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.

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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.

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