advertisement

Legend Powerpoint

50 %
50 %
advertisement
Information about Legend Powerpoint
Education

Published on February 28, 2008

Author: Mentor

Source: authorstream.com

advertisement

Slide1:  "Route Rite"® Legend , Route Service and Sales Billing Software. Serving the Route Service Industry Since 1991 Operate from your office or in the truck (877)-837-8799 (818)-889-1361 www.gopst.com Route Service Billing Software Demo:  Route Service Billing Software Demo Your Route Service Business needs to: Effectively navigate your trucks to provide your services sequentially and save some $ on your expenses. Get all the services done for each customer every time and on time in order to maximize the $ flow. Collect and report on the Cash Receipts to reduce the average aging of receipts Route Rite"® Legend is your software business tool !:  Route Rite"® Legend is your software business tool ! The Software is designed to help you accomplish all of these goals and more! We have seen a lot of route service software users over our decade of experience and we continue to wrap the features of our software around our customers ever expanding needs! We Listen! And then we Perform! Remember we don’t have to be the most expensive to be the best! “Route Rite”tm Legend Route Billing Software Demo Guide:  “Route Rite”tm Legend Route Billing Software Demo Guide This presentation is designed to give you an overview of Software Usage often coinciding with the data in the Demo. The Demo is live and date driven, therefore if you are looking at the demo on days that no jobs are due it may appear as though there is no work to be done. However the services may have been missed and will show up on the missed service report when you click the truck. Get the Live Person Internet Demo with a salesperson to cut to the chase and see the immediate answers to your questions. Great choice because you will see your daily procedures from an expert! Very Flexible and Easy to Use:  Very Flexible and Easy to Use Integrated Features Presentation Customer History & Detailed Service Instructions, which guide the software to it ability to aid you. Automatic Re-occurring Rescheduling of your customer’s services, based on customizable frequencies. Zone, Map Grid, Zip code or City On-screen Geographic View of route stops for those manually scheduling needs. Full Accounts Receivable, including billing by the service completed and “Flat Rate” billing like a rental or weekly service billed monthly on a fixed amount. Print Reports on Materials Used, Sold or on-hand, including Ca. and NY Usage Reports It’s Customizable:  It’s Customizable Customizable Data for the Defaults and Pick Lists! Each of your customers can have different pricing and different service instructions Filter customized groups of Customers for reports, letters, labels and Export some reports to Excel, including those that allow you to Map Plot in any mapping software that imports Excel files. Paste Scanned Reports, Diagrams, Maps, Bitmaps and driving directions to your customers history. Get the software in a Single User Version or a Multi-User Version If you are going to view the Demo, it has sample data!:  If you are going to view the Demo, it has sample data! It is best to use the sample data, because of Legends integration with the Setup data for defaults to intelligently speed usage. If you change the setup, then you will see the behavior in the software change. Your are trained on the setup, when you purchase. Legend is used by Service Businesses in many different industries because of its Customizable Features. So in viewing this Slide Show just imagine that you would be looking at your data. Software Designed to Manage Your Route Service Billing:  Software Designed to Manage Your Route Service Billing Pest Control Lawn Care Beverage Service Carpet Cleaning Maid Service Sanitizing Service Water Service Route Sales Window Cleaning Software Designed to Integrate Powerfully thorough Software Modules:  Software Designed to Integrate Powerfully thorough Software Modules Customer History & Service Instructions Routing & Scheduling Accounts Receivable Inventory Management Telephone Interview Lets Get Started!:  Lets Get Started! This Demo Assistance Slide Show is not Designed for Step by Step Training but for Overview. When you purchase you will receive more detailed Training Slide Shows, along with other training aids. You can use the Icons or the Words at the Top of the screen. Slide11:  Click the Set-up Button This is the one time Setup Area for your Route Billing Software. No matter what your Service or Sales function is, customization here causes the software to be more tailored to you. Route Billing Setup! The demo may be an older version than is being delivered to customers:  Route Billing Setup! The demo may be an older version than is being delivered to customers The Setup is delivered blank however it is pre-setup in the Demo. You do not need to change this for the Demo, however you can, if you would rather one of your customers entered! It is easier to just use an existing zip code because many things are tied to the zip. There are limits to the demo that are not on the actual software. You can enter your customizable data, including Frequencies combinations of day(s), week(s), month(s) or year(s) that can be attached to your personalized services. Your Trucks & Employees, Working Hours, AR Terms, Profit Centers Security, Inventory details, Office Information and more create your