PlowTrax V4.0        Quick Start Guide

 

1)      Set Service Descriptions

User Defined Service Descriptions were added in V4.0. Service Descriptions are used to define Service Types or Categories. The Service Descriptions appear on the main screen, on invoices (*), on the Add Customer screen and the Add Service Call screen. They are also used in PlowTrax reporting to provide counts and dollar amounts associated with the specified services. The 2 Service Descriptions are configurable via the Setup - Service Descriptions screen.

(*) The Service Descriptions are only included in the Invoice if the Service Description field is specified in the Invoice Layout.

A Rate for each Service Type gets set for each customer (on the Add Customer screen). During Service Call data entry, if a Service is checked, then the pre-defined rate for that Service is added to the Service Amount.

  1. Service 1 Description    (for example, Snow Plowing)
  2. Service 2  Description (for example, Sand/Salt)

 

 

2)      Add Customers

  1. Name, Address, Telephone
  2. Define Rates (These are the standard rates for a service call)

3)      Add Providers (Drivers, Subcontractors, etc)

 

4)      Add Route Assignments

Route Assignments are used to group customers for easier post storm service call data entry using the Auto-Data-Entry feature that lets you save service call info for all customers in the route in a few easy steps. For example, if you have multiple Providers (Drivers, Subcontractors, etc), you might want to create routes for each, so when they are done you can get the data entered quickly and easily.

  1. Define Route Name
  2. Assign Customers to Route

 

5)      Add Service Level/Storm Definitions

Service Level/Storm Definitions provide a way to define multipliers to the standard service call rates based on any criteria that you want to define. For example, a Big Storm definition might use a multiplier of 1.5 times the regular standard rate. This allows you to only need to define a single standard rate for each customer and then use the Service Level/Storm Def multipliers to handle variations.

  1. Create Storm Definition
  2. Assign Rate Multiplier

 

6)      Configure Invoice Layout

Specify which Service and Payment fields appear in the Invoice and various other Invoice settings and options.

 

7)      Set Default Provider

This option sets the Provider that is pre-selected for service call data entry.

 

8)      Set Default Start Date

This defines the first date to show data for in the PlowTrax application and typically is used after you have had PlowTrax for multiple years.

 

9)      Set Default State/Province
This option sets the State/Province that is selected when adding new customers.