Post on 11-Jan-2016
transcript
H2OfficeSolutionsH2OfficeSolutions
The H2OS software product is the The H2OS software product is the product of a collaborative and product of a collaborative and ongoing effort between a ongoing effort between a successful lawn sprinkler successful lawn sprinkler service business owner and a service business owner and a team of accomplished database team of accomplished database software developerssoftware developers
10 Minute 10 Minute IntroductioIntroductio
nn
A well designed Windows A well designed Windows programprogram
Stand-alone workstation or Stand-alone workstation or Local Area Network readyLocal Area Network ready
Uses tabbed pages to Uses tabbed pages to organize and group organize and group information and related information and related processesprocesses
Customizable screen: Customizable screen: Operator selectable tab Operator selectable tab pages and command pages and command buttons, re-sizeablebuttons, re-sizeable
Menu system Menu system Right-click menusRight-click menus ToolbarsToolbars TooltipsTooltips
A typical dayA typical day Review today’s scheduleReview today’s schedule Assign jobs to to
employeesemployees Print job tickets and Print job tickets and
optional materialsoptional materials Dispatch employeesDispatch employees
Receive customer callsReceive customer calls Locate (or add) Locate (or add)
customer records customer records Review customer statusReview customer status Schedule customer jobsSchedule customer jobs
Customer CentricCustomer Centric You put your customers 1You put your customers 1stst, ,
and so does H2OSand so does H2OS Easy to find (and add) Easy to find (and add)
customer recordscustomer records Single click commands to Single click commands to
schedule a job, send an schedule a job, send an email note, etc. for the email note, etc. for the currently selected customercurrently selected customer
Rules can be used to Rules can be used to highlight special information highlight special information about customersabout customers
Audit trails store historical Audit trails store historical record of changes to record of changes to customer and job recordscustomer and job records
Customer informationCustomer information Customer records store Customer records store
customer names & addresses, customer names & addresses, telephone numbers, notes, telephone numbers, notes, photos and customer status photos and customer status
Additionally, customer Additionally, customer records store information records store information specific to your business; specific to your business; such as customer prices, job such as customer prices, job site info, zones info, backflow site info, zones info, backflow devices and inspection devices and inspection results. results.
Customer record format can Customer record format can be extended to include new be extended to include new fieldsfields
Customer addresses can be Customer addresses can be USPS standardized (ZIP4 USPS standardized (ZIP4 codes added)codes added)
Contact records can be used Contact records can be used to track store and track to track store and track customer contacts requiring customer contacts requiring follow-upsfollow-ups
Add a CustomerAdd a Customer
Minimal required Minimal required entries for quick-entries for quick-add operationadd operation
Relevant customer Relevant customer and job site and job site information can be information can be entered at this time entered at this time in fields providedin fields provided
MapsMaps
H2OS can access H2OS can access Microsoft Virtual Earth Microsoft Virtual Earth mapping service to mapping service to obtain detailed street obtain detailed street maps and topographical maps and topographical views of work locations views of work locations
Zoom in or outZoom in or out PrintPrint A map can be saved A map can be saved
with a customer’s with a customer’s recordrecord
Saved maps can be Saved maps can be printed with customer printed with customer job ticketsjob tickets
Customer photosCustomer photos
Store any number Store any number of photos with your of photos with your customer recordscustomer records
Great for recalling Great for recalling and discussing and discussing complex complex installations and for installations and for simply simply remembering remembering jobsite details at a jobsite details at a later date.later date.
