Alert EasyPro 12Features Overview
International Alert Users Association Conference
November 11-13, 2010
JP Chastagnol
Overview
• What is Unique this Year?• Continued Focus on Ease of Use• Work Order Face Lift• New Horizons…• 4 New Advanced/Alert Options!• Frequently Asked Questions• Summary of V12 Features
What is Unique this Year?
Mini Release (v11.06) in May 2010 which included Additional Features
3 Major Development efforts in
response to IAUA 2009 Feedback
IAUA 2009 Impact…
Enhanced/Easier Depreciation Process
Inter-Store Transfer Redesign
Better Looking Contract Forms
Ease of Use
More User Configurable Options Faster Ticket Writing/Ticket ChangesQuick Access to Key Information to
Empower Your StaffAutomate Repetitive Functions
Configuration Options
Phone Field Descriptions can now be Changed!
Configuration Options
Received By Field Description can now be Changed!
Configuration Options
Customer Contacts can now be included in the Received By List!
Configuration Options
Individual Item Availability is nowSelectable!
View As Individual AvailabilityView As Multiple Selection
View As Calendar Availability
Ticket Writing
Added Shortcut to Data Entry Simplified Modification of TicketAdditional Visual Content to
Increase ProductivityExtended the Use of Hyperlinks
Speed up Ticket Writing
All customer information current?
Just accept the information!
Speed up Ticket Writing
Quickly select your ticket dates with the new calendar navigation!
Speed up Ticket Writing
Easily reorganize your ticket with our new Cut/Paste Option for Sales & Rental Items
Speed up Ticket Writing
Bulk Items can now have Alternatives!
Easily Accessible with a right click.
Right Click on the Quantity Available on the search screenRight Click when on quantity desired field
Speed up Ticket Writing
Enhanced active help to allow adding or changingZip Codes & Jobs
Visualize
The last date the ticket was updated is displayed on the contract main screen
Visualize
Quickly Identify Soft Down versus Hard Down
Visualize
The Quantity Available can now be viewed directly on the selection screen.
Also, only see the rates that your staff is interested in…first with the rates…then without…
Labor Saving
Credit Ticket can Un-Retire an Asset
Easier Returns of Serial Sales Items
Bad Guy Check During Ticket/Work Order Copy Process
Extended the Use of Hyperlinks for Quick Drill Down
Capture Ticket/Work Order Image with any Change
Labor Saving
Added a Copy Rental Class function in the maintenance screen
Labor Saving
Added a detailed overbooking report show tickets affected
Labor Saving
Added process for updating open tickets when change made to the insurance date on the customer record
Labor SavingOutlook Export Functionality
“Outlook” button will add the task to your Outlook Calendar!
Labor SavingOutlook Export Functionality
Do it from the Ticket Screen,
the Customer record,
and the Fixed Asset record.
Labor Saving
Report Publisher:
Schedule Reports to be published to subscribers via email, printed or saved.
Labor Saving
Report Publisher:
Schedule Reports to be published to subscribers via email, printed or saved.
Report Publisher
Beta Test for Report Publisher:
List Price $1,500.00
IAUA Special $750.00[IAUA Specials Require Installation/Payment by 12-31-2010
and includes a 90 Day Money Back Guarantee]
Work Order
Updated Look & Feel
Mirrors counter functionality
Work Order
Turn Work Order back to an Estimate Change the Customer on a Work Order Take Cash Deposit for AR Customers Implement Substitute Name Collect Serial Numbers for Serialized Parts Change Tax Area/Tax Amounts Change Serial Number on Equipment Edit Model/Item Description after Work Order is Saved Save Ticket Image with Any Changes Locked Free Text Notes for Parts
IAUA 2009 Impact…
Updated/Easier Depreciation Process:
• Handle Bulk Depreciation• “Un-Retire” a Fixed Asset if it is Returned• Depreciation Information to Fixed Asset Main Screen • Summary Version of Monthly Depreciation by Asset• New Fixed Asset Cost Additions Capability• Depreciation Information Accessible from Counter System• Ability to Report by Category or by Year
IAUA 2009 Impact…
Updated/Easier Depreciation Process
New Cost Additions Capability
Un-Retiring Assets with a Credit Ticket
IAUA 2009 Impact…
Multi-Store Transfer: (for SubRental)
Simplifies a previously labor intensive manual process
– Select to Transfer Equipment from Multiple Stores– Combines Inter-store Transfer and SubRental– Automatically Creates/Maintains Transfer Reservations
IAUA 2009 Impact…
Multi-Store Transfer
&
SubRental Changes
New format showing overbookingInter Store transfers reservations created for this itemExisting sub-rental for the rental
IAUA 2009 Impact… Use different
fonts to enhance the look of the ticket
Adjust or change the formatting with report writer
Make it your own!
