ProBusinessTools® News Letters
Software Insider
June 2009 - Volume 1, Issue 10
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Dear Clients,
We at Prosite are always looking for ways to save our
valued customers money. Many of you are on our billing structure that charges per
user login. As you expand and add more technicians, your monthly bill goes up. However,
what you may not know is that there is no additional charge for subcontractors in
your system.
A subcontractor does the same thing as an internal tech, except they have their
own account with PBT. Once they have their own system, you would set them up as
a subcontractor in your system and they would set you up as a client in theirs.
Orders that you assign to them will automatically show up in their system. Therefore,
they would no longer be logging into your system to get their work schedule, but
into their own, leaving you to be able to reduce the number of user logins in your
own system, which in turn reduces your monthly bill. This 'networking' of businesses
lends to an effortless flow of work and tracking of orders and paperwork.
Encourage your internal techs that own their own business to get their own PBT account
and start saving yourself money today. Please give me a call today and we can get
this started for you. Thanks and have a great day.
If you have questions, or need assistance with making your software more secure,
please don't hesitate to call our Support Department at 1-877-583-3232 x2.
Sincerely,
Diane Anderson
Software Support Manager
877-583-3232 x317
danderson@prositeone.com
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Questions and Answers:
We have had some questions regarding the software that
we would like to address:
- Q. Respond in a timely manner. When a customer
calls and leaves a voice-mail that person should call the customer back.
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A. We at Prosite pride ourselves on our customer
service. During normal business hours all phone calls, e-mails and support tickets
are responded to normaly within the hour - at the very least they will be responded
to that day. When you call if we are busy with another customer and unable to answer
the phone at the time you call please leave a message with "your name, phone number,
company you are with and a brief description of the issue" and we will and do return
calls as promptly as we can. If for some reason you have not had a response from
us within 24 hours (normal business) please call back or put in a support ticket
- if you have not heard from us it is because for some reason we did not receive
your message.
- Q. Fulfill request in much more efficient way.
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A. Sometimes we have to triage tickets and requests
as they come, ususally issues are handled on a first come basis - sometimes we run
into issues the can cause a customer to lose work or money; these become high priority
on our end and may cause a delay in having your issue resolved. We do our best to
handle all issues in a timely fashion. We always like to hear from our customers
and if you have a suggestion or comment on how we can improve our service please
do not hesitate to contact us.
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.
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What's New?
There now is a red link on Accounting Search results
that will allow you to e-mail paperwork for that specific job to anyone you would
like.
Sub Contractors have two (2) new accesses to give their Clients - 1. They can allow
clients to force jobs to them and those jobs will be placed into one specific tech
or in house account. This account can have an email notification to your dispatch
staff so that you can then dispatch it to the tech you want to cover the order.
2. When their client checks paperwork recieved in their system it can now also check
the paperwork recieved box in the Sub Contractors system.
You have the ability to give your staff members access to particular admin features
without giving them admin rights: Edit Software Management Settings - under create
new staff or edit. These new features are in our new version 24 if you do not see
them please put in a support ticket and we will switch you to the new verison.
If you have any questions concerning these aspects 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.
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Tips & Tricks:
Auto Routing:
This feature compares your techs availability against open unscheduled orders and
recommends scheduling based upon the "Requested Date and Time" field on the order.
You must upload orders into the database with a Requested Date and Time field
for this feature to work (call support to find out how). You will have
a chance to evaluate our recommendations as well as move orders around prior to
committing to the scheduled appointments. This tool takes ranking, tech level, open
slots, coverage area, and distance between appointments into consideration. This
tool does not yet take into consideration the time factor for your appointments
or the distance from current scheduled appointments, although you will be able to
see this information on the dashboard before committing to the scheduled date and
time.
As always we hope you 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.comor 1-822-583-3232 x2 Monday thru Friday 9:00 am
to 7:00 pm.
Also a reminder that our office will be closed on Friday, July 3rd, we hope
everyone has a safe and happy holiday and we will return to normal business hours
on Monday the 6th.
Sincerely,
Diane
Diane Anderson
Software Support Manager
1-877-583-3232 x2 or
1-877-583-3232 x311
pbtsupport@prositeone.com
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Meet the Team:
Clinton Utt, CIO
Clinton Utt supervises the support department ensuring
customers receive the proper level of support and assists the support personnel
as needed with technical knowledge. Clinton also manages network, server and computer
administration as well maintaining the highest level of security.
With more than 12 years in his position, Clinton's expertise is technical writing,
network/computer administration and program management.
Clinton enjoys watching the company meet and exceed the expectations of his clients,
maintaining the equipment/software and researching new equipment or software upgrades.
Clinton came to Prosite from a career in the United States Air Force where he was
primarily a flight engineer, but his additional duties included project management
of a 50 million dollar contract, project manager of smaller projects, mission planner,
technical writer and network and computer administrator.
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Is there anything you would like to see in the monthly Newsletter?
We would love to hear from you.
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