Finding a customerFinding a customer
Search on 1st Search on 1st characters of last characters of last name (see example name (see example on left), oron left), or
Last 4 digits of Last 4 digits of phone #, or phone #, or
(partial) address, or (partial) address, or Scan the barcode Scan the barcode
printed on job printed on job ticketstickets
Customer StatusCustomer Status
Uses rules to Uses rules to examine and report examine and report on a variety of on a variety of conditions related to conditions related to this customerthis customer
Shows service datesShows service dates Shows “Always call Shows “Always call
ahead” and “No ahead” and “No Service” checkboxes Service” checkboxes
Customer job historyCustomer job history
Shows complete Shows complete job history for the job history for the current customercurrent customer
For details, For details, double-click a row double-click a row
Click Tools for Click Tools for facilities to browse facilities to browse and work with this and work with this customer’s jobscustomer’s jobs
The Jobs ScheduleThe Jobs Schedule Shows 1 row for each day Shows 1 row for each day
in the currently selected in the currently selected periodperiod
Click a row for daily job Click a row for daily job detailsdetails
Helps group jobs by areas, Helps group jobs by areas, towns, and employeestowns, and employees
Prints job tickets with all Prints job tickets with all needed job data, with needed job data, with summarysummary
Date blocking, holidays Date blocking, holidays (color coded)(color coded)
Has commands to access Has commands to access job schedule related job schedule related screensscreens
Job Scheduling – add a Job Scheduling – add a jobjob
Click the JOB command to Click the JOB command to schedule a jobschedule a job
Pre-fills with the job ticket Pre-fills with the job ticket with current customer infowith current customer info
Select or confirm the Job Select or confirm the Job Type and Brief DescriptionType and Brief Description
If needed, add information If needed, add information to the DETAILS sectionto the DETAILS section
Click SAVE (or SAVE Click SAVE (or SAVE RECURRING, see RECURRING, see recurring jobs))
H2OS keeps a history of H2OS keeps a history of changes to job records. changes to job records.
Job schedule – Daily viewJob schedule – Daily view Assign today’s jobs to Assign today’s jobs to
employeesemployees Jobs are assigned by Jobs are assigned by
dragging jobs from the dragging jobs from the unassigned column unassigned column into the AM or PM into the AM or PM section of the section of the employee’s columnemployee’s column
Use drag and drop to Use drag and drop to re-assigning jobs re-assigning jobs between employeesbetween employees
Double-click a job to Double-click a job to view job ticket detailsview job ticket details
Job Schedule – Weekly Job Schedule – Weekly viewview
Shows this week’s jobs Shows this week’s jobs in calendar formatin calendar format
Scroll to early and later Scroll to early and later weeksweeks
Drag and drop a job to Drag and drop a job to re-schedulere-schedule
Double-click a job to drill Double-click a job to drill down to job ticket down to job ticket detailsdetails
Color codes can be set to Color codes can be set to highlight selected job highlight selected job types, employees or types, employees or time of daytime of day
You can drag and drop a job to re-schedule
Job Schedule – Employee Job Schedule – Employee viewview
Shows jobs by Shows jobs by assigned employee for assigned employee for the selected datethe selected date
Drag and drop a job to Drag and drop a job to re-schedulere-schedule
Double-click a job to Double-click a job to drill down to job drill down to job ticket detailsticket details
You can drag and drop a job to re-assign
Job Scheduling – Job Scheduling – recurring jobsrecurring jobs Use this screen to schedule a Use this screen to schedule a
series of jobs for a customer (1 series of jobs for a customer (1 ticket for each job).ticket for each job).
Click the JOBS command or Click the JOBS command or SAVE RECURRING on the job SAVE RECURRING on the job entry screen to schedule a entry screen to schedule a recurring jobrecurring job
Operator selects the job type, Operator selects the job type, frequency of scheduling, frequency of scheduling, starting date, and the number starting date, and the number of jobs to be scheduled or of jobs to be scheduled or ending dateending date
Rules are used for optional Rules are used for optional scheduling on weekends, scheduling on weekends, holidays and blocked datesholidays and blocked dates
Rules are used for preserving Rules are used for preserving day of week scheduling and day of week scheduling and whether the end date can be whether the end date can be extended to fulfill the number extended to fulfill the number of jobs entered.of jobs entered.
