If Brian can do it, so can you.

Want to find out more? Contact us today at 847.348.1404

The post Brian and Chuck a Success Story for First Aid Suppliers appeared first on First Aid Trakker.

KEY POINTS

• Invoices quickly and accurately created on Mobile devices meaning no double entry
• Payment+ allows customers to make Cash, Check, Credit/Debit Card payments at time of visit or whenever is convenient for them
• Automatic Statements emailed out mean less collection calls needed
• QuickBooks is updated with Invoices and Payments as well
• Bottom Line: Improved Cash Flow

Hand-written invoices are hard for everyone to read. Re-typing invoices into the computer to print and send or email to a customer takes extra time and effort. This also means it takes longer to get in front of the customer to pay.

Easy to Read, Automatically Emailed Invoice

Automatic invoicing is much quicker and easier in every way. Hopefully you are already doing this, but if not, with First Aid Trakker the invoice details are easily entered into an Android or iPhone. All products and prices, pricing rules and taxes are all in the device. So when an invoice is created, you can be confident that all the pricing, descriptions and taxes are correct and easy to read.

There are even a ways to help make sure the rep enters the correct information. This includes using fill levels for each cabinet or pre-loaded invoices that the rep confirms on delivery.

Once the invoice is completed on the Mobile device, the rep can get the customers signature. Then they can even collect payment by Cash, Check or Credit/Debit Card while they are on-site.

Collect Payments

If a payment was received the invoice details including the payment information is updated for the office to see with reports to let the office know how much the rep will be submitting in cash and checks. (Credit/Debit Card payments are automatically deposited into your bank account typically the next day). A clean easy to read copy of the paid invoice is automatically emailed to the customer.

If the payment was not received, a clean copy of the invoice is automatically emailed to the customer’s AP department, or whomever the customer asks for it to be sent to. The invoice also includes a link to Trakker’s Payment+ payment page so they can pay quickly and easily online.

In whatever fashion the payment arrives in, Trakker matches the payment with the invoice to keeps track of all outstanding invoices.

No Collection Calls with Auto Statements

If a customer has an invoice over 30 days old the automatic statement process will automatically send out a statement of all open invoices for that customer and deliver it to the email address(es) defined to receive statements. These statements also include a quick link to the Trakker Payment+ web portal for ACH and CC payment processing.

These statements can be set to resend every week or 2 weeks… per your preferences. This greatly reduces the need to make phone calls to get payments. The statements keep it in front of them, and by easily making a payment online, the customer doesn’t need to make an embarrassing phone call to get caught up.

QuickBooks Integration

Not only is this information automatically entered into the First Aid Trakker system for you, but if you use QuickBooks the invoice and payment information is also automatically entered into QuickBooks for you. No Double Data Entry Required.

Just like how customer’s say that our SMART Routing more than pays for our software, customer’s say that the postage costs alone pay for most if not all of First Aid Trakker, but then add in the improved cash flow and reduced data entry time… It just all makes sense.

Check out our Pricing and see for yourselves.

NOTE: The Payment+ is an optional feature and requires additional agreements with the credit card processing company.

The post Complete Invoicing with Integrated Payment and Collection System appeared first on First Aid Trakker.

KEY POINTS

• Automatically creates efficient Routes, which Saves you Lots of Time
• No Customers Get Missed, which means more Satisfied Customers
• Less Travel means less fuel costs. Less travel time means more time to sell

You know how hard it can be to route multiple trucks across different territories. It’s a complex task that takes time and patience.

What if you no longer had to manually compare service dates or juggle geographic locations?

First Aid Trakker’s SMART Routing automatically optimizes routes for you. Freeing you up to manage the rest of your business.

No Customers Get Missed!

It compares customers locations and service dates and combines them into an optimal route.

It even accounts for:

• Route frequency: weekly, monthly, every 60, or 90 days, annually… Any combination
• Varying visit durations ranging from 30 to 45 minutes, or even 6 – 8 hours (all automatically calculated)
• Number of hours in each reps work day each day of the week
• The reps starting location (from the office or from home)
• Even Travel Time

Reps routes are optimally scheduled to minimize unnecessary travel.

