EasyReference Guide

 

EasyRoute Plus integrates dispatching, routing, invoicing, billing, customer accounting, marketing, and sales or labor analysis into one easy to use software program.

 

To use the program, first set up City, Job, and Employee codes using Alt-C, then use the F4 key to create and lookup customers. With the customer’s profile on the screen, add, edit, complete, bill, and enter payments. Use Calendar F9 to see your currently scheduled work. From Calendar, print work orders or routes, edit dates, times, and assigned workers, and batch complete jobs. Use Accounts Receivable’s Batch Billing to batch-bill customers, use Activity Reports to detail sales and labor efforts and calculate commissions, use Query Based Output to locate and output data based on customer transaction history, etc. Refer to Help (F10) where needed.

 

This guide contains 4 pages: Hot Keys (this page), Cust Profile, Main Menu, and Calendar / Alt C.

For free assistance with EasyRoute Plus over the phone, call toll-free 1 800 468-3024.

 

 

Hot Key                          What It Does

 

Alt-Codes                   Alt C allows you to set up and maintain codes and descriptions for Cities, Jobs, and Employees. These codes are used throughout EasyRoute Plus. You create your own set of City, Job, and Employee codes specifically for your business. Press Alt and C simultaneously wherever Alt C appears at the bottom of a screen.

 

F4 Cust                            This feature locates or creates a Cust profile. You create a Cust profile by looking for and then not finding a Cust. This prevents creating two Custs for the same site. Press F4 wherever F4 appears at the bottom of a screen.

 

                                             Each Cust profile contains customer name, phone number, work address, bill name and address, comments about the work site, etc., and a scrollable transaction window.

 

                                             Using the features displayed at the bottom of the screen, you can add or modify transactions that appear within the scrollable transaction window. When you input appointments, jobs, payments, and billings, they automatically become a running history for each work site.

 

F9 Calendar                  Powerful calendar reads each Cust, and details all your scheduled appointments, service calls, or tasks. Week and Day levels help you to decide which date, time, and worker to assign to an incoming job or appointment. You can move appointments, print work orders and route invoices, and complete appointments from Calendar. To view Calendar, press F9 wherever F9 appears at the bottom of a screen.

 

Help                                  Wherever you are in EasyRoute Plus, you can get context-sensitive help. Now, you can get the answers you need without interrupting whatever you’re doing. If you need help, just press F10, then press Esc when you are done viewing Help.

 

To see the Index of Help topics, press F10 from within Help.

 

 

 


Cust Profile (F4) Features

 


A         Add Scheduled Jobs (automatically updates Calendar)

 

E          Edit

                        Cust Profile Data (name, address, etc.) or

                        Scheduled Job’s (date, time, Job Code, comments, amount, salesperson, commission, worker)

 

D         Delete Transaction(s) (also reverses the effect of the transaction)

 

C         Complete Scheduled Job(s) (automatically updates Calendar)

 

 

B          Bill Cust (use the settings to determine what will print on the bill)

 

P          Payment/Credit (can be applied to individual debit transactions, applied to oldest first, or saved)

 

T          Telephone (dials the Cust through your modem)

 

N         No Job (mark Last No Date field with today’s date)

 

L          Ledger (Cust history printout)

 

M        Make (a new Cust profile using the Bill To of the current Cust)

 

H         Hold Activity (prevents activity unless you say it is ok)

 

U         Unhold (takes a Cust off of Hold)

 

V         View Cust Profile/Transactions

 

            Remove Cust

 

F1        Frequency Templates (recurring jobs that do not have exact repeat dates)

                        Create/View (F1)

                                    Add Job(s)

Frequency Templates store “seasonal” work that has no exact schedule date. You can manipulate and control the jobs in the templates by pressing F1 at a Cust.
 
                                    Edit

                                         #       =        Job

                                         Enter =       Template Scheduling Info

                                    Insert Template(s)

                                    Delete Job(s)

                                    Remove Template

                                    Schedule Template

 

F2        Maintenance Templates (recurring jobs that have exact repeat dates)

                        Create/View (F2)

                                    Weeks and/or Months Templates (PgDn/PgUp = Next/Prev template)

Maintenance Templates store recurring work that has exact schedule dates, such as “weekly, every Wednesday at 9 AM,” or “monthly, on the 15th,” or “the third Thursday of every third month.” Maintenance templates can be used to automate complex contract work, and are accessed by pressing F2 at a Cust.
 
                                                Add

                                                Edit

                                                    #       =         Job

                                                    Enter  =       Template Scheduling Info

                                                Delete Job(s)

                                                Remove Template

                                    Create Template

 

 

 

 

The Main Menu appears after you input your user name and password. It is also the only place you can leave EasyRoute Plus.
 