Job TicketsJob Tickets Printed Job tickets are Printed Job tickets are
formatted to be easy to read formatted to be easy to read and to contain all and to contain all information needed by your information needed by your service personservice person
Estimate worksheets, maps Estimate worksheets, maps and photos can be printed and photos can be printed with ticketswith tickets
Job tickets close-out process Job tickets close-out process helps ensure that all jobs helps ensure that all jobs are completed and are completed and accounted foraccounted for
Complete job history is kept Complete job history is kept for each customer that can for each customer that can be searched and reported be searched and reported on.on.
Old tickets can be archivedOld tickets can be archived
Service contractsService contracts Optional feature for Optional feature for
tracking customer service tracking customer service contractscontracts
Service contracts help Service contracts help ensure continued ensure continued patronage by your patronage by your customers customers
Special pricing incentives Special pricing incentives encourage customers to encourage customers to “buy in” at discounted “buy in” at discounted current prices. current prices.
EmployeesEmployees Stores employee Stores employee
information and information and photosphotos
Use the employees Use the employees toolbar with photos toolbar with photos for assigning jobs for assigning jobs (drag and drop) to (drag and drop) to employeesemployees
Optional employee Optional employee commissions system commissions system helps manage helps manage incentives for your incentives for your most productive most productive employeesemployees
VehiclesVehicles Store important Store important
vehicle informationvehicle information Store photosStore photos Store vehicle Store vehicle
maintenance maintenance recordsrecords
Auto reminders for Auto reminders for insurance, insurance, inspection, and inspection, and registrations due registrations due datesdates
AccountingAccounting Integrates with Integrates with
QuickBooks by sync’ing QuickBooks by sync’ing customers in both customers in both databasesdatabases
Send cash receipts, Send cash receipts, invoices and payments invoices and payments from H2OS to from H2OS to QuickBooksQuickBooks
Obtain account balances Obtain account balances from QuickBooksfrom QuickBooks
Optionally raises a flag Optionally raises a flag when a customer has an when a customer has an outstanding balanceoutstanding balance
Backup and RecoveryBackup and Recovery Supports one-click Supports one-click
and automated and automated backups at start-up, backups at start-up, shut down or anytimeshut down or anytime
Uses WinZip or our Uses WinZip or our built-in built-in compression/backup compression/backup software (included)software (included)
Backups can be Backups can be emailed or FTP’ed off-emailed or FTP’ed off-site.site.
Recovery manager Recovery manager restores backupsrestores backups
Database Integrity Database Integrity
Uses audit trails to Uses audit trails to permit reconstruction permit reconstruction of lost or damaged of lost or damaged data and for problem data and for problem investigationinvestigation
Uses buffering to Uses buffering to avoid data loss due to avoid data loss due to system or hardware system or hardware failure failure
Send e-MailingsSend e-Mailings Send e-mail notes to individual Send e-mail notes to individual
or groups of customersor groups of customers Use “textmerge” to add data Use “textmerge” to add data
from your database to from your database to outgoing e-mailsoutgoing e-mails
Use Microsoft Outlook or Use Microsoft Outlook or SMTP (included with H2OS)SMTP (included with H2OS)
Sends e-mails when possible, Sends e-mails when possible, prints mailing prints mailing labels/cards/forms for labels/cards/forms for “leftovers” missing email “leftovers” missing email addresses addresses
Several boilerplate email Several boilerplate email notes included such as Spring notes included such as Spring reminder, Winterization, Mid-reminder, Winterization, Mid-Summer special, and Job Summer special, and Job ConfirmationConfirmation
Send Text Messages Send Text Messages Send a text messages to Send a text messages to
an employee, customer or an employee, customer or other individual for whom other individual for whom you have Mobile you have Mobile Telephone numbers and Telephone numbers and Carrier names stored.Carrier names stored.