Better yet, it’s easier than pushing a button… It just automatically runs every night for you.

We know things don’t always go as planned, so if a customer is accidentally skipped, SMART Routing automatically adjusts the route to include them in the coming days, ensuring no one is missed.

And what about old customers that might have slipped through the cracks? First Aid Trakker automatically identifies them, setting flags to help keep your customer list fresh and relevant.

Increase Profits

But it’s not just about saving time on the road. By grouping routes closely together, you’ll see a reduction in fuel costs, and your reps will be able to see more customers in a day. Or better yet, it frees up time for your team to focus on prospecting and growing your customer base. All of this means greater profits.

Think this type of system is too costly? Think again. Most of our customers find the benefit of this one feature to be worth more than our First Aid Trakker system.

I didn’t even talk about the Complete Invoicing and Integrated payment and collection system making it Super Easy to not only invoice customers but collect the payment.

Check out our Pricing and see for yourselves.

The post Route Planning Made Easy appeared first on First Aid Trakker.

The post A Quick Video on Fill Levels appeared first on First Aid Trakker.

I’m Keith, the guy with the tie, who developed the First Aid Trakker software solution that former Zee Medical, Respond Distributors, and many others use daily to run their businesses since 2005.

Here I will give some tips on how to maintain your existing customers while making time to increase your customer base.

Some Obvious Suggestions

Make sure your Reps:

• Know all of your products and services
• Understand your Customer’s Safety Needs
• Know what their specific customers need
• Know what products and services a particular industry needs
  • This can help reps cover another territory when one is sick or on vacation

Some Actually Useful Tips:

1st: create Guild Lines for how many cabinets are needed based upon the physical size of the building and/or number of employees.

2nd: Give your reps consistent starting points for new customers, whether they are brand new or a veteran, they all know what is expected as a starting point for any new customer.

Start by Make Templates of the products and services specific industries need such as:

• Restaurants
• Hotels
• Office buildings
• Churches
• Farms
• …

A Template of course, is not an exact fit for every customer.

But by starting with the Template, even a new rep has a springboard to start and make changes to fit a specific customer’s needs.

Finally, they need to save these cabinet specifics with Product Fill Levels in a way that they can be easily shared with your other reps.
This way, if they ever leave or take time off someone else can easily service that customer…

Some Actual Template Tools

#1 Old School Solution

Write it all down on a piece of paper, with just your ‘secret’ product codes and hide it behind the cabinet.

Yes, I know some reps do this. I’ve heard them explain how, “No one will think to look there.” Plus they are using your product codes so no competitor would think to look there, and if they did they wouldn’t be able to decipher your product codes

PROS

• All of your reps can use these ‘cheat sheets.’

CONS

• Does not help them locate where all of the cabinets are in the building
• It is definitely Not Secure.

#2 Basic Online Spreadsheet Solution

The next approach I have seen is to use online spreadsheets for the industry templates.

This is a seemingly simple approach.

In order to do this, management and/or office staff simply creates templates for each type of industry in Microsoft Excel or Google Sheets then save it online to One Drive (Microsoft) or Google Drive (Google). They might make different documents for each industry or easier still, make one document with a different worksheet/tab for each industry.

This creates an electronic version that is shared with all of the reps so that they can copy the templates and work with them and make copies of them for each customer with the actual products and fill levels of each product in each cabinet.

PROS

• Easy to create
• Cheap
• Stored in a central cloud location, so everyone in the company can access the information
• Secure from any competitors

CONS

• The reps in the field trying to read and update this data on their phones or tablets find it cumbersome
• Managing the security and giving access to new users is a bit of a challenge.

#3 A Better Solution

Use a software package that has templates built into it that can be defined by the office management and seen by everyone in the office as well as easily accessed and viewed on a phone or tablet by reps in the field.

A system that contains all of your customers, with each sales rep having access to all of their customer list and the ability to create new Prospects or Customers, generating new Customer Cabinets starting from your company templates.

Then they can then easily customize that to that customer’s specific needs creating a list of cabinets with details about where they are located in the building and the specific fill levels needed for each one.

These cabinets are then available to whomever may be filling in for a sick or vacationing sales rep. This makes the work quicker and easier for the rep to fill in and the customer is receiving the same service they would from their regular rep.

