F.A.Q
1. How fast will my email or text message reach my employee?
As soon as you press the email or SMS button, your message will be sent to your employee. The time it takes to reach your employee is determined by the speed of the email service or cellular network.
2. Where does the service go after it’s cancelled?
After you cancel your service, it will appear in the cancelled services link. If you cancelled the service by mistake or need to recall it, simply navigate to the cancelled services page and click the edit button.
3. How do I delete a service provider or sub from the system?
To delete a service provider or sub from the system, navigate to the administrator page. To delete a service simply click on the “Delete Service” button and select the service. You cannot delete subs from the system because they need to be on record. If you would like to remove a specific sub from view, simply deactivate it.
4. Where and how do I edit a service?
To edit an active service click the edit tool on the homepage located in the farthest left column.
5. How do I re-assign a service after it has been cancelled?
To reassign a cancelled service navigate to the cancelled services page and select the sub employee. Find the service that you want to recall and click the edit link to reassign it.
6. How do I find a service?
If you know the zip code, phone number, customer name, or invoice number, enter any one of those into the search box located on the “Search For Services” page.
7. How do I reopen a closed report?
To reopen a closed report navigate to the “Closed Report” page and enter the date and sub information for the job. This can only be done by a manager or administrator.
8. Where does my backup go when I save it?
The backup is stored on an outsourced server and will be available for download to local storage. We keep only the latest version of your data. If more versions are needed, download your saved backups to your hard drive.
9. How do I restore my saved backup?
To restore your saved backup navigate to the “Backup” page and click the restore from backup button. The system will be restored according to the server maintenance schedule. To use your locally saved backup to restore your system contact dataservice@realtimemanger.net
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Reports
All reports are defined as either open or closed services and include detailed financial and service information. After viewing any report, you can choose to print a hardcopy for your records.
Source or Sub Report:
Source reports include every service completed by that company. These reports are divided into closed and open reports. All of the important information regarding services rendered is available including: the customer name, the service provided, the appointment time, the sub- employee who completed the job, the parts used, the total amount charged, the amount paid (broken down by payment type), the commission and the unique invoice number for that service.
Sub-employee reports include every service completed by that worker. These are divided into open and closed reports. These reports include every detail about the individual services provided and the payments received. Open sub reports also include a summary of all open services that a sub-employee has been assigned and the profits from those services.
Closed reports can be edited if necessary. Once you re-open a closed report and make changes the report will be saved as a separate report.
Receptionist Report:
Each time a receptionist handles a service their actions are recorded. To find services handled by a specific receptionist, select the user name and the dates you would like to display.
High Security Key System:
You can view information related to your high security key system customers in this report. Their contact information, lock, key cut and part numbers are stored here. You can search for specific reports by defining the customer name, phone number, invoice number or by the employee who performed the service.
Profit And Loss Report:
The profit and loss report is a comprehensive financial overview that includes every service you perform. Every service is listed along with a great deal of information. This report includes customer names, addresses, the date of the service, the type of service, the time each service was performed, the cost of parts, the cost of labor, the amount broken down by payment type, the outstanding balance, the sub-employee who performed the service, the overall price, the commission paid and your profit from the service.
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With Real Time Manager:
-Keep in contact with your customers and employees
-Keep records of all of your operations.
-Access the Real Time Manager System from any computer with internet access, thanks to the .Net framework.
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