Home

User Manual - Gopher Lawn Care Software Support

1. 24 Customer How do I use Auto Billing e If the customer has multiple properties choose which property in the drop down box this auto billing item is for Automatic Billing Item This biling item will be added to each new invoice that is automatically generated for this cu Customer Info Customer ID Customer Hame Acme Co Property e Then choose a default Description that will appear as a line item in the invoice or create you own by typing one in In this example we will want our invoice line item description to say Monthly maintenance for February Gopher will change the month name automatically each month Line ltem Descriptions Monthly maintenance for Gatch Details Monthly service fee for e Maintenance fee for the month of ocak Service fee for the month of EEM Select the Monthly maintenance for M item e You may use the Special Fields in your description that will allow you to have control which date appears on the line item Why would you do this Say for instance you send out your bills at the end of the month for the next month s service So aN Next Month you want your line item to say Monthly maintenance for March aP Previous Month when you are generating your invoices in February Use the N special field This will tell Gopher to put in next month s date in the line item description Special Fields mah Month
2. e Step 3 Here is a sample chemical history report Chemical History Report Chemical apotications fram DAVOS throw Tavs 71 100 Main Street Description Larn Feed Chemical Lawn Fead Chemical Lawn Wind H Temp 75 Conditions dry Mixture l bb Granular 1 bb per 1 SQFT Formulation non applied Description Lew FeedChemical Wird Temp noneapp lied EPA f 128 Reports How to print a Service Revenue Report e Make sure you are onthe Report i i Service Revenue Report section Then click on the Revenue tab and Slat Date 17 1 02 then the Service Revenue button A Service Revenue Report window will appear e Start Date amp Finish Date Choose the date range for your report Others 6 25 IRRIGATION 6 25 SNOW 12 60 _ LANDSCAPE 50 00 TREE 5 00 129 Reports How can I print out an Expense Report e To print aa report of your expenses click b Welcome Billing Revenue Customer Expense Sales Tax Chemical on the reports section of Gopher Customer z Baad 5 Invoice SENGS OPES Click on the expense tab at top xi Schedule Expense List and summary of expen amp Payment es Route Click the Expense button Ss Service Material H Estimate Ea Contract Matrix amp Expense Equipment amp Chemical Employee e Choo
3. Date Description Customer Lawn Mowing Paul Smith Location Add Service Add Material 45 West Valley Ad 18 e Optional Click on the Labor tab and enter the Start amp Finish Time Click OK when completed Completed Job Paul Smith Semice Labor Expense Chemical Equipment Comments Stat Time 8 00 AM Job Time 1 hours Finish Tin 19 00 AM Crew Size 2 Travel Time il N hours Total Labor Time 2 hours Employee Superrisor SSS T Crew MAIN Timnesheets Employee List EmplD Employee Name P JOHN 0 John b PETE O Pete e To see the list of completed jobs which are awaiting to be generated into invoices click on the Completed Jobs tab Job Cluster Job List Completed Jobs Job Series total jobs for Thursday February 1 2005 Tue ri Sat Completed jobs total for 277 05 ts 35 00 i 5 R A E Completed jobs total for the week of 2 1370 Completed jobs total for February is 350 00 e You can also add additional jobs here that were not scheduled but you want to appear on the next invoice For instance if while you are on a job site a customer asks you to do an additional service When you get back to your office you can add the job here so you won t forget to bill them for it Welcome Customer 5 Invoice Job Calendar Job Cluster Job List Completed Job Add Service Add Material Date Customer Propet Description 2 17 05 Mike Hanson foe
4. e Highlight properties from the All Other Properties list and use the Red Arrow buttons to move the properties up to the Current Route list that will be included in this route You can also drag and drop the customers from one window to the other e When you have moved up all the properties that will be serviced into the Current Route list use the First Prior Next and Last buttons to order the property list in geographic order E cist E Prior DI Newt Bel Last Or you can drag and drop the customers into their proper geographic position Route Crew Assignment Route ID MAIN Descriptions Main Route I No ROUTE OTHER RFG Gem Nantes CURRENT Current Route Property Listing a First 4 Prior gt Next TA E U k aa TOU Man Ji Se D aE D A oo cccscccssscsssesssssnsersesstiesenianienstianieniatintatiatisistiesitistietenianie DSF OES AEN cccccscssssssassnssssnsesistiasenietietenieniee 3 Pete T z 34 Main Street Drag and drop your customers into their proper geographic order Remember to order the route as If you were going to drive through the entire route in one day The way you order the route here will effect the order your dally jobs are printed LSS EE All Other Properties s Ti Clear Route Show Addresses Clear Route button This will remove all the properties in the Current Route list Show Addresses b
5. All Customers Billing Category Other Category Specific Customer de all jobs through Through date lanore From date Th Click the This Month button de Inactive Customers carate invoice for each property multiple property customers 20 e Invoice Date is the date that will appear on the top of your invoice You can set this to whatever you want Line item date range determines which completed jobs will be included in this invoice e Click ok when ready e If you had completed jobs for the correctly set a line item date range and customers chosen you will see Confirm this confirmation window otherwise recheck your settings 2 new invoices created Prink new invoices mowr Ushomers for each pre e Yonca Output Options print out your Selected Printer peer Choose printer Report Destination C Printer f Preview C Eie E Clickthe OK button Format Options Copies ancel Here is a hint If you would like to print an invoice to a pdf file choose Report Destination of file then choose the pdf option You can then email your customers their invoices by attaching the pdf file in the email you send That s it Simple and easy If you want to find out more about the power of Gopher please read on You will be amazed at what Gopher can do for you 21 Customer The Customer section of Gopher allows to to access customer records It has three tabs across the top
6. Billing amp Scheduling Software version 3 2 15 User Manual Gopher Billing amp Scheduling Software works with optional Palm Pilot software and barcode wand Order Gopher today To order online http www gophersoftware com register Tech Support http www gophersoftware com then click on online training Copyright 2006 Ditech All Rights Reserved Dream It Build It Gopher It Gopher Gopher Software Ditech Ditech Software and the Ditech logo are trademarks of Ditech Distribute Gopher Do you enjoy using Gopher Do you know others that would enjoy it as well You can make a commission on each sale by following these simple instructions Step 1 Contact us for information on how you can get the Gopher Point of Purchase Displays Step 2 Simply place a Point Of Purchase display at the landscape equipment stores you purchase your supplies from Hand them out to your friends Bring them to your Landscape Association meetings Bring them to your Landscape Industry Seminars Rent a booth at a Landscape Show and hand them out Step 3 Customers will see the trial software and take one home Step 4 When they decide to register the software they will call Ditech We ask them for their unique CD identification number which lets us know this software came from your display Step 5 We send you a sales commission check for each sale Choose from one of the three Point of Purchase Displays below We offer a
7. Job Crew 9 Help e Continue to click the Next button past the following windows Equipment Chemical Application until you get to the window Frequency 11 e Choose the Custom tab e Interval If you service this lawn once a week then leave the Interval at 1 Week s If you service the lawn every two weeks then set the Interval to 2 Week s If you service the lawn once a month then set the Interval to 1 Month s If you service the lawn every ten days then set the Interval to 10 Day s e We also set the Requested Day to Thursday Step 3 of 5 Frequency Schedule Frequency Previous Job Date Schedule Type f Simple C One Time Custom f Series f Job Cluster Simple One Time Custom Senet Job Cluster Schedule Setup Start Date 2 Fi Lat Y Interval 1 week s Finish Date 10 30 05 l Additional Schedule Options Requested Day Minimum days between visits o E a Mon Minimum total visits l Tue Maxinum total visits Maximum vists per month eae Earliest day of month to visit Most Recent Wisik Cancel Click the Next button at the bottom of the window x 12 e Review the Job Dates Add or remove any dates desired Step 4 of 5 Dates Scheduled Job Dates Add Jab Date Day Of Week a 7 7405 Thursday Delete Job Date 7 14 05 Thursday 2 OB Thursday 7 28
8. 1t Co Co ln To postpone ALL jobs for the day e Use the drag and drop method e Click and hold down your mouse on the day you a 2 i want to reschedule all of your jobs from The a Wo graphical example will show moving jobs from the e E ATE EETA Hem 25th to the 24th ol e e E Postponed e Release the mouse button over the day you want ia your jobs moved to Company Name e You will now see the jobs appear on the new day To reschedule all jobs from one day to another click on the day and hold the mouse button down to drag it to another day For this example from the 25th to the 24th To postpone a SINGLE job for the day e Or you can click on the day and your days jobs will appear below the calendar e Then click on a specific job in your job list drag and drop that job onto the new day you want the job assigned to Bob E Late Job Question What if it rains a few days in a row and you o e O Postponed don t want the job to be scheduled twice on the same week Answer When you schedule your jobs you can use the To reschedule a single job with drag Custom job type and then this will give you the option to and drop click on the job and hold have a specific minimum number of days between this the mouse button down until you are job You could set the minimum number of days between the job to 7 days for example over the new job date 69 Schedule How to view a customer s upcoming job dat
