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What is
EasyRoute Plus?
EasyRoute Plus is an integrated, easy to use software application for service businesses. It can save you time and money by managing your routes, invoices, work orders, bills, statements, accounts receivable, aging, payments and comments about jobs, all in one easy to use package. In fact, EasyRoute Plus can be the hub of your customer management system because it allows you to capture data and make decisions in a real-time environment, ending the pileup of unprocessed paperwork. This increase in efficiency adds to your bottom line.


•  You can use this program to:
 
 • Maintain customer files containing customer name, address, bill name, bill address, phone number,  map coordinates, and store directions and plenty of comments about each customer's worksite;

 • Easily keep track of an unlimited number of scheduled appointments, jobs, routes, employees, customer service/parts records, customer payment records, and customer billing records;

 • Create templates for customers containing jobs that repeat based on your requirements;

 • Print daily invoices or work reports for each scheduled appointment, worker, or job;

 • Print bills (invoices or statements), and track accounts receivable;

 • Allow you to enter and track payments and credits as you receive them;

 • Automatically create a running history of chronological events for each job site;

 • Track inventory usage and in-stock values;

 • Store and compile wage and hours data for employees;

 • Produce flexible reports detailing gross payroll, sales, labor, and inventory activity;

 • Print labels based on customer location or transaction history criteria;

 • Print lists of customers and transactions based on your customized criteria;

 • Export selected customers for mail-merge or import into other software;

 • Display each customer on screen who matches your customized criteria (great for telemarketing);
 

What can
EasyRoute Plus
do for me?
Problem:

• You need quick access to your customer's files, transactions, invoices, bills, comments, etc. so you can schedule appointments, answer customer's questions about their account, print work orders or invoices, bill customers, call overdue accounts, confirm appointments, track accounts receivable and print statements and reports about everything that happened. Do you use a bunch of separate programs, or a part-paper system?.


Here's how the above problem gets solved:
• Using EasyRoute Plus, you can quickly locate and display a customer file and its transactions because you can look it up using a  phone number, name, address, bill name, bill address, anything. Imagine being able to see all the customer's transactions before they finish telling you who  they are!

Here's how......
Once you've got the customer's file on the screen, you can see (and change) any information you've collected for that customer, including a 10-line scrollable window for each that contains chronologically sorted transactions related to that job site. You can create and edit invoices, set up repeating invoices (templates), complete jobs, make payments or credits, print bills, print the customer's data and transaction history, dial the customer using your modem, delete transactions, and remove the customer completely, all from one screen!
 
Don't let the apparent simplicity of EasyRoute Plus fool you -- it's packed with features that go way beyond its first impression.  For example, the way it uses Job Codes. Job Codes are codes you use to type a bunch of pre-recorded keystrokes using a single key. Imagine having to type "Clean the carpets in the family room" over and over each time you wanted to schedule that job for a customer. Sooner or later, you'd mis-spell something, or evelop carpal tunnel syndrome from typing so much.


An exapmle:
This software allows you to "coin a phrase" by creating job "codes" that contain all the details. A good example of a job code is when the waiter writes BLT when you order a bacon, lettuce and tomato sandwich. Would you rather write (or type) three letters or twenty nine letters?


You can assign a Job Code to any service, product, item, action to take, action taken, time duration, inventory item, serial number, person, place or thing. The code is 12 letters (or numbers) but the code's description is unlimited in size. This means you can attach checklists, procedures to follow, whatever.


When you use a Job Code within a scheduled appointment at the customer level, , you can attach up to 800 characters of comment space about the special conditions that exist for just this one service at a particular work site. All this can be put into a template of repeating jobs for the customer's site so you'll never have to type it on an invoice again!

EasyRoute Plus uses City and Employee Codes in the same way, saving you loads of typing and getting you home on time (or early).

When you add invoices, print bills, and make payments, you'll be automatically creating a ledger of transactional activity for each work site. Transactions you enter will display chronologically in the infinitely scrollable 10 line transaction window for each of your customers. Your job is simple - let EasyRoute Plus know about the order when it gets sold, use EasyRoute Plus to track the invoice until its done and paid.

You'll be able to immediately display your customers' files, schedule work, produce work orders (or invoices) and bills (or statements) and reports that are 100% accurate. Using EasyRoute Plus in an active dispatch environment automatically creates a real-time database of accurate up-to-the-minute information. You'll automatically become more organized because you'll be using a single electronic system to keep track of things, rather than multiple difficult to maintain disjointed computer or paper systems.

