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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Services
With Real Time Manager, you can input as many services as needed into the system. Each service should be uniquely identified to avoid any confusion. With the system you can delete, edit, and add new services.
When you add a new service, you will click on the “Add New Service” button and select from a list of your service providers.
You can search for services in the system by zip code, invoice numbers, customer names, and phone numbers.
Real Time Manager utilizes Google Maps to view the locations of your active services. They will be labeled with the details of the job.
You can view any estimate jobs from the “Estimates Job List”.
Services can be held in a “Call Back” status to be re-requested later.
With Real Time Manager you have access to High Security Key information.
You can also look up Services by date.
You can track Cancelled Jobs by Employee.
You can view Services that still need to be paid in the “Unpaid Services” section.
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Posted on:
10/27/2009 at 6:45 PM
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service,
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This is how to close a service in Real Time Manager.
From the main page (“Past Due View”), In the lists of services there is a column with a dollar sign ($). Under this column there will be a little green icon and when you mouse over it there will be a tool tip that reads “Close service and insert payment information”.
Pick the service you want to close by selecting its corresponding green icon.
Doing so will take you to an invoice form and on this form you will see the company providing the service and the client information. There will be a box for you to enter the invoice number and a series of boxes for entering the cost of parts. The part boxes are as follows:
Client Parts—The cost that the client is paying for the parts
Tech Parts—The cost that the technician is paying for the parts.
Company Parts—The cost of any parts provided by the company.
The “Parts Total” box will be filled when you save the service, but we’re not done entering information yet.
Next you will need to enter the amount of tax and add up the total cost of the parts and tax.
From the “Payment Type” dropdown box select the payment type, Cash, Check, or Credit Card. The “Approval No” box is for any credit card or check approval numbers.
The “Notes” box is for any notes you want to add to the form.
If the payment is going to be made with multiple tender types, there is the “Additional Payments” section. Use this section say, if your client is going to pay half in credit and the other half in check, or any other combination.
If no payment from the client has been received yet, you would want the check the “Send to Billing” check box. This holds the job in the “Unpaid Services” section, until the payment has been received.
In the “Additional Info” tab, you would enter information on security keys, ignition info, and additional expenses.
Use the “PayFlow Pro” tab to enter credit card information and billing address.
The “Job Info” tab shows you the details of the service.
Once you have entered all desired information, click the “Save Service” button at the bottom of the form. The service is now closed.
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Adding a Service to the Real Time Manager System
Real Time Manager offers its clients an easy, yet detailed form to add a new service call to the system. From the main view page there will be a “Place Service” button. Pressing this button will take you to the form for the default company of the system. To add a service from a different provider , you will need to click the button next to the “Place Service” button , this one will say “Add new service by specific service provider” when you hover the mouse cursor over it. Or simply go to the Services menu and select “Add by Source” to view all available companies in the system.
Once you have selected your service provider, you will be taken to the service form. Here you will enter the basic information of your client such as, Name, Address, and Phone Numbers. Next you can select where the service is needed, a car, a motorcycle a house, a business, and even vehicle towing. For each location we have a set of preset list of locksmith options such as changing or installing locks, opening safes, and replacing lost or broken keys.
After you have finished entering the information on the location and type of service required, you go to the “Referral/Notes” tab and select the source that referred the client to your company (i.e. Google, Yahoo, etc). From the “Time” tab you can set the date and appointment time of the service.
When you are done entering all information you can click the “Save Service” and save the job to the system and have it become an Open Job waiting to be assigned to a technician. Or you also have the option of saving it as a phone estimate, by clicking the “Save As Phone Estimate” button.
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