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Track Accounts, Contracts, Sites, and Phones |
The hierarchy of information in Route Expert follows an Account, Contract, Site, Phone, Event philosophy. An account may have an unlimited number of contracts, representing an unlimited number of sites, which have an unlimited number of phones, which have generated an unlimited number of events. Let's take a quick look at each level: |
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Information found at the account level includes contact and payee specifics. You can actually view an exact replica of any check and/or statement sent to an account as well as the specific transactions that occurred in generating the check amount. Additionally, quick access to any other level is just a mouse click away. |
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At the contract level, you can readily access information such as who executed the agreement, the billing cycle, current status of the contract and the custom commission plan that you created. You can view invoices and payments made on behalf of this contract as well as add advances or bonuses. |
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Here at the site level you can view contact information, take a peek at the number of phones at the location and their status, and check for site specific trouble tickets. In addition, the ability to give driving directions, check location hours, and view the specific site address is also available . |
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A wealth of information is found at the phone level. Track all phone specific details including the NID location, installation type and location, permit dates and amounts, and routine maintenance schedule to name just a few. Also available is information such as lock numbers, installation or removal dates, status, polling ID, etc. |
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Specifically at the phone level you can view and/or edit (depending upon your security clearances) the following information: Events – view and edit all events involved with a phone, such as coin collection, LEC bills and operator service revenue. AP invoices – associate an event’s transaction ID with an invoice or check Polling history – view a phone’s polling history as it was received by your polling software. Information available includes the date and times of contacts, call completion results, amount of coin in the box, amount of coin collected and all of your user defined polling generated alarms. Trouble tickets – view a summary of all trouble tickets associated with a phone. See a ticket number, date opened and closed, reported problem, technician responsible for the repair and the customer service representative involved in closing out the ticket. Simply double click on any ticket and see more detail including up to three repairs involved in repairing the problem and any notes associated with the repair. LEC billing – view a summary of phone bill history for a phone. Information available includes billing date, current charge, amount posted and amount charged against commissions, a running total and the amounts paid to the LEC by check number.
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