9. Click the OK button 36 Customer Using customer categories to generate invoices only for my snowplow customers e At the top of the screen click the new button on the Customer Categories e In the Category Type drop down window choose SNOW PLOW e In the Category Description type in Snow Plow Billing Customer Group e Next bring customers in this group by highlighting them in the right window and dragging and dropping them to the left window or use the arrow buttons in the center When you have brought all of your snowplow customers into this group click the ok button e Then when you are Welcome 5S Invoice n Schedule Payment Route A Service 5 Material eo ee bee Eee BILLING Billing Frequency Daily gt Customer Category Assignment ae Category Definition SNOWPLOW Snow Plow Billing Customer Group Category Type Category Description Comment Customers Assigned To This Category Customers NOT Assigned To This Category 1 Pete Thomas 2 Chris oO Click the button Red customers are already assigned to another category of type BILLING Generate Automatic Invoices ready to generate your invoices for these This screen will create invoices for jobs that were scheduled amp completed on the schedule screen The Line ltem Date Range specities which completed jobs vill be included in the new invoices customers go to the invoice page click on generat
10. Item Description Material Price F Taz 0 00 Remember to enter a Subtotal 0 00 Total 0 00 Service Price That is how Note Contract Price i charged lime cortract is biled much the contract line 5 a a main Aea cae A TR 2 Heb A Cancel item will charge 91 Contract Contracts Special Fields Example e Step 4 Click on the Billing Tab Set the Bill Contract Every field and then choose the First Billing Date and Last Billing Date along with the Number Of Billings Click the OK button when finished Contract Definition Biling Frequency Comments Bil cortract every a Morth Contract Billings dit Dale dele Date Fist Biling Dae 171705 z EdiDate D Last Biling Date 7 105 Monthy maintenance fee February Cortract H Number of Billings ii Monthly manbtenance fee blach Contract 2 es Ragen Monthly maintenance fee Api Contact 3 of mieh ol TS Monthly maintenance fee blay Contract 4 of F Generate Contract Dates Monthly mantenance fee June Contract 50 Monthy maintenance fee July Contact E 6 of Monthly maintenance fee August Contact E 7 Click the OK butto Note Contract Price is changed every time contract i balled e Step 5 To show you an example of what the line item will look like on this customer s invoice let s go to the Schedule screen and generate an invoice for this specific customer AM llee item Job Calendar Job Cluster J
11. Payment The basic function of the Payment page is to enter payments you receive from customers The simplest way to enter payments is by using the Gopher Bar Code Scanner to scan in bar codes on your payment stubs Frequently Ask Questions for the payment section e How to enter a new payment Page 75 e How to use Quick Pay to enter your payments Page 52 e How to use the Bar Code Scanner to enter your payments Page 76 How to set payment terms Page 26 74 Payment Entering a new Payment e Remember you can use Quick Pay p 52 to enter your payments or follow the example below e Make sure you are on the tab Payment List Click the New button e A Payment window will appear Payment This window has two tabs Payment and Credit Card e Click on the Payment tab Click on the Customer Search button and choose a customer Please select customer lor payment record e Amount Enter the amount of the payment A 100 00 e There are three colors associated with the Amount The color square gives you a quick visualization if the Amount entered matches the exact amount owed in a previous invoice e Red means no payment has been entered e Yellow means the Amount does NOT match an unpaid invoice e Green means the Amount matches an unpaid invoice e Click the OK button 13 Payment How to use the Bar Code Scanner to enter your payments How t
12. You would use this feature when you don t know what services or materials you will apply until you are on the job site What jobs might you use the Matrix feature with Such jobs as spring or fall cleanups or snowplowing Frequently Ask Questions for the matrix section e How to enter anew Matrix Page 95 e How can I use the matrix for snow plowing or leaf cleanup Page 97 94 Matrix How to enter a new Matrix e Make sure you are on the tab Matrix Click on the New button e lt A Matrix Setup window will appear e Matrix ID Enter an ID for this entry e Matrix Description Enter a description for this Matrix entry e Crew Choose the crew that performed the following services and or materials e Click on the Customer tab o Add Customer button Use Select customer to add to matric this to add customers to this matrix 95 Matrix How to enter a new Matrix e Remove Customer button Use this to remove the highlighted customer from the list e Change Status button Use this button to make this customer active or inactive in this matrix e Add Multi Customers Use this button to add multiple customers at once e Click on the Service tab Add Service button Select new service for matrix Click on this button to add services to this matrix Set up your customer specific prices for these services in your service page e Remov
13. e Office Depot the model is CO165 43 Invoice How can I print out multiple invoices e There are a few ways to print invoices When you generate your invoices you are given the option to print them afterwards e Or you can print them from the invoice page e Or you can print them from the reports page e As an example let s print them from the invoice page e Make sure you are on the invoice page You can highlight multiple invoices at once by either holding down the ctrl key and clicking on them or hold the shift key down and click on the first and last invoice you want to highlight ER Unpaid d Current 1 1 30 31 80 ii 61 30 Over a Paid All Invoices Recently General Customer iz Schedule Payment Route ef ee O5 100 a0 Acme Co gt Service 1 4 100 00 100 00 1 Acme Co MMaterial 1 5 100 00 100 00 1 Acme Co F 25 00 25 00 3 Chris Walker Estimate Te 4 1 35 00 35 00 4 Paul Smith a ee 5 1 35 00 35 00 5 Mike Hanson Matrix SS Expense Equipment amp Chemical Hold Ctrl or Shift key down to select multiple items e Next click the print button This will print all of your highlighted invoices Unpaid Curent 1 30 31 60 61 90 Over 90 Paid Allinvoices Recently A New af 7405 2 28 05 4100 00 100 00 Acme Co 2 28 05 1 100 00 100 00 Ac
14. 05 Thursday Build Dates of4 05 Thursday 18711705 Thursday 9 19 05 Thursday 18 25 05 Thursday 3 1 05 Thursday 3 8 05 Thursday 9 15 05 Thursday 19 22 05 Thursday 19 29 05 Thursday 10 6 05 Thursday 11013405 Thursday 10 20 05 Thursda Click the Next gt button e Click the Next button You should be on the Billing window now Service Price Enter the fee for this service Step 5 of 5 Billing Billing Billing Biling Type 0 Standard C Hourly Area Standard Billin Serice Price 35 00 Hourly Billin Hourly A ate 0 00 Man Hours 0 Area Billin Unit Price per Click the Finish button Cancel lt Back Hest gt Click the Finished button at the bottom of the window You should now be back at the main Schedule page Look at the calendar and you should see a day that is green Click on that day and you will see the job appear in the job list below the calendar 14 Quick Start Step 5 Print your jobs e Use the Print Jobs button in the Schedule section to print out your work sheets for each day NG lees ies Job Calendar Job Cluster Job List Completed Jobs Job Series Customer md Da Complete ak Postpone S Generate S Payment T Route KEI February 2005 1 total jo e You can also choose which options you want printed on your scheduled job reports B Click the Print Jobs button Print Scheduled Job
15. 25 unit paper envelope display A 5 or 17 unit DVD package display Note The software inside all units is the same DVD display box does not contain a DVD If you need larger amounts of Gopher cds please contact us Table Of Contents O Ba Bev Bee Be 10 Matrix fee ee n BB a Wo N p lt ON Quick Start Read this to get yourself up and running Customer Invoice Schedule Payment Route Service Material Estimate Contract Equipment Chemical Employee Report Options Index Page 4 Page 22 page 40 page 55 page 74 page 77 page 79 page 1 page 83 page 87 page 94 page 104 page 109 page 114 page 118 page 133 page 143 Quick Start Lets get started right away If you haven t already done so install Gopher now Follow these quick and easy steps to get your company up and going on our software Afterwards look further ahead in this manual to get a more detailed understanding of the power of Gopher Examples are included to show you how to setup more advanced operations Step 1 Enter your customers Page 5 Step 2 Enter your services Page 6 Step 3 Set up your routes Page 8 Step 4 Schedule your jobs Page 10 Step 5 Print your jobs Page 15 Step 6 Mark your jobs completed Page 17 Step 7 Generate Invoices Page 20 Quick Start Step 1 Enter your customers Click on the Customer section that runs along the green bar at the left of the sc
16. Customer List Memo List and Customer Categories Let us now look at the first tab Customer List The Customer List tab allows you to enter information on each of your customers You will see database navigation buttons at top Use the New Edit and Delete buttons to operate your customer database At the bottom of the screen CustomerID you will see the Sort Customer List By drop down box Use this to sort your customer list in a variety of ways Frequently Ask Questions for the customer section e Entering a new customer Page 23 e How do I use Auto Billing Page 24 e Setting a customer s payment terms Page 26 e Adding multiple properties to a customer s account Page 27 e How to print a customer list Page 121 e don t want to see inactive customers in my customer section Page 28 e How to enter an initial balance here Page 29 e How to export a list of ACTIVE customers to a text file for use with Microsoft mail merge Page 30 e How would I would set up my customer categories to generate invoices for some of my customers daily and others monthly Page 31 e would like to use customer categories to generate invoices only for my snowplow customers Page 36 e Where to place crew comments for scheduled jobs Page 38 e How do I set up my customer s sales tax regions 138 e How can I print mailing labels Page 132 22 Customer Entering a new customer Ex Entering a new customer
