Customer Management More than just having the customer information in one place, WaterFlex organizes it in an intuitive and easy to find format. You can view all current transactions right on the computer screen. A customer call log allows you to classify each incoming call, such as Service, Sales, Billing, Installation. Calls are classified as completed or open and may be assigned to another employee. With call log reports you will be able to monitor employee effectiveness in dealing with customer calls.WaterFlex allows for unlimited customer transaction histories, so you can go back years if necessary. You are current everyday, so if a customer calls in you can tell them their current balance . You may fax or e-mail transaction histories and many other documents directly from WaterFlex. You can also look up a customer by invoice number, work order, telephone number, last name, or street address. Included in the Accounts Receivable module is our "Tickle" Reminder System, which prompts you when a customer needs to be called on a promised payment or when you need to schedule a filter change, or preventative pump maintenance. The Tickle reminder is proven method of organizing recurring services where the customer needs to be contacted to set up an appointment. An Equipment file lists all the equipment a customer has by serial number, whether it is dealer or customer owned, and installation and warranty dates. WaterFlex also stores digital pictures of equipment installations in the customer’s file. Sales and rental documents may also be scanned and saved in the customer’s file removing the need to put the customer on hold and going to the file cabinet to find the document. Along with room for multiple telephone numbers and the customers e-mail address, the customer file also has fields for bank information and credit card information. A view/hide button keeps the information hidden until needed. There are an additional 23 fields that may be used for miscellaneous customer information. Customers may be classified by type. Examples would be residential, government, industrial, medical etc. Products may also be classified. Top customer reports are available to see who your top customers by product or customer type. Billing Salt routes or routes with salt, bottled water, filters and
other products are easily managed .
WaterFlex saves the scheduled route information for
each customer. Each day WaterFlex
automatically creates delivery tickets for customers
with scheduled deliveries. Will call orders are also included
with the option of continuing the next scheduled delivery or
bypassing it. Truck load lists and Before/After Truck count
lists are available with the printing of the Delivery Tickets.
Delivery tickets, include delivery instructions, last payment
and the last 3 previous deliveries. A variety of Truck Management Reports, including sales reports by route or driver. Reports can be run by date, week or month. Other reports deal with route efficiency including, mileage, times, number of stops and missed deliveries by reason. Thorough reporting capability is critical to efficient route management and you will get it with WaterFlex. Service and Repair WaterFlex makes it
easy and convenient to schedule service appointments. As
you create work orders in WaterFlex
you are able to see which service people are available by day and
time slots. If this particular account requires a specific
service person, you may also view an individual service person’s
schedule. The built-in scheduler helps prevent scheduling conflicts
by avoiding double scheduling because a repair person is assigned a
time & date as the work order is created. Also service
people can be informed of their future schedules in advance by
printing the Scheduled Work Orders by Service Person. When
Work Orders are updated the start time and end time are noted.
This is then made available for management reports. Service Routes may be routed on a regular
schedule with several calendar schemes. Work Orders may
also be mapped with the optional Master Mapper. Master Mapper
will let you see where all your service will be on a map with
different colored icons representing each serviceman. Maps
with turn by turn directions can be created for every service truck. WaterFlex will
keep a complete service history on each customer and issue work
orders. When a customer calls in for a repair,
WaterFlex creates a work order for that service call. The
work orders not only detail the work to be done, but also directions
on how to get there, the equipment that is installed, who did the
service work and what was done on the last 3 service calls. Service people no
longer have to come into the office and sift through file cabinets
and interpret handwritten orders to determine what was done and
when. The work order has a self design feature that allows you to
choose headings for 21 different information fields such as
test results, well depth and any other information your service
people need to know. Tickle Service Reminders automatically
reminds you when a customer is needed to be
contacted for recurring service such as filter changes or
preventative pump maintenance. Tickles may be set to
automatically renew by month, week or year. Labels are easy to
create for post card reminders. An automated system helps increase
your filter revenue by not letting any
customers that are due for a filter change slip through the system.
A customer can have up to 99 service reminders on their account. When you enter a piece of equipment into WaterFlex the serial numbers of the equipment will enable WaterFlex to track the equipment and always be able to tell you
where it is located. If a manufacturer issues a recall
WaterFlex can tell you where the equipment is located and on what
invoice this equipment was on. WaterFlex maintains a
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