Service ASSISTANT. Foundation to any successful service-based business. It is accessible from your home, vehicle or office with seamless 24/7 access.

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1 Ask us how to receive a free demo of the all new Service Assistant 5. Service ASSISTANT Foundation to any successful service-based business. It is accessible from your home, vehicle or office with seamless 24/7 access

2 training & SUPPORT Software can be complex and confusing, Real Green Systems products would not be complete without service after the sale. We have one of the largest training and support staffs in the industry! Offering On-site training Toll-free support line Online support and update downloads Video Tutorials Online Training Platform with testing and validation After looking at all the programs out there, Service Assistant was the most thought out and capable system. Kyle Owens, Florida s Finest Pest Control 2

3 Service ASSISTANT Your Business on your time Complete CRM Complete Customer History Detailed Call Log Marketing Personal Online Training Process Invoices & Payments Robust Reporting Routing & Scheduling Mapping Technical Support Web Based Measuring and Estimating And much more... Let your data come to you. Download & Go! Compatible with: PC s and Android! Apple Devices! 3

4 How will our software help your service company? The "prepay calculator" eliminates manual calculation errors and ensures the quoted amount matches Service Assistant's prepayment requirements. In states that require neighbor pre-notification, build a list of your customers neighbors that will need to be notified of upcoming applications. (Required in New York) With our suggested service price button, quote a price for any service you offer with just a click of the mouse. "Measure" properties online in seconds using high resolution imagery and precise measuring tools (Measurement Assistant required). Using our Mobile Technology, you are able to generate valuable management information, such as "technician truck tracking" reports along with maps The integrated sales and contact management system, known as contact manager, allows you to track communication with your customers improving response time and customer satisfaction. that show you where your trucks have been all day. Perform customer duplicate detection, enter in new prospects, customer estimate measurement, or a rejected lead in seconds with the quick data entry utility. Customer database performs a "neighbor search" for previously measured or active customers on the same street or even the same postal carrier route. Create report favorites so you can run any number of reports by clicking a single button. There s no need to Routing Assistant pinpoints a customer s location on a map and records key information to store for future use. refresh report criteria, as the favorites does this for you! Copy all relevant customer information (name, address, etc.) by Keep track of account changes, when they are made and by whom with change log. clicking the copy to clipboard button, then paste it into outside applications such as an or Microsoft Word (Measurement Assistant required). Track an employee s hours with our built in time clock feature. The feature allows you to see when an employee clocks in and out, as well as keep track of vacation days and sick days. Generate a customer list by distance that displays the neighbors via a map. This feature significantly improves neighbor marketing and is great for creating a list of possible referrals (Routing Assistant required). Print work orders, prepay letters, collection letters, contracts, postcards, WDI/WDO and more. Advanced scheduling tools allow you to set dates and times for services. View color-coded calendars by distance, service, routes and more. 4

5 Service ASSISTANT What is Service Assistant 5? Service Assistant is the foundation to any successful service-based business. It is accessible from your home, vehicle or office with seamless 24/7 access. It works on any platform from Apple to Windows. The software not only automates daily operations, but it also helps with marketing! Service Assistant is the software solution to grow and manage your business! Benefits Remote access on any mobile device or desktop. Detailed customer information. Schedule unlimited programs and services. Full and permanent account history. Schedule mowing, snow plowing, pest control, virtually any service. Detailed contact history (letters, marketing campaigns, and call log entries). Customized note fields. User-defined call aheads. Detailed property inventory, such as grass type, or common pests. Specific service hold & cancel reasons. Customer flag codes. Account balance information. Advanced Technologies -.NET based HTML5, Angular JS, and Google API s to name a few. Enhanced search engine - Using Google API s for our searching capabilities, and customer entry. Deployability -Deploying updates to a single location quickly without any user interruption. Responsive- Users can access the web application from a tablet or cell phone. Data Accessibility - Web application that allows users to work remotely anywhere they have internet access, with any device. 5

6 Built-In Contact Management Sales Collections Customer Service Customer service is the foundation of any successful service industry business. Service Assistant offers a user-friendly, detail-oriented contact management system, known as the Contact Manager. It stores as much detail as possible, in an easy to read format, keeping you current on prior contacts with every customer. 6

7 Service ASSISTANT Document Management in Service Assistant links all communications with the appropriate customer. It archives documents giving you added security. All documentation is trackable and easily retrieved. Scan paper documents using a scanner and link your document saving on paper storage. Link any product, photo or landscape design directly to the customer. Click to record voice, scan, link a file, view, print, or Load customer correspondence you send on a regular basis into Master Documents. With just a few clicks, create a customized mail-merge document. Link it to the customer and you are ready to print, or send an . Select one of the Master Documents The Document Manager and Master Documents make it easy to fill out WDI/WDO or state regulation forms Let Service Assistant do them for you! 7

8 Load customer correspondence you send into Master Documents on a regular basis. With just a few mouse clicks, create a customized mailmerge document. Link it to the customer, and you are ready to print or send an . The Document Manager and Master Documents make it easy to complete WDI / WDO or state regulation forms Master Documents WDI / WDO Documentation (important for Pest Control) Estimate Cover Letters Customer Thank You or Referral Letters State Regulation Documentation Landscaping or Pest Service Contracts Service Confirmation Letters Use the Automatically Link feature to link batch letters. For example: PrePay or Renewal letters 8

9 Service ASSISTANT Window shades Navigation Points Window shades It s an excellent utilization of technology that allows us to provide critical information quickly to the user, without disturbing their current work. Accordions Save Space and allow quick access to expanded details. Hovering The way we are creatively using hover technologies to display additional useful information without cluttering the screen. Accordions Hovering 9

10 Toolbox Similar to the Window shades but more interactive than just providing more information. We utilize this as quick execution of other modules (quick notes, call log notes, etc) - We will be adding other applications and features to it as we find efficient. Short cuts to common daily functions in the tool box area or drawers. 10

11 Service ASSISTANT Sending a Text Message Installments Step 1 - Selecting Services. Wizard based setup process. 11

12 Installments Step 2 - Creating the payment schedule. Automatically calculates and creates the schedule. Installments Step 3 - Reviewing and confirming the installment plan. 12

13 Service ASSISTANT Customer Entry Wizard - We are also using Google API for our customer entry. This significantly assists in 2 ways. First, it makes customer entry extremely fast as Google intelligently returned the customer to our form. Secondly, the information being returned is already postal address standardized as Google has already done that work for us. So that means no more typos or incorrect customer information! 13

14 The scheduler allows users to easily and quickly schedule services to the correct Route Tech and date. Scheduler - The scheduler allows users to easily and quickly schedule services to the correct Route Tech and date. Scheduler Filters - Multiple View and format options allow users to customize their screen for maximum efficiency. 14

15 Service ASSISTANT Measurement Assistant reduces time and cost expenditures in acquiring new customers, and allows you to give accurate estimates in seconds. The integration with Service Assistant allows you to capture property images, create estimates, and/or save them in Document Manager for future use on marketing pieces. 15

16 # 1 Software for the Service Industry Marketing Integration, Direct Mail & List Services Contact, Customer & Document Management Mobile Technology, Mapping, Scheduling & Routing Training & Support Direct Mail, Business Forms, Lawn Signs, & Custom Printing Scan this QR code with your smartphone for quick access to all products at Web Access for Your Customers 4375 Pineview Dr. Commerce Twp., MI Toll Free: l