17. Date The date the estimate is valid for e Property Choose a property this estimate applies to e Estimate Description Enter a description for this estimate e Sales Rep Use the drop down box to choose the sales rep associated with this estimate e Estimate Title Enter the title of this estimate e Hide Subtotal Tax and Total check box Check this box if you want to hide the subtotal tax and total on the estimate printout e Display checkboxes This will show a box to the left of each line item so the customer can check which items they have approved e Below you will see five tabs Item Comment Top Bottom and Agreement e Click on the Items tab Click on the Add button Choose to add either a Service or a Material ease selec e Click the OK button Add Serice berm e You will find yourself back at the Estimate Add Material ltem window e Click the OK button again Cancel New Line bem 84 Estimate Default settings Set default values so you don t have to re enter the same data every time e Ex Setting defaults for your estimate e Click on the Set Defaults button e An Estimate window will appear e This window has five tabs Item Comment Top Bottom and Agreement e Click on the Top tab e Top Header Enter the Top Header This will appear as a bold line of text above the line items e Top Details Ente
18. Invoice Ee Eo Schedule Select the Payment Terms tab Billing Gill amp Payment __ tio L Green signifies the default setting This is what each new customer s payment terms will default to unless you tell Gopher otherwise Options Tax Region Peun elie EST List County Database P Upor Receipt 0 0 Net 30 ls a 0 0 Net 60 E0 0 0 Met 90 0 0 Green signifies that 90 Net Days is the default e To change the default settings RIGHT click on the payment term you want to be the default Then LEFT click on the pop up menu if you either want to assign this default to every customer or just to new customers from this point onward C Payment Terms Met Days iaw Days Upon Receipt eA Assign Upon Receipt to all customers Set Upon Receipt as default For new customers D oc co 140 Options Options Tab Billing Button Value Tab Welcome Options Tax Region Payment Terms Acco e You have the option on this page to make your aaa Sinead Sane Customer invoices Sequential in their numbering or choose Fy Invoice Company Company Information Ceto PECL Sequential means that each Schedule EE invoice that is created is numbered one more then the SERENE ee last Customer Specific Invoice ID is often chosen Route when you don t want your customers to know how S Service many customers you have by their change i
19. Maternal 56 Schedule How to enter a new scheduled job e Optional Schedule in your Step 2 of 7 Service expenses associated with this job Service ins E 25 Main Street F e Click the Next button at the tahoe bottom of the window e Continue to click the Next button past the following windows Equipment Chemical Application until you get to the window Frequency e Choose the Custom tab e Interval If you service this lawn once a week then leave the Interval at 1 Step 3 of 5 Frequency x Schedule Type C Simple C One Time Custom C Series Job Cluster Simple One Time Custom Series Job Cluster Schedule Setup Stat Date 2 17 05 v Intewat 1 Weeki Finish Date 10 30705 Week s If you service the lawn ever Additional Schedule Options Requested Day bi 3 two weeks then set the Interval to 2 Minimum days between visits T Sun ne ae Mon Week s If you service the lawn once a Minimum total visits a ue month then set the Interval to 1 Maximum total visits I Wed Month s If you service the lawn every Maximum visits per month z iii ten days then set the Interval to 10 Earliest day of month to visit i n Previous Job Date Day s a e We also set the Requested Day to Thursday Step 4 of 5 Dates e Click the Next button at the bottom of eee ee A Day OfWeek hie wi
20. North Place Lawn Mowing Job Seres 8 Payment 19 Quick Start Step 7 Generate your invoices At the end of your billing cycle click on the Generate button and print out all of your invoices Generating invoices means that Gopher takes all of your completed jobs since the last time you generated and compiles them into invoices e First step is to be on the schedule page and click on the Generate button FEE New lll Print Jobs g Complete EE Help 5 12 19 26 Completed jobs total for February Calendar Legend E Job Remember If you send out your invoices once a month at the end of the month only generate your invoices once at the end of the month e In this example we are going to generate our invoices for the month Generate Automatic Invoices This screen will create invoices for jobs that were scheduled amp completed on the schedule screen The Line ltem Date Range specifies which completed jobs will be included in the new invoices The Invoice Date specites the Invoice Date for the new invoices For whom do you want to generate invoices Invoice Date 2 13 2005 fe All Customers f Other Category Line ltem Date Range Billing Category Specific Customer From 2 15 2005 Through 21572005 lnclude All Customers This Month Month Today Exclude customers who have been generated as recently as 2 15 7200 de Auto Billing items
21. Step 10 Choose the piece of equipment In this example we are choosing the Red Blower Set the Predicted Hours this blower will be used for You can edit this time later Click OK when you are finished e Step 11 Click the Finish button when you are done Job Equipment Equipment ID senal Egqupment Selection RED BLOWE x Description Usage Predicted Hours Predicted Distance Step J of 6 Equipment Equipment Descnption Red Blower a e Step 12 Just as an example we will now mark the job as completed to show you the results e Step 13 Let s go now to the Equipment page and click on the Usage tab You will see a line item showing 2 hours of usage for that piece of equipment due to it s use in the scheduled job Welcome Customer Payment Route gt Service Material m Estimate ka Contract Matrix S Expense Customer amp Invoice zl New Edit it Delete Print Jobs 9 Complete amp Postpone Generate w Help Payment A Route Service Material fz Estimate ka Contract Matrix S Expense 24 2 26 Calendar Legend Equipment 4 Chemical E Job Anni E Late Job 4 Employee Show Jobs for the highlighted Reports Day C Week C Month CJ Postponed pea Options Ti ABTS Route ID Customer Name Property Jot b 3 7 05 MAIN Chris Walker 939 Ocean Las 3 7 05 MAIN Acme Co 100 Main St Lar Equi
22. Upcoming Payments 0668 123 POU esc EIEE en Booey eh ae Le on nes 77 Route Enter a New Route ssnsesesesesesesssseee 78 S SCHOO Ul Cran dconstncms kine E E N 55 Schedule Bill In Advance 72 Schedule Completed Jobs Tab 0 0 68 Schedule Completed Wrong Job Dates 7h Schedule Creating a one time job 61 Schedule Delete a JOD inican n 67 Schedule Entering a New Job eceeeee 56 Schedule Generale mine eE 59 Schedule Job Clusters VOD CIUS eneen thes savas teres ace 66 Schedule ToD Mii1StTa riaa 70 Schedule JOD Series ccm oe sehs sansa assiese yaa e 63 To Create a 4 or 5 Step Lawn Aplication APCOOT AM Site Sheers ae E ee 63 Schedule Postpone Jobs 1 0 cec cee eee eens 69 Schedule Print Out Specific Pages From Job ROPO aeaiee a undies 16 Schedule Start amp Stop Time eee 19 Schedule View Upcoming Job Dates 70 EAA LE I EAE E EE E EENAA 79 Service Entering a New Service 0c00e 80 T Table OF CONE NS oria S 3 144
23. Upcoming Payments List of Upcoming payments based on invoices e Here is an example of what the report looks like Upcoming Payments Based on all outstanding invoices as of 7 20 04 Customer Invoice Check Amount Barcode Lawn Service 33r Balance 290 00 300 00 Cust ID 337 Pe o O oo a l a A 123 Reports How can I create a statement invoice etc report in a pdf file e Question When would you use this feature e Answer Say for instance when a customer wants a statement emailed to them Simply follow these steps and you can create a statement in a pdf format Then email your customer and attach the statement pdf file e Step 1 Go to Customer a the Reports Invoice BU E section Billing Eia tab and click on S Payment 5 Route s Service Material f Estimate Contract the Statement button Matrix amp Expense Equipment 4 Chemical Employee z Options Print Statements 126 05 El 12 26 04 e Step 2 Choose Select Customer Select customer for statement e Step 3 Use one of the three drop down boxes to choose the specific customer 124 Reports How can I create a statement invoice etc report in a pdf file e Step 4 Choose the Format to be Adobe Acrobat PDF Then click the disk button next to File Adobe Acrobat PDF a salate K Bijal e Step 5 Choose where you want to save the file In this example we chose the Desktop
24. amount due in line tem are gt Select Company Logo Invoice Title Invoice Comment to Customer Thank you for your Busine e You can also set up your sales tax settings in the center of the screen e Choose your default schedule type here e Atthe bottom you can choose to show recent payments on your invoices 135 Options Options Tab Billing Button Address Tab Use this section to manipulate the position of your company address and your customer billing address on invoices Entering a change in the X field will move the address left or right and a change in the Y will move the address up or down This may be necessary depending on the type of windowed envelopes you use Your logo size must be taken into consideration Too wide a Program Settings Billing logo will make it difficult if not impossible to fit the address properly You can shift the company and customer address to fit perfectly Here is a more detailed look learner Settings Billing BILL TO Mir Jones Test Lompanyname 100 Main Street Your Town a TA T2349 EE oe O Gena onu 136 Options Options Tab Stub Text Question What would the stub text be used for Answer You can use the stub text for things such as Please make checks payable to Thank you for your business Mail your payment to e You can edit the invoice Stub Text by clicking on the A hd ater
