Order Taker

Our Order Taker system is specially designed to handle all your in-office business operations.

devicesicon TAC Online is available anywhere, anytime on your Mac, Windows, smartphone, or tablet. Our service includes support, backup and upgrades so you can lower your IT capital and support costs.

 

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productvivityProductivity Measurement monitors business activity to reveal where you can improve your business operations.

Productivity: Service Routes

Productivity: Work Order DriverClick to Enlarge

breifcase Sales Management connects your staff to your customers. Send proposals instantly and easily convert them to invoices. Customer and site notes are integrated and can be used as reminders of sales activities.

Sales Credit AnalysisF11NotesClick to Enlarge

ccGreen Invoicing helps you save time and money, delivering your invoices instantly to your customers. Online, integrated credit card payments speed up your receivables. Go paperless by scanning your paper documents and attaching them to your site and customer records.

Email InvoiceClick to Enlarge

cust Billing and Customer Records are the backbone of your business! We offer complete customer records management and credit card processing.

Bulk Credit Card

Invoice Click to Enlarge

gearsOur flexible software is highly customizable and can support multiple businesses from the same platform.

Flexible Grid ControlMultiple Windows

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You Can Depend On Us

We’re here to support you. We provide extensive support, including phone support and live chat.  Our software is fast, easy to use, and it just works! Stop working HESS (Holidays, Evenings, Saturday and Sunday) and run your company, your way, anywhere, anytime.

Total Activity Control is also available as an installed program on your premises.

Affordable

  • Pick stations to meet your needs
  • No annual license required

Billing / Invoicing

  • Customizable current and overdue (30/60/90 day) watermark messages

Billing Units

  • Expanded unit billing options
  • Customer Records Management
  • Enhanced Site and Customer Information Recap
  • Last three year quantity and sales
  • Default price
  • Days to pay
  • Post Pay and email an invoice
  • Bulk email invoices and or statements
  • Send multiple attachments for any email
  • Align all prices for units on a site/customer of the same type
  • Sales tax expanded to 10 categories
  • Added analysis report to track how fast a customer pays their invoices

Centralized Reporting

  • Independent of Data Location
  • Supports Fully Distributed Operations
  • Complete View of Company Financials

Complete Solution

  • Paperless customer records management (email)
  • Credit Card Processing
  • Fleet management (Street Eagle)
  • Integration with accounting – Excel export and integration with Quick books

Credit Card

  • Bulk Pay open invoices for a customer/sites
  • Bulk pay invoice range of invoices
  • Post invoice receipt of payment on invoice

Customer Records Management

  • Assign a rate code when adding a site based upon service address zip code
  • Display maps from F4 and F5 dispatch management forms
  • Recurring billing expanded from 5 to 10 categories
  • Collection note added to customer master that shows all age reports
  • When converting a proposal, will keep the same invoice number
  • Surcharge descriptions from reference file 91 can be multi line

Customizable

  • Fonts for the visually-challenged (larger or smaller, pick your own)
  • Colors set by each user to make it easy to read
  • Customizable work orders and invoices
  • Grid layouts set by user so you see the data you want.
  • Customer number (use your own codes)
  • Security settings for each user, so only authorized people can delete information and run reports

Customizable Grids Displays

  • Drag and drop grouping
  • Even/odd row coloring (easier to read when you have more than one entry)
  • Individual setting of grids (user can define there own grid layout or can be locked.)
  • Display full note text, not just for first line
  • Export any grid to excel to create customer reports
  • Hide unneeded columns
  • Customize columns the way you want to view them

Customizable Form Displays (Grids)

  • Drag and drop grouping
  • Set heading color and even/odd row coloring by individual user
  • Faster refresh rates
  • Print grids in sorted or grouped order
  • Display full note text, not just for first line
  • Hide unneeded columns
  • Tool Bars on forms can be customized to display commonly-used actions.
  • Easy exit out of search forms using a right click or tool bar exit option.
  • Forms remember size and location from last use.
  • Window List (F10) now shows status (edit, search, normal) of all open windows and forms.
  • Site history now displays 50 last sites viewed.
  • Select which tabs to display on site master
  • Choose Your Own Color Scheme

