RB Control Systems automatically generates customer profiles which provide staff with immediate access to important information such as history of purchases, products owned, pool and spa size, stored images and schematics, previous water problems and equipment profiles this expediting customer service.
An unlimited customer database supports your growing business. Easily categorize customers through user-defined fields and create targeted advertising campaigns. Separate customers from sales leads and create follow-ups to track the sales process. Use follow-ups for sales leads and also current customers to strengthen relationships. Customer lookup is easy with over 25 available search fields Assign customer loyalty cards to easily track and build the purchase history of your customers. Personalized maintenance calendars and chemical tip sheets make the perfect handout to customers. Flag messages communicate information about the customer to users of RB Control Systems.
The loyalty program easily enables you to reward your customers. Automatic sales force activities such as tracking leads, scheduling sales calls, mailings, and generating reports ensure proper and timely follow up. Keep a handle on your sales team with reports of employee sales performance and the ability to easily track spiffs and commissions.
Automatic alerts communicate customers with outstanding balances, available in-store credit, and open transactions. Attach pictures and files to specific customers and organize all of the customers’ unique equipment data and serial numbers in one place. Combine duplicate customers with one click. With RB Online Bill Pay consumers can pay their invoices and statements online so you get paid faster.
Build your mailing and e-mail lists by tracking all sales and customers through the computer. You will quickly generate the best mailing list that you ‘don’t need to buy.’
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Point of Sale
Checkout customers at the counter, build quotes, send invoices, and create statements within point of sale. All aspects of point of sale are designed so you never miss a sale or forget a billing. Transactions can be associated with customers to capture more data related to the customer. Maximize sales through related item pop-up messages, personalized maintenance calendars, and customizable tip sheets. Quickly lookup inventory using a barcode scanner, the part number, or description of the item you are selling. A completed transaction automatically deducts the item quantity from inventory and records the sale to the appropriate revenue account. Include agreements of sale with any transaction from an easy drop down menu. Sell and manage gift cards to ensure repeat business.
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Scheduling and Service
The scheduler is live and can support unlimited users from multiple locations all at the same time. Customize the default format of the scheduler to match your needs. Organize unscheduled job in the holding bin by zip code, service type, city, and customer name. Optimize routes through Microsoft MapPoint and for consumers receiving revolving maintenance and cleanings set them up only one time and let the scheduler take care of the rest. All jobs on the schedule are linked with a sales order so no billings are unaccounted. Customizable and personalized service slips give technicians in the field all the necessary information for the job. RB Mobile Live users can access the schedule, customer information, sales orders, and much more from the field and make updates in real time.
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Inventory Management
Unlimited part numbers lets you keep a clean inventory. Buying the same products from multiple vendors couldn’t be easier to manage. Use vendors’ catalog part number and the respective cost to compare costs. Organize inventory further by assigning parts to departments and categories. Search inventory from multiple fields including item description. Monitor inventory quantities at all locations and warehouses including vehicles. Automate reordering to find the perfect inventory balance.
Schedule sales, clearances, and price specials for your business, just pick the start and end dates and RB Control Systems does the rest. Sign Design lets you advertise the event you created whether you are highlighting new items or a great price, Sign Design captures the consumers’ attention. you advertise the event you created whether you are highlighting new items or a great price, Sign Design captures the consumers’ attention.
Returned merchandise is managed in the Return Goods Orders section of the program where management and owners can determine the best solution for the returned inventory.
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Employee Management
Every employee and user of RB Control Systems can bet setup with unique access and privileges to the software based on their responsibilities. Inner-Office Email is local email within RB Control Systems. Cut down on the number of meetings with automatic email updates of price changes and new products. Manage Follow-Up calls to stay ahead of sales lead and strengthen relationships with customers. Flag messages inform staff of important action steps before finalizing a sale, and pop-ups, alerts and automatic messages instantly keep everyone informed.
Hourly employees can clock in and out at the start and end of their shifts. Employee time is automatically sent to payroll through the QuickBooks® integration. Control inventory purchases through the Wish List™, this streamlines purchasing to save time on ordering and money from carrying too much inventory. Use RB Training and Incentives to motive employees and maximize sales.
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Accounting Integration
Instead of having to learn an entire new general ledger and journal entries we interface with QuickBooks® the #1 rated small businesses accounting software. A summary journal entry is sent from RB Control Systems. You have the ability to customize which information transfers from RB Control Systems to QuickBooks® such as department, category, labor, or part number. Inside RB Control Systems you have access to hundreds of reports for customers, inventory, and many other transactions. From RB Control Systems report menu generate hundreds of reports based on what is important to the way you operate your business.
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MORE GREAT FEATURES
Job Costing
Organize and track construction projects with Job Costing and Progress Management. This optional feature enables builders to track the ongoing costs of construction work and the actual progress of the job. View the bid price next to the actuals to manage variances and perform progress billings. User defined fields let you customize the job stage of each line item. Track sub-contractor costs along with your own labor, inventory, and expenses from Job Costing.
Use the Kit Creator to help you bid the job. From the kit, watch over the cost and markup or margin of this particular job. Kits give you the flexibility of creating custom packages for the consumer. Use the Custom Kit Builder to create packages on the fly and never miss an item with the step by step guidance.
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Mobile Live
Stay connected to your business when in the field. RB Mobile Live gives users a real time connection to RB Control Systems and RB Service Pro. Update billings, snap pictures of the work you performed, add items to sales orders, and stay connected.
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Water Lab Sync
RB Water Lab Sync connects your point of sale software with industry leading water testing software. This gives you are the ability to lookup past water test results directly from the point of sale software. Save time by eliminating double-entry, now new customers in the water testing software are instantly available inside of RB Control Systems and RB POS.
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Online Bill Pay
Take the work out of getting paid and give your consumers the convenience of paying invoices and statements online. RB Online Bill Pay let’s your consumers securely pay invoices and statements online with a credit card. Get paid faster and save time and money on billings.
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Optimus Parts Integration
Directly from the inventory screen, RB Control Systems customers have access to Optimus Parts with over 22,000 parts at their fingertips. With the integration to Optimus, you can view specs, images, ship directly to you, or drop ship to the customer.
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