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Service Management Software

• Scheduling
• Reporting
• Accounting

ProBusinessTools® News Letters


Software Insider

August 2009 - Volume 1, Issue 11


Dear Clients,

Hello customers. I hope you are all having a wonderful summer. There a few new enhancements that I would like to mention.

Would you give your house keys to all of your employees? Perhaps share your credit card information with a few co-workers...no of course not! These things carry high importance to most people and we therefore guard this information stringently. The same should be true for the information that you store in your ProBusinessTools database. Your customers put a certain amount of trust in you and your company when they give you their contact information. You don't want to disappoint them by allowing your security to become lax.

Secondly, if any of you have browsed through our Help Files at any time, you have probably noticed that the manual was a little out of date. We have completely replaced this section with our new Knowledge Base. You can find the Knowledge Base by going to Control Panel>Knowledge Base, and then click Knowledge Base. The Knowledge Base is laid out section by section and gives detailed instructions on how to use each section of the software. It includes screen shots to help you better understand what you are reading and a search function to help you quickly find the specific information you need.

These are just a few of the ways that we here at Prosite are working to make ProBusinessTools more user friendly for our customers. If you have questions, don't hesitate to call our Support Department at 1-877-583-3232 x2.

Sincerely,
Diane Anderson
Software Support Manager
Prosite Business Solutions
877-583-3232 x317

Diane Anderson



What's New?

New Zip Tool Feature:

A lot of you have long awaited this new feature - and it's finally here - you can set up certain zip codes on different days of the week or even setup an installer to cover different areas on certain days of the week. This feature basically functions the same as it always has - whats new is you get to pick the day of the week you want your technican to work in this area or that one.

If you have any questions concerning these aspects of the software or any other in the software please give our support department a call at 1-877-583-3232 x2 and they will be delighted to assist you or your team.

Edit Order:

Under the Products & Services area of the work order when editing the order you have a link that allows you to clear/delete all of the products and services off the order.

E-mail Link:

There is a red link on the Accounting Search and the Work Order search results page that will allow you to e-mail the paperwork for that specific job. Just click the red e-mail link which opens a pop up window where you are able to put in the e-mail address of whom you want to send the paperwork to and add in additional information, send as an attachment or send showing the papework in the body of the e-mail itself.

Upload Tool:

There are two (2) new uploads under Work Orders > Uploads:
  1. Parts (inventory) upload - This tool will upload product and/or service information to an existing order and either add the parts (add to) or rewrite them (replace).
  2. Payment upload - this upload is for jobs you have created invoices for using our accounting feature. Use this upload and you will not have to edit each invoice to show it paid.


Please see the "format" for each of these uploads.

If you have any questions concerning these aspects of the software or any other in the software please give our support department a call at 1-877-583-3232 x2 and they will be delighted to assist you or your team.




Questions and Answers:

We have had some questions regarding the software that we would like to address:

Q. I been having issue set up my payroll but have not recived any support in doing so.


A. Have you signed up for our free weekly training? We offer free training every week on each section of the software. After training if you have specific questions you can call in or open a support ticket. I have not seen any training signup or support ticket opened for your company. As we get hundreds of calls per day, tracking your needs in the proper format is imperative to ours and your success.


Q. Support ticket should be reviewed faster.


A. Other than weekends and holidays every support ticket is responded to within a few hours if not minutes of their submittal. Support tickets are handled in a triage method, not by first come first serve.


  1. Any software issues, bugs, or problems uploading data, exporting reports, printing paperwork, etc are handled extremely fast and expedited to our programming staff. 95% of these are handled in 1 to 2 days if not sooner.


  2. Custom Paid features - we have several clients that support our software in paying for the features they would like to see. These features are well received and used by several clients. Almost half the features in the What's New category were paid for by a client. If you have a suggested feature that will simplify your work processes or save you countless hours of manual data processing, consider asking us to provide a quote for your feature to get it done as soon as possible.


  3. Standard request for software changes including new reports, customized paperwork, or new upload features, etc. do take considerable time to program and they do fall in 3rd place, behind changes that are being paid for.


  4. We receive dozens of weekly support tickets asking for changes in the software. We don't have unlimited resources and development of software is, plain and simple, Expensive. Sometimes we leave these tickets open because the suggestion is one that we would like to see implemented at some point if we can get to it. These are only completed when a break becomes available in the other 3 levels of tickets or if we are in the same code space as a ticket falling in one of the top 3 levels of tickets. As our resources are limited, software suggestions are better handled as a suggestion rather than a support ticket where all our clients can vote on the suggested features they feel are the most important. Please see the bottom of your start page for examples of current suggestions and suggestions we have done in the past.

Your done, it's that easy. If you need any assistance or have any questions concerning how to do this please give our support department a call at 1-877-583-3232 x2 and they will be delighted to assist you or your team.




Meet the Team:

Samuel Anderson, Sr. Developer

As a developer, Samuel Anderson spends his time fixing problems in software and programming various tasks.

Samuel came to Prosite in 2007. He has knowledge of VB/VB.NET, HTML, JavaScript and SQL are prevalent. He is also skilled in the non-coding areas of development including software/process documentation, software planning, techniques and database management.

The constant challenges that arise in Samuel's position are satisfying. He enjoys solving problems and learning new approaches and tactics. His exceptional people skills and problem solving abilities set Samuel apart.

Samuel has an Associates Degree in Software Applications and Programming from ITT Technical Institute and is a Microsoft certified Technology Specialist.

In his leisure, Samuel enjoys gaming and personal web development.

Get answers to your questions at 1-877-853-3232 x2 pbtsupport@prositeone.com




Thank you for being our customer!

As always we hope that you have found this information helpful. Is there something that you would like to have us go over in our next newsletter? If so please send us an e-mail or give us a call we would love to have your input newsletter@prositeone.com or 1-822-583-3232 x2 Monday thru Friday 9:00 am to 7:00 pm.

A reminder that our office will be closed on Monday, September 7th, we hope everyone has a safe and happy holiday and we will return to normal business hours on Tuesday the 8th.

Sincerely,
Diane

Diane Anderson
Software Support Manager
1-877-583-3232 x2 or
1-877-583-3232 x311
pbtsupport@prositeone.com

Is there anything you would like to see in the monthly Newsletter?

We would love to hear from you.


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