A Customer Portal is a key component in lowering your company's costs and improving productivity.  It is your 7x24 customer service agent that makes working with your company easier and faster with visibility of your customers' bills. It is a key component in paperless billing that is the standard of business operations today,

Paperless Billing Operations

Benefits are clear to both you and your customer. It  removes costly, clerically-intense work items and expands your service to your customer.  The three parts are:

• Customer portal

• Pay invoices with credit card

• Email notification of invoice to customer to pay and/or print invoice on customer portal

• View information about services provided, i.e., what, when and how much

• Print invoices

• Pay invoices

• Request service

• Increase your website visibility to search engines

Pay Invoice with Credit Card Benefits are:

• Validates billing and contact information, i.e., email, phone and address

• Identifies problem accounts quickly

• Gets rid of a clerically-intense work item that is hard to staff properly

• Cheaper and faster for your customer

• 30% cheaper than any other form of collections

Invoice via Email / Customer Portal

• Customers prefer in that they can see and verify their information

• Gets rid of a clerically-intense work item that is hard to staff properly

• Scales as your business grows without adding personnel

Work Steps in TAC

1. Generate invoices

2. Use Receivables/Post Receivables with Credit Card to pay account with CC on file

3. Email invoices by using  Reports/Marketing/Sales to email two separate groups

1. Paid invoices with a thank you message and directions to go to customer portal to print invoices or/and attach a pdf of invoice

2. Open invoices with request for prompt payment and directions to go to customer portal to print invoices or/and attach a pdf of invoice

4. Print invoices you have to mail by using Reports/Invoices,Statements/Invoice

1. Print the few invoices you still have to mail.  

1. Populate search with invoice date in upper and lower dates and select Invoice Handling Print

2. Click Search

3. On Invoice Number 11, right click and print

Give the Customer Portal a Try

Web  Service - Map a Route

New command bar button "Map" has been added to the Service Stop List and the Work Order List.  Clicking the button displays the location of all stops on the entire route on a Google map.  The map supports both street and satellite view, zoom to center and site information bubble can be displayed by clicking a stop to display 

• Stop Number
• Site Name
• Site Address
• Site Number

Set GPS Updated- action by driver

Coming Soon:

Here are items we will be adding in the near future:

• Production Status Dashboard

Give it a Try