This keeps the customer supplied with everything they need regardless of who on your team is servicing them.

PROS

• Easy for rep to access and customize to customer’s needs
• Easily accessible by all office staff and reps as needed
• Automated Fill Levels decrease service time
  • Allowing more time for prospecting to Increase you Customer Base
• Any rep can service any customer
  • Can see the list of all cabinet locations
  • Can QUICKLY identify needed products from the Fill List
  • Customer specific pricing is right (read BONUS below)
• Secure from competition
• Can be securely shared with only those employees who need access to it

CONS

• Costs more than a piece of paper behind the cabinet (but less than postage)

(Yes, First Aid Trakker does ALL of this)

BONUS NOTE:

If this customer has an agreement with the office management to receive any special pricing, that would automatically apply and the substitute rep would have that pricing automatically applied for the customer.

The post Increase Your Customer Base With These Tips appeared first on First Aid Trakker.

Trakker has been used in some legal cases involving employees and fraud or theft.

One of those ways is described in the video below. We sensorily hope that your business will ever find itself in need of this or some of the other reporting tools to assist in proving a criminal case, but it is there if it is needed.

“Thanks to the excellent Trakker system and capturing the GPS locations etc. we had a lot of evidence against the rep that was sending out fake invoices.  He was brought into the police and confessed yesterday.” – H. Everson (Reading PA)

The post Employee Fraud Monitor and Reports appeared first on First Aid Trakker.

What is First Aid Trakker ELITE

First Aid Trakker Elite brings all of the features and benefits of First Aid Trakker out of the cloud and into your control at your location.

We understand that some people love the idea of keeping everything on the cloud and others are a little more reluctant to the idea and would like to have more control over their company data. That’s what First Aid Trakker ELITE does.

With First Aid Trakker ELITE we will build you a powerful server capable of handling all of your company data needs and ship it to you ready to plug and play into your company network. Then all of your computers and handheld field devices will all store your data on your server located in your building.

In fact being on your server in your building actually allows you to do more than you can with it being on our cloud based servers.

Even More Benefits

It can integrate with Outlook to automatically file all of your email communications with customers and suppliers in Trakker so that any time you want to see the email communications between anyone in your office and a customer, all of the email history is part of the Trakker Customer File.

Need a centralized storage location to store shared files like Word, Excel, or other documents, this server can be a centralized storage location for all of that data.

PLUS: The files can all be associated within Trakker to easily store and find customer documents.

Contact us today to learn more.

The post First Aid Trakker ELITE appeared first on First Aid Trakker.

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(Don’t drop it…) Wait for it…

This is going to be an unboxing of the handheld naughty’s x41 ruggedized handheld scanner with numeric keypad

Hey! It’s Keith the guy with the tie at Longwell Technologies and today we’re going to be unboxing the Handheld Nautiz X41 rugged mobile optimized handheld 1D scanner.

So first let’s take a look at the box. It’s nice and clean, clearly shows you what’s inside. Here it says Handheld along the sides and has the model number and serial number and such on the bottom.

So let’s go ahead and open her up. Just slides right off. The first thing we see is there is a quick start guide in here for the Nautiz X41, what’s in the box you’re Nautiz X41, showing where the buttons are, the power button and the scanner buttons the function buttons. Where the battery goes, where the flash is, as well as how to remove and insert and remove the battery inserting extracting sim and micro sd cards. Then using the scanner so a nice little booklet.

Here we have the actual scanner. It’s got two little notches to help pull it out to the box. Slide it out of this box and.. ooh nice and shiny. It’s kind of tapered down here it’s not just rectangular. All around. First thing I kind of noticed though is that I’m holding it, not flat on the back it’s got a little bit of a shape here and a velcro strap so I can slide my fingers in here hold it. It gives a little bit of a shape for your hand and a place to hold it and grip it real nicely. I can adjust this a little tighter and a little looser with the velcro and some sort of stretchy material and the velcro and so that holds real nice. Notice right now I’m holding. It’s a good size in my hand and turn it upside down, move it around I’m not going to drop it.

