Frequently asked questions
Do I have to use all the modules?
No, If you just want to use Epic for invoicing and or pay bills no problem. You will still need to use CRM to keep track of customers that you saved. You then can use Epic Accounting and either create a invoice and email it to the customer with an email link to pay it without needing their credit card information.
The price of a seat, how much does it cost?
Good news! Epic software is free to use. There is a small monthly cloud hosting for account with over 100 customer. We make money by offering extra services like credit card processing, bill payments, and email marketing. These fees are very reasonable and comparable to other providers.
Do I have to create a Chart of Accounts?
Yes, To streamline the process, we offer pre-designed Chart of Accounts templates. You can customize these templates to match your specific accounting needs. This simple process should take just a few minutes to complete.
Can I send Emails to all my customers?
Yes, To easily create and send bulk like email messages, Epic provides a simple template editor and leverages SMTP. To ensure optimal delivery, we limit the sending rate to 50 emails per hour..
Can I import my data from another vendor?
Yes, you can import un-encrypted data into Epic, provided it’s in a CSV format that Epic can process. You can easily create this CSV file using Microsoft Excel.
Is my data backed up?
Yes, The hosting company that Epic uses does a complete back up your data daily.
Does Epic have HR Module?
Yes, the HR module will manage your employee contact information, work-related documents, and license photos and more.
Can I cancel Epic?
Yes, you can stop using Epic at any time. You can export your data as a CSV file. Deleting your account is permanent and irreversible.
What features does CRM have?
The software offers a comprehensive suite of features, including CRM and contact management, scheduling, customer logs, equipment installation and maintenance tracking, unlimited alarm reminders, and additional functionalities.