 


Main Menu

Queries are filters you create that allow you to search your database of customers and transactions in a variety of powerful ways, and then output the results in one of five different ways. The programs at Query Based Output give you control over the creation and management of queries.
 
A   A - Query Based Output

            Run a Query

            Add a Query

            Edit a Query

            Delete a Query

B   B - Frequency Job Routing

Frequency Job Routing helps you find, choose, and batch-schedule jobs placed in Frequency Templates (at the Cust level). Using these three programs, you locate, select and schedule fuzzy seasonal work.
 
            Find Frequency Work

            Choose Frequency Work

            Schedule Frequency Work

C   C - Accounts Receivable

The programs in Accounts Receivable help you view your receivables, print aging reports, maintain billing texts (4 texts you create that print on bills), and batch bill.
 
            Aging Display

            Aging Print

            Billing Texts

            Batch Billing

D   D - Activity Reports

Activity Reports help you organize and print reports that summarize or detail transaction activity. The report can be configured in a variety of ways, complete with totals and counts for each service or product. Use Activity Reports daily to itemize all new customers scheduled, payments received, and bills printed. Or, use it to calculate sales commissions, wages, and sales volume or labor production for each salesperson or worker.
 
            Salesperson and/or Worker

                        Job Code Count/Totals

                        Done Prior, Now Paid Jobs/Totals

                        Done Jobs Jobs/Totals

                        Done & Paid Jobs/Totals

                        Done Prior, Still Unpaid Jobs/Totals

                        Done But Unpaid Jobs/Totals

                        Scheduled Prior, Now Done Jobs/Totals

                        Scheduled Jobs/Totals           

                        Still Scheduled Jobs/Totals

            Hours/Wages Data    Print Details (transactions)?

            Billed Jobs/Totals

            Payments/Credits      Only Custs who match Query Based Output?

E   E - Utilities

            Configuration

                        Set Company Information

                        Set Customer Data Fields

                        Set Main Menu Option F Action

Utilities programs serve to maintain company name, etc., as well as the default settings for all global features. It also contains the security feature and programs that help keep things running smoothly.
 
                        Printer Drivers

                        Set Dial Feature Variables

                        Set Colors

                        Turn Sound On/Off

                        Security

            Sort Cust Files

            Set Data Directory

            Remove Users Locks

            Check Data Files

            Compress Data Files

Main Menu Option F can be set to run any executable program. As the default, the EasyRoute Plus User Manual displays when F is pressed at the Main Menu.
 
F   F - EasyRoute Plus

            Documentation

 

 

 


Calendar (F9)              Features available at all 3 levels of Calendar:

3          F1 F2 F3 INCLUDE:   Press F1, F2 or F3 to limit display to one-shot, frequency, or maintenance work

M        Mode                          Press M to switch between 25 and 50 line mode

T          Tag                              Press T to tag appointments, then use Edit, Print, or Complete

E          Edit                             Press E to edit appointment(s) date, time, or worker

P          Print                            Press P to print appointment(s) in a work order or report format

C         Complete                    Press C to complete appointment(s)

V         View (Cust)                Press V to view the Cust under the cursor

 

 

L          Week Level (initially displays the current week)

            Level (Detail or Block)

                        Sort

                                    Filters

 

            Enter

Detail

                                                Sort

                                                Switch

                                    Block

                                                Start Time

                                                Intervals

                                                Fields

 

 


ALT C

 

You create City codes and descriptions to speed data entry, saving time by reducing keystrokes. Create a City code for each city you work in, and then create Custs for each work site within that city. When you need to access the list of valid City codes, press Alt C anywhere Alt C is displayed at the bottom of the screen. You can add, edit, delete, print, and find City codes.
 
City Codes

            Add

            Edit

            Delete

            Print

            Find

 


Job Codes

You create Job codes to speed data entry. There are two kinds of Job codes, Service, and Unit. Service Job codes are used when you need to allocate a duration for the job, or when you need to itemize a procedure. Unit Job codes are used to track inventory, maintain quantities on-hand, and calculate unit values (hours, parts, gallons, pounds, etc.).
 
            Add

            Edit

            Delete

            Print

            Find

            Service

            Unit

 


Employee Codes

You create Employee codes to speed data entry. Create an Employee code for each salesperson and each worker. When you schedule appointments, use the employee code of the salesperson in the Sls field, and the employee code of the worker in the Wkr field. This allows you to schedule, route, and dispatch work using these codes. You’ll also be able to print reports sorted by salesperson and/or worker for sales and labor analysis.
 
            Add

            Edit

                        Name, Address, Etc.

                        Hours/Wages, Wkr %

            Delete

            Print

            Find