Agee Software, Inc.

Small Business Customer Contact and Accounting Database

This small business software has been designed for the landscaping, lawn maintenance, plumbing, pest control and irrigation business, but has also been modified for use with the apartment locator, software developer, tech support, online e-commerce and regional sales company. The Microsoft Access database contains customer contact information that can be searched by customer contact name, street, city, state, zip, phone, group or keyword. You can also filter by custom marketing groups to suit your individual business. A searchable log timestamps each contact with the customer and provides a reminder for pending actions. The user is alerted during data entry if a phone number, name or address is duplicated. You can easily track mileage simply by entering the word Onsite into an invoice detail line. There is a link to web based directions and a map. The reports include Balance Sheet, Accounts Receivable, Profit and Loss, Bank Statement Reconciliation and Income by Client or Employee. It contains an invoice module to invoice service by the hour or item or job. You can accept partial invoice payments or apply a payment to multiple invoices. The searchable general ledger tracks your expenses by accounts that you set up and interfaces with the inventory module. Payroll calculates tax witholding. This custom Microsoft access application features secure login and audit trail. Network administration is easy because the software alerts the user that an update is available on the server. The program has been used in various forms by several companies in Dallas, Allen, Plano, Frisco, McKinney, Garland, Rowlett and Flower Mound, Texas.

Main menu. Click each button to see the contact, invoice, setup, general ledger and report forms.