Details: Use the My Leads button on the Employee tab of the main menu to see a list of your active leads (Employee > My Leads). An active lead is any new customer that you have entered or those that have been switched over to your responsibility. - You can switch the time frame from Last 30 Days to the Last 3 Years, and with permissions y...
Details: To see a list of those customers that you created click the My Customers button on the Employee Tab. This will provide you with a list of all your customers. - You can switch the time frame from Last 30 Days to the Last 3 Years and with permissions you can view other employees' customers. - From this screen you can quickly v...
Related Video Content: Right Click Menu The right click menu on the Quotes tab is different if you select more than one customer. This allows you to quickly perform a task on a group of customers. Details: To see a list of quotes that you created click the My Quotes button on the Employee Tab. This will provide you with a list of all y...
Related Video Content: Quickly locate the posting details of a transaction You can use the Sales Manager screen (Employee>My Orders & Invoices) to quickly locate an invoice and view the posting details of a transaction. Right Click Menu Use the right click menu on the Orders or Invoices tab of the Sales Managers screen (Employee...
My Orders and Invoices
view posting details
Details: Click My Commissions on the Employee tab to see a list of commissions. This opens the Commissions tab of the Sales Manager, and the commissions that appear are filtered by employee.
Details: Click My Sales Goals on the Employee tab of the main menu to see a list of your sales goals and your progress towards those goals. All active sales goals are displayed in blue text in the grid. These are the sales goals that you are currently working to achieve. With proper security permissions you may view other employee's sales...
My Sales Goals
Sales Goals Graph
Details: Employees can click the View My Schedule button on the Employee tab to look at all the service tasks on their calendar. Each task will list the city, type, customer name, phone, and the tech(s) who are assigned to complete the task. You may also print the Route Sheet for the day by clicking Print Schedule. The day view of tasks can...
view my schedule
Details: Use the Print Documents button on the Employee tab of the main menu to print documents for the service calls assigned to you (Employee > Print Documents). Print Packing Slips The Packing Slip can be used as a reference for service techs or warehouse workers when loading trucks with customer orders. This document can be printed...
Details: Click Check My Inventory on the Employee tab to check inventory levels across one or more stock sites. This is especially useful if service trucks are used as stock sites. The service technician can filter the list using the work vehicle as the stock site.
Details: Click Enter My Tech Notes on the Employee tab to add notes to a task. An office person can also add notes for techs if they have permissions to view other employees' data. Step by Step: Step 1: Open the Enter Tech Notes screen (Employee > Enter My Tech Notes). Step 2: Select a date on the calendar and the tasks on that d...
Details: Today's Tech Schedule is a dispatch view of the service schedule. The dispatch view allows you to see where all your techs are for a specific day by vehicle or employee. By clicking the Today's Tech Schedule button on the Employee Tab employees can look at all the service tasks scheduled for that day. The default is the cur...
Today's Tech Schedule
Print Service Docs
Details: Click the My Schedule button to view your work schedule for the month selected. The current month will be the default. Click on the [<] or [>] arrows to expose additional months to view. The field Store, Department, Employee, Work Date, Begin Time and End Time can be resorted by clicking the column headers. Security Permiss...
Details: Click the Store Schedule button on the Employee tab of the main menu to view the employee work schedule by store. You can view the employee in either the day or week view. The current week will be the default. Click on the [<] or [>] arrows to expose additional months to view. The Store, Department, Employee, Work Date, Begin ...
Details: Click Open Orders on the Employee tab of the main menu to view all the open Sales, Service and Return transactions in the database. This opens the Sales Manager screen, which you can use to view basic customer information, aging, order date, invoiced date, main item, order total and other order specific information. All orders can be...
Sales Mananger Screen
Related Video Content: Details: Click Open Invoices on the Employee tab of the main menu to view a filtered list of invoices You can open this screen in several ways: #1 Employee tab - Click Open Invoices button on the Employees tab. #2 Administration tab - Go to Administration > Accounting > Accounts Receivable > Search ...
Details: Click Unscheduled on the Employee tab of the main menu to view all orders that have been created, but not yet scheduled. Unscheduled Orders can be filtered by Sales or Service Transactions and by Store. Schedule Task Step 1: Highlight the Order you would like to schedule. Step 2: Click Schedule It. Step 3: Enter all Task inform...
Details: Use the Service Request button to quickly add a Service Order for an existing customer (Employee > Service Request). Step 1: Click Service Request. Step 2: Input search criteria and click Click Here to Search. For example, check Last/Co. Name, input the customer's last name, and then use the Click Here to Search button. Ste...
Add Service Request
Details: To see a list of upcoming and recent sales promotions for the store you are logged into click the Sales Promotions button on the Employee Tab (Past sales are red, Sales happening Right Now are blue and Upcoming sales are black). The list of promotions can be sorted by any of the fields simply by clicking once for ascending and again...
Details: Use the Evosus Performance Analyzer to quickly see how you, your store, or your company is doing. For example, you can use this report to see a graph of sales by employee, or by store during the current year. The Evosus Performance Analyzer can include leads, quotes, revenue, and orders for a given time frame, and it can group the da...
sales by employee
Details: Use the Serial Numbers button on the Employee tab of the Main Menu to open the Serial Number in Stock screen. The 'Serial Numbers in Stock' screen displays all on hand serial numbers and identifies any serial numbers promised or committed to a customer (assigned to an order, but not delivered). This screen can be used by sa...
color coded serial numbers
sales hold serial number
Details: Click the Store Sales Goals button on the Employee tab on the main menu to view any sales goals that have been setup for your store, and your progress towards those goals. All active sales goals are displayed in blue text in the grid. These are the sales goals that you are currently working to achieve. View a graph of your sales g...
Details: There are three overtime options: #1 Split time over 8 hrs/day - Companies who pay overtime Daily. Example: Monday you worked 10 hours. you get 2 hours overtime, regardless of how few hours you work for the rest of the week. #2 Split time over 40 hrs/week - After you work 40 hrs in a week THEN you can start getting paid overtime. Th...