You have the option to track the GPS locations of mobile service techs.You must have activated the “Store GPS Tracking Data” option in the Tech Tracking configuration in order to use this feature.
You may access the tracking info for a tech via the GPS Tracking Tab of the Technician Manager portal. The GPS Tracking Tab shows a map of all GPS positions recorded for a technician during a day.
When you access the tab the map will show positions for the current date. The route is sequenced by the time stamp for each GPS position record. You may view history for other dates by changing the date field and pressing the Update button. You may also enter select a Starting Time to include only positions from that time forward. You may click on any icon point on the route to see the time and address for that point.
The PO Approval Portal allows you to easily review and change the approval status of purchase orders.
This portal shows pending POs and allows approval/rejection. It also shows rejected POs that have not been canceled and allows you to return them to pending status for further review.
New option in SouthWare to Automatically charge credit card on file with recurring service contracts.
If your company has been an involuntary participant in the “Great Recession”, then you’ve probably experienced changes in your Accounts Receivable position over the past few years. Assuming your business sells to other businesses (B2B), it’s likely that you’ve lost some marginal customers and noticed your best clients paying even more slowly than in the past.
Your credit policies can affect your company sales as well as bad debt. If your credit policies are too loose, then your sales will likely increase — but typically be accompanied by a corresponding increase in bad debt. If your credit policies are too tight, then your bad debt may be reduced, but your overall sales may be lower as a result of your restrictive credit limits.
Going back to basics begins by assessing where you are and determining where you want to be with regard to your overall credit policies and collection efforts. You must determine how proactive you can afford to become. For many businesses, this is a crucial time to become much more proactive in credit and collections processes.
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Simplify and Secure the Process of Electronic Payment Acceptance.
SouthWare offers customers a fully integrated, PCI/DSS compliant, and cost-effective payment processing solution via is partnership with Element Payment Services, the industry leader in PCI DSS compliant payment processing solutions.
Through a simple upgrade, capture every sale with easy-to-use, reliable payment processing solutions that simplify card payment acceptance and dramatically reduce the risk associated with handling cardholder data. The state-of-the-art Element Express Processing Platform supports credit, debit and check solutions and includes features such as TransForm tokenization, point-to-point encryption and comprehensive Web-based reporting, allowing customers to easily comply with PCI DSS requirements for your payment processing software.
• Process Payments Using the Fully Integrated Payment Module in SouthWare, Eliminating the Need for Standalone POS Terminals Or Costly and Unsecure Third Party Software
• Option to Keep Your Current Processor While Leveraging the Advantages of Element’s Processing Platform
• Security and Compliance with Industry Standards such as PCI DSS
• Access to 24×7 Customer Support at No Additional Cost
• Get the Most Valuable Payment Processing with Highly Competitive Processing Rates and Fees.
Providing good customer service is a key element of a successful business. But how much time are your employees spending to provide that service, and what is the cost? Often customers call to check on the status of an order, find out what they purchased last month, ask for a copy of a lost invoice, check on a service call request, or ask for a tracking number for their shipment.
Consider providing your customer with access to this information from your web site. With today’s technology, many customers want immediate results. They don’t want to be put on hold or leave voice messages for a call back. Providing an easy to use site where a customer can access a copy of their invoice, get a tracking number, review a list of products they purchased in the past or check the status of a sales or service order on their schedule can provide higher levels of service, and reduce the cost of in-house customer service employees.
Often, employees spend unnecessary time completing their daily tasks. Moving from one module or menu to another to locate the program they need to run next is time consuming. Searching for the correct item code or customer code is time consuming. Running lengthy reports and reviewing them to find a specific piece of information is time consuming.
Having the right technology to improve employee efficiencies is critical to reducing your costs. Structuring personal menus or roles-based portals that simplifies the user experience can have a direct impact on your costs. Users see everything they need to do their tasks, and they are not bothered with information they do not need to see. This allows an employee to work from one convenient screen to perform all of their job related tasks.
This will streamline each employee’s work efforts and help make them more productive. Establishing these methodologies will also reduce the amount of training time when you add new employees.
During a slow economic time, perceptive companies look for ways to enter new markets and expand their business. Here are some ways to grow today, and ensure that you emerge positioned for the inevitable boom that will come.
- Introduce or expand your e-business services. This is a great time to enhance your web site and your professional image.
- Look for ways to attract new customers with your web site. Think of this as adding another sales person without the overhead of hiring an additional employee.
- You may want to offer existing customers an option to enter their own orders on-line. The benefit to your customer is that they can place orders 24 hours a day, 7 days a week. The benefit to you is a reduction in the amount of time your sales staff spends each day answering phone calls and entering orders. The cost savings to you can be substantial.
- Look for additional products or services to offer your existing customers. If your products have warranties, this might be a great time to offer preventive maintenance contracts or other types of services that can add to your revenues.
As you can see, this is a great time to consider business opportunities and additional services to improve efficiencies and grow your business.
As business becomes more competitive, your customers are also looking to reduce their costs. Your competitors are seeking to gain business from your customers. Too many times a company will not know they are losing customers until months later when sales trends show a decline.
Serious businesses use predictive analytics to identify the most profitable customers and customers most likely to cancel maintenance agreements. You can be proactive during this time to retain your existing customers. Here are a few examples of how you can retain your existing customers.
- Set up a daily Alert that is sent to your sales staff notifying them of all their customers who have not purchased within a specified number of days. Sales people can quickly follow up with these customers to ensure their satisfaction with your performance and pricing.
- Use a technology that provides built-in CRM. This will help your sales staff provide higher levels of service to your customers to maintain their loyalty. Having the right information about each customer, their buying trends, and a 360° view of their current and past activity can enable your sales staff to achieve the highest level of service to keep your customers happy.
Even in good times, many customers are slow to pay. With the current economic situation, you may see collection times lengthening even more as your customers begin to conserve their cash.
Many companies spend a large amount of time at the end of a month running reports and then making collection calls. Often the over due balances that appear on the monthly report occurred at the beginning of the month and are much more than 30 days past due.
You should consider using a management tool such as an Alert to improve your collection process. You can set the alert to send a notification every morning that includes the past due invoices as of that day and immediately begin your collection process. With the right technology, the alert can be structured to include all the information necessary to make the collection call, such as the contact name, phone number, invoice number and amount past due. This will help your employees become more effective, reduce the time it takes to collect the cash that is due you, and improve your cash flow and liquidity.