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Alert EasyPro 12 Features Overview

Alert EasyPro 12 Features 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

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Alert EasyPro 12 Features Overview

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  1. Alert EasyPro 12Features Overview International Alert Users Association Conference November 11-13, 2010 JP Chastagnol

  2. 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

  3. 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

  4. IAUA 2009 Impact… • Enhanced/Easier Depreciation Process • Inter-Store Transfer Redesign • Better Looking Contract Forms

  5. Ease of Use • More User Configurable Options • Faster Ticket Writing/Ticket Changes • Quick Access to Key Information to Empower Your Staff • Automate Repetitive Functions

  6. Configuration Options Phone Field Descriptions can now be Changed!

  7. Configuration Options Received By Field Description can now be Changed!

  8. Configuration Options Customer Contacts can now be included in the Received By List!

  9. Configuration Options Individual Item Availability is now Selectable! View As Individual Availability View As Multiple Selection View As Calendar Availability

  10. Ticket Writing • Added Shortcut to Data Entry • Simplified Modification of Ticket • Additional Visual Content to Increase Productivity • Extended the Use of Hyperlinks

  11. Speed up Ticket Writing All customer information current? Just accept the information!

  12. Speed up Ticket Writing Quickly select your ticket dates with the new calendar navigation!

  13. Speed up Ticket Writing Easily reorganize your ticket with our new Cut/Paste Option for Sales & Rental Items

  14. 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 screen Right Click when on quantity desired field

  15. Speed up Ticket Writing Enhanced active help to allow adding or changing Zip Codes & Jobs

  16. Visualize The last date the ticket was updated is displayed on the contract main screen

  17. Visualize Quickly Identify Soft Down versus Hard Down

  18. 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…

  19. 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

  20. Labor Saving • Added a Copy Rental Class function in the maintenance screen

  21. Labor Saving • Added a detailed overbooking report show tickets affected

  22. Labor Saving • Added process for updating open tickets when change made to the insurance date on the customer record

  23. Labor Saving Outlook Export Functionality “Outlook” button will add the task to your Outlook Calendar!

  24. Labor Saving Outlook Export Functionality Do it from the Ticket Screen, the Customer record, and the Fixed Asset record.

  25. Labor Saving Report Publisher: Schedule Reports to be published to subscribers via email, printed or saved.

  26. Labor Saving Report Publisher: Schedule Reports to be published to subscribers via email, printed or saved.

  27. 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]

  28. Work Order • Updated Look & Feel • Mirrors counter functionality

  29. 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

  30. 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

  31. IAUA 2009 Impact… • Updated/Easier Depreciation Process • New Cost Additions Capability • Un-Retiring Assets with a Credit Ticket

  32. 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

  33. IAUA 2009 Impact… Multi-Store Transfer & SubRental Changes Inter Store transfers reservations created for this item New format showing overbooking Existing sub-rental for the rental

  34. 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

  35. 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]

  36. New Horizons… Where are we going next?

  37. New Horizons… Drag and Drop! Quickly reorganize your routes without needing to reenter the information

  38. New Horizons… Integrated Fax/Email Attachments As 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.

  39. 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 $5,290 IAUA Special $3,295 [IAUA Specials Require Installation/Payment by 12-31-2010 and includes a 90 Day Money Back Guarantee]

  40. New Horizons… SPELL CHECK: While in a text window of Alert, you can press shift-F12 to spell-check your text and offer suggestions.

  41. Advanced/Alert OptionsCustomer Portal Enhancement Customers can access their accounts via your website: • View account balances • View statement, invoices & contracts • Take equipment off-rent

  42. 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]

  43. Advanced/Alert OptionsDashboard Generator ExcelTool Kit for Designing your own Business Models!

  44. Advanced/Alert OptionsDashboard Generator 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]

  45. Advanced/Alert OptionsOperator Dashboard A single Control Panelto View, Print, Fax, Email, Create or Change Tickets and Work Orders

  46. 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

  47. 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 - 2:30pm • Saturday 9:30 - 10:30am

  48. Advanced/Alert OptionsTruck Manifest • Do you send multiple trucks to a venue? • Do you send equipment directly from one jobsite/venue to another?

  49. Truck Manifest Warehouse 1 Venues are no longer just destinations – they have now become a source for filling orders! RESERVATION #11908 Venue World Arena

  50. Advanced/Alert OptionsTruck 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 Document • Manages venue-to-venue movement of assets

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