One of the customizable value lists in PestaRoo is Contact Types. This list is available from Home Page Value Lists and normally includes things like Home Phone, Work Cell, Husband Cell, Family Landline, etc. But the values in this list are fully editable. Put in the values that you are most likely to use. Take out …
The Phone Mask in PestaRoo automatically reformats an entered phone number into this style: “(XXX) YYY- ZZZZ”. This is a great time saver. It also turns the entire number red if you enter insufficient digits. This captures errors immediately. What about phone numbers with extensions? These, too, are covered. An extension is shown with an “x”, …
PestaRoo stores images in association with 12 different areas of the program. Customers, Locations, Agreements, Staff, Products, Vehicles, Agents and Agencies, Equipments,Inspections, ScanSets, and Suppliers. For each of these areas, you can store any number of images. So what are images? Photos, Screen shots, Scans of Letters, Contracts, pdfs, jpegs, or even movies of training …
With PestaRoo, the goal is to make everything easier and more accessible in your office. For Staff, this includes relevant staff data like hire date, family info, and performance review data. It could include various images like copies of any agreements, letters or drivers license. Certification numbers and dates are included, as is the ability to …
Because of PestaRoo’s structure you can easily find nearly anything quickly. You can find all customers that owe more than $100. Or, find all customers whose name starts with ‘P’, or who have zip code ‘12345’. But complex finds have much power. You could find customers in Zip ‘12345’ who haven’t had an invoice in 12 …
Continue reading “Complex Finds for Customers and Special Offer PostCards”
From the Weekly or the Daily Schedule Book, you can view a map for all the Work Orders for a technician for a single date. Viewing this map is great way to make your trips fuel efficient.
The full set of US and Australian zip (postal) codes is built into PestaRoo to save you time when putting in new customers. Type in the zip, and the City, State, and County flow in instantly. And, from value lists, you can edit the list for those cases where two or more cities share the same …
No, not complex statistics, but easy to read numbers that quickly describe your business. Four ‘top-ten’ list showing counts and dollars: Technicians, Cities, Services, and Activity. These lists are a great way to get a grasp of your trends and where you might choose to focus more. YTD sales and counts for this year are …
PestaRoo tracks all of your Agreements, even if you have thousands, and auto generates up to 3 reminder letters to insure that they renew. This is one of PestaRoo’s most loved features. But what about those Agreements that still reach their Stop Date without renewing? PestaRoo flags those Agreements with a daily Warning, allowing you to easily …
In any database we need to create new records. For example, in Customers or Staff or Invoices. In PestaRoo we do do this with a “+” button prominently located in the button bar. But beyond this single function, the Create Record, “+” button also lets you create associated records instantly in related tables like a Work …
