Customer Information Tracking. Interactive Job Scheduling. Accounts Receivable. Payroll Reporting. Job Costing. Extensive Reporting

Transcription

1 Customer Information Tracking Interactive Job Scheduling Accounts Receivable Payroll Reporting Job Costing Extensive Reporting Full Real Time Accounting Modules And More... P.. O.. Box , Brooklyn, NY Phone: (718) or (800) (U.S.) (UK) Fax: (347) or Copyright Thoughtful Systems, Inc.,

2 An Invalua aluable le Organiza anizational Tool You need your software to help define the operational procedures of your organization. The structure of the software should be in sync with the rules you set to keep your business running smoothly, effectively and profitably. Over the 17 years we have been developing software for hundreds of different business enterprises, we have learned how to create software that you can use and configure so that it represents your business structure. A Guarantee antee for Consistent Operating Procedures How Scheduling Manager benefits your organization... Using our philosophy concerning how software should mirror your business procedures, you will find that the software becomes an operational manual, as well as an information storage and retrieval system for your organization. Supported ted by y Prof ofessionals who ho Care e and Understand Your our Business In order to ensure that the software works best for you in the unique circumstances of your organization, we have organizational consultants and coaches on staff who can assist you and, if necessary, redefine aspects of the software to provide you with a custom-fit version tailored especially for you. Make Your our Business Successful Having access to all critical information concerning your business, and being able to access what information you need when you need provides you the strategic advantage necessary to move profitably into the future! We never could have grown as fast as we have, or managed this kind of volume without [The Scheduling Manager]... - Sean Rashid, MTP, Gaithersburg, MD A Valua aluable le Learning Tool You Learn from the Industry y Prof ofessionals We are an attentive company and regularly issue updates based upon feedback from our users. Over a period of 17 years, with some of the largest service businesses in the country using the software, we have added in many features making it into a more powerful, flexible and comprehensive management system for your business!

3 Scheduling Manager features... Scheduling Manager offer ers s you: Customer Information Management View/Add/Edit/Delete Customers Maintain all necessary information for your customers including key and alarm, public and private notes and more... Search Find a customer s information quickly using a variety of search criteria. Customizable Fields Customize your own fields to keep track of any information you wish. Customer Information Screen Calendars Print helpful monthly calendars for your employees and customers. Easy Access Instantly access a customer s account history, schedule of jobs, or add a job. Mail Merges Calendar of Jobs for One Customer Create professional letters and mailings to all (or a selection of) your customers with the click of a button. Multiple Locations Maintain multiple locations for customers. Schedule jobs for each location while invoices are generated and sent to one location. Contract Information Store information regarding your customers contracts. Enter multiple contracts for customers to track contract details and costs. MapPoint Interface This interface maps routes and schedules automatically to create directions for your employees. These directions print out on Work Orders. QuickBooks Interface Import or export your customer list from/to QuickBooks and export or import invoices and payroll data.

4 Scheduling Manager features... Employee Information Management Add/Edit/View/Delete Employees Maintain all necessary information for your employees. Employee Information Screen We are very pleased to be associated with your company, and look forward to future innovations... - Howell Schechter, Maintenance Service Industries, Inc., Yorktown Heights, NY Maintain Payroll Information Flexible payroll options mean that no matter how you pay your employees, Scheduling Manager will handle it. Payroll options include: Hourly (ability to enter 3 hourly rates) Commission Fixed Pay Rate Salary In addition you can record: Mileage Deductions Bonuses Employee Picture Keep employee pictures on file for security and for the ease of your office staff. Credentials/Training raining Maintain information regarding credentials and skills of your employees and when they are due to renew them. Team Information Display Employee Pictures Assemble Teams Group employees who work together regularly to make scheduling easier. Color Code Teams Color coding teams makes your jobs easier to identify on the scheduling screen. Team Information Screen