25. and click the new button Service Customer Frices Comment Chemical Delete Price Here is where you Customer Service Setup x will set this service s EE each customer Customer Mame Mike Hanson Property ro North Place Click the OK button Service Comment Tax Biling Option f Flat Aate i Hourly Area Service Infa Semice lD LAWwNMO w Description lawn Mowing Details Flat Aate Billin Standard Price 35 00 Area Billing Unit Price per Average Labor Hours Unit Area 1 4 Click the OK button x Cancel Hourly Billin Hourly Rate Quick Start Step 3 Set up your routes Click on the Route section that runs along the green bar at the left of the screen Remember The order in which your customers are set in the Route page is the order they are printed out in your daily job schedules Order the customers as if you were going to visit one after the other straight through the entire route Normally you will have 1 route per crew e Make sure you are on the tab Route List e Click the New button e A Geographic Route window will appear This window has two tabs Route and Crew Assignment e Click on the Route tab e Route ID Enter a route ID for example North Route or route 1 e Description Enter a description for this route Ex northern side of town e Crew Use the drop down box to apply a crew if applicable
26. and named the file statement pdf Then click the Save button statement pdf Adobe Acrobat POF e Step 6 After creating your report you will see the new statement pdf icon appear on your desktop es 125 Reports How can I print a sales tax summary report e To print aa report of your tax summary click on the reports section of Gopher e Step 1 Make sure you are on the reports section Then click on the Sales Tax tab at top Then click the Tax Summary button b Welcome Customer S Invoice z Schedule Biling Revenue Customer Expense w Tax 8 Payment Route gt Service Click the Tax Summary Material Estimate ka Contract Matrix Expense Equipment 4 Chemical Employee c Tax Report e Step 2 Choose the invoice date range and the customers to include in the report Then click ok Invoice Date Range Generate Report Based on 107 1 200 Through 10 31 200 Last Month Last Quarter Include Which Customers All Customers i Specific Category i Specific Customer i Include Unpaid Invoices f nvoice Date From Include Special Invoices Date Paid All Customers Specific Category Specific Customer Include All Customers This area contains Page 1 information on our Wew York Sales tax region Tax Summary Report For ivearces crested beween 710 05 and 729006 e Step 3 Here is a sample sales ta
27. bills Welcome Cor ract List E LO en fee Ede fff Dette 9 Help kelmi COCEA CortractiO Ghescriphan ae Payment Route Service Material SRE In this example we want to create a monthly contract line item that reads Monthly maintenance fee March Contract 3 of 7 total bills With Gopher automatically changing the month name and the number count ofthis specific billing in its series Matrix SE Expense Faouinmert i Select customer for new contract e Step 2 Make sure you are on the Customer Contract section and click the New Customer ID button Then choose the customer this Last Name Customer Mame contract is for Click the OK button e Step 3 The Contract Customer window will appear The Customer ID Customer Mame Acme Co Special Fields are shown Freee COA on the right side of this Contract Definition Biling Frequency Comments window We can use them Caoch SA n i l Line ltem Desciption Morthly mantenance fee CAH Cobac GAH of SGT total bal GEM Month Name owever we need to in Line Item Details GEN Next Morth Gor Previous Marth match the Special Fields to get GET Total H of Billings our desired result GH tem Number ited Total Contract Price BE Single ltem Price Notice how we can mix and order to achieve our desired results in the Line Ye Service Price lw Tax io
28. button 141 142 Index B Bat Code Wand rarioa Ea EN EEA 76 C Chemie Alls snena a e a ANENE 109 Chemical Entering a New Chemical 110 Chemical Recording Weather Data For Invoice PREP OFS ia an E E 111 CONTACT eenas S EEE A 87 Contract Contracted Services Question 90 Contract N W COmteac lissesecssassatessanevereatasanecss 88 Contract Special Field Sic evciavssiactesdvarsceatesaneads 91 CUStOME Foasapuspiri na EE OA 22 Customer Active or Inactive Setting 28 Customer Auto Billing ccc ceceeeeee eens 24 Customer Categories for Daily and Monthly BUDS eene tnersediabiaiaehlauuatianenaeee 31 Customer Categories for Snowplowing 36 Customer Crew Comments For Jobs 38 Customer Entering A New Customet 23 Customer Export Customer List 30 Customer Initial Balance o co 29 Customer Multiple Properties 27 Customer Payment Terms ccecceceeeeeees 26 Customer Sales Tax Regions 0 00 138 E ESP LO VC Cita itea iiasitees racine A 114 Employee Entering a New Employee 115 Employee Set up Work Schedules and Build HIMES heci Son uenee e Ea DEEE ei 116 E uipmeni raco e A A 104 Equipment Equipment Tracking 106 Equip ment NEW sivcshesss ccciesursataresnerisataaeies 105 ESUUIMVALC zissusss res devervabves e n E S 83 Estimate Default Set
29. button Payment EX Route gt Service t Material E Estimate Customer Categories C New EJ Edt Biling Frequency Monthly BILLING Biling Frequency Weekly BILLING Billing Frequency Daily SAO MW PLOMW Show Plow Billing Customer Group e Step 3 Choose the i Customer Category Assignment customers that will be B r e E a billed monthly and move SREE a them from the lower right window to the lower left Flies window Use the middle Category Description Customers Assigned To This Category Customers NOT Assigned To This Category arrow buttons or drag and H drop them 5 Chris Walker Choose the customers you 4 want to bill monthly gt 31 Customer How to set up customer categories for daily and monthly billing e Step 4 You can see we have moved a monthly billing customer over into this category by using the middle arrow buttons gt Customers Assigned To This Category Customers NOT Assigned To This Categor B 1 Acme Co 1 Mike Hanson 2 Paul i lk Click the button e Step 5 Click the OK button when you have moved all of your monthly customers into this category When you have chosen all the monthly Billing customers Click the OK button pe BILLING e Step 6 Now lets repeat this process for the Daily Billing customers Customer Categories Ti Delete Help Category Type Category Description P
30. edit a highlighted Contract Billing entry e Delete Date Click this button to delete a highlighted Contract Billing entry e Click the Comments tab e Private Comment Enter a private comment for this contract Contract Contracted Services How to example Question I have a Home Owners Association that has multiple houses for only one billing This is contracted in 12 equal payments with full service lawn maintenance How do I individualize each property and the work performed for a given month and keep the price set at the same for that property For example have set each property to show the standard monthly charge with a service ID of Lawn Mowing Service But on the off season I m not mowing and the price is still the same I don t want the bill to say Lawn Mowing Service How can I do this to show that I trimmed the hedges and other stuff with the contracted price remaining the same Answer You can schedule in these jobs and make the job fee 0 00 Then have your monthly contract description say something to the effect of monthly contract service 90 Contract Contracts Special Fields Example e Using the Contract Special Fields to create a contract billing line item that might say Monthly contract for APRIL 3 of 8 billings e Step 1 In this example we will create a monthly contract line item that will appear in the customer s invoice as Monthly Maintenance Fee March Contract 3 of 7 total
31. eee Se Tueeeoe ea vse aad asub meno williappeat it akg ene Cust ID L tome Mame 755 00 LEFT click on the Quick Pay Quick Pav option 55 00 Print New Select the Quick Pay menu item Edit Delete Ungenerate Invoice 1 2 Refresh Invoice 1 2 e A payment window will appear with the invoice total entered in the payment The Payment dialog c opens Previous Balance 55 00 amount You can edit The invoice total is shown as well Customer Search this or click ok to mark this invoice paid Payment Amount 455 00 Check Date Received 373 05 Deposit Date 373 05 Payment Method Ca sh kd Deposit Later Comment Invarce W Apply this payment to a specific invoice 12 P conc 32 Invoice When do you use the paid checkbox and when do you use the special check box e The payment checkbox on the invoice page marks the discount field equal to that of the invoice balance e Example When might you used that Say a customer pays you 99 when the invoice balance is 100 You may just want to waive the invoice then as being paid Invoice Invoice Date 1 1 25 05 Invoice ID 34 P O Due Date i 2r 25 05 Faid Date Special e The special checkbox allows you to exclude that invoice from certain reports 53 Invoice How do I print out information of chemical applications on the invoice e To have your invoice print out in
32. gt Service Material Estimate Contract Matrix amp Expense Equipment amp Chemical Then click on the Crew Route List button Billing Revenue Expense Sales Tax Chemical Print statements List of invoices Accounts receryable agi Accounts Receivable Upcoming Payments List of upcoming paymer List payments received f Receved Payments List services and custorr service List List materials and custon Material List Detailed customer history List of crews routes and custo e Choose the specific options you want to include and click OK Click the Crew Route List button G Route List W List properties within each route Wo Display Phone Number Sort By f Route Position C Last Name C Customer ID lick the OK button 119 Reports What s the difference between invoices and statements Question What s the difference between invoices and statements Answer You might want to use invoices to send out at the end of the month Then if a customer calls up and has a dispute over an invoice or a balance or something you can print out a statement for the date range in question and send them that 120 Reports How to print a customer list with the customer address e To print a list of customers with their addresses choose the report section on the left side of the screen e Then choose b W
