"Route Rite"® Legend customer service software, originally used by  Pest Control & Lawn Care, and expanded to all types of Service Truck Route Billing.  The fourth generation route accounting software, was conceptually designed with many years of design, development and training experience of Performance Software Technologies, Inc., in routing software (since 1991). Our first generation product was "Route Rite"® for DOS and the 2^nd generation "Route Rite"® 16bit Windows based.  The third generation "Route Rite"® 32 was 32 bit Visual Basic with Microsoft Access Database.  In "Route Rite"® Legend, we have combined the input and requests of our very large customer base, the requests of our 800 line support teams, the pleadings of our sales teams and the latest and most powerful platforms provided to us by Microsoft. We have engineered "Route Rite"® Legend to interface with Microsoft Word & Excel and Yahoo Online Maps. The popular features including the customizable "Pick List" that has always allowed our products to bend to fit you. The "Route Rite"® Legend core, is design engineered to allow the small routing business to start with a powerful and automatic software solution. This core package contains the Service Customer History, Truck Routing and Scheduling, the Route Service Billing Accounts Receivable and the Service Route Inventory Management. The core is the basic package can not be priced by its features because it would be too costly, so it is affordably priced to benefit the small route service company wanting powerful software that will bend to fit their needs.  Some of the built-in "Leading Edge" capabilities include:

1. Your Customer's automatic information at your finger tips.  Forget the File Cabinets!
2. Immediately see your customers up to date financial information
3. Go Directly to Routing and schedule your customer jobs or look for the best Geographic Fit.
4. Look at a map of the customers location, if you want
5. Draw & Store a Diagram of your customer property
6. Store Digital Pictures of your customer's property
7. Write a letter, print labels or send emails to your customer
8. Export your Sales Totals to Intuit's QuickBooks Accounting 
9. Calculate Sales or Work Commission's
10. Complete Inspection Reports for your Customer
11. Track Equipment and materials used or sold at your customers location
12. Link and bill multiple addresses to one Client

Service Route Billing Software Customer Listings.  There are some pest control, Water Service, Window Cleaning and Water Filter Service customers.

"Route Rite"® Legend Service Route Billing & Accounting Software!

Route Service Billing Software Summary Overview

The route accounting Customer History portion will keep track of each customer, whether a service or billing customer. If it is the billing customer, then it tracks any and all addresses that are billed to this customer. This is complete with the address information type of customer, source of the customer, directions with a map to the customer, services to be performed and that have been performed to all addresses pertinent to the customer. Additionally our software contains complete financial information for the customer including current balance, current cash on account, statements, both automatic and manual invoices, complete transaction history, terms of payment, tax and tax exempt statuses, whether the customer is to get printed invoices after the job, last statement dates and amounts. The customer can be billed at the time of service through the service ticket and or by invoice based on pre or post billing for fixed amounts. For monthly, quarterly, semi annual and annual preset billings the software allows you to give it the initial billing date the amount to be billed and the last billing date (if for example the customer is on an annual contract). The software also keeps track of product sales to this customer and will automatically bill for products sold or to be sold. It also keeps track of the materials used as a part of the job. This portion also allows for the saving of a Floor or Yard Plan Diagram(s) of each address of the customer. You may use any diagramming package that you want or the integrated link to "SmartDraw"tm by SmartDraw.com for more elaborate diagramming.

The service billing Routing & Scheduling portion, which is fully integrated, uses the zip code, map grid, sequence code or customized area denotations to know where this customer is located and in relation to your other stops. With this it can tell you the order that your customers ought to be scheduled to move the truck with the least amount of distance between stops. Each customer has service(s) setup with the initial date, the last date and it calculates the projected next date based on the frequency of the service performed. It can either remind you that the service is due or automatically schedule the service for a particular day of the week, month, quarter, year or any pre packaged amount of days. When the service is automatically scheduled, all you need to do is print the service ticket and or route summary and give them to the route people. If this customer does not have a set day or you want to manually schedule them from the to be scheduled list, the software will list them along with all of the customers that are due and waiting for your manual scheduling in an "On Screen To Be Scheduled Window", allowing you to select the customer. When you click the customer, the software will show you "On Screen" the other jobs that are in the same zip code, map grid, sequence or customized area. Now you just click them into the geographically pleasing open slot, with enough time available, you prefer. If you want to move a job or multiple jobs from one day or one schedule to another you just highlight them and click the move button. Now place them wherever you would like with enough time. The software will always tell you the productive hours and dollars on any day for any route person. You may view the service detail on the screen and print the service ticket either one at a time or in a large batch either for the day or for the month. Once the work is completed, the software allows you to automatically mark the completion of the whole batch of jobs by most any time period starting from day or individually manual verify their completion. The manual verify allows you to change the completion status of the work so that you may add the materials used or sold and update the time in and time out or change the route person that did the work or indicate a payment received etc… From here the software automatically creates the invoice or bill to the customers account in the Accounts Receivable. There is a host of Routing reports that behave like a report generator in that you may select different criteria, pertaining to your customers, that will dictate which customers appear in the report or of course all of your customers. The software will keep track and report on your customers that have missed their services and allow you to reschedule them.

