Routing and Scheduling with Route Rite Software

Route Rite Legend for the Office:
Single-User "Route Rite"tm Legend Limited (200 customer limit)
Single-User "Route Rite"tm Legend Standard
Multi-User "Route Rite"tm Legend Standard
Premium Version of RR Legend Standard runs separate Companies

"Route Rite"tm Legend Software comes with On Board Set up and Training Documentation, Training Slide Show, Training Movies, 30 days of complimentary access to the Support Web, 30 days of email support for questions and answers.

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. "Word"tm, "Excel" and "Streets and Trips" are Trademarks of Microsoft, "QuickBooks"tm is a Trademark of Intuit, Android is a Trademark of Google.

Copyright © 1997 Performance Software Technologies, Inc. All rights reserved.

"Route Rite"tm Legend Service Route Billing Software Routing & Scheduling Module was designed to help you service your route billing customer but do so in a manner that move the trucks the least amount of distance but is realistic for the Truck Technician. On Screen Geographic layout of your current job, using your internal office terms helps you keep trucks in the same area on particular days that you determine. Since the software is integrated with the customer module prices you the service attaches any material, prints the service slip and route summary for the drivers and monitors the service stop completion until you tell it the service was complete and any material or products or changes you made on the fly. Now your billing is automatically done and customer balances updated automatically. The software will even let you pay off the job immediately and will include it in the reporting.

"Route Rite"tm Legend Customer Service Routing and Billing Software is designed to help you route your Trucks more efficiently and get your work Billed more rapidly, while reducing mistakes and duplicate entry into multiple software packages or thumbing through index cards!

"Route Rite"tm Routing and Scheduling Allows:
Automatically schedules your customer's service if they have pre set preferences. Allows you to set job for Reminder or automatic scheduling the work
Allows presetting of work by day of week or month
Allows you to view (on screen) your existing stops geographically related to a target
Print Service Slips in batches or individually, Emergency Schedule Jobs
Perform unlimited one time or routine services
Move single jobs or move the entire day to another day
Edit services, materials, notes and product prices both before and upon completion Flexible Scheduling, for specific times (at 8:00am) or ranges of times (from 8 to 10)
Track productive hours and dollars. Track and report on material usage and more..

This module is part of the core modules including Customer History, Routing & Scheduling, Accounts Receivable, Inventory & QuickBooks Accounting Export Link.

The "Route Rite"® Routing in the Core includes:
View Routes for 1 truck for several days, 1 truck for 1 day, multiple trucks for 1 day, multiple trucks for multiple days. See & Sort by next date, last date, grid, zone, Zip, Duration and more for all jobs waiting over the next 90 days. Geographically Schedule Jobs, On Screen, right into an open route slot for a Specific Start Time or Sometime in Between Times of the Day.

Move single or groups of jobs between trucks and days right on the Screen.
Color Coded Geographic Feature to help keep truck movement efficient.
Check to see if you will be in a specific area (including Zip, Zone, Map Grid or City).
View the Total Productive Hours and Expected Dollars of each truck for each day.
Edit Jobs for service, price, products, materials or times, prior to and after completing the job.
Quickly View any Missed Jobs at the touch of a button.

Export Jobs or Customers to be Plotted on a map from Microsoft's "Streets and Trips"tm. Just click the export button, save the spreadsheet and then import in minutes. Get Directions stop to stop or Just save a map of the customers area to the customers record for future use.

• Dynamic Listing of Customers and jobs needing to be scheduled
• Re-sort jobs waiting to be scheduled by any column heading (including geography or dollar volume)
• Select the job and see the existing jobs geographically in relation to that selected job
• Locate jobs by job id, day, tech, address, phone, customer
• On-Screen View of stops by single day or multiple days, single truck or multiple trucks
• View open slots with other jobs that are close (by your customized definition) to the target job
• Route by specific time (Appointment at 8:00am or general ranges of times (between 8 and 10am)
• Color coordinated scheduling for easier on-screen geographic routing
• Move job easily from one day to any other day or time, if available
• View detail or summary of jobs with one click
• Edit jobs (with proper security), including materials or products to be used or sold
• View stops by name, city, zip, grid or number
• Click to place a job in a open slot
• Track productive hours and dollar volume of route, truck or person on the screen
• Verify completed jobs individually or in batches
• Automatic rescheduling of completed jobs or scheduling reminders
• Automatic scheduling of predetermined jobs based on your pre set instruction
• Pre set (day of the week) scheduling and billing
• Automatic instructional billing
• Integrated commission calculation
•Each Service for each customer can have a Renewal Slip ready to be mailed printed.
• Reports
• Integrated Accounts Receivable
• Bill by the stop with purchases
• Bill by a fixed pattern Monthly, Quarterly or Yearly
• Track Credit Balances
• Pay off invoices with Monies on Account or by most any form of payment

These features all integrate real time with the other modules you have attached to "Route Rite"® Legend desktop routing and accounting software.

There is a lot of information presented in an easy to read format.

Export Your Route Addresses for Plotting Customers
Legend allows you to Export your Route Stop Addresses for Plotting or Route Driving Directions. Below is shown from Microsoft "Streets and Trips". You may also interface "Streets and Trips" tm to your GPS. Or Just Plot your customers to see their locations, rearrange your overall layout or track to make sure your trucks are at a site of one of your customers rather than someplace else.

Print this for you route Tech or Save a customers map location to their Customer Record in Legend. You must have Microsoft's "Street and Trips" tm or other that import Excel addresses.

1. On Screen Geographic Routing & Repeat Scheduling with Automatic Billing
2. View Relational Stops by Customer, City, Zip, Map Grid or Customized Zones
3. View Stops by geographic colors to help schedule the truck around other stops
4. Customizable Service Frequencies can be used with multiple service types
5. Each Service Address for each customer can have a Pre Set Day of Service
6. Automatic Service Reminders or the Software can automatically put the customer on a route for a technician/route person
7. See on-screen views of the exact, close enough or distant matches of route stops to reduce Windshield Time of route stops
8. View Single or Multiple Truck Stop in the routing
9. View all customers coming due for service for 90 days
10. Print from 12 different Service Slips with Services, materials and products, notes, comments and balances for each customer
11. Add services, products, materials, comments and adjust service prices before service and before final verification.
12. Schedule jobs for specific times or for ranges of times
13. Schedule no charge jobs
14. Export Stops to Excel to be plotted on most mapping programs
15. Move jobs as individuals or move the entire day of jobs in the event of rain
16. Print Individual Service Slips or Batches