33. list and use the Red Arrow buttons to move the properties up to the Current Route list that will be included in this route When you have moved up all the properties that will be serviced into the Current Route list use the First Prior Next and Last buttons to order the property list in geographic order Or you can drag and drop the customers into their proper geographic position Click the OK button Clear Route button This will remove all the properties in the Current Route list Show Addresses button This will show the address of the properties in your list Geog ape Hibs NO ROUTE a Ra ESSN ol SISTER ROUTE mms Ne Route Crew Assignment MAIN Main Route MNO ROUTE OTHER RO E CURRENT First 9 Prior D Nert 100 Main St Route ID Description hl jir l Crew Current Route Property Listing 1 Acme Co 3 Pete T 34 Main Street Drag and drop your customers into their proper geographic order Remember to order the route as if you were going to drive through the entire route in one day The way you order the route here will effect the order your daily jobs are printed All Other Properties l 4l Clear Route Show Addresses 78 Service The basic function of the Service page is to set up the listing of services your company provides At the top of the Service window you will see one tab Service List Use t
34. the number of steps in your Job Series e Make sure you are on the Schedule section of Gopher and on the Job Series tab Lawn Application 1 2 3 4 amp Grub Control o Click the New button Job Series e A Job Series Lawn Application 1 2 3 4 amp Grub Control window will appear This window has three tabs Job List Lawn Application Round 1 13 21 04 C Grub Control 621704 ustomer ENE i i Lawn Application Round 2 6 Weeks after Lawn Application Round 1 Assignment _ LL e E a and Seres Lawn Application Round 3 6 Weeks after Lawn Application Round 2 2 ais th Lawn Application Round 4 B Weeks after Lawn Application Round Description Se ee ee e Job Series Series Job Definition x Name Enter EIER E your series description such as E E vm S lawn with weeds e Click on the Job List tab e Click the New Job button e A Series Job Definition window will appear e Service ID Use the drop down box to choose a service that you previously entered into the Service page located on the green navigation bar For our example we will choose the first application in our Job Series as Crab Grass Preventer and Lawn Food e Item Name This field will be filled in automatic
35. BILLING Billing Frequency Monthly BILLING Billing Frequency Weekly BILLING Billing Frequency Daily SAOMWPLOW Snow Plow Biling Customer Group Now let s create the daily customer billing list 32 Customer How to set up customer categories for daily and monthly billing e Step 7 After you have highlighted the Billing Category Daily click the EDIT Customer Categories button BILLING Click the Edit button BILLING a BILLING Billing Frequency Daily SAO PLOW Snow Plow Biling Customer Moup e Step 8 Select the customers who will be billed daily and move them to the left window using the middle arrow buttons or drag and drop them Customer Category Assignment Category Definition k Category Type BILLING Category Description Silliate iat EL BET Comment Customers Assigned To This Category Customers NOT Assigned To This Category 1 4cme Co 2 Mike Hanson 3 Paul Smith 4 Pete Thomas 15 Chris Walker Select the customers who Will be billed daily e Step 9 When you are completed hit the OK a Ea RAA button at the bottom 3 Faul Smith 4 Pete Thomas When you are completed Click the OK button 33 Customer How to set up customer categories for daily and monthly billing e Step 10 Now go to the Schedule page and click on the GENERATE button E CHL JODS ee Service ti Material E Estimate ka Contract Matrix l ae amp Expense EE Calendar L
36. Billing Property Category Material Service ba Billing Settings Sales Tas Regilor Payment Terms 26 Customer Adding multiple properties to a customer s account e To add multiple properties to a customer s account make sure you are on the customer section Choose a specific customer and click on the edit button b Welcome Customer List Mena List Customer Categories 0 New S Inroice Schedule amp Payment Route S Service 3 Walker Chris Walker e Select the property tab ee ee ee e To add a property click on the add button Main Billing Auto Billing ok lc Customer Properties Property Descriptor P100 Main St Click the Add button e This section allows you to enter multiple property addresses that you may service for the same customer e On top you will see two tabs Property and Comments e The Property tab allows you to enter in another property that is serviced for this customer e The Comments tab allows you to enter in Private Comments that are for your viewing only as well as a Crew Comment which will be printed on the crew s daily job schedule list 21 Customer Active or Inactive setting e If you would like to not see inactive customers in your customer section follow these steps e When would you have a customer marked inactive Maybe if you did a one time job f
37. Chemical List tab s Click on the New button Click on the Main tab e A Material Setup window will appear This window has seven tabs Main Cost History Chemical Customer Prices Comment and Vendor Material ID Enter a material ID e Material Description Enter a description of this material e Customer Price Unit Enter the price of the material per unit e Default Quantity Enter the default quantity of this material e Collect Tax Check this box if sales tax is to be applied to this material e Click the OK button 110 Chemical How can I enter weather conditions after applying chemicals e Print out your daily job sheets If you have scheduled in a chemical application in your job it should appear similar to the example below The employee can then write down weather conditions at the time of the chemical application scheduled Jobs Wednesday December 21 2005 CREW Main Crew CREW EQUIPMENT for Main Crew Truck 1 TRUCK The job sheets will allow ROUTE Main Route the employee to write i CUSTOMER Acme Co 100 Main St Your Town NY down the weather Job Description Lawn Mowing conditions at the time of Job Time Start Time Finish Time the chemical application JOB EQUIPMENT Truck 1 TRUCK a T 1 ca il Mir e naya n mpra manan ennea a m Temp L Wind Spoed Direction Applicarsemare 0 00 par 0 00 Ei ear oon oo
38. L records of this job so it will not appear again or job this instance of the job Calendar Legend Delete Job Delete this job m 7 Customer Companynane Description chemical Delete Date 4 6 05 Delete Entire Job Record 67 Schedule Where do I add extra unscheduled jobs I have performed so I won t forget to bill the customer Question What does the Completed Jobs tab do Answer It allows you to review all jobs that you have marked as being completed on your Job Calendar but haven t been Generated into invoices yet You can Add Edit or Delete Completed Jobs as needed e You may want to add additional jobs here that were not scheduled but you want to appear on the next invoice For instance if while you are on a job site a customer asks you to do an additional service When you get back to your office you can add the job here so you won t forget to bill them for it eC Job Calendar Job Cluster Job List Completed Jobs Job Series Customer Add Serice Add Material f pae _Add Service Add Matera mi ye Property S Payment CEs Yf05 Mike Hanson foe Morth Place Lawn Mowing 68 Schedule Postpone Jobs e You can postpone a days jobs by clicking on the day on your calendar and then clicking the postpone button to select a new day Job Calendar Job Cluster Job List Completed Jobs _ Complete 3 Postpone Q Some Pasone S Generate T foo
39. Name e M in the description will be replaced with the current month name P with the previous month name and N with the next month name e The Details entry field allows you to enter a more in depth description about this specific item The Details description will appear under Description line item e Enter a price and choose if this line item is taxable or not e Atthe end of the month when you generate your invoices this is how your invoice will look with this auto billing item You can see the line item that was now Included Notice how Gopher included the current month name of February DATE DESCRIPTION AMOUNT sd Balance Forward 55 10 2 20 05 Monthly maintenance for February 4100 00 g Total for Invoice 1 3 100 00 AMOUNT DUE 155 00 25 Customer Setting a customer s payment terms To change the default payment terms for all customers use the settings in the option page located here e To review a specific customer s payment terms make sure you are on the customer section Choose a customer and click the edit button W Welcome Customer List Hernia List Customer Categories 1 Schedule Customer ID Last Name S Payme nt Jones Acme Co Route 2 Thomas Pete Thomas se Serice 3 Walker Chris Walker e Click on the billing tab and then choose the desired payment term in the drop down box When finished click ok Customer Acme Co Main Billing Auto
40. Page 31 e What type of envelopes do I use for invoices Page 43 e How can I insert my logo into the invoice Page 135 e How do I position my logo company and customer address on invoice Page 136 e How can I customize my Invoice ID for each customer Page 141 e What is the ideal logo image file size We suggest keeping your image around 100k e How can I print out multiple invoices Page 44 e How to get my phone number in the invoice Page 46 e How do I ungenerate invoices when you accidentally generated them Or to combine two or more invoices Page 47 e I see many duplicate prices in my invoices What did I do wrong Page 48 40 How do I add late fees to my invoices Page 49 Do you offer Invoice Template Designs Page 50 How to toggle the invoice stub on off Page 134 How can I bill my customers in advance Page 72 How do I change the height of the invoice payment stub Page 51 What is the Invoice Stub Text for Page 137 Turn display account balance on invoice on off Page 134 Why does the year gets cut off when printing an invoice Go to the Start Button Control Panel Switch to Classic View Regional Options Customize Date Tab Change short date format to m d yy How to create separate invoices for multiple property customers Page 59 How to quickly enter payments for invoices with Quick Pay Page 52 How to set up re occuring billing You can use auto billing p 24 or the cont