The Route Billing Accounts Receivable manages the billing and monies owed. It also tracks the overpayment or payment in advance and keeps running totals of the credit balance. If your customer pays in advance the software can generate a zero charge service slip and still bill the customer, based or your pre determined setup, the agreed to billing. The software will allow you to print and invoice either automatically or manually to be mailed to your customer, in a #10 window envelope. The software will also print an aged Statement for mailing on your demand for an individual customer or for most any combination of those that owe you money. This Accounts Receivable handles both services and products sold. When you receive money or payments the software allows you to apply the payment to any open invoice or to cash on account (credit balance) for all work you do for the customer or for only specific services. Once an invoice is paid off it is shown as paid. Credit Balances that are to be used only for specific services are only allowed to be applied to that specific service, to eliminate posting mistakes. You can do their service weekly but bill them monthly either pre or post service. There is a host of reports including, detailed aging, invoice listings, sales reporting, receipts report, transaction listings, sales tax reports etc… that will give you the details you need to manage your receivables.

Employee Messaging is included to keep track of messages left for your employees and track the status of those messages through resolution. When the employee comes in just print them a listing of their messages for follow-up. This includes reports of messages by employee.

The route service Inventory will track product for sale, material for use as a part of the job or equipment stored at your office or at the customer’s place. This inventory is tracked in the office, on the vehicle and at your customer’s location. Most all of the detail of the inventory is kept from the manufacturer, and epa or serial number, to the cost and sales price (sales price can be different for each customer), whether taxable or not and whether you desire the piece to have quantities on hand and suggested reorder tracked. You can receive the product into the main office inventory and disperse it to the truck or customer, therefore track inventory levels at multiple locations. Track methods of use and locations used of materials on the job. Inventory lists are available to be attached to any job and the price adjusted for that specific customer. Reports include Usage, reorder, and application with location reports.

In Security you may assign a Username and Password to each employee that will use the software.  You will be allowed to give them certain rights of usage or viewing.  

The truck service billing Accounting Link is designed to export Invoice Sales Totals for Service, Product and Sales Taxes on a Cash or Accrual Basis into QuickBooks Accounts. Therefore these things can be considered in your Profit and Loss Reports. 

ADD-On Modules

California Termite Inspections and Completions

Multi-Company Operation- Route Rite runs multiple profit centers for one company.  If you are intending for Route Rite to run multi-companies with different names and different books, then you must add this module.

The small business Software Set-up is designed to be data customizable, which allows you mold the software closer to your methods of services and frequencies, customer types, profit centers, receipt types, commission plans, sources of customers, sales taxes, target problems, route identification, employees, choice of 12 different layouts of Service Tickets and more.

The World Class Support is greatly enhanced and expanded to 24 hours per day, 7 days per week in the support web site.  The software is very mature in Version 6 + because of our early and often updates suggested by our user and prospect base.  We have captured and published the Questions "previously asked" and the Answers "previously given" to our users so that new users can use others experience.  We provide "Getting Started" slide shows to assist in getting familiar and customizing your setup.  Our "Live Support" can help you further, via email or when needed via 800 line Telephone.  Further, you may sign up for Annual Software Support Membership for on-going standard software or Live Telephone/Internet Group training.  We are very proud of our 4th Generation Route Billing Software, from Dos through 32 bit Windows has progressed.  In fact our customer's have been provided new generation software and upgrades from the old DOS Version back in 1991, to our first & Basic Window Version, to 16 bit Windows, to 32 bit Windows through the annual support memberships.  Some of our customer's never upgraded and still use the old dos version.  That says something for reliability.

Hardware Specifications

Hardware required for acceptable performance: Fast Pentium IV+ or Equivalent Windows based hardware with a at least 512 mb ram.  You may use  Windows 98 second edition, 2000 & XP.   Your Printer must be supported by your version of Windows, whether it is dot matrix, Ink Jet or laser.  Those who want to print multi-part carbon Service Slips or Invoices for service visits, use Dot Matrix.  

While Mobile operation is not mandatory nor needed.  Some will want to operate the software from Home or the Truck and in this case, you will want access to the Internet in the office and on the truck.  In the truck a Tablet PC, Notebook, Handheld PDA or Phone that are compatible with "GoToMyPC"tm software and has either wireless (for the truck) or land line (for Home).

The software is designed so that you can use the basics and or the more advance features.  So let it start with you small and just grow with you as you grow! 

Download the Free Demo of "Route Rite"® Legend Demo Software

Software Prices are affordable! 

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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.

Copyright © 1997 Performance Software Technologies, Inc.  All rights reserved.
Last modified: Wednesday December 05, 2007.