Get Started

Transitioning to OZ® is simple and painless.

Here’s what you need:

User Data:

  • Names
  • Email Addresses
  • Email Signatures
  • Mobile Phone Number

Personal Data:

  • Excel templates are available to ease your transition into OZ® software.
  • Our staff is ready to assist you at any time!
  • Super Administrators can easily edit your company settings.
  • Google Apps

    We can set you up with a 30 day free trial of Google Apps $5 per user per month thereafter. Cancel at anytime. What is Google Apps? Imagine all email, all docs, Excel, Word, PowerPoint all accessible and sharable online from any computer, phone or tablet ALWAYS avail as long as you have an Internet connection. Also your contacts online and always synced with your computer, iPhone, tablet, android. If you know what an exchange server is, then think of it as a new night stand because that’s all it will be good for when you're through: Google does everything that your exchange server does AND they manage the server! GOOGLE APPS WEB SITE Who is using Google Apps?

VENUES (Places you deliver goods / services)
Venue Name
Street 1
Street 2

ITEMS (goods/services you sell)
Item Name
Item Type

PEOPLE (anyone who is important to your company)
First Name
Last Name
Legal Name (Checks are written too)
Act Name “trading as”
Street 1
Street 2
Business Phone
Cell Phone

If you’d like to use our special upload service we will up load 300 contacts, 300 Items and 300 Venues for $250:

User Agreement

*For Comparison:

Intuit (Quick Books) User agreement:

gMail User Agreement:

Download Our Upload Template

Have Questions?

Not sure if you’re ready or have some questions before you get started? Don’t hesitate to reach out.