Billings Pro Server
There are three parts to this solution: Billings Pro Server, Billings Pro Touch for iPhone, and Billings Pro for the Mac. Server, in collaboration with a service called Switchboard, communicates the server machine's IP address to Billings Pro and Billings Pro Touch. The nice thing is that even if your server has a dynamic IP address that changes frequently, Switchboard will keep this sorted and your software connected. It's super convenient and makes port forwarding much easier to set up than it is with Daylite Server (though we're told this feature could make it to Daylite Server someday). Here's how to set up Billings Pro Server:
First, designate the Mac that will act as the server. Note that any Intel Mac running Snow Leopard 10.6 will do; you needn't employ a server-grade machine. Next, run the installer, which will walk you through the setup process. You'll have to create a database from scratch (or easily import from Billings if you've been using it) or restore from a backup. From there, set up a backup routine (time and destination) and create your Switchboard account (a free service for Billings Pro customers).
Finally, you'll create users. The "First User" should be treated as the administrator and will have full access to everything. Additional users, most likely the First User's employees, can have varying degrees of access. From there, you're all set and ready to begin work. With Billings Pro Server running, those granted Billings Pro Touch access can connect to the database from anywhere at all.
Server runs invisibly in the background and synchronizes everything about every five minutes. If employee Jane is out in the field and charging by the hour with her iPhone, that data will get sent to the manager's desktop automatically. The same goes for all your iPhone-wielding employees. In our testing, this feature worked without a hitch.
Billings Pro for the Mac
The desktop software looks just like Billings, with some subtle and some major changes. First, you'll notice that it features additional invoicing templates, bringing the total number of options to more than 30. Each looks super and can easily accept your logo.