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Automation with OnTime - Part 1

Automation with OnTime

As your business grows, how can you efficiently fulfill demands and meet time constraints? OnTime provides the streamlined automation you need.

Automating Customer Requirements

Each customer has unique needs, and OnTime makes it easy to set options, such as collection and delivery points, notifications, and pricing. For example, order entry requirements may be set either across the entire system or for each individual customer. Following initial customer setup, their information autofills on future order entries. If the information in a required field is not completed an alert is issued. When the customer’s profile loads, all unique requirements are automatically populated. Your dispatchers are quickly informed of the customer’s specific needs, enabling them to offer optimal customer service. User-created hotkeys and shortcuts allow a typical order to be dispatched in about 15 seconds.

Automating Customer Pricing

Whether a customer places an order by telephone or through the OnTime Customer Web Portal, service levels and prices should be presented consistently, without difference. OnTime’s pricing structures are capable, flexible and reliable. A nearly unlimited number of pricing configurations are available, starting with flat rate, zone to zone, and distance-based pricing.

Automating Customer Invoicing

When it is time to bill, dependable invoicing tools automatically collect outstanding orders and generate invoices from the database.  This significantly reduces the time lost to human error and manual data entry, saving your business time and money. Invoices may be generated manually or using the billing cycle tools included in OnTime. The OnTime system seamlessly interfaces with QuickBooks Desktop Pro and QuickBooks Online, providing the ability to easily transfer your customers, invoices, and received payments. OnTime tracks transferred invoices and issues an alert if an invoice is transferred more than once. Once a payment is received in OnTime it may be transferred to QuickBooks. All of your information now corresponds/is complete.

In our next post, we will highlight how automation within routes and notifications saves your business precious time and money.

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