Pick Lists In Setup you will enter things like your Employees:  In Setup you will enter things like your Employees Enter your Office Name & Stuff to be printed or not, on your Forms:  Enter your Office Name & Stuff to be printed or not, on your Forms Slide15:  Click Service Setup and View your Personalized Service Name. Then attach your customized Frequency, Profit Center to be credited for this service # of Services are unlimited. Legend will manage multiple services per customer. Slide16:  Click Routes to Setup the Trucks, its employee & availability. This helps the software know who and when they are available, as it assist you in Scheduling your customers Trucks + Employee Slide17:  Each operator can have a unique entry username and password, that allows your multiple users controlled screen privileges. This will increase your data security. User Security Set up! Optional Inventory Setup for tracking Material usage or Product Sales:  Optional Inventory Setup for tracking Material usage or Product Sales Click the “I” Button or Modules, then Inventory. The Inventory will keep track of Inventory Items including Usage, Quantities on hand by office, truck and customer, cost and sales price and inventory value. Inventory includes Products, Materials and Equipment. Slide19:  Inventory Quantity on Hand and Usage is updated from every job that is verified as completed or Point of Sale Invoice Saved. You can enter new items or edit the existing ones. Receive and disburse inventory to office, truck and customer location for tracking. Enter Inventory Existing Inventory Status Slide20:  See the details of each item. Including cost, default sales price and reorder levels. Prices can be tailored to each customer Double Click and get the Item View The Setup Review is Complete:  The Setup Review is Complete The Setup Area is used to customize the software to fit your words and operation in your selectable Pick Lists. The software will use the information from the Setup to assist you in preventing mistakes as you enter customers, services, routing customers or when it creates Invoices. Route Rite Software uses your frequencies, services, service instructions and other specifics for each customer to reschedule jobs. Slide22:  Click the Customer View and Entry Button See and edit your Customers History and Information, Including attaching Services and instructions Customer Entry & Editing:  Customer Entry & Editing Auto Customer Numbering increases speed on entry, as customer searches include name, company, telephone and address. One Billing customer may have multiple service addresses and each address may have its own separate service instructions & tracking. Customer History with Materials & service Information. Reprint the Invoice or Pay it Off. Individual Customer Service Handling Instructions, with date of next Service automatically calculated with reminders. Customer Zone, grid, zip or city is used for Geographic scheduling aids. Attach Drawings, Word Documents, Maps, Sizing etc.. See, Sort & Select from all of your customers with the convenient Search All Button :  See, Sort & Select from all of your customers with the convenient Search All Button Or use the Quick Search for a customer, last named Gary. Type gar in the last name field and enter. Quick Search by Last & company name, phone or address:  Or use the Quick Search for a customer, last named Gary. Type gar in the last name field and enter. Quick Search by Last & company name, phone or address Search Fields Slide26:  Add Multiple Addresses to this customer, see Balances, Service Detail, Next Dates Click the Go to Services Button and see overview of all service for all addresses attached to this customer:  Click the Go to Services Button and see overview of all service for all addresses attached to this customer Select the service and go to the route date or Edit it and or its service instructions Slide28:  View Transaction History, Statement or Sell over the counter with a Manual Invoice. Invoices are also auto created from service completion Assign Equipment to the Customer for notes, tracking or printing on Work Tickets:  Assign Equipment to the Customer for notes, tracking or printing on Work Tickets Customer Financials Includes :  Customer Financials Includes Total Balance Owed Credit Balances Last Payment Date and Date of Last Statement Purchase Order Numbers Terms of Payment with Late Charge option Sales Tax Options for Service and Product. History of Invoices & Receipt Transactions Print individual or batches of Printed Invoice Print individual or batches of Aged Statements Manual Invoice capability Billing by Service completion or Monthly, Quarterly or Yearly Slide31:  View Transaction Button Select any Open or Closed invoice to view, print or pay off. Open Invoices can be viewed or paid by double clicking Searches Now Lets Attach the Services that this Customer will get!:  Now Lets Attach the Services that this Customer will get! These Instructions tell the software how to handle all of the services you may do for this customers addresses. You will be able to enter all the services for all of the addresses that get billed to this customer. You will also enter any specific problems, products, next appt date, specific day of the week request, bill by service or flat rate, enter a comment that should be printed on the service slip, when the service is done and more! Click the “Go to Services” Button Slide33:  If the Customer already has services attached you will