5 Scheduling Manager features... Work Codes Manage Charges for Different Services With the Work Codes it s easy to manage your job charges. In addition, if you need to change the charge of a type of work, you can update all associated scheduled jobs at the same time. The feature where I can automatically update the charge rate for all clients who have a certain procedure saves me countless hours... - James Cramer, Allied, Mobile, AL Job Scheduling 4 Different Scheduling Screens 4 different scheduling screens to choose from means you can view jobs any way you like. In addition, each screen has its own display options, so every screen is customizable! Recurring Scheduling Create any schedule with over 30 different frequencies to choose from. Let Scheduling Manager enter the future jobs for you. Enter Job Notes for Employees Enter special instructions or notes in Job Notes to print out on Job Tickets/Work Orders. Job Scheduling Screens One-Time Changes It s easy to make a one-time change to a job if, for example, an employee is sick, the customer wants additional services, etc. Changes to Entire Schedules If you need to increase the charge on a job, or make the job length longer it s easy to make a change to an entire schedule (an entire series of jobs). Display Options Choose from a wide variety of display options on your scheduling screen including which day of the week you wish the calendar to start from, 24-hour or 12-hour time and much more... Job Scheduling Screens

6 Scheduling Manager features... Job Completions Completing a job updates employees timecard and payroll information and updates customers account information and automatically creates invoices. At the same time, you are able to enter payments received if the customer paid at the time of the job. Complete Multiple Jobs Easily complete multiple jobs at once. Accounts Receivable Completion Screen We can generate statements and invoices each month for all of our three thousand customers with one hit of a button. It is saving us a tremendous amount of time and effort... - Howard Krieger, H&H Security, Brooklyn, NY Invoices All invoices for customers are automatically created for you when you complete jobs. All you need to do is print them. Alternatively, you can create invoices manually without scheduling or completing jobs. Samples of invoices can be viewed at the back of this booklet (customized invoices are also available). Statements You can print statements as often as you like to give a summary of all charges/credits to a customer s account. This saves you money on paper, time and effort as well as providing your customer with a professional statement of their account that builds confidence. Account History and Customer Balance The customer s Account Balance is readily available Customer Transaction History on the Customer Information Screen. Account History is also easily accessible from the same screen, enabling you to look up a particular charge/payment quickly, or get an overall view of payment history. Receiving Payments If a customer pays you at the time of the job you can enter the payment when you actually complete the job, so you get everything done in one step. If the customer sends payment later, you can easily access their account information and enter the payment then. All payments will show up on statements you print for your customers.

7 Scheduling Manager features... Payroll Payroll Options Several payroll options are provided for you. You can even do a combination of options. The payroll Payroll Spreadsheet spreadsheet is fully customizable, so you don t need to see the fields you don t view. This is another example of how you can easily customize the software to suit your particular needs. Since we ve been using your program, we never miss an appointment... - James Cramer, Allied, Inc., Mobile, AL Payroll Reporting Employees payroll accounts are updated when jobs are completed. This means no double-entry is ever necessary. All that is required is to print out the reports. Several payroll reports are provided for you to view your employees payroll data, no matter how you pay your employees. Samples of some of these reports are provided at the back of this booklet (customized reports are also available). Networking Network Capabilities Scheduling Manager is also available as a network version so that more than one person can access it at the same time. You will be able to issue passwords and logins to users. Login Screen Reports Reports Scheduling Manager provides you with over 120 reports. Each report allows you to make a selection of customers, employees or dates, etc. There are also reports available to display your data in a helpful graphical representation. Some sample reports are provided at the back of this booklet. Customized Reports Thoughtful Systems team of highly skilled programmers can design a report to suit your specific needs. If you have a specific need, please ask us!

8 Scheduling Manager features... Scheduling Manager Web eb Same Great Features Scheduling Manager Web has the same fantastic features as the stand-alone version plus much more. Access your data from anywhere in the world! Customers View Schedules Online With the Web Version you can set up usernames and passwords for your customers to log in to view their schedule information. Customers can even look up specific job details, for example, if they wish to check their requests for special services for a particular day have been received. Customers View Invoices Online Customers log in to your Customer Center and can view their latest invoices and account balances. Customers View Job Details Online Create your own Online Customer Center Create your own fully customizable Customer Center to post Tips of the Day or trivia questions, special offers or deals to boost sales, or whatever you wish! Customize your own Customer Center Employees View Schedules Online Similar to your customers, you can set up usernames and passwords for employees to log in and get their schedule information. They can even print their Job Tickets - this is perfect for offices where employees live far away and don t come in regularly. You can also leave messages for your employees regarding jobs online. Employees View Payroll Online Employees can look up their own payroll information/history online. They can also receive important messages or notifications online. Employees Send in Job Detail Info Employees have the ability to log in and submit job completion information online including employees times, any special occurrences and the actual job times. Employees Submit Job Details Online