41. Schedule Default Services Customer List and Assigned Jobs Job Cluster Name Enter the name of AT Tg Job Calendar the route ong Click on the we pe Schedule tab e Job Cluster Cluster Day en Choose the day this ato route will always be Gta scheduled on j Monday Jobs Pnse Choose None if pment you want the option ical i loyee to schedule this orts route on demand Ons regardless of day such as in the case of snowplowing Disable Cluster Check this box to disable this Cluster Possibly at the end of your servicing season It will stop scheduling the job clusters Q e J e Assign Crew Use this button to choose the crew to perform this Job Cluster Set Next Date Use this button to set the next date this Cluster is to be performed Click on the Default Services tab Add Service Use this to button to add a default service to this Job Cluster Click on the Customer List tab Add Customer Use this button to add customers to this Job Cluster Click on the Assigned Jobs tab You can review all the jobs that are scheduled for this Job Cluster on this tab You can also add edit and delete jobs New Jobs Use this button to add extra jobs for this Job Cluster that are customer specific For example if this is a snowplow job cluster you can also make sure that certain customers who request sanding or salting have that job s
42. Today Exclude customers who have been generated as recently as af Ov2UUZ Last Month Yesterday M Include Auto Biling items Include all jobs through Through date lgnore From date This Week K Include Inactive Customers Separate invoice for each property multiple property customers bs M Cancel YOu are now going to generate invoices ONLY for those customers you have set to be billed daily 35 Customer Using customer categories to generate invoices only for my snowplow customers If you would like to set up a customer category for snowplowing and be able to generate invoices only for snowplow customers follow this example e Make sure you are on the customer section and choose the customer category tab W Welcome k 5 Invoice Schedule 8 Payment Faute e At the bottom of the screen click the new button on the Customer List Memo List Customer C Customer Category Types i nee E Customer Categories Category Type Category Descrip H BILLING Biling Frequency BILLING Biling Frequency BILLING Biling Frequency e In the category type Customer Category Type description enter Snow Plow Customers or Category Type ID anything else that will help Categor Type Description Snow Plow Customers you describe this group Then click the ok button Mutually Exclusive jA customer can be assigned to multiple categones of thie category type
43. ab Customer Paul Smith Property Property Description Addresd Sales Tax Region STATE Property Size Route Map Info Latitude Longitude e Step 6 Enter a crew comment and click the OK button Property Property Comments Private Comment Crew Comment This is the crew comment for paul smith s property Type anything you need to appear on your job sheets herdae Make sure vou always bag the grasa 39 Invoice e The basic function of the Invoice page is to create and review your invoices e At the top of the Invoice window you will see nine main tabs Unpaid Current 0 30 days 31 60 days 61 90 days 91 days Paid All Invoices and Recently Generated e Each tab performs a function that is fairly self explanitory The Unpaid tab will show all unpaid invoices The Current tab will show all invoices that are not past due The 0 30 days tab will show a listing of invoices that are due within the time period of 0 30 days The Paid tab shows a listing of all paid invoices The All Invoices tab shows a listing of all of your invoices The Recently Generated tab shows a listing of invoices that have been generated while the program has been running e At the top of each Invoice page you will see database navigation buttons Use the New Edit and Delete buttons to operate your Invoice database The Print button will print the highlighted invoice you have selected from the list
44. age 106 104 Equipment How to enter new equipment e Make sure you are in the equipment section of Gopher and click on the Equipment tab a Click on the New button E quipament e An Equipment window will appear This window has six tabs Equipment Maintenance Maintenance Log Repair Log Usage History and Expense e Click on the Equipment tab e Equipment ID Enter an ID for this piece of equipment e Description Enter a description of the piece of equipment e Click the OK button 105 Equipment How to track equipment usage with the schedule jobs e Step 1 Click on the Equipment ALGE Equipment Repar Maintenance Usage Customer page Choose the Equipment vy ete Dnew Bede F AR VCRE Cateooy Equip Equipment Desca elect the Equipment Category tab o Category tab SEEE P MOWERS GREENMOW Green Mower Route Service tl Material Estimate i Contract Matrix S Expense Equipment 4 Chemicai Employee Reports s Options S Payment hd Step 2 Click the New button Route Equipment Category e Step 3 Enter a new Category Description Then click OK In Select the text box this example we are creating eres Emplo Blowers Repor L Optior Usage Tracking Options Track Distance I Track Ime e Step 4 Click on the Equipment tab and b Welcome Customer S InYyoice i Schedule S Payment Rout
45. ally however you can edit this or add to the name e Default Job Date Choose the default date for this first step You may want to choose the end of March e Click the OK button 63 Schedule Creating a 4 or 5 Step Lawn Application Program Step 2 e You will find yourself back at the Job List tab We have completed step one in our example Job Series let s continue on to step two e Stay on the Job List tab e Click the New Job button e The Series Job Definition window will re appear Series Job Definition 6weeks E meee OERE Lawn Application Round 1 E e Service ID This time we will choose the second step of our example Job Series which will be the service of applying Weed Killer and Lawn Fertilizer e Item Name This field will show that the service of Weed Killer and Lawn Fertilizer has been chosen e Schedule Job To Occur Let us choose 2 Month s after the following job is completed e In the drop down box below let us choose the 1st step in our series that we had just entered which was Crabgrass Preventer and Lawn Food e Next we have the option to set a Default Date or use the fields No earlier than in addition to No later than For this example I will do the following e Default Job Date I will leave this blank use this when you want to set a specific date for the job to be performed e No Earlier Than I will set this date to the begin
46. and build timesheets e Build time sheets as needed to view the employees hours Saa E S 3 E _ Today _ Yesterday _Thisweek _Lastweek ee Time Sheet Tom Peters a crn Aana 2 peek 7 Enews _ 7ooOdaM annm 8 doco sono 117 Reports The basic function of the Reports page is to offer you a variety of reports you can print out Frequently Ask Questions for the reports section e How to print out multiple invoices Page 44 e What s the difference between invoices and statements Page 120 e How to print a customer list with the customer address Page 121 e How to find your Total Accounts Receivable Page 122 e What is the upcoming payments report for Page 123 e How can I create a statement invoice etc report in a pdf file Page 124 e Why would I want to create a pdf report You could do this to email the file to a customer e How can I print a sales tax summary report Page 126 e How can I print a route report Page 119 e How can I print a chemical history report Page 128 e How to print a Service Revenue Report Page 129 e How can I print out an Expense Report Page 130 e Howcan I print mailing labels Page 132 118 Reports How to print out a report of routes and the customers in each route e To print a report of your routes and the customers within them click on the reports section of Gopher Welcome Customer Click on the Customer tab at top
47. ar Job Cluster Job List Completed BOUCHE n n i T Delet ak Postpone Gener v Service Material 10 11 12 1 18 19 25 26 e Choose either all jobs for the day or some jobs Complete Jobs Eg 2 Which jobs were completed on Thursday February 17 20057 All Jobs Complete all jobs scheduled for Thursday February 17 2005 List all jobs scheduled for Thursday February 17 2005 This feature allows pou to complete individual jobs and edit job details Sort Jobs B i Aonte C LastName C Customer ID Timesheet Build employee timesheets for Thursday February 17 2005 x Cancel e Optional The some jobs button will allow you to enter job times 17 e Optional Click the Select All button Then click the Finish button at the bottom right Complete Jobs 4 2 05 When were the jobs completed On their scheduled dates C Onthabbungdse amim 1 Merk pte as incompleta when scanned twice Display piopely addes Cust ID Customer Name dob Desciption Lawn Moweng be Route ID Date Complete Wot Complete e Optional Highlight the specific job and click the Edit Details button G Complete Jobs Result The following jobs were completed You can edit the job details by highlighting the job and chcking Edit Details
48. arcode wand works with your schedule jobs sheets To quickly mark jobs complete at the end of the day simply scan across the unique bar code Frequently Ask Questions for the schedule section e How to enter a new scheduled job Page 56 e How to schedule a one time job Page 61 e Creating a 4 or 5 Step Lawn Application Program with the Gopher Job Series option Page 63 e How do I use Job Clusters Page 66 e How to delete a job from the schedule Page 67 e Where do I add extra unscheduled jobs I have performed so I won t forget to bill the customer Page 68 e Can I schedule a material and service in the same process Page 56 e How can I postpone scheduled job Page 69 e Where to place crew comments for scheduled jobs Page 38 e How doi turn off the bar code in the schedule Page 15 e How to view acustomer s upcoming job dates Page 70 e How to order the customers in the schedule print out Page 78 e Howto print your jobs Page 15 e Complete jobs for the wrong job date What do I do now Page 71 e How to bill in advance Page 72 e How to set job start and finish times in scheduled jobs Page 19 e What does the Job List Tab do Page 70 e How to print only select pages of your daily schedule Page 16 e I maintain a home owner s association house that I bill 100 00 per month on contract but I also want to schedule each cut How do I do this Page 72 55 Schedule How to enter a new schedu
