MiniMate
Plus
Features
“In the Office” |
| STEP
1: MAINTAIN
YOUR ROUTE BOOK |
- Products
and Prices
· Salt
deliveries
· Emergency
service problems
· Scheduled
service work
- Customer
specific pricing
via price type
and level including:
· Quantity
volume discounts
· Retail/list
price
· Fixed
price
- Technicians.
- Route
numbers.
- Stop
sequence numbers.
- Temporary
routes for last
minute changes.
- Schedules
with defined route
days, will-calls,
holiday, sliding
routes or tickler
reminders.
- Equipment
by serial number
at each site.
- Service
history by piece
of equipment.
- Water
treatment testing
results.
- Up
to 11 different
types of offsite
inventory like
pallets, cartons
& loaners.
- Maintenance
of service, preventive
& warranty
contracts.
- Up
to 24 fields (user
choice) to track
data.
- Stop
service option.
- Recurring
equipment rental
bills.
- Reviewing
technician's productivity.
|
STEP 2: GENERATE
DAILY ROUTES |
- Generate
recurring service
orders like filter
changes.
- Generate
salt delivery
routes.
- Generate
emergency call
in service orders.
|
STEP 3: PRINT
OR LOAD TO PDA |
- Print
service orders.
- Prepare
the data for loading
to the PDA.
|
STEP 4: COMPLETE/UPLOAD
FROM PDA |
- Complete
service orders
to generate invoices.
- Generate
the invoices from
the PDA data.
|
|
|
MiniMate
Plus
Features
“On the Road” |
| STEP
1: START
OF DAY FOR TECHNICIAN |
- Load
all of the driver's
customers.
- Load
truck or you may
skip this step:
· Load
all items
· Load
from par values
for truck
or
customer
· Bar code
loading
· Load
on the desktop
and
transfer
to PDA
|
STEP 2: SERVICE
WORK ROUTE |
- Service
orders loaded
to technician's
PDA.
- Service
can be indicated
as "stop
service".
- Technician
may change stop
sequence order.
- Equipment
at the site loaded.
- Service
history of equipment.
- Problem
and resolution
recorded.
- Service
off-route customers.
- Sell
off-route customers.
- Sell
off-route products
(sale, water,
etc.).
- Calculate
taxes including
exceptions.
- Record
notes of stop
to management.
- Accept
returns for restock
or waste.
- Bar
code scanning
for selling.
- Change
prices with password.
- View
history of last
four services.
- View
loaners and carton
count.
- View
previous balance
and aging.
- View
instructions and
directions.
- View
one-time note
for a stop.
- view
your customer
specific pricing.
|
STEP 3: PAYMENT
AND FINALIZE SALE |
- Collect
money via cash,
credit card or
check.
- Capture
signature for
proof of delivery.
- C.O.D.
can be enforced.
- Print
invoices at the
site on mobile
printer.
|
STEP
4: END OF
DAY PROCEDURES |
- Reconcile
sales and cash.
- Reconcile
truck inventory.
- Collect
technician's start
and stop time.
- Transfer
inventory.
- Count
physical inventory.
- Attended
or unattended
synch options
via serial cradle,
modem or wireless.
|
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