get this overview screen. If you want to look at or edit an existing service, double click it. Or if you want to find Quickly find it on the route, click it once then go to routing. See or Edit all jobs billed to this Cust! Or click New Service to enter one Customer Services Includes:  Customer Services Includes Individual Management of unlimited Services for each Address chained to this account. Initial Date, Last Date completed and software calculated Next Appointment Date Software will automatically schedule your customer based on Pre-set instructions or remind you to call or manually schedule the job when it should be done Product pricing can be specific to this customer and usage will be tracked. Bill for Services, per service completion or Flat rate Weekly, Monthly, Quarterly or Yearly. Or just schedule a sales call and sell products at that customers specific pricing Slide35:  Set the First Date. The software automatically, schedules forward Enter the Service and it’s price per service. To Flat Rate bill Click Service Options Tab. Sell Target Slide36:  Pre Set a Specific Day of the Month or Week for automatic routing. Use the Pre Bill to bill a Flat Rate by Month, Quarter, Year. Multi-unit will allow history for units in a complex Comments to print on Slip Flat Rate Pricing Now Lets Go to Routing:  Now Lets Go to Routing Now the Software will take over and start working, for you, based on your service instructions per each address. In Routing, you will see the customers waiting for manual scheduling as well as the service that were pre set and automatically scheduled. If you need to call ahead customers to select a day and route you will see the Actual Truck Routes that show customers already scheduled and you will be able to add waiting jobs to open geographically pleasing slots. Print Single or Batches of Service Slips, Missed Service Report and Export for Map Plotting. Geographic Routing Provides::  Geographic Routing Provides: Reminder of Jobs waiting to be manually scheduled over the next 90 days Set your Preferences for Viewing of Truck Schedules by Option of: Single Truck for Several Days Multiple Trucks for Multiple days Single Day Multiple Trucks Single Truck for a Single Day Show Geographically color coded (Red, Blue and Black) scheduled jobs by Zip Code, Grid, Zone, or City. Or Show them by Name. Slide39:  The lower Window shows already scheduled route Stops and open slots. The colors show how close the existing stops are to the select job to be scheduled View by Grid, Zip, City or Name Move Jobs as a single or group Export stops to Excel On Screen Geographic Routing :  On Screen Geographic Routing The top window shows your customer’s that are due for service based on customer specific service instructions. Double Click on a job waiting and the Software Geographically Color Codes the already scheduled Jobs, with relation to that selected job, Showing: Red as an exact area match Blue as Adjacent or close by your definition Black as moving a truck a farther distance Pick a date and time slot and Shift-click the job into that slot. Schedule jobs by “Specific” time (Like 8:00am arrival) or by a “General” time range (like 8am to 10am). Export Route Addresses for Microsoft “Streets and Trips”tm to plot on a map. Then save it to your customers record to view in the future. Slide41:  Edit the service or price, instructions, target problems, materials or products Edit the Scheduled Job by double clicking or View & Print an Individual Service Slip Print just one Slip here or Batch Print Slips by most any date range for all Service Stops. Slide42:  Set your Route Viewing Preferences with Route Options View Route Stops by Single Truck Single Day, Single truck multiple days, Multi-Trucks single or multiple days Plot Route Stops on Import to Microsoft’s “Streets & Trips”tm:  Plot Route Stops on Import to Microsoft’s “Streets & Trips”tm Print Batches of Service Slips and Report:  Print Batches of Service Slips and Report Slide48:  This a detailed Route Summary Report Separated by Truck and Day. Slide49:  Select 2 of 12 Service Slips. Used by those that need to leave a copy with the Slip. This slip formats itself based on the information you use in the software. Slide50:  Select 4 of 12 1-3 part Service Slips. Used by those that need to leave a copy or 2 with the Customer. This slip formats itself, depending on your comments. Slide51:  Select Slip #10 of 12 and use with Perforated Paper for Ink Jets or Laser. Used by those that need to leave a copy with the Slip. Slide52:  Select # 12 of 12 Service Slips for pre printed forms and no prices. Used by those that need to leave a copy with the Slip. Slide53:  Select #11 of 12 Service Slips for Pre Printed Slips with Data Only Form. You have your form made with your colors, Logo your own labels & Information or Disclaimers Now that the Slips are Printed Lets Verify the Work that was completed!:  Now that the Slips are Printed Lets Verify the Work that was completed! At the end of the day and the trucks bring back the completed job or report it via Internet or Mobile. You will indicate the jobs that are completed. Editing the details of the Service, problems or quantity and price of the products will create an Invoice based on the work actually completed. You can also post a Payment from the customer or use the Customers Credit Balance, if any. A receipt will be created and the invoice paid fully or partially. The customers next date of service, accounts receivable and