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.