Tech bulletin for Ultimate Call Accounting – Ten-Point Zero (10.0 +)

Step by step set up of call accounting: (this can take about 15 minutes or less if you prepare ahead of time)

• Set up an appointment with the customer (ask for a Microsoft Windows computer) Spec’s: (pg 17) pick a computer they can be left on – it does not need to be dedicated but does need internet access to download the software.

• Equip you telephone system with the needed serial connection card or IP (SMDR data programming) IP is normally included with the phone system

• Identify the computer port numbers used for IP SMDR data (from you switch manual)

• To install the software use the link: Call Accounting Downloads: ( http://ultcom.com/?page_id=942 )

• Review the downloading instructions on this page and then download the Ultimate Call Accounting 10.0 + (full installation)  - PWFULL.exe choose Save File

• After downloading the program chose to run the program form the downloads folder

• Press unzip then OK to install the program

• Use the default directories

• Press START, locate Ultimate Call Accounting – click to start program

• Pricing wizard:  If you know the load and long distance rates put them in if not choose: Free local calls – LD rates .03 for the first minute & .03 for the subsequent minutes – and finally put in the area code. (Do not put a check in the Centrex 9 in most cases)

• Initial Setup: Fill in the company name -> choose the phone system from the pull down menu -> leave the limits at default -> do not check Echo Call records to file. SMDR Configuration: Source of the SMDR (Serial would require a Comm Port) most are now TCP/IP Client or Server. (for example Toshiba IP systems use TCP/IP Server and the default Port is 7000 but can be changed to match your phone system program)

• If using IP when you press Connect if the software detects the port it will change to disconnect and you may press Continue the initial setup menu. If your choose is for a Com port and you have selected the phone system Baud Rate you may press Continue

• The program will start and you may have firewall alert choose Allow Access

• Press Security and Enter Password

• The Default Password is level3 – type that in

• Make a test call to see if data is being processed – if you are successful you should see data in both top window “Last Call Record Data” and next window below “Last Processed Data.” If you do not see data in both windows it could be one of several issues: wrong com port, wrong baud rate, bad com port, wrong IP port number, or wrong phone system type. After checking these issues send an email to jim@uspnet.com with your phone number and we will call within 24 hours. Ultimate Dealers can call the dealer tech support number.

• If data if being processed (line two) then press the flashing red message at the bottom of the call accounting main window. “Activation needed – click here”

• Call the number and leave a call back number or message.

• When they call back or answer you will read the lower left number to them and an order number if you have if. If you have no order number put 99999 in the order number window.

Purchase or License Options

Standard Outright Purchase  

Standard pricing stays the same - just press the following to request the new price list -> Order form <- for Ultimate Call Accounting 10.0+ (sent to dealers and distributors only)

·         Single site or multiple site centralized call accounting is now shipping with release 10.0 software

·         The dealer is responsible for service and end user support. Ultimate assists your staff for the first year by email, online and by phone

·         Software CD's will only be shipped by request - the software can be downloaded from our website. download Ultimate Call Accounting 10.0+

License the software for 90 days or annually 

Choices

We now provide a license agreement that has two options:

·         Option A - dealer sells and bills the call accounting - define your own profit margin (you mange the billing and sales)

·         Option B - dealer outsources the sales, billing and support service (Ultimate manages the sales and support - even the billing- dealer makes the money from the installation of the SMDR data)

Option A (ideal for Sales and Service companies)

• Sell the call accounting quarterly or annually and define your own profit margin
• Ultimate will support the account with training, direct end user / online support.
• This allows you to create a recurring stream of revenue!

Option B (Great for marketing companies that outsource most services)

• Dealer refers the customers to Ultimate to sell, train, support and bill the end user - outsource the account for Ultimate Call Accounting
• Dealer just charges for the installaion and then refers the account to us. Our sister company charges $325 for the programming and and phone system hardware and then has the customer contact us directly.

This is good for dealers that want to concentrate on selling communication systems and don't want to maintain call accounting as a telephone system accessory!

Option B

Option A order form

Free Trials

Twenty Day License - No Charge

Full call accounting operations (your customer must sign up for the trial - name / phone / & email address)

All reporting - including traffic studies.  After 20 days the call record data continues to be stored only the reporting is stopped. Reporting can continue or resume with a registered license and activation.

Now every installation can have traffic studies and every customer can try the software!

Ultimate Call Accounting "10.0+"

Ultimate Call Accounting 10.0

Thank you for using our Ultimate Call Accounting. Over 20,000 customers have let Ultimate Call Accounting keep Profits on the Rise by managing their telecommunications costs.

We now have a new version of call accounting. 10.0 is now available! So what is new, you might ask?

Auto reports:

o       Auto reports can optionally be saved as text files instead of HTML files
o       Selectable drive/path for auto report files
o       Selectable day of week for weekly auto reports
o       Selectable day of month for monthly auto reports
o       Selectable time of day for auto report generation


Fully customizable detail reports:

o       Select which call details appear on each line and in what order
o       Select fixed-length field or comma-delimited format (with or without enclosing quotes)
o       User-defined headers for detail reports (e. g., change “Department” to “Region”)
o       Optionally omit totals, summaries and headers from detail reports
Other report features:

o       Selectable time range for template reports, e. g., 10:00pm to 6:00am every day (allows a “shift” report)
o       In report templates, extension drop-down list shows a pick list of extensions for the selected department
o       Total minutes shown for each dialed number in Frequently Dialed Number reports
o       Caller ID name added (if supported by phone system)
Other features:

o       Adjusted for new dates of daylight time/standard time
o       Shows last log file entry on main window
o       Historical data display initially scrolls to most recent records
o       Historical data display includes button to save a snapshot to a text file

Updated look & the best part is that we have expanded our options for an upgrade:

·        Option one: One-time upgrade cost (like you have had in the past)
         Option two: Outright purchase and optional service support from Ultimate

·        Option three: Low subscription fees (quarterly or annually)
         Bonus - 20 day free trials (just submit a name, phone number and email address)

Why the options? Some companies prefer to own and have no recurring fees. Some companies want an easy way to keep up to date and call the manufacturer directly. Ultimate wants to offer you either approach to benefit your telecom needs.

We can show you a live demonstration of Ultimate Call Accounting 10.0+.

Show me the demo

Roy Catron - 262-789-9649

I could make a sale if…

I could make a sale if…

When I answer a phone call or view a new e-mail this is a common statement I witness, "I could make a sale if… “So I listen to the caller or read through the e-mail and try to understand how we can help.

We have built our business around helping dealers make sales, by simply adding a feature or two to something we may already do. When you this over time we have created quite a few solutions.

A recent example comes to my mind. I think the reason I am thinking about this is because the customer liked our creation so much that they are now expanding its use again. Here is their application:

An emergency center wanted to call, text, page, and email a team of medical professionals when children are coming  for emergency services. Our Smoke Signal Software could have worked out of the box but they wanted it to be almost automatic. When an emergency occurs a call is placed to a dispatcher and the dispatcher needs to give 100% attention to the ambulance professional.  So they wanted to be able to choose one of three buttons to make contact with a specific medical team. They also wanted real-time feedback as to the progress our software had made in contacting them. After a few small changes we created a visual touch screen interface that allows the dispatcher to concentrate on the conversation and still assemble the medical team.

The result was a sale without competition and a customer who now wants to add more to the application. The customer wins, the dealers wins and in this case maybe lives can be saved.

Your Ultimate Sales Representative Roy Catron