Alert EasyPro 12 Features Overview International Alert Users Association Conference November 11-13,...

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