Customer History
 

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"Route Rite"tm Legend Service Scheduling & Billing Software

Route Rite Software Customer Management

(This module is limited to 200 Customers in the "Route Rite"tm  Legend Limited Version)

"Route Rite"tm Legend Service Route Billing Software Customer Module was designed to allow you to search for your service route billing customer by last name, company name, service address(s), main phone, customer number or on a full several column sortable list.  Our goal was to allow your service customers to have one or a plural of service addresses with a plural of services all billed to one customer or individually.  You can easily and quickly see your customers Accounts Receivable or Credit Balance, click two buttons and see the customer's whole history or an up to date statement.  Click again and see all services being done (active or inactive) and the service instructions you gave the software to automatically carry out.  There is a host of reporting of work that your customers are included like customer report, sales and production, detail aging, invoicing, inventory and the variable Call List Filter that allows you to filter your customers that meet certain criteria and export them, report of them, send them letters or print labels.

Pest Control Owner

Route Rite can be used for Pest Control Software, Lawn Maintenance Software, Pool Service Software, Water Service Software, Medical Waste Software, Shredding Service Software, Disposal Billing Software, Sanitation Billing Software, Pooper Scooper Software, Maid Cleaning Software, Window Cleaners Software, Service Software, Route Software, Scheduling Software & Other Route Customer Billing Software.

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!

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Customer Information, History & Service Instructions 

Service Route Billing Software Customer Screen

Route Rite Software Search All Customer Search Screen

  • 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:

  1. Bulk Form Letters 
  2. Interfaces to Microsoft's Word and Excel 
  3. Auto dial to Yahoo (or equivalent) online maps or copy and paste from your own
  4. Detailed User Screen Access Security

Route Rite Software Attaches a Map or other Drawing   

Route Rite Software Get all Customer History Transactions

 

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

Route Rite can be used as Pest Control Billing Software, Lawn Maintenance Billing Software, Pool Service Billing Software, Water Service Billing Software, Medical Waste Billing Software, Shredding Service Billing Software, Disposal Billing Software, Sanitation Billing Software, Pooper Scooper Billing Software, Maid Cleaning Billing Software, Window Cleaners Billing Software, Service Billing Software, Route Billing Software,  Scheduling Software & Other Route Customer Billing Software.

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

 

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Route Rite is a registered trademark, Pen Writer and Pen Diagramer Plus are trademarks of Performance Software Technologies, Inc.  All other products mentioned are registered trademarks or trademarks of their respective companies.  EasyPDF Printer 5 is a Registered Trademark of BCL Technologies, Inc

Copyright © 1997 Performance Software Technologies, Inc.  All rights reserved.
Last modified: Sunday March 07, 2010.