Leading QuickBooks add-on for today's
Route Sales Companies
Did You Know?
We can help you go
paperless?
We know it may seem like an
impossibility because you
make think your customers
will never go for it.
Let us show you how to
approach them and to be
successful with going
paperless
YES!
The OCS Program seamlessly
interfaces with QuickBooks meaning
any customers entered in QuickBooks
will automatically appear in The OCS
Program. You can also enter
customers in The OCS Program and
they will seamlessly be added to
QuickBooks realtime!
We recommend that you setup Jobs
in QuickBooks for each location that
a customer may have. By
creating jobs you will have the
ability to route each location as
well as know exactly how much money
each location has generated and how
much money each location may owe
you.
YES! Each customer can
literally have unique pricing for
every item. This customer
specific pricing will also flow over
the website for your customer to
place orders online.
We encourage you to tell your
customers about their capability to
order online. In any event
when a customer calls, faxes or
emails in an order you enter that
order directly into The OCS Program.
While entering the order you will
see their average usage of an item
as well as any items they may be
forgetting. You can also
generate order sheets for your
customers and email the order sheets
to them to fill out.
There are 2 ways to handle
pre-calling your customers:
You can create a route for the
office person responsible for
pre-calling customers or you can
create a recurring order task to
remind that office person to call
the customer. An email can
also be generated reminding the
customer that their order is due.
A simple and easy way to generate
new business is by showing leads how
much money they can save by
switching to you. The OCS
Program provides an easy and
innovative way to enter price
comparisons and send to the lead via
email Once the lead accepts
the order a QuickBooks customer is
seamlessly created, their specific
pricing is automatically created and
their initial order is placed!
If you have to set equipment a task
is also created to prepare equipment
to install!
YES! The OCS Program tracks
all of your equipment whether you
charge rent for the equipment or
not. You can bill on a daily,
weekly, monthly or quarterly basis.
Best of all, the equipment will bill
directly into QuickBooks!
YES! Customers have the
ability to pay their balance online
through QuickBooks services.
If you are unsure on how that works
we would be happy to assist you in
setting that up.
The OCS Program works on any
Windows Mobile or Palm PDA. We
don't require that you spend
thousands of dollars per driver.
Nor do we require that you buy your
hardware through us! If you
currently own equipment and want to
know if our software is compatible
please
email us the specifics on your
hardware.
YES. We currently support
any Windows Mobile Professional or
Classic Smartphone. You can
also remotely sync these devices at
no extra cost! Ask us how!
The OCS Program will interrogate
the new customers location and
recommend which route and stop to
place the customer on. We make
adding customers to routes a snap!
The OCS Program realizes that one
of the keys to your success is
providing great service. Our
cutting-edge way of managing service
calls is unmatched in the industry.
We also give your drivers an easy
way to enter a task while onsite to
your service department instead of
trying to remember at the end of the
day! Also, we give you the
ability to notify the customer via
email upon completion of the service
call.
The OCS Program gives you the
ability to create work orders on a
recurring basis. This is great
for say filter changes or equipment
services that you like to perform on
a semi-annual or annual basis.
You can also create recurring work
orders on any frequency you want for
what ever you want. Some
customers create recurring work
orders to simply remind them to
check on their customers on a
quarterly basis or even to QA a
route.
We realize that going paperless is
kind of "the thing" to do but where
software companies fall short is
telling you how to do it to make it
successful with little or no
disruption to your customers.
We offer FREE classes on proven
methods on how to make it work for
you. Companies that we have
helped go paperless have seen
savings as much as $30,000 per year!
The OCS Program recommends
QuickBooks Merchant Services to
process customer payments. We
know that there may be cheaper rates
out there but the time saved on
processing payments as well as
balancing end of month statements
makes it well worth it. If you
would like more information on how
to get it setup please
email us.
Our unique online order system
will seamlessly tie into The OCS
Program when a customer places an
order online. If you already
have a website designed no problem,
we can simple add a link to your
site to the online ordering system.
The online ordering system can give
your customers another way of
placing an order with you.
When a customer logs in they will
see all the items they order as well
as their average order quantities.
You can also suggestive sell them on
new or other products. Best of
all this all is Managed from The OCS
Program!
That we can help you get more
business?
We include new customer leads in your area
that could use your service. All you
need to do is call them and quote them.
Ask us for details!
Create Onsite Invoices
The OCS Program gives you the ability to
create an invoice onsite or not depending on
how you run your business. A route
driver can create an invoice on his PDA,
have the customer sign the pda and either
print an invoice or email them an invoice
when they get back.
Inventory Tracking
The OCS Program seamlessly ties to
QuickBooks for inventory. We do give
you the ability to track unlimited inventory
locations (ie, trucks) We also can
generate packouts based on pre-orders, web
orders or average deliveries for a specific
day.
Vending Integration
Does
your company provide vending services as well?
The OCS Program also has all the necessary
components to handle your vending routes
including inventory, pre-kitting, machine
analysis, plan-o-gram analysis.
Did You Know?
That we
can convert your existing data?
The OCS Program can convert your data from
your existing system into QuickBooks and into
The OCS Program. Ask us about the details.