all reports are updated immediately! Then Verify and edit the job completed which auto schedules the next visit, bills the customer & records history :  Then Verify and edit the job completed which auto schedules the next visit, bills the customer & records history Slide56:  Either Enter the Slip # or Double Click the Job and the Invoice will open. If there is no editing needed Auto-Verify will mark all none COD jobs as completed, in seconds! Verify Completed Jobs! Slide57:  Edit the Invoice Slide58:  Edit Products Edit Problems Edit Services Slide59:  After Saving the edited Invoice, you can print it as a single or in the Invoice Batches! View or Print Statements:  View or Print Statements Now Lets Receive a Payment:  Now Lets Receive a Payment Click A/R, then click receipts, Search for the customer and you will see all the open invoices. Enter payment amount and apply it to Invoices or to Credit Balance. If your payment does not have the customer name but just an invoice number, just search the AR invoices for that invoice number and pay it off. Slide62:  Click A/R, Receipts. Now search for your customer and enter amount received, Apply payments to one or multiple open invoices on the bottom Receive Payments Open Invoices automatically appear Telephone Sales Scripting and Employee Messages:  Telephone Sales Scripting and Employee Messages Click the Telephone Icon and you will be able to select a problem for the list and read the script that your expert has written for you. Even see any special Materials needed for this problem Ok, Lets See Some Reports:  Ok, Lets See Some Reports Reports are listed in each section, so A/R reports are in A/R, Inventory Reports in Inventory, Routing Reports in Routing. There is a variable Call List Filter Report than allows you to filter your customer and gather groups of them that meet certain criteria. Then Send them a letter, print labels or export them for map plotting. Many Reports are designed to export to Excel to allow you greater flexibility of use of this data. Slide65:  Click A/R then Reports to list the Reports in this Section. Reports have variable selections to give you a variety of Sorts Flat Rate Invoices Contract Renewals Print Batch Invoices Sales & Production Reports:  Sales & Production Reports Sort Sales Reports by Office, Profit Center, Servicing Employee and Salesperson Production Reports include Invoice, Payments and your assigned commissionable amounts to be used for each Service. Salesperson is listed for each service. Slide67:  Variable Sales Reports Slide68:  Inventory Reports Inventory Reports, including Product and Materials used, and needed for customers that have preordered materials. or product. Call List Filter Report:  Call List Filter Report Is Designed to allow you to group your customers together by multiple various criteria. Get Reports of Services and values, Print internal Labels or send to Word for label printing, Print Letters or Export Addresses for Map Plotting. Get customers with Next Service, Invoice Dates or receipt dates between given date ranges. Then Further narrow included customers with many other selections. Save the filter and use it over and over. Slide70:  Call List Filter Report Slide71:  Call List Report Results Slide72:  Call List Filter Labels Slide73:  Call List Filter Report Letters Slide74:  Call List Filter Report Address Export Inventory Usage & Need Reporting::  Inventory Usage & Need Reporting: If you have Intuits “QuickBooks”tm:  If you have Intuits “QuickBooks”tm You can export your Invoice Sales Totals for Services, Products and Sales Tax to “QuickBooks”, through version 2003. Export your Invoice Totals, on an Accrual or Cash Basis Assist you in printing your Profit & Loss Reports from “QuickBooks”tm Slide80:  Connect Service and Product Invoice Totals from Legend to Accounts in Intuits “QuickBooks”tm Account Link Module Slide81:  Export Totals including Sales Tax on an Accrual or Cash Basis to Intuit’s “QuickBooks”tm Account Link Account Link Module Now you are done with the Standard Demo of the Core Modules!:  Now you are done with the Standard Demo of the Core Modules! Call us to get your questions answered at (877)-837-8799, (818) 889 1361 or Email Sales@gopst.com with more of your questions. If you are looking for our specialty add-on Ca Termite Module just continue to the next Slides. If not this concludes the Slide Show. California Termite:  California Termite This module is for Completion of the California Termite Report. California Completion Report It integrates to the Core Modules Draw Diagrams with your favorite drawing software (like “SmartDraw”tm or “Paint”tm) and copy the drawing to the Termite Report. The Software saves all printed reports to a Word File for emailing Export Report of Inspections & Completions, to Excel Slide84:  Ca. Termite Module Slide85:  Search for Reports for a Particular Customer or Search them all between date ranges, by selecting the date range and clicking the see reports line. Enter a New Report or Edit an existing Report. Print the Reports or Labels. Also Export this Summary of Reports to Excel! Slide86:  Integrated with the Customer Screen Slide88:  This drawing was drawn with “SmartDraw” Completion Report:  Completion Report The Demo is Completed:  The Demo is Completed Call for a Live Internet Demo at (877)-837-8799, (818) 889 1361 or Email Sales@gopst.com with more of your questions about the software price or to purchase http://www.gopst.com or www.routerite.com

