Berti Group

Consulting Calgary, AB


Berti Group Inc. specializes in Mac-based solutions for your small or medium sized business. We are experts in utilizing Apple and related technologies to help your business succeed in an efficient manner.

We have clients in a broad spectrum of industries, including Medical, Retail, Inside Sales, and Building & Construction, among others. We provide Point of Sale Solutions, Business Productivity Software, Accounting & Billing Solutions and are certified to resell and setup many of these products.

What was the most painful thing about your previous billing and invoicing solution?

Our previous billing and invoicing solution was based on spreadsheets so we had exact control of the look and feel of the invoices. This meant there was no easy way to track invoices by client, run reports, compare clients, or even search for the most basic pieces of information. We were manually tracking billable time in a calendar system and then transferring that time to our home made invoicing system.

How has Billings Pro alleviated this distress?

Billings Pro has has turned the chore that was billing into an easy to accomplish task that is very accurate and also creates great looking invoices. It's so simple now to track time via the iPhone and then sync that time into the system. Invoices are generated in a snap, and if a mistake has been made, it is easily cancelled and corrected.

Looking back, at what point did Billings Pro really stand out and become the tool with which you wanted to move forward?

Once we realized the power of having Billings Pro tie into a Daylite database, we were all over it. Estimates that are created in either application can be moved across for easy integration. Even time that gets entered into Daylite can be easily moved over to Billings Pro and accounted for.

Have you noticed an improvement in client interaction and satisfaction?

There have been cases where a client wants to review an invoice or even go over it on the phone. It's not a problem now to pull up that invoice in the time it takes to answer the phone. We can even look up older invoices from that same client if they want to compare. It's really easy to answer all the client's question with all the information at our fingertips.

How has Billings Pro improved your workflow and productivity?

Billings Pro has changed a previously long and nightmare billing process into three simple steps. One, we run a timer while we work with our clients. Two, we sync that information into the database. Three, Billings Pro will generate and send a bill to the client.

Has Billings Pro improved your time tracking accuracy? If so, how?

Billings Pro has definitely improved our accuracy. We no longer spend hours comparing the calendar to what we are going to bill clients. We now track our time directly with the iPhone and Billings Pro. When we meet with a client and get down to work, we start the timer on the iPhone. When we're done, we stop it. Then all we have to do is reference it to a project, and that time is really to be billed. It's so simple and easy.

Describe how Billings Pro has helped you to increase your monthly revenue.

We used to spend a fair amount of time billing. It involved working through the calendar and ensuring that all of our hours were accounted for. Now, with Billings Pro, we use that time to maintain better relationships with our existing clients, and to follow new leads and generate new business. With our existing clients, there's less room for error with hourly rates set individually. And if clients have fallen behind on payments, a quick glance at the client list show's who needs a gentle reminder.

Any other comments?

Billings Pro is by far the best and easiest to use software for Billing and Invoicing on the Mac. In addition, with the built in reports, it has let us see a whole new side of the business. We have a much better understanding of where we bill our time, our mileage and even expenses. There's no question the investment we made in Billings Pro, including the time it takes to learn it, has paid off.