9 Scheduling Manager er support... Support t and Consulting Friendly Professional Support You re not on your own with Scheduling Manager. A staff of experienced support consultants is as near as your phone. If you need help they ll give you friendly assistance, and keep you up and running profitably with your software. In addition to telephone and support, you will be provided with documentation with detailed instructions and explanations of all features in the software. You will also receive a tutorial CD that will take you through every aspect of the software. We hope that you will continue to write software for our industry and look forward to future developments by Thoughtful Systems. Our 16- year relationship with various members of your company alone is a true indication of how effective and important your program would be to any potential buyer. Your support and availability over the past years speaks for itself in the ever-changing environment of computer software design... - Debbie Bickoff, CCS, Boston, MA Scheduling Manager also has built-in quick-start instructions, to help you get started quickly and easily. About Thoughtful Systems For the last 17 years, members of the Thoughtful Systems team have been providing computer consulting, organizational consulting, software development, coaching and computer services to a wide spectrum of businesses nationwide, and internationally. Call us for all your information processing needs, and join our group of satisfied customers. Consulting, coaching-for-success and custom development services are available. There are so many things you can do and ways to benefit from Scheduling Manager, we cannot describe it all here. Find out why hundreds of other businesses in the U.S., Canada, England, Ireland, Australia, Mexico, South America and elsewhere have chosen Thoughtful Systems software to save time and make their businesses more efficient and profitable. Our Philosophy We listen to you. We constantly find new ways to improve our software by listening to the thoughts, ideas and suggestions made by you, our users. Our software grows with you. We regard computer software as Try Scheduling Manager an aide to you in organizing and running your business in the way you RISK-FREE! want - so we continually strive to make Order Scheduling Manager today, and if within the software easy to use, easily 30 days you are unsatisfied with the program for configurable, while at the same time whatever reason, simply return it to us for a full refund. No questions asked! providing you an innovative and feature-rich tool for running your business successfully!

10 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean 11:00 am House Clean Use horizontal scroll bar at bottom of calendar to change month. This is a sample calendar printed for a specific customer Ms Taylor. A calendar can be printed for each customer, and left with them (or mailed to them) as a reminder of their scheduled service dates. Some users find this very helpful, in minimizing cancellations and missed house calls

11 NEW YEARS DAY SIMON... 08:00 am ADAMS... 10:15 am BALLY... 12:15 am NORTON... 02:15 pm FREDERICK. 04:10 pm GORDON... 08:00 am MCDONALD10:15 am PETERS... 12:15 am COLLINS... 04:10 pm SIMON... 08:00 am ADAMS... 10:15 am BALLY... 12:15 am NORTON... 02:15 pm FREDERICK. 04:10 pm SIMON... 08:00 am ADAMS... 10:15 am BALLY... 12:15 am NORTON... 02:15 pm FREDERICK. 04:10 pm GORDON... 08:00 am MCDONALD10:15 am PETERS... 12:15 am SIMS... 02:30 pm COLLINS... 04:10 pm SIMON... 08:00 am ADAMS... 10:15 am BALLY... 12:15 am NORTON... 02:15 pm FREDERICK. 04:10 pm GORDON... 08:00 am MCDONALD10:15 am PETERS... 12:15 am SIMS... 02:30 pm COLLINS... 04:10 pm SIMON... 08:00 am ADAMS... 10:15 am BALLY... 12:15 am NORTON... 02:15 pm FREDERICK. 04:10 pm GORDON... 08:00 am MCDONALD10:15 am PETERS... 12:15 am SIMS... 02:30 pm COLLINS... 04:10 pm SIMON... 08:00 am ADAMS... 10:15 am BALLY... 12:15 am NORTON... 02:15 pm FREDERICK. 04:10 pm GORDON... 08:00 am MCDONALD10:15 am PETERS... 12:15 am SIMS... 02:30 pm COLLINS... 04:10 pm Sample Calendar showing scheduled jobs for Ace, with start times. (This report can be viewed on screen or printed. Various font styles/sizes available.)

12 What Some People Say About Us