Database

  • SQL 2014 Fully Supported
  • Copy a single division from a multi-division database

Easy to Use

  • Work on multiple customers at the same time
  • Large easy-to-read forms and reports (no mini-fonts)
  • Display as you type on all pull-downs speeds data entry
  • Automatic site and customer reminders
  • Popup reminders (date, site, customer) with no limit on number
  • High speed posting of receivables (bulk, batch and credit card)
  • Advanced multi-user environment to allow multiple people to view same information (never locked out)

Email:

  • Email to your drivers so they do not have to keep requesting address over and over
  • Email invoice or statement right from the site master.
  • Software remembers user email addresses
  • Can store drivers email address for ease
  • Bulk emailing has improved email statistics and supports access to all four email addresses
  • Confirmation has been added and the ability to email invoice, statements and ledgers from site expanded

Financial Reporting

  • Option to include or exclude tax in gross sales in financial reports
  • Snapshot aging does both invoice-based and accounting-based aging

Electronic Imports

  • Imports (QuickBooks, Proudware, Summit, Trashflow, etc.).
  • Storage of electronic documents (permits, reports, pictures) with records for quick retrieval. (Yes to Excel, jpg, word and many more)
  • Unlimited rental units/inventory 

Fuel Tickets

  • When printing a fuel ticket, the status field is updated with a date time stamp.

Graphical Dispatch

  • Vehicle Loading Tool for work orders
  • Service Route Creation Tool

GPS

  • Insight - you can now specify radius distance to tell when at a service stop
  • Garmin Updates
  • Points of interest
  • Fixed service routes
  • Updates Sent to Vehicle from Office

Invoice Adjustments

  • All credit invoices and then allows you to transfer the balance either one site at a time or in bulk.

Inventory(unit) availability

  • Work order types can now be set to increase or decrease inventory for unit availability reporting. This is a great feature for handling borrowing and lending of units to friendly competitors.
  • Now sensitive to work order schedule/ invoiced dates

Leading Technology

  • Microsoft Windows Certified
  • Microsoft Terminal Services and thin connection
  • Microsoft Certified Partner
  • Best database in the industry (SQL) supports hand-held, replication & more
  • Crystal reports the leading report writer in the world

Multiple Businesses in a Single Solution

  • Portable Restrooms
  • Fencing
  • Electrical rental
  • Liquid waste
  • Oil Collection – Yellow Oil, Brown (grease), Black (oil)
  • Fuel delivery
  • Medical Waste

Notes

  • Popup notes
    • From-site and customer are prefixed to tell which kind of note.
    • If a site has any popup notes, they now show up when posting individual
  • receivables.
  • Set a note to off/on so you can save
  • Popup Notes Searching

Operational Monitoring Tools

  • Service Verification
  • Stop-by-Stop Profit and loss
  • Production Tracking
  • Full set of productivity reports
  • Profit and loss for each work order

Profit Reporting

  • Snap-shot report supplies before-tax gross profit for selected operational day

Proposals

  • All details of final invoice
  • Switch proposal to invoice with no additional entry
  • Re-use existing invoice as template for proposals

Post, Pay & Print Invoices

  • One step post invoice, pay and print or email in one continuous operation

Pricing – Setting price when assigning units

  • Three-tier price structure supports rate changes at different quantity levels.
  • Volume based pricing. Set price based upon quantity used up to 10 level
  • Same as unit on site
  • Same as unit on any customer site
  • Manual override

Real Integration (No Import/Export)

  • Text messaging
  • Email
  • Mapping
  • GPS vehicle tracking
  • Credit card Processing
  • Microsoft Office, email, text messaging
  • Quickbooks

