Toon Six Advisor

Ned Stevens: Gutter Cleaning and Installation company (NedStevens.com)

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• Field Service ERP

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I proposed and designed the following modules of the proprietary web based Field Service ERP:

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• CRM

• Employee management

  • Employee records

  • User ids with access restrictions

• Inventory management

  • Stock items

  • Non-stock items (labor/services)

• Order management for consumers and businesses

  • Sales orders

  • Service orders with contracts

• Sales assignment and commission management

• Job creation and scheduling

  • A job ticket was created for each sales order

  • The optimal route for a truck was determined using an Truck Route Optimization algorithm based on GPS coordinates.

  • The job ticket had a barcode for each task to be done by the truck crew. A checkoff box was provided for each barcode/task.

  • Upon completion of the route, the crew came back to the office to have each job ticket scanned

• Invoicing

  • The invoice was created from the scanned job ticket

  • The invoice data was automatically transferred to Quickbooks

• Credit card processing

  • The customer credit card payments were submitted to the bank, which gave us the credit card payment acknowledgements. Those acknowledgements were transferred to Quickbooks

• Sales performance reports

  • Sales were reported by service, by sales person, by customer, by week, by month, by quarter, etc.

  • Jobs that were incomplete or had a customer complaint were reported by crew, and had a penalty for that crew. On the other hand high performance scores were rewarded.

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• Inbound and Outbound Phone System for Telemarketing

  • Installation of PBX with web interface

  • Integration of automatica dialing system using prepared calling lists

• LAN networking

• Installation of web servers and database servers with auto backup

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