Mobilize your Field Force with Routing, Scheduling and Dispatch Software

Prism Visual Software

Prism Visual Software is:

  • 20 Years in business, 2 offices
  • Sold with a Full Accounting System or Extend your current Accounting System
  • Configurable to your Operational Work Flow
  • Industries Served
  • Office Coffee Service 
  • Beverage & Food Distribution•Variety of Equipment Service and Asset Management Types
  • Direct Store Delivery (DSD)
  • Water Treatment Service, Salt & Bottled Water Distribution

Prism Visual Software’s Functionality and Focus


  • Salespeople take orders on handhelds or through call centers to be delivered the next day or later.
  • Pricing supported includes promotions and deals.
  • Salespeople motivated with quotas.


  • Drivers deliver pre-order products.
  • Order taking and delivery is streamlined with inbound call centers, dispatching, and map optimization.

Route Sales

  • Drivers sell product off the truck.
  • Trucks are loaded optimally with suggested quantities based on past sales history or item par values.

Equipment Service:

  • Technicians install, pick up, exchange, and service equipment.
  • Onsite equipment and service history maintained.

Benefits of Prism Software Suite

  • Create invoices quickly on handheld computers.  Collect signatures & print them on-site or EMAIL and Go PAPERLESS. Perform Deliveries, equipment service installs and water tests 
  • Customer Quota Alerts ensure customers are buying coffee from you
  • Balance Workloads and reduce gas costs,  with routing, scheduling and dispatch map software
  • Reduce labor hours in the office and the field!
    • Office – Reduce paperwork, data entry, and route reconciliation!
    • Field – Increase sales and price calculation accuracy!
  • Reduce aging with reminders and overdue invoice visibility on the desktop and handheld 
  • Email service reminders, invoices, statements, and marketing materials with a click of a button 
  • Manage the pricing more easily and eliminate pricing errors 
  • Track Equipment installs dates and warranties and knows when to sell an upgrade 
  • Change customer filters on a timely basis by setting up email and call reminders
  • Use Dispatch Systems to:
    • Reduce Fuel Costs and time to drive the route with route optimization 
    • Save labor time by sending the right tech with the right skill sets. Understand the service history performed already at the customer site before going there 
    • Cut overtime by visually balancing tickets on trucks to ensure tickets are balanced across employees 
    • Control inventory and shrinkage with desktop and handheld processes 

Desktop-Configurable Screens & “Google-like” search


Servicing a customer is Fast and Easy

  • Search all fields with 1 “Google-like” search
  • Configure Screen to have fields present the most important front and center
  • View Inbound Call center, Schedule, customer, water test or equipment

Desktop – Inbound Call Center

Desktop inbound call center

Customer Service agent presented with all information about that site address (next delivery date, billing payments, past conversations, other upcoming services, equipment history)

Track all incoming calls and fulfill customer requests.

Send messages /tickets interoffice or to mobile devices.

Set follow-up reminders to ensure professional service.

Desktop - The Quick Ticket for Equipment Service Calls

Quick Ticket for Equipment Service Calls
  • Easily view equipment and track equipment details and history of service
  • Generate a quick ticket to dispatch
  • Easily interact with dispatch board to plan service date
  • Know what Tech is closest

Desktop - Route Book Entry for Delivery / Route Sale

Route book

For Each Customer Site Address (“Where”):

  • Setup Permanent Instructions or one-time notes
  • Setup “What” – Most common items purchased with pricing 
  • Setup “When” – Recurring schedule for Service / Visits or one time
  • Track Cylinders or Deposits
  • Set driver, route, and stop sequence

Desktop - The Outbound Call Center

Outbound CallCenter
  • Set ticklers to call customers for orders, prospecting, collections, service reminders or filter changes
  • Assign calls to a specific customer service representative
  • Place orders
  • Reschedule call 
  • View past calls

Tank Management and Equipment Tracking

Tank mmagementand equipment tracking
  • Manage “IN” and “Out” of tanks easily for billing
  • Easily Generate Rentals for Equipment or Total Tanks with one Click
  • Track where the Equipment has been and Service history

Visual Dispatching and Delivery Planning

Delivery planning
  • Balance Loads per truck visually at ticket and driver level
  • Multiple Dispatch views to display different driver types (route sales, stewardess, or delivery) or offices
  • Drag and Drop to re-assign updating load sheets and trip sheets.
  • Re-sequence easily

Desktop Prism Mapping - Optimize and Track

Desktop mapping
  • Load addresses per route with one click
  • Optimize by Tech
  • Easily see where resources are, the total time assigned and progress
  • Export GPX file to GPS Truck unit

Handheld - Sales Order, Route Sales & Delivery


Handheld - MiniMate for Service

MiniMate for service

Step-Through Service Process: 

  1. Read the problem, asset service history, and enter resolution with dropdowns
  2. Install, Pickup or service asset
  3. Perform inspection or Water Test survey if required
  4. Collect Signature, Payment and print invoice
  5. Update the main system Real-Time or in Batch!

Handheld - MiniMate Inventory Control

Minimate inventory control
  • Process – Configurable to your warehouse inventory process for morning or night load. (Load, checkout, perform stops and check-in, perform inventory requests)
  • Manage perpetual truck warehouses and replenish based on sales, averages actual orders or to a par
  • Easy search options
  • Option to use a checker to validate the load counts.

WebCustomer – Place Orders Online

Place order online

On Prism WebCustomer, your customers Can:

  • Place order or service requests
  • Print out completed tickets/ Invoices with signature