49. ate Contract Matrix amp Expense Equipment amp Chemical Employee i Reports poe A Please Select Customer for Scheduled Job window will appear Use the drop down box in one of the three options to select a customer Click the OK button A Step 2 of 8 Service window will appear Job Description Choose a service from the drop down box The services that appear here are those you have previously entered in the Service page You can also type in a service name such as Lawn Mowing Click the Next button at the bottom of the window Options E 4 R FO 1 _ Po Schedule Job 11 1 13 rr One time Job 18 14 Complete Jobs 2 2E af Postpone Job Delete all jobs on 12 6 05 gt Show Jobs for the f Day Create Job Route Tonnes F z l Schedule Capacity Report Job Calendar Job Cluster Job List Completed Jabs di lt gt December mea e Please Select Customer for Scheduled Job Customer Customer ID Last Name Customer Name a Hanson anson Mike Hanson N x V Hide Inactive Customers Step 2 of 5 Service Service Service Material Expense Crew Comment Private Comment LAWwNMOW v Hide Line ltem on Invoice Lawn Mowing Service ID Job Descri
50. awn Mowing sd e Step 5 Click on the Expense History tab and click the New button b Welcome Customer Invoice Schedule S Payment Route Expense History Expense Categories Expense Template 100 00 Truck Expenses Truck Lease 45 00 Truck Expenses Tusk Lesse we Service Material E Estimate Contract t Matrix S 102 Expense How to enter a new Expense Step 6 Choose a category from the Category drop down box If this expense history item is going to be chosen from an Expense Template click on the Find button If it is not going to be using an Expense Template simply type in the Amount Description and Details Click the OK button when completed Expense Item x Category Equipment Expenses Date Arnourit Description Details 103 Equipment The basic function of the Equipment page is to keep track of the your equipment its usage and maintenance At the top of the Equipment window you will see five tabs Equipment Repair Maintenance Usage and Equipment Category Use the New Edit and Delete buttons to operate your Equipment database To create a new Equipment record be sure you are on the Equipment page located on the green navigation bar that runs along the left side of the screen Frequently Ask Questions for the equipment section e How to enter a new Equipment record Page 105 e How to track equipment usage with the schedule jobs P
51. been chosen e Schedule Job To Occur Let us choose 2 Month s after the following job is completed e In the drop down box below let us choose the 3rd step in our series that we had just entered which was Lawn Food e Next we have the option to set a Default Date or use the fields No earlier than in addition to No later than For this example I will do the following e Default Job Date I will leave this blank use this when you want to set a specific date for the job to be performed e No Earlier Than I will set this date to the beginning of September e No Later Than I will set this date to the beginning of October e Click the OK button e Click on the Customer Assignment tab e Click the Assign Job Series button e A Select Customer window will appear e Choose the Customer e Click the OK button e Select the start date for this customer e Click the OK button e Click on the Series Description tab e You can enter a detailed description of this Job Series here e Click the OK button 65 Schedule How do I use Job Clusters The Job Cluster Schedule option is a great way to schedule many jobs at once say for instance if all of your Monday customers are the same or all your Tuesday customers are etc etc Make sure you are on the Job Cluster tab located on the Schedule page Click the New button A Job Cluster window will appear This window has four tabs
52. below The Generate button allows you to create invoices compiled from the list of completed jobs since the last time you have generated your invoices e If when you print your invoices you find that you need to move the addresses to fit in your windowed envelope click on the Option page on the left hand side green bar click on the Billing button then choose the Address tab to change the x and y settings You also have many other invoice options to choose from on Printing tab such as inserting a logo image To change the way the invoices are numbered click here e To add late fees to your invoices click on the top program menu Function then click Calculate Late Fees e To change the default payment terms on your invoice go to the Options page then click on the Payment Terms tab e At the bottom of the Invoice page window you see the controls to sort your invoice list Invoice Date o ooo o o o e You can use the drop down box to choose how you want the list sorted The Name Filter field allows you to type in a name to quickly find a customer s invoice You can also use the A Z tabs to help narrow down your search as well Frequently Ask Questions for the invoice section e How do I make a new manual invoice without scheduling my jobs Page 42 e How do I make my invoices automatically from scheduled jobs by generating them Page 60 e How do I generate separate invoices for daily customers and then for monthly customers
53. cheduled along with their snowplowing Click the OK button If you have created your new Job Cluster with a assigned date you should see a day that is green on your Job Calendar tab Click on that assigned day and you will see the jobs appear in the job list below the calendar Snow Plowing or Fall Clean up idea Another use for Job Clusters is for snow plowing You can set up the clients you plow and what specific services they receive Set the cluster day to None not scheduled and click the Disable Cluster checkbox When it snows click the Set Next Date button and choose the day it is snowing You will immediately populate your schedule with all the customers that need to be serviced 66 Schedule How to delete a job from the schedule When you click on the delete button in your schedule page you have the option to delete either the day s job or all the future job records e Step 1 Highlight the job day you want to delete records for e Step 2 If you want to delete a specific job from the day highlight that in the list below the calendar and click the delete button N JE Edit it Delete B Print Jobs a Complete ak Postpone S Generate 9 Help K gt Jann 2005 f 1 total job for Wedne Completed jobs total f Completed jobs total f Completed jobs total f 16 13 2a E gt i Show Jobs for the highlighte E Day Week Month m O Postponed ce e Step 3 Choose if you want to delete AL
54. ction of the Expense page is track your expenses At the top of the Expenses window you will see three tabs Expense History Expense Categories and Expense Template Use the New Edit and Delete buttons to operate your expense database Frequently Ask Questions for the expense section e How to enter a new Expense Page 100 e How can I print out my expense reports Page 130 99 Expense How to enter a new Expense e This example will show you how to use the Expense section and print out an Expense report e Step 1 Make sure you are in the Expense section and click on the Expense Categories tab Then click the new button PEL Expense History Expense Categories Expense Template minoica AB oee 2 Hep Schedule Create a separate category hor each type of expense that you want grouped together m the expense report S Payment Expense CategoyName Route S Service Material 2 Estimate p Ew Contract P In this example we will show you how to use the Expense section A Matrix simple way to use this section is to just enter items in the Expense 5 History Tab Although you might want to use the Expense Categories Equipment section to categorize different expenses for reporting purposes You can I Chemical also set up Expense Templates for reoccuring expenses a Gas Truck Expenses e Step 2 In this Expense Category example we are Category Description creatin
55. d Price 35 od N Hourly Billing Area Billing Hourly Rate Unit Price per Average Labor Hours Unit Area 1 H Click the OK button EEEE X Cerea 80 Material The basic function of the Material page is to set up the listing of materials your company provides and keep track of inventory At the top of the Material window you will see three tabs Inventory List Vendor and Unit of Measure Use the New Edit and Delete buttons to operate your material database Frequently Ask Questions for the material section e How to enter a new Material Page 82 81 Material How to enter a new material e Click on the Material section e Make sure you are on the tab Inventory List e Click on the New button e A Material Setup window will appear This window has seven tabs Main Cost History Chemical Customer Prices Comment and Vendor e Click on the Main tab Material ID Enter a material ID e Material Description Enter a description of this material e Customer Price Unit Enter the price of the material e Default Quantity Enter the default quantity of this material e Collect Tax Check this box if sales tax is to be applied to this material e Click the OK button 82 Estimate The basic function of the Estimate page is to create estimates to present your customers to sign You can add text in the estimate
56. d click the edit button e Step 3 Select the property tab Wa Welcome h S Invoice 3 Schedule Payment Route Service Material Estimate ka Contract Matrix Expense Equipment amp Chemical Employee je a EE 2 a LL Customer Paul Smith h Main Biling Auto Billing Property Category Material Service Memo Comment Customer ID Select the Property tab Company Name Account Name 555 9820 Route Phone 2 E mail Address Fax 45 West Valley Ad Your Town NY 10932 Phone Customer Status Active Billing Address Pager Property Address Pamm E MEEN BE ee ee Ee ee Customer Paul Smith Main Billing Auto Billing Property Category Material Service Customer Properties Add _ Propety Description gt 45 West Valley Ad Click the Edit button Customer List Memo List Customer Categories C New ry Edit it Delete D Search Help 7 Hide Inactive Customer Customer ID Last Name Account Name 4 Smith Paul Smith 5 Hanson Mike Hanson 3 Walker Chris Walker 1 Jones Acme Co 2 Thomas Pete Thomas 325 00 555 9820 105 00 888 239 0192 90 00 888 243 9543 445 00 888 482 0931 455 05 888 543 8453 In this example we will show in our scheduled job sheets that Mr Smith ALWAYS wants his lawn bagged 38 Customer Where to place crew comments for scheduled jobs e Step 5 Select the comments t