So let’s see the scanner buttons. It said on they were on the sides here in here as well as one right here that looks like a little bar code. So right there and that’s the one I’d imagine probably at the moment that feels like the one to be the most comfortable. If I were scanning something so my hand just is here.

I’ve got a full numeric keypad here. One two three four five six seven eight nine dot zero and a dash. There’s a home key, back, delete, return, a blue button that’s going to be probably some kind of function button. As I look at the keypad, there are blue letters on here so probably to switch between letters and numbers. There’s an F1, F2, F3, F4 and F5. I believe those are programmable keys. On here it says Nautiz X41 Handheld.

Right here the barcode scanner the actual 1d scanner the laser scanner is up in here so don’t look at it and it’ll burn your eyes out. There’s a flash here and inside here is where it said the battery would be. So nice thing there is there is a switch here and you might have to loosen this up a little bit but there is a little thing oh slide it slide it through sliding it the wrong way and reach my fingernail in there. Sure enough, this opens up and I can see into the back to put a battery in as well as the SD and sim cards go in here so we will get the battery out in a minute. I’m sure so what should be in here let’s look at those contents besides the scanner the content said that we should have?

The standard battery should be included, a charging dock. Yeah, that’s nice USB cable. Now I do know that the manufacturer informed me that this is not included in here that is being shipped separate so I don’t expect to see that in here today. Then an adapter. So let’s take a look. So now we’ve got this cover. Comes off here and inside here I’ve got what look to be universal plugs so I will pull these out we’ve got a couple of different ones for different countries and hopefully there’s this looks like the one for America. That’s the United States one that I would use. So I’ll set that here and now this will slide down like this and reveal a couple of pieces inside here. The first one I’m pulling out looks like to be the charger. So this is the actual charging. So this looks like it’ll slide onto here as well as you can put these other ones in here. Nope you probably heard that click right in so pretty solid click in there. There’s a button I can press here to release it and be able to swap it to another one if I were traveling, but it’s locked in there pretty good and it’s got a slot for a USB cable. Pretty standard.

Then here is the charging dock that it comes with. Now this here it’s got two little points in there which on the bottom of this device there were two contacts here so I would imagine that it’s going to click and you might have heard that little snap to click them in together.

So it can plug in that way there also is a thing here that showed here on the manual that this should pop open and that would be where you plug that USB cable in. Yeah. It’s a USB-C cable that could plug in here. So instead of using this you could plug it in and out of here but as we all know these are sometimes finicky hooking them in and out and a lot of finicky things with those in and then you’re popping this open and close. This is nice that you can lock it into something. Pretty solidly locked in and now it’s locked in and go to charge through this wire. Let’s see. I’m gonna guess that wire looks fairly long. Let’s see, a little twist tie and I would say that’s probably about five feet based upon my arm span. So about a five feet foot cable.

The way it locks in there, that reminds me a lot of this a lot like what the car chargers were for other devices and I could see this working really nice as a car charger because it clicks in. So it’ll hold it in place there you can set it on the car seat next to you while driving down the road and then just plug this into a good car charger, one that’s going to have enough power to actually charge it. Not one of the dollar ones you buy at the gas station, but a good one (and I’ll see if i can put a link to one down below that might work with this) and that’s that’s. Nice though.

I do have a little bonus that is why I wasn’t worried about the USB cable not being involved and I got a bonus that will show in a few minutes for something in replace of this year. So let’s take a look, and now we’ve got last in this box and the box is empty is the battery and it’s in this little sleeve slide it out?

As I said it is a removable replaceable battery so that’s nice you can have a spare one being charged. That’s charged you can replace it as the unit gets older. A lot of devices aren’t allowing you to do that nowadays. So this is something you used to always be able to do and now you can’t. So this one you can. So there’s this little switch back here where the battery goes. They are rugged these are ruggedized devices. Let’s see. I’m gonna jump to my cheat sheet now

As I’ve dropped that…

It’s got a drop test of 26 times from four feet. That’s one.

It can handle cold temperatures from negative 4 degrees up to 122 Fahrenheit. So pretty cold to pretty hot 122. That’s operating conditions. Storage conditions can be as cold as negative 40 and as hot as 158. So if you were using this as a car charger and you left it in the van overnight and it did get to freezing temperatures this device is not going to crack and freeze.

