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. RouteStar also has all the necessary components to handle your fleet management including inventory, pre-kitting, machine analysis, plan-o-gram analysis.
Signature capture replaces paper forms with electronic forms and allows customers to sign them electronically via a writable device. The result is a legally signed document that is automatically posted to QuickBooks, eliminating unnecessary scanning and contributing to a paperless business. You and your staff will spend less time managing and scanning paper documents, providing more time to focus on your business and customer satisfaction.
Customers can literally have unique pricing for every item that you sell. This customer specific pricing will also flow over to your website for your customers to place orders online from their desktop or mobile device. If your company uses mobile devices such as iPhones/iPads or Androids then the customer specific pricing will be also available on route tickets, invoices and open work orders.
Our route management system makes it easy to manage customer routes and dispatch fleets and service techs. Drivers can map from where they are standing to their next route stop. You can easily access route data from both the Customer Detail screen and Route Info menu. View route information for that customer by day of week. View customer’s route schedule history If you use our PDA component you can track time arrived vs time departed vs Estimated time allowed for the stop. If you track chemical usage and use our PDA component you can see a history of usage for every time they visited that location.
RouteStar’s new mobile solution runs on any device with a browser! It works on iOS, Android, Windows Phones and laptops and MACs! With RouteStar you are able to capture signatures on Route Stops, tasks, invoices and quotes, take up to 3 pictures per route stop or task, record labor/timekeeping for drivers and techs for the day or for a task, email/print a task, invoice or route ticket in the field and much more.
The Customer Portal allows your customers to, see service history, request service and attach up to 3 pictures per request. The request will open an open task right in RouteStar, view route history, sign and approve any pending quotes, make a payment (ties into PayPal)and much more. There is even an online store that will display only their pricing. We can even private label the app with your company name and place it on all the app stores for your customers to download onto their smart phones and tablets.