Ticket Format
Emphasize
Distinguish
IAUA 2009 Impact…
Beta Test for Party Contract Makeover:
List Price $995.00
IAUA Special $495.00[IAUA Specials Require Installation/Payment by 12-31-2010
and includes a 90 Day Money Back Guarantee]
New Horizons…
Where are we going next?
New Horizons…
Drag and Drop!
Quickly reorganize your routes without needing to reenter the information
New Horizons…Integrated Fax/Email AttachmentsAs you know, you can
attach files to tickets.
Then, you would see the attachments as you got ready to print the ticket.
Now, it will show you that same list as you get ready to fax/email, and you can select the attachments that you want sent with the fax/email.
New Horizons…Integrated Fax/Email Attachments
A free enhancement to Integrated Fax/Email…
If you don’t already own it and want to buy it:
List Price $5,290IAUA Special $3,295
[IAUA Specials Require Installation/Payment by 12-31-2010 and includes a 90 Day Money Back Guarantee]
New Horizons…
SPELL CHECK:
While in a text window of Alert, you can press shift-F12 to spell-check your text and offer suggestions.
Advanced/Alert OptionsCustomer Portal Enhancement
Customers can access their accounts via your website:
• View account balances• View statement, invoices & contracts• Take equipment off-rent
New Horizons…Customer Portal Enhancement
A free enhancement to Customer Portal…
If you don’t already own Web Services (Customer Portal & Web Requests):
List Price $3,000 IAUA Special $2,500
[IAUA Specials Require Installation/Payment by 12-31-2010 and includes a 90 Day Money Back Guarantee]
Advanced/Alert OptionsDashboard Generator
ExcelTool Kit for Designing your own Business Models!
Advanced/Alert OptionsDashboard Generator
List Price $2,500IAUA Special $1,500
[IAUA Specials Require Installation/Payment by 12-31-2010 and
includes a 90 Day Money Back Guarantee]
Advanced/Alert OptionsOperator Dashboard
A single Control Panel to View, Print, Fax,
Email, Create or Change Tickets and
Work Orders
Advanced/Alert OptionsOperator Dashboard
Easily filter date range or quickly select a date span
Easily filter by location
Search as you currently do
Access ticket with a single click
Advanced/Alert OptionsOperator Dashboard
List Price $2,500 IAUA Special $1,500
[IAUA Specials Require Installation/Payment by 12-31-2010 and includes a 90 Day Money Back Guarantee]
Bundle with Executive Dashboard for a total price of $2,500 – a $2,500 savings!
Want to know more?Friday 1:30 - 2:30pmSaturday 9:30 - 10:30am
Advanced/Alert OptionsTruck Manifest
Do you send multiple trucks to a venue?
Do you send equipment directly from one jobsite/venue to another?
Venues are no longer just destinations – they have now become a source for filling orders!
Warehouse 1
Venue World Arena
RESERVATION #11908
Truck Manifest
Creates a visual dashboard of transportation activity for entire event
Gives you the ability to know what is loaded on each truck and its status
Creates a Manifest DocumentManages venue-to-venue movement of
assets
Advanced/Alert OptionsTruck Manifest
List Price $5,000
IAUA Special $4,000 Want to know more?
Friday 4:30-5:30
Saturday 11:00-12:00
Advanced/Alert OptionsTruck Manifest
Summary
Alert EasyPro 12.0
– Dramatic Ease of Use Improvements– Work Order System Re-Design– Major Developments based on IAUA 2009– 4 New Advanced/Alert Options– 100% of User Voted Items Developed– Hundreds of New Features
Frequently Asked Questions
How soon can I get V12.0?
Scheduled for release
February 2011
Frequently Asked Questions
How much does it cost?It’s FREE…
… as long you’re on a support plan
Where can I get more information about the new Advanced/Alert Options?
Visit our Staff in the Resource Room for demos and more IAUA special offers!
Thank You!
Frequently Asked Questions
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