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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

Frequently Asked Questions

Will my Customers come over from QuickBooks?

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!

Where do I receive payments from customers?

You receive payments in QuickBooks.  Any accounts receivable functions are handled in QuickBooks as well as all the normal accounting functions.

How do I handle multiple locations for a customer?

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.

Can each customer have unique pricing?

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.

How do I handle customers that phone or email in their orders?

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.

How do I pre-call my customers?

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.

Can I create price comparison quotes for leads?

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!

What mapping solutions are supported?

The OCS Program seamlessly interfaces with Microsoft Mappoint as well as MapQuest for location mapping and route/service call mapping.

We charge for equipment we place.  Is that supported?

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!

Can customers be emailed their invoices?

YES! You can email customers their invoices from QuickBooks or from The OCS Program.  You can even email them a signed copy of their invoice.

Can customers pay their bills online?

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.

What types of PDA's are supported?

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.

Are Smartphones Supported?

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!

If I take on a new customer how do I know what route to put them on?

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!

How are service calls handled?

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.

How do I handle annual PM's on equipment?

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.

How do I convert to paperless?

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! 

Can we easily process credit card payments?

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.

How does the online ordering work and how can that help me?

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!
Did You Know?
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.