Add a comment

Related presentations

Related pages

What Is a Legend in Powerpoint? | Chron.com

Identification. Legends are visual pictorial hints that provide a viewer information that helps them understand an image. In many cases, a legend may be a ...
Read more

PPT – Legends PowerPoint presentation | free to view ...

PowerPoint Templates - Are you a PowerPoint presenter looking to impress your audience with professional layouts? Well, you’ve come to the right place!
Read more

PPT – Myths, Legends and Folktales PowerPoint ...

PowerPoint Templates - Are you a PowerPoint presenter looking to impress your audience with professional layouts? Well, you’ve come to the right place!
Read more

Format Chart Legend in PowerPoint 2010 | PowerPoint Tutorials

Charts in PowerPoint can be customized by changing the appearance of various chart elements. The legend is also a chart element and typically it is a box ...
Read more

Legend-Objekt (PowerPoint)

Das Legend-Objekt enthält ein oder mehrere LegendEntry-Objekte. Jedes LegendEntry-Objekt enthält ein LegendKey-Objekt. Die Diagrammlegende ist nicht ...
Read more

How to Make a Color Coded Legend in Powerpoint | Chron.com

Clear, informative PowerPoint slides increase the effectiveness of your presentation. A legend helps people understand what you're referring to in a graphic.
Read more

adding a legend to powerpoint presentation

I'm trying to add a legend to an existing presentation to distinguish different colors.
Read more

Chart Legend in PowerPoint 2013 for Windows

The Legend within a chart is one of those chart elements that lets you identify all the Series in a chart via color or pattern.
Read more

How to Format a Chart Legend in PowerPoint | eHow

Learn how to format a chart legend in PowerPoint, adding different colors and effects to the legend's box and its text. Find out how to move the ...
Read more