I’m going to pick it up now.

All right I’ve got it. The reason I dropped it is I was removing the strap I should have set this down on the table to do this removing the strap to pop open the battery. So I was not holding the strap either and I was trying to pop things open and I did not unlock it so I’ll go and slide this in it just slides right in with the adapters or the pin connectors at the top. Put this towards the bottom, and up at the top lock it closed. So now that is locked and put the strap back on and put my hand back in the strap, I don’t need to drop this again in this video. So with this, it does hold real nice it’s nice and light.

Let’s see if it’s got any power on it. Power button is here. Press it and hold it a couple seconds. There it comes up saying Handheld Powered by Android. So this will boot up in a minute.

While that is booting let me show you a little bonus we’ve got here. I got this package here now this is a another charging a docking station so you see the package is pretty basic just brown box but I’m going to open it. We’ve got more brown packaging and bubble wrap inside. The bubble wrap and some foam to keep it all secure and shipping.

I open it up and now I’ve got a charging station. So this it’s got four rubber pads on the bottom all black. It’s got a little bit of weight to it. Not bad enough that you know you’re going to feel a little bit. As I’ve set it down here on this table those rubber feet are holding it pretty well in place. So that’s nice and with it we’ve also got a another power wall outlet with the USB cable that’s plug that goes in here and this has got the United States plug in here. But it can pop out I’m imagining we’ll be pulling out the universal adapters here in a minute.

I’ve got the actual cable here for this one and this cable looks like the one end looks like your rectangular USB style and the other end is round yeah. So we got a round plug on the back here and then this other end would just plug straight into there and then, yeah, the other piece we have in here what’s left in here are three universal plugs. So just like they had the other ones, here these are the same these are the same ones but then you can use them for the docking station in different countries.

So let’s see how the unit would set inside here.

So here it is and it’s now ready for me to put my startup stuff in here, but let’s go ahead and drop it in so… oh that’s nice. Yeah, Okay. It locks in and to keep this on a table or a desk at a office. That just nice. It’s a solid place. You know where it goes. It belongs here. Here is its home. Take it home at the end of the day. No don’t take it home, put it in it it’s home so you know where it’s. And when the next person is going to use it, you know it’s going to be charged. You know it’s sitting in here. You know it’s sitting in here and charged, because it set in here real nicely and I don’t have it plugged in.

There’s a couple of light indicators here that I imagine are going to light up to tell you that it is indeed charging. So when I put it in here we should see those lights come on saying it’s charging. You real easily see that it’s in the cradle and charging. It looks pretty cool like that. So let’s take a look at the settings.

To turn on the scanner I’ve gone in and pulling the swipe down from the top to get the list of settings and then here I am going to find the scan settings and I can turn it on but thing I really want to see is the Symbologies. We got code bar, code 11, code 39, code 93, code 128, code 128 isbt, ean8, and gen 8, ean13, gn13, es128, interleave, 205, msi, upca, upce, upc, e1.

So you can turn those all on or off. This is the 1d scanner so the 2d settings are not in here but that has them all there and I’ve clicked the enable and you can see that it does the 1D barcode scanning. So just if I had an app like our order tracker application on here I could scan apps or scan barcodes and load them into the app.

So pretty nice feel. Nice size screen size. It’s good because you got the extra keypad. So it makes a little bit smaller than some devices, but they’ve still got a lot of space on there. So overall pretty nice unit

Thanks for watching this is Keith the tie Guy with Longwell Technologies and this was the NAUTIZ X41 by Handheld box opening.

The post Unboxing a Rugged NAUTIZ X41 Android with Keyboard and Scanner appeared first on First Aid Trakker.

Tap your image or initials at the top right of the screen

Tap Manage Apps & Device

Tap Updates Available

This will display the list of available updates. They can be updated individually by taping the UPDATE button next to each app or they can all be updated using the UPDAT ALL button at the top.

NOTE: Sometimes the update all will fail on one and not complete the others. If this is the case you can (probably easiest to reboot the Android and) come back into the Play Store and update each app individually. This will typically allow all apps to be updated properly, even if one had given an issue in the Update All process.

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