Reports Reports
Includes over 40 chart Includes over 40 chart and tabular reports and tabular reports for customers, jobs, for customers, jobs, etcetc
View and run reports View and run reports from the Reports from the Reports GalleryGallery
Group reports into Group reports into tours for viewing as a tours for viewing as a setset
Create custom reports Create custom reports (tech skill required)(tech skill required)
Print mailing labelsPrint mailing labels
Print standard Avery Print standard Avery format labelsformat labels
Print in order by Zip Print in order by Zip Code, Alpha, Other…Code, Alpha, Other…
Use SQL SELECT Use SQL SELECT commands to select commands to select addressesaddresses
Supports Seiko Supports Seiko single label printer single label printer for individual for individual mailing labelsmailing labels
Print FormsPrint Forms
H2OS ships with H2OS ships with several standard several standard forms (such as an forms (such as an Estimate Estimate Worksheet)Worksheet)
Plug-in your local Plug-in your local water district’s water district’s specific backflow specific backflow test formtest form
Ease of UseEase of Use
Intuitive DesignIntuitive Design Help everywhereHelp everywhere Personalize your Personalize your
main screenmain screen Profiles remember Profiles remember
datadata Plain English Plain English Single or recurring Single or recurring
job schedulingjob scheduling Rapid schedulingRapid scheduling
H2OS Systems H2OS Systems ManagementManagement
Internet based software Internet based software and maintenance and maintenance distributiondistribution
Problem managementProblem management Simple Interview helps Simple Interview helps
get you started get you started Commands historyCommands history Remote console supportRemote console support System trace included System trace included
for diagnostics for diagnostics collectioncollection
Advanced toolsAdvanced tools
SQL SELECT commands SQL SELECT commands librarylibrary
Filter commands libraryFilter commands library
These libraries make it These libraries make it possible to add new record possible to add new record selection and filtering selection and filtering commands over time to meet commands over time to meet your ongoing needsyour ongoing needs
Extra GoodiesExtra Goodies Built-in backup and restore Built-in backup and restore
featuresfeatures Sample Rolodex databaseSample Rolodex database Sample Prospects databaseSample Prospects database Duplicate detection (for new Duplicate detection (for new
customers being added)customers being added) Matchcodes used for Matchcodes used for
duplicate customer record duplicate customer record detection and sortingdetection and sorting
RemindersReminders ProceduresProcedures Do-list Import/exportImport/export Calculators Calculators Birthdays Birthdays Recipes Recipes
Do-ListDo-List Helps organize your Helps organize your
do-list activitiesdo-list activities Over time the do-list Over time the do-list
will prove itself more will prove itself more and more valuableand more valuable
An Internet based An Internet based client/server (shared) client/server (shared) version is availableversion is available
Software Maintenance Software Maintenance PlanPlan
11stst year included with year included with selling priceselling price
Download new Download new features and features and enhancements as they enhancements as they become availablebecome available
Receive customer Receive customer support and support and assistance with assistance with H2OS-related H2OS-related problem solvingproblem solving
Annual renewal Annual renewal
Getting HelpGetting Help Tooltips for virtually all Tooltips for virtually all
fields on screens (hover fields on screens (hover your mouse over a field)your mouse over a field)
H2OS Customer GuideH2OS Customer Guide Help menu access to Help menu access to
Customer guideCustomer guide Shorthelp (?) screens on Shorthelp (?) screens on
each pageeach page Support page– send a note Support page– send a note
to H2OS support to H2OS support Tips offer suggestions to Tips offer suggestions to
get more from H2OSget more from H2OS Remote console support Remote console support
lets us share screenslets us share screens
The FutureThe Future H2OS has evolved H2OS has evolved
considerably over the considerably over the last 20 years, and we last 20 years, and we are committed to are committed to ongoing improvements ongoing improvements well into the futurewell into the future
We see exciting We see exciting opportunities with opportunities with smartphones and smartphones and artificial intelligenceartificial intelligence
Please send us your Please send us your thoughtsthoughts