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Part 3 - Using Quantrac 2005
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11 -
Place the call On Hold,
awaiting information from
employee.
Process the information
from your employee.
Create an invoice within
Quantrac 2005, which
describes the services
rendered or matches the
service employee’s field
generated invoice.
Archive the Service Call.
It (and its billing) will
become an ongoing
history of activity at this
jobsite.
This is the normal flow. It will insure that paperwork or billing information is
received from your field employees. You may pre-program “Reasons for Hold”
for each employee in your system setup and customization. (i.e. Get info from Joe)
a)
Your employee may submit a field invoice with a check
b)
Your employee may submit a copy of the field invoice, payment by mail
c)
Your employee may submit a worksheet describing the call and charges
a)
This may be the actual invoice that you mail or fax to your customer
b)
This may be a computer copy of the invoice created by your employee
c)
Print a copy for your customer, if this is to be billed from the office
This ends the service call process.
The flow described above is the normal path for a typical service call. If the invoice is created in the field (for
payment upon completion of work or for payment by mail), a computer invoice must be created within Quantrac 2005
which exactly reflects the services rendered and the costs, taxes, discounts, and total. If the invoice is to be created
and billed from your office, you may have your field employee describe the service and charges on a “Bill from
Office” form. From that paperwork, you can create an invoice to print and mail or fax to your customer.
If you reliably follow a scenario such as the one described above, loss of revenue due to misplaced paperwork,
forgotten billing, etc. will not occur.
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