News Letter Archives - September 2007
What’s New in NSB This Month
Schedule Board– The Schedule Board has been modified with different color sorting and new ways to track technicians. Now you can have your technicians enter time in-route and time arrived before an invoice can be created, fine tune the parts received schedule records to read only from the purchase order status, and set the first call of the day to stay at the top of the Schedule Board until the technician departs from the call. All of these settings can be found in Utilities/ System Files and the Schedule Edit screen from the Schedule Board. To learn in more detail about these changes, click on the Help buttons on those screens to see details.
Contact Management – The Contact Management module has been modified to better suit your receptionists' needs. Now there is one screen where you can create new messages, email them to people in or out of the office, receive feedback from the people who received the message, track status AND keep track of all this information while adding new contacts at the same time! This is seriously an awesome new tool that will help keep your phone book organized. To check this out, go to Contact Management and click on Phone Messages. Use the Help button located in the bottom right corner of the Phone Messages screen before clicking Run Report to help you navigate and understand all the features.
Accepting Credit Cards Through NSB – Are you interested in taking your customers credit cards from anywhere? The NetServiceBooks program is ready to handle your transactions directly from the invoice! Our merchant also offers a low 1.75% rate for qualified swipes – does this compare to what you are currently using? If you are interested in using this added feature, contact us today!
Did You Know…
Help Buttons & Elearn Training – It is very easy to learn a new section of the program by using the Help buttons located at the top of every screen. Go to a screen you are interested in learning, for example Work Orders in Schedule. Click on the Help button located at the top right side of the screen. A screen with a step by step guide of how to use the work order will appear. Minimize the help screen to a smaller size and keep it open as you enter information! The help screens are interactive with links to other help screens that may be relevant to the work you are doing.
Other New Updates & Changes
Accounts Payable – A new selection under Maintain Vendors/Default Info tab called Do Not Void Checks allows you to print a check without having to void several checks needlessly when printing a check that has multiple vouchers attached to it. To learn more about this change, go to A/P Maintain Vendors and click on the Help button. The E-Learn page for Maintain Vendor will open.
Schedule Board - The Schedule Board Color Legend has been split into 3 different categories; Preventative Maintenance, From Dispatcher and From Technician.
Parts Request Board - The Parts Request Status drop down has changed slightly; the Waiting On Vendor Info has been split into 2 categories: Parts Department Waiting On Vendor Info and Sales Waiting On Vendor Info.
NetServiceBooks Works for You
Print out User’s Guides for each separate module in NetServiceBooks! We have created step-by-step guides for using each module in the order it needs to be done. Go to elearn.netservicebooks.com and click on each course to find the User’s Guide.
An Elearning book has been created for those of you who would rather see it on paper. To request a manual via email, contact Cassy@netservicebooks.com.
Referral Rewards Program
NetServiceBooks has been tossing around ideas to reward our customers who refer others to our program. Let us know what you think by sending suggestions to cassy@netservicebooks.com.