Admin
How Does The System Work?
The Real Time Manager system was designed from the ground up to be very user friendly. This help section was created to assist you in exploring all elements of this system and to allow you to fully benefit from the powerful tools we have included. After ordering Real Time Manager we will create your account. This includes your company information, a default or preferred service provider and local zones around the areas where you work. Adding additional work locations and service providers will be discussed later in this section.
Company Information:
Our specialists will customize Real Time Manager with your company’s unique properties and information. Changing your company name or creating a new company will result in the loss of your stored data, so please consult us with any issues regarding your company setup. If you want to use Real Time Manager with any other company, you will need to purchase an additional license. Information other than your company’s name can be changed without consulting us.
Our specialists will input your company name, service type, phone numbers, contact name and other information as part of your unique identity. Once you begin using Real Time Manager it is particularly important to setup your hours of operation, because scheduling and commission rates will be based on this information. If, on a specific day, your hours of operation are such that additional commission must be paid (generally this applies on weekends), then you must adjust your opening time for one minute past the starting hour.
Default Provider:
A default service provider will be created when you start using Real Time Manager. Whenever you add a new service you have the option of using the default provider or selecting a different provider.
Parts and Groups:
Inventory management and component pricing can be handled on the ‘Admin’ page under the “Parts And Group Lists” button. Parts are sorted by groups that can be edited or deleted if necessary.
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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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