users to void a service invoice by adding an option to return costs back to the Service Call. Missing charges can be added and line item costs adjusted without issuing credit memos and creating additional invoices.
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QuickCall

Enables technicians to generate new Service Calls in the field simply by sending an email, even for new customers. Without any back office assistance, the technician will be automatically notified when the new call has been successfully created in Signature and is now visible via MobileTech.
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QuickQuote

Enables technicians to email the customer name, material, equipment, labor or other costs, and QuickQuote will automatically create a quoted service call in Signature.
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PORolldown

Lets users enter Job Number/Service Call and Cost Code information on a single line, then roll these details to the subsequent lines of the purchase order.

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FixMe

Gives your customers an easy way to initiate a service request electronically, notifies your dispatchers, and auto-generates a new service call that can be scheduled.

JustBenefits

Better understand how your employees’ benefits influence the actual cost of the Service Call or Job. It seamlessly connects and syncs employee payroll/benefit information directly back to a Service Call or Job.

 

TimeCorrect

Allows users to automatically create a reverse entry of a committed TimeTrack labor transaction and enter another labor transaction that can be edited with the appropriate corrections, eliminating duplicate entries and the multiple revisions typically needed. Payroll is updated and the adjusted values show up correctly in Benefit, Union and Payroll reports.
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JobCloseAssist

Save time and avoid the frustration in trying to figure out why a job will not close. JobCloseAssist will show you in one simple report, the items that are preventing you from closing a job.
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wsTOOLS for KEY2ACT or Microsoft Dynamics GP:

QuickMail

Adds the ability to email from Signature windows. In a single step, users can send PDF attachments of Invoices, Call Summary reports, Job Status reports and more. Users can also set up a predefined template for the subject line and message body.

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QuickFind

Allows users to search for a customer, vendor, service call or invoice with limited information. Simply type part of a phone number, invoice number, contact name or company to find relevant results.
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QuickPO

Creates a new Purchase Order in Dynamics GP upon receiving an email request from a user. This automated process will reserve the PO number and email it back to the requester within minutes.

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QuickReceipt

Email a picture of a receipt or scan of a document, indicate the PO #, and QuickReceipt will add it as an attachment to the Purchase Order in GP.

SimplyUse

Lets users record Use Tax in Job Cost, Service, Purchasing, Sales and Inventory, leveraging GP tax schedules. Tax reports are updated for accurate reporting and general ledger entries are recorded for liability/expense/costing.
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WebTimeEntry

Provides time entry options through a web browser. Supervisors, employees, technicians and crews can track their labor, travel and expenses via mobile device or computer.
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wsTOOLS for Microsoft Dynamics GP:

PostingControl

Gives additional control and security by not allowing the user who posted an AP or AR batch to post it in GL. Posting can only be done by users who have not previously edited the batch.
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Drawer

We’ve improved the current “Document Attach” feature in Dynamics GP by adding security, enhanced organization and access privileges to attached document… all in a centralized location.

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QuickCollect

Automatically emails reminders to past due accounts based on your payment terms and settings. Uses predefined templates which can be different for each step of your collection process to alert customers without any GP user intervention.
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POVendorChange

Allows users to easily change a vendor on a PO rather than canceling, copying, or re-keying a PO when the incorrect vendor was selected or a myriad of other reasons a PO now requires a new vendor.
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PMVendorChange

Allows users to easily change the vendor on an unposted payables voucher rather than having to delete the voucher and re-key the purchase details and distributions when the incorrect vendor was selected.

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AutoList

Automates a specified action on a set of records selected within a navigation list like the receiving and closing of multiple POs. Brings automation to purchasing and distribution.
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NextID

Automatically create the next customer or vendor number based on your predefined numbering preference.

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PayrollRewind

Removes the headache out of payroll voids by allowing a user to void a check and reverse the ACH file from direct deposit. Automatically pulls the transactions back into the payroll batch for rebuild/recalculation without having to start over. Allows for voiding of duplicates.
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1095Importer

Simplify 1095-C reporting from within GP. Use the health coverage information from your provider, make your ACH changes in Excel, then upload them into GP to print the 1095-C. Users can also safeguard manual changes made to W2’s and 1095’s by creating back-ups that can be restored.
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TimeImport

Brings outside payroll and timeclock data into GP for payroll processing and general ledger distributions without using integration manager.

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PayrollHandoff

Allows a different user to take over the check printing process once the checks have been built and calculated. This adds another layer of security by segregating the payroll processing duties.
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PMUnapply

Allows users to move historical payables transactions, in history, back to OPEN and “unapply” without voiding the payment record.

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GLBankBridge

During the entry of a transaction to an account that is attached to a checkbook, provides the user with an option to automatically create the corresponding transaction in the bank rec module. This eliminates the time and effort needed to manually enter a correcting entry in bank rec.
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InventoryRound

Tired of large variances due to rounding? InventoryRound fixes the inherent issue in GP by automatically distributing the same actual cost per item per inventory layer and posting the difference to the GL Cost of Goods Sold.
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PaymentReapply

Provides the ability to back out a payment that was mistakenly applied to the wrong customer without additional documents.
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MicrosConnect

Eliminates manual entries in GP for daily activity from Micros POS. Integrates Micros seamlessly to GP including a cash/daily receipts reconcile.

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EpicConnect

Provides seamless processing of information between Epic (EHRP) and Dynamics GP.

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SUBWAYImport

Integrates the SUBWAY DAILY SALES reports into GP seamlessly leading to daily reporting and deposit reconciliation.

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ChargeBacks

Allows a user to create negative account lines in fixed allocation entries.

SpeedSwitch

Save 10 – 15 seconds every time you switch between companies in GP.  How much time could you save in a day, month or year?
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SummaryRecalc

No more worrying about when to close AP and AR. Regardless of when you close, SummaryRecalc will recalculate and reset the “Year-to-date” and “Last Year” numbers on the Vendor Yearly Summary and the Customer Yearly Summary so that your reports are correct.
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