Office Efficiency

Computer software streamlines customer billing and service tracking while equipment financing and customized insurance can protect your assets.
Office Efficiency

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Clear Computing Inc.

Total Activity Control software from Clear Computing is available as a cloud-based system and choice of accounts. Pricing is based on a per-user basis with month-to-month subscriptions. The system can be accessed from home, the office or vehicle, enabling outside sales staff to read and update customer information. Data is held on a secure, continually backed-up server. 888/332-5327;

EZTrakR Systems Inc.

iButton technology from EZTrakR Systems features one-touch billing, one-step QuickBooks integration and customer list matching. The iButton records each delivery and automatically generates a monthly charge. Multiple billing options, such as 28-day, advance or arrears are available. Additional costs, such as damage waivers, are itemized, while delivery and pickups are automatically added to the first or last invoice. Pro-rated charges are customizable. The bundled software system offers service validation, route optimization, inventory control and many other reports. 866/529-1938;


The handheld mobile display from FoundOPS enables users to track client information, service history and create recurring service schedules. Drivers can be dispatched by dragging and dropping jobs, or by allowing the routing algorithm to determine the most efficient route. Job information and updates can be sent to smartphones or tablets to technicians in the field, along with turn-by-turn directions to the site and customer information. The device also records service reports and tracks route progress and GPS location. Completed jobs are automatically invoiced in QuickBooks with complete billing information. The entire system is hosted in Microsoft Cloud. 765/688-0006;

The Hartford

The Septic Contractors Insurance Program from The Hartford financial services group is designed for installation, design service, repair and pumping contractors, inspection service contractors and portable restroom companies. The program provides broadened pollution coverage for all vehicles, septic system design and installation errors and omissions, and septic inspection service errors and omissions liability coverage. Other features include loss control support, flexible payment plans and online, 24-hour claims reporting. 860/547-2460;

Heffernan Insurance Brokers

The Risk Management Center from Heffernan Insurance Brokers offers 24-hour online access to human resources, risk management, safety and training document libraries, enabling clients to customize policies, procedure handbooks, manuals, reports and business fliers, including employee handbooks, fleet safety policies, driver training guidelines, blood-borne pathogen programs, drug testing policies and Occupational Safety and Health Administration logs and manuals. The free-to-clients service can be used to track incidents/accidents and online training programs. Live daily training programs are available. 800/208-6912;

Priority Capital

Working capital loans and financing for new and used equipment are available from Priority Capital. Programs can be customized to meet specific business needs. Flexible financing is available. 800/761-2118;

Ritam Technologies

Summit Rental or Service System software from Ritam Technologies is available in five versions, from Lite to Premium editions. The Lite edition, designed for startup companies or those needing only specific functions, generates route sheets or keeps track of dispatching. The Plus edition adds route mapping, work order and scheduling functions, while the Pro edition includes customer billing, sales reporting and accounting. The Deluxe edition includes extensive reporting and inquiry screens, user and menu security and links to QuickBooks, PeachTree and other accounting systems. The Premium edition includes advanced mapping integration, inventory bar code-type scanning, GPS/AVL (automatic vehicle location) integration, mobile apps for route management, dispatching and customer ordering. 800/662-8471;


Web-based scheduling software from ServiceTask is designed to manage customers, dispatch crews and schedule jobs. An overview screen enables users to view a summarized list of all jobs for the day and recent activity in a live feed. The customer dashboard keeps track of customer details and contact information with custom tagging, notes and email reminders. A jobs view enables users to create and customize jobs that can be set to recur at any interval. Filters and universal search let the user organize jobs into a custom report that can be printed or emailed. The calendar view allows for drag-and-drop scheduling. It can be color-coded and organized by crew. Schedules can be printed, emailed or synced to an external calendar. The program comes with RouteTask, which imports jobs for the day and automatically plans the most efficient route. The program integrates with QuickBooks. The application is accessible from any device with Internet connection. All data is backed up and SSL-encrypted. 888/536-8275;


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