2007-2008 Turf Catalog

(Rick Simeone) #1
Training & Resources

Training & Resources


  • Multiple Office Users:Install as many as 10 workstations in-office,
    all working together in real-time so your information is always
    accurate and shared. Administrator can delegate duties by setting
    “rights” per user.

  • Database Backup:There is a manual backup included so you'll
    never have to worry about losing your information. The standard
    Windows can also be set to run an automatic backup.

  • Efficient Scheduler:Reduce customer phone time by 50% -
    scheduling a standard work order can take less that 45 seconds,
    improving your office productivity. The scheduler also displays a
    running customer history with the ability to add information to the
    customer record right from the scheduling screen.

  • Extensive Customer Database:Ability to keep extensive notes
    (attach files, drawings, 'as-built') for your customers. Special
    messages can be setup to appear each time your scheduler pulls up
    the customer for additional information.

  • Multiple Calendars:Daily and weekly master calendars, calendars
    by technician, by customer, and to view scheduled time versus actual
    time. Sorted by technician for up to five days, reducing rescheduling
    due to conflicts and helps spread workload.

  • Accounts Receivables:Customer accounts receivable information is
    readily displayed on the scheduling screen when using QuickBooks,
    AccPac or Simply Accounting software.

  • Use your customer database to print mailing labels for marketing and
    scheduling seasonal service calls.

  • Service Maintenance/Billing:A full customizable system allowing
    you to tailor the billing to your business. You can also setup discounts
    and price levels for customers.

  • Work Order Maintenance:An extensive section devoting to view
    information on the work orders, including exact time-in and time-
    out records, parts used, field comments, incomplete work order
    reminders, and invoicing options.

  • Payroll:Update daily time card payroll information directly to your
    accounting package, eliminating double data entry and improving
    office efficiency.

  • Inventory Management:Invoices parts used immediately by
    downloading them directly into accounting software.

  • Management Reports:Generate work order reports by Technicians,
    material usage reports and timesheets. ProfitMaxx™ add-on takes
    all the hard data that Rain Bird CMS gathers and turns it into
    management reports that can show you every facet of your business.
    Growths, pain points, income and expenses all are tracked and
    delivered in easy-to-read reports allowing you to be on top of the
    game.

  • Call Logging Add-On:This add-on allows you to track every call into
    and out of your office. Every call is accompanied by a pop-up
    window that can display phone number, caller ID and customer ID.
    Added to that is the ability to log a note on that call to be added to
    the customer history. Or you can type in a message to be sent to
    someone else in the office.


Field Features:


  • User Friendly:A newly designed interface gives the technicians a
    simple tool to replace the paper work order. Color coded buttons
    allow the technicians to easily identify tasks and their status.

  • Job Information:Detailed notes on the service and the customer are
    available.

  • Time-Card:With immediate time-card capture, you get every billable
    minute you should, right when it happens without rounding off
    valuable minutes. Track technician activity by using customizable
    work categories. “Shop Time” and “Lunch” can be automatically
    placed on each PDA's schedule, allowing you to track the whole day.

  • Parts Record:The PDA records each part the technician uses. This
    allows you to keep accurate records on what parts were actually used,
    entered when they were used.

  • Field Remarks:Ability to customize Parts and Remarks Categories
    such that it allows the technician in the field, assigned to a specific
    service to access only those relevant to the service. The feature
    prevents excessive scrolling and reduces time in the field.

  • Immediate Invoicing:The technician - with the aid of a portable
    printer - can print invoices in the field immediately after finishing the
    job. This means your Accounts Receivable (i.e. cash flow) will
    improve. All field remarks, pricing, sales tax and any customer
    discounts are automatically computed by the PDA.

  • Signature Capture:Whether you invoice immediately or not, you
    can still have the customer sign directly on the PDA. This signature
    will be saved digitally with the invoice and word order record and
    acknowledgement from the customer.

  • New Work Orders:New work orders can be created in the field.
    These work orders can be assigned a customer (and receive all the
    necessary customer information) and/or a work order number
    supplied by the office, ensuring the information will get where it
    needs to go.

  • Estimates:Estimate can be created in the field as well, allowing on
    the spot printable bidding to keep you competitive. It also has the
    ability to track bid versus actual usage and expense.

  • Vehicle/Equipment Maintenance:Tracking vehicle mileage will
    translate into complete vehicle maintenance in the office, letting you
    know when you need to change the oil or go in for a tune-up.

  • Remote Syncing:You technicians don't need to waste time driving
    into the shop each day. Using the phone line from their house, they
    can connect their PDA to modem which can dial in to the office
    computer, downloading and uploading all the necessary information.

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