"Route Rite"® Legend
Software
Service Customer Route Scheduling and Billing Software
Allows you to
Better manage your Customers with more information on the Customer Information Screen
Whether you are a Pest Control, Lawn Care, Carpet Cleaning, Pool Service, Window Cleaning, Snow Removal, Sanitation Service, Irrigation, Water Service or other Customer Service Billing Management company you can:
Quickly locate your customer with their last name, company name, address, phone or customer number and track:
Accounts Receivable, Service & Scheduling details, Billing Information, Statement of Account, Multiple Address detail, Chain Billing, Map, Directions, Diagrams, Digital Pictures, Notes for both private and public viewing, Appointments, Credit Balance, Work Tickets, Invoices, Statements and much more!
Customer Information, History & Service Instructions
- Locate your customer by their name, company, phone, service address, account number or view, sort and select from them all
- Quickly view your customers Total Balance Owed, Credit Balances and Invoice and Payment History
- Set tracking of multiple units history
- Manage multiple addresses for one Billing Customer
- View Equipment stored at your customers location
- Strategically placed notes and comments for variable uses
- Attach Diagrams to your customer's record
- Address letters in Microsoft's "Word" and Stores the letter to the Customers History
- Email your customer
- Track Source and Type of customer
The "Route Rite"® Legend core software includes:
- Bulk Form Letters
- Interfaces to Microsoft's Word and Excel
- Auto dial to Yahoo (or equivalent) online maps or copy and paste from your own
- Detailed User Screen Access Security
Find and edit any information about your customer with the proper security and the click of the mouse:
- View or enter the customers Service Addresses and a Billing Address, along with the special and individual service instructions for each address. The software will automatically either route the customer on the pre determined days or put the address on a Call List to remind you to either manually schedule them or call them.
- Attach a Map & Driving Directions of the Customer's Location from any mapping program!
- Attach Sales Tax Information and software will automatically charge and report on it!
- Keep track of the sizes or rooms if needed!
- You customize your your Frequency & Service Information, along with specific service instructions for each customer!
- Receive Payments at the time of the job or post them when the mail comes in!
- Attach Drawings, Diagrams or Bitmaps to each customer!
- Write Letters or Save Word documents for each customer!
- Export addresses and some reports to Microsoft's Excel for Address plotting or further report manipulation!
- Address Emails for your Customers!
- Print Labels for your customers!
- Print Service Slips, Invoices, Statements and Renewals for your customers!
- Add notes to be printed for all customers, by customer or by customers particular service
- Track Services for the units in Multi-Unit Complexes.
- With Ca Termite Add-on Complete and attach California Termite Inspection and Completion Reports
Go to the Other Modules to see more detail of their features integrated with this Customer module. "Route Rite"® Legend desktop routing and accounting software is easy to use and navigate. We offer larger fonts that are easy to read!
Download the Free Demo of
"Route Rite"® Legend Demo Software
Click to
Contact Us
(877)-837-8799, 818 889 1361
