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YES!
The Service Program seamlessly interfaces with
QuickBooks meaning any customers entered in
QuickBooks will automatically appear in The
Service Program. You can also enter customers
in The Service Program and they will seamlessly
be added to QuickBooks realtime! |
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| You receive payments in QuickBooks. Any
accounts receivable functions are handled in
QuickBooks as well as all the normal accounting
functions. |
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| We recommend that you setup Jobs in QuickBooks
for each location that a customer may have. By
creating jobs you will have the ability to route
each location as well as know exactly how much money
each location has generated and how much money each
location may owe you. |
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| YES! Each customer can literally have unique
pricing for every item. This customer specific
pricing will also flow over to the website for your
customers to place orders online. If your
company uses PDAs then the customer specific pricing
will be available on route tickets, invoices and open
work orders on the PDA. |
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| We encourage you to tell your customers about
their capability to order online. In any event when
a customer calls, faxes or emails in an order you
enter that order directly into The Service Program.
While entering the order you will see their average
usage of an item as well as any items they may be
forgetting. You can also generate order sheets for
your customers and email the order sheets to them to
fill out. |
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There are 2 ways to handle pre-calling your
customers: You can create a route for the office
person responsible for pre-calling customers or you
can create a recurring order task to remind that
office person to call the customer. An email can
also be generated reminding the customer that their
order is due.
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| YES! There are 3 reasons why you may suspend a
route stop. 1 may be if the customers account is
past due and you want to get their attention. 2
may be because the customer is out of town or under
construction, 3 may be if you close the account
for the season. |
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| The Service Program seamlessly interfaces with
Microsoft Mappoint as well as MapQuest for location
mapping and route/service call mapping. |
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| YES! The Service Program tracks all of your
equipment whether you charge rent for the equipment
or not. You can bill on a daily, weekly, monthly or
quarterly basis. Best of all, the equipment will
bill directly into QuickBooks! |
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| YES! You can email customers their invoices from
QuickBooks or from The Service Program. You can
even email them a signed copy of their invoice. |
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| YES! Customers have the ability to pay their
balance online through QuickBooks services. If you
are unsure on how that works we would be happy to
assist you in setting that up. |
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| The Service Program works on any Windows Mobile
or Palm PDA. It can also run on iPhone and
Android devices. You may purchase the iphone and
Android apps through the app store. We don't require that you spend
thousands of dollars per driver. Nor do we require
that you buy your hardware through us! If you
currently own equipment and want to know if our
software is compatible please email us the specifics on your hardware. |
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| YES. We currently support any iPhone, iPad,
Droid phone, Droid Pad, Windows Mobile Professional or
Classic Smartphone. You may purchase the iPhone and
Android apps through the app store. You can also
remotely sync these devices at no extra cost!
Click here to read more about
handhelds. Ask
us how! |
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| The Service Program will interrogate the new
customers location and recommend which route and
stop to place the customer on. We make adding
customers to routes a snap! |
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| The Service Program realizes that one of the
keys to your success is providing great service.
Our cutting-edge way of managing service calls is
unmatched in the industry. We also give your
drivers an easy way to enter a task while onsite to
your service department instead of trying to
remember at the end of the day! Also, we give you
the ability to notify the customer via email upon
completion of the service call. |
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| The Service Program gives you the ability to
create work orders on a recurring basis. This is
great for say filter changes or equipment services
that you like to perform on a semi-annual or annual
basis. You can also create recurring work orders on
any frequency you want for what ever you want. Some
customers create recurring work orders to simply
remind them to check on their customers on a
quarterly basis or even to QA a route. |
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| We realize that going paperless is kind of "the
thing" to do but where software companies fall short
is telling you how to do it to make it successful
with little or no disruption to your customers. We
offer FREE classes on proven methods on how to make
it work for you. Companies that we have helped go
paperless have seen savings as much as $30,000 per
year! |
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| The Service Program recommends QuickBooks
Merchant Services to process customer payments. We
know that there may be cheaper rates out there but
the time saved on processing payments as well as
balancing end of month statements makes it well
worth it. If you would like more information on how
to get it setup please email us. |
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Our unique online order system will seamlessly
tie into The Service Program when a customer places
an order online. If you already have a website
designed no problem, we can simple add a link to
your site to the online ordering system.
The online ordering system can give your customers
another way of placing an order with you.
When a customer logs in they will see all the items
they order as well as their average order
quantities.
You can also suggestive sell them on new or other
products. Best of all this all is Managed from The
Service Program! |
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