Pre-Scheduled Recurring based system

   The concept is setting up each service account with the basic information and recurring schedule. So the Service Order Creation process can create work orders based on this information for each Week or Month. This is the heart beat of the ProServe II version.

Service Account Screen

Key Components

• Schedule Type, Yearly, Monthly, (6 customizable weekly or daily increment types) and a 52 Week Calendar.

• Select Months, As you can see each can be tuned on or off.

• Week/Day, 1st Tue, 2nd Fri, 3rd Wed etc...

• Twice Mtly, If Monthly Schedule Type, this sets 1st and 3rd week or 2nd and 4th week controlled by Week/Day.

• MapCode, Map Book Code. As you can see on the next screen shot, it's used for routing.

• Route, selecting the Route button opens the Route Selection option. See below

Route Selection Options..

   The Route Selection displays all other service accounts that are scheduled to recur for that same day. This allows user to manipulate the Route, Week/Day fields to find an open slot. Again this is the heart beat of this product, it's a Pre-Scheduled Recurring Based system.

Work Orders

   After work orders have been created for a certain month based on this file. You could then print work orders and route schedules using many sorting options. Or you could use one or both of the schedulers to re-schedule each days route and then print work order tickets.

Pre-Scheduled (Pest Control)

   The 1st Monday should have a workable number of work orders for that route. This provides a starting point for your technicians to get the work done. In the real world 35% may have to be re-scheduled, this product allows you to re-schedule using schedulers. But it's not necessary to make any re-scheduled changes in order for this system to function. In other words, work orders can be worked and posted without modifying the scheduled service dates. Let me give you an example.. If two of the jobs scheduled for the 1st Monday could not be worked. Your technician could re-schedule it using route sheets and work tickets or even a PDA device. This could be done without making changes to the PC. When posting work orders, this system is not going to change the recurring schedule for those accounts, just because they where worked on the 1st Wednesday instead of Monday.

Termite Work

   Termite work is setup the same way but most of the time it's setup for the 1st day of the month. Use the Style II Scheduler to then schedule work. Print work orders as they are scheduled on a daily bases.

One Timers and Call-ins

   You can create manual work orders at any time.

Will this work for me?

• Most companies using this product allow technicians to handle any re-scheduling. (Pest Control)

• Termite work is scheduled using the Style II Scheduler.

• It's a Pre-Scheduled Recurring Based system, it creates all your work in advance.

• It's like creating all your work and putting it in a bucket, then pull work out based on service date and work it. As work is posted it's removed from your bucket. Then the whole thing starts over again next month.

10/04/2006