Calendar
Calendar is a powerful display of your currently scheduled jobs and appointments. Calendar is available anywhere within EasyRoute Plus. From Calendar, you can:

 
•    Determine the best date, time, and worker for your incoming estimates, appointments, and jobs;
   Print work orders, invoices, or route reports to give to your workers;
   Change appointment dates, times, and workers;
   Complete appointments.
 

Query Based Output 
A query is a set of criteria (questions and responses) you create that either qualifies or disqualifies customers based on the criteria in the query. Each query has a name, a set of criteria questions and responses, and an output mode. If a customer matches your query, then it qualifies. A simple query might contain criteria that finds customers in a certain city or territory who have not had a particular service (or product) recently.

A more complex query might involve many things, all under your control. Imagine how long it would take you to locate just those invoices in June two years ago involving a service or product you sold that needs a service call, filter, etc., excluding those customers who are already scheduled for a service call, filter, etc., excluding those customers who have recently received a service call, filter, etc., excluding customers who declined your telemarketer's offer within the last 60 days, further limited to just certain zip codes. With EasyRoute Plus, this kind of thing is a snap! And, you can output the results of the query four different ways.
 

• Output describes what happens to the results of the query. There are four different ways to output the information about customers who match a query;
 
•    1. Labels
 
•    2. Printed List (can be sorted and further filtered)
 
•    3. Export To Floppy Disk
 
•    4. Screen Display (great for telemarketing and mailmarketing)
 
• You can create as many queries as you want. The queries appear in a scrollable list. You can modify the responses, output, and name of any query at any time desired.
 

Frequency Job Routing
The programs in the Frequency Job Routing menu allow you to locate, choose and schedule "standing order" jobs that repeat but do not yet have a schedule date. These jobs originate in repetitive service templates called Frequency Templates that you can set up for your customers. The Frequency Job Routing programs simply automate the choosing and exact date scheduling process that would otherwise have to be done on a customer by customer basis.

Accounts Receivable


• This menu offers programs that let you see an on-screen display of your accounts receivable, print an aging report, create and maintain aging-based billing texts that can print on your bills, and a program that uses information you supply to search for all customers who owe you money, then prints a bill (invoices or statements) for those customers that match your settings. You'll be pressing one button to bill your customers. No more end-of-month madness scrambling to get the billing out. Instead, you'll stuff envelopes for 20 minutes and go for a walk in the park with the sole intention of feeding the squirrels.

 
 
Activity Reports   
• This powerful program prints a configurable report that can tell you who your best salesperson is. Or which worker did the most volume between any range of dates. The report can print transactions or totals sorted by who sold or did work, so you'll see the blow by blow. Sales and worker commissions are automatically calculated. You can even produce reports containing the total dollar amounts and counts for each salesperson, worker, broken out by service rendered and materials/parts used .

 

So, what won't EasyRoute Plus do?
 
EasyRoute Plus is designed to be the main customer service data information system for your business. It contains all the customer's profiles, service appointments, transactions, repeating contract work, notes, billings, and payments. In addition, you can track employee hours and wages (as well as sales and labor commissions) and calculate gross pay. There are fine products such as QuickBooks and Peachtree that will handle your checkbook, general ledger, financial statements, payroll, etc., but they work very poorly when it comes to a service business. In fact, there isn't a single accounting package that will handle a PO and be as tailored to your business or as easy to use as EasyRoute Plus.

So, what do you do? Draw the line between expenses and income. Use QuickBooks, Peachtree or whatever for your checking account and financial profit/loss statements and reports (expense side), use EasyRoute Plus to manage your customer's data and transactions. Let EasyRoute Plus tell you (on a daily basis) what your current A/R is, on screen, all broken down by aging. Input this total into a dummy invoice in your payables side accounting package to create an accurate general ledger; refer to EasyRoute Plus for gross pay figures (any range of dates, any employee, even if wages changed for different employees in the middle of the range). then use your accounting system to do payroll, etc. After all, your accounting system was not designed for a service business.

Your business' success depends on your commitment to your customers, your ability to meet your promises, and your ability to collect for a job well done. You need the best customer management tool. You need EasyRoute Plus. Please check out the other parts of this site, and feel free to download  EasyRoute Plus. If you like it, keep it and use it for your business at no charge.

Please check out the other parts of this site, and feel free to download your free copy of  EasyRoute Plus.

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