Receivables

  • Accept payment by check or credit card on line
  • Post adjustment, credits from receivables forms
  • Invoice Search expanded to include current balances, list credit invoices
  • Posting warns you if any site or customer credit invoices exist

Reports

  • 450+ built-in reports, all working the same way from a single location. No hunting around.
  • Write your own reports using Access
  • Export data to Excel and many other data formats
  • Select order, user comment, colors, number and much more
  • Option to include or exclude tax in gross sales in financial reports
  • Snapshot aging does both invoice based and accounting - based aging

Record Management

  • Set up a note for a future reminder to call a customer
  • Change the initials on a note to remind a co-worker to call a customer.
  • Work orders and invoices printed from any grid location, can be sent directly to the printer without viewing.
  • Search in F7 Expanded to include all email addresses
  • Map templates on site master for write on mapping.
  • Caller ID quick and easy location of a customer (Hard ware required)

Receivables and Invoicing:

  • Price book template that defines your prices for high speed rental unit assigning.
  • Credit card processing (A single entry posts credit card and updates files)
  • Multiple Invoices credit card processing
  • Bulk Posting of Receivables Now support a 10 character batch code and allow manual entry of amount on an individual invoice.
  • Line item charges can be created as proposals.
  • If a site has any popup notes, they now show up when posting individual receivables.
  • New tab on invoice adjustment form. Retrieves all credit invoices and then allows you to transfer the balance either one site at a time or in bulk.
  • Customizable current and overdue (30/60/90 day) watermark messages on invoices
  • Post invoice receipt of payment on invoice
  • Last three year quantity and sales
  • Days to pay
  • Post ,Pay and email an invoice
  • Bulk email Invoices and or statements
  • Define which rate code not to apply surcharges
  • Analysis report to track how fast a customers their invoices

Sales Reporting

  • Updated current to actual sales for year, month, quarter for each site
  • 50+ report for reporting sales activity
  • Information button reports on last three years of sales activity

Screens and Forms:

  • Window List (F10) shows status (edit, search, normal) of all open windows and forms (Have more than one screen up at a time)
  • Navigate between screens easy
  • Toolbars on forms can be customized to display commonly-used actions.
  • Select which tabs to display on site master
  • Select fields in the work order to display
  • Easy exit out of search forms using a right click or tool bar exit option.
  • Forms remember size and location from last use.

Search Customer Records

  • Includes contact and phone numbers
  • Option to match left sided search
  • Expanded to include all email addresses
  • Single or multiple criteria, e.g., street, state and name at the same time
  • All entry forms have built-in searches to speed data management
  • Display-as-you-type search results

Security Logging and Security options:

  • Greater user defining (none, read only, read write or full)
  • Log file for transactions (site, customer, invoice, payments, notes, service stops, rental)
  • Deletion of a charge now logs the date, code, rate, quantity, amount and note
  • Deletion of a payment now logs the payment details

Service Routes

  • Service route sheet #12 has each driver form start at a new page to be placed on top
  • Service stops now have their own service interval
  • Route Book Service Route Report (18) includes site and equipment maps
  • Service route #11 now prints the route stop service interval
  • Site inventory details can be displayed from F5
  • Service stop interval now supported at stop level in addition to unit level

Service Route Notification

  • Put work order notifications right on your drivers’ service routes

Standing Orders

  • Search expanded to include type of interval and number of intervals
  • Recommend tool added to standing order form. Picks nearest existing standing orders
  • Generation on standing order allow creation of work order with no date advancement

Training Tools

  • Full set of videos
  • Written Getting Started manuals
  • Internet training
  • On-site training available

Vendor Selection for Brokering Services

  • Select vendors by type and distance from service location.
  • Write Your Own Reports
  • Using the industry-leader in individual report generation Access
  • Work Orders
  • Bulk convert work order that used override rate & rate code with step set =1 & rate2=0,
  • sets pretax amount to amount on work order.
  • Duplicate work order feature now updates entered date, time and clerk
  • Financial Sales Report # 90 Snapshot of business activity
  • Easy Duplication of Work