57. e Service click the New button e Step 5 Enter the new Equipment Equipment Description Equipment Maintenance Maintenance Log Repair Log Usage History Expense Choose the Category from the EquipmentiD REDBLOWE Category Blowers drop down list Fill out other Description Red Blower Manufacturer Vendor complete click the Mere Ee ee Maintenance tab Serial apenas Equipment iz a vehicle W Used to Apply Chemicals Purchase Price Lease Date i Lease Termination Date peneem Crew Location E S Fe ae eee A el information as desired When Purchase Date 106 Equipment How to track equipment usage with the schedule jobs e Step 6 Click on the Set Current Hours and enter the hour meter reading of the piece of Current Hours Current Miles equipment In this example we Last Preventative Maintenance are entering 5 hours Schedule maintenance every E Preventative Maintenance Cate Sch Next PM on gt Preventative Maintenance ene Ferom maintenance every 0 hours Next PM at Perform maintenance every 0 miles Nent Fil at miles poe Maintenance Distance ant z e Step 7 Click on the Usage Equipment His
58. e Click the New button Welcome 5 Invoice e lt A Name window will Name xl ap p ear E E e Enter the customer s Full Name e Click the OK button e A Customer window will appear e Enter the relevant customer information e Click the OK button 23 Customer How do I use Auto Billing This page allows you to enter a line item that will appear on the customer s invoice every time you generate your invoices When you generate your invoices you have the ability to not include Auto Billing Items Auto Billing is similar to the Contract feature except that the Auto Billing feature has no begin and end date associated with it e Make sure you are on the Customer page Choose a customer and click the edit button Welcome Customer List Mena List Customer Categories New 5 Invoice z Schedule Payment Route a Service 5 Material 3 walker Chris walker e Then choose the Auto Billing tab ri n aa EE ee E E Lm m AT P ae T Category Material CompanyName Select the Auto Billing tab Phone e Click the Add button to add an Auto Billing Item such as a flat monthly maintenance fee that you charge the customer every month Customer Acme Co Main Biling Auto Billng Property C Automatic Billing Ue ltem
59. e Service button Click on this button to remove the highlighted service from the service list Click on the Material tab e Add Material button Click on this button to add materials to this matrix Make sure you have entered your materials in Select new material for matrix the material page first E k before you add materials here to your matrix e Remove Material button Click on this button to remove the highlighted material from the matrix e Click on the Comment tab e Crew Memo Enter a memo about this matrix for the crew e Private Memo Enter a private memo that is for your use only e Click the OK button 96 Matrix Snow Plow Example Question How would I use the Matrix for snow plowing Answer You can set up a Matrix that includes the different services and materials you offer during the winter months Your Matrix may include the following services snowplowing between 6 inches snowplowing between 6 12 inches and Sanding Your materials may include Sand and Salt Now since you may not know exactly what services or materials you will use until you get to the job site you will have your matrix list with you Click the Print button to print out your Matrix list Each customer that you have added to your Matrix will have a grid next to their name to allow you to Matrix SNOWPLOVY Snow Plow Matrix Service List SANDING SMEP LOA Snow Flow
60. e and choose Other Category In the The Invoice Date specifies the Invoice Date for the new invoices Invoice Date ul 5 2005 Line ltem Cate Range For whom do you want to generate invoices All Customers i Other Category f Biling Category Specific Customer From 2 15 2005 drop down box choose All Customers Billing Category Other Category Specific Customer Through 2 15 2005 your Snow Plow Other Category Billing Customer Group This will only generate invoices for them This Month Last Month This week HL Snow Plow Billing Customer Group Today Exclude customers who have been generated as recently as 2 15 2005 Yesterday jf Include Auto Biling items J Include all jobs through Through date Ignore From date Include Inactive Customers Separate invoice for each property multiple property customers wf OK X Cancel 37 Customer Where to place crew comments for scheduled jobs e Where to place crew comments for scheduled jobs e When you schedule your jobs step 2 Service in your job schedule wizard has a tab at the top Crew Comment Any comments you type here will appear in your daily job sheets e Otherwise follow these steps e You can also add comments per customer property to appear on the scheduled job sheets e Step 1 Be on the customer page e Step 2 Highlight the specific customer an
61. edChemical Amount Applied none Total for Invoice 214 39 00 AMOUNT DUE 308 75 54 Schedule The basic function of the Schedule page is to create and review your scheduled jobs At the top of the Schedule window you will see five main tabs Job Calendar Job Cluster Job List Completed Jobs and Job Series The Job Calendar tab allows you to enter information on each of your scheduled jobs You will see database navigation buttons at top Use the New Edit and Delete buttons to operate your Schedule database At the center of the Schedule page window you see a calendar that allows you to view the days you have jobs scheduled A day that is colored green signifies an upcoming day of at least one scheduled job init A day that is colored red signifies a day has passed which includes at least one job that wasn t marked as completed You can right click on the calendar for additional scheduling options The bottom of this window will list upcoming jobs Use the Show Jobs for the highlighted control to choose to display jobs for the highlighted day week or month Highlight different days of the calendar with your mouse to view different job lists below the calendar If you don t want to schedule in each individual job and would instead like to quickly schedule a grouping of Monday Tuesday Wednesday etc jobs all at one time check out how to use the Job Clusters in the next Schedule section Remember that the Gopher B
62. eep track of your employees At the top of the Employee window you will see three tabs Employee List Crew List and Timesheets Use the New Edit and Delete buttons to operate your Employee database At the bottom of the Employee window you will see a Sort Employee List By drop down box to sort your Employee list Frequently Ask Questions for the employee section e How to enter anew Employee record Page 115 e How to set up work schedules and build timesheets Page 116 114 Employee How to enter a new Employee record e Make sure you are on the Employee List tab e Click on the New button e An Employee window Fmpioynn will appear This window has three tabs Employee Setup Comment and W ork Schedule e Click on the Employee Setup tab e Enter the employee s personal information e Click the OK button 115 Employee How to set up work schedules and build timesheets e Enter your employee information here Ful Name Phone CrewName U O MAIN Johnson Jir Johnson l Main Crew Michaels Paul Michaels eu MAIN Peters Tom Peters Main Crew 772 Smith George Smith e Click on new or edit a current employee to set up each employee s work schedule Sunday NE a a a a ae es E s OZD0AM M a a Biiforooam foom ff Ji Oroa DASA eae Sl Choose the crew the employee is on TAIN WanGen 116 Employee How to set up work schedules
63. egend Equipment aon amp Chemical gn Ink e Step 11 Choose the appropriate date ranges and then choose the Billing Category tab Generate Automatic Invoices This screen will create invoices for jobs that were scheduled amp completed on the schedule screen The Line ltem Cate Range specifies which completed jobs will be included in the new invoices The Invoice Date specifies the Invoice Date for the new invoices For whom do you want to generate invoices Invoice Date of 8 2005 fe pellieebamere f Other Category f Line ltem Date Range 0o C Billing Category C Specific Customer CHa a 872005 A ee 5 REEE P All Customers Biling Category Other Category Specific Customer Through af 2005 Yi Include All Customer i Include Auto Billint Include all jobs through Through date Ignore From date This Week Biss EA EDA Include Inactive Customers Separate invoice for each property multiple property customers Billing Categor Billing Frequency Daily Billing Frequency Monthly Biling Frequency Weekly 34 Customer How to set up customer categories for daily and monthly billing e Step 13 You will now be able to generate invoices only for those customers you have chosen to be billed daily All Customers Biling Category Other Category Specific Customer Though 323172005 S Biling Category Billing Frequency Daily 7 This Month
64. elcome the customer Customer tab at the top amp Invoice Schedule e Click on the customer Billing Revenue Customer Expense Sales Tax Chemical list button e Next choose the options you would like Do you want to see the customer address Show property information Hide inactive customers Customer List Hide inactive customers Lio You want to hide Inactive customers 121 Reports How to find your Total Accounts Receivable e Question How can you find the total money owed to you by your customers e Answer Create an Invoice List Report e Make sure you are in the Report section of Gopher then click on the billing tab e Click on the Invoice List button e Choose only the unpaid invoices and an appropriate date range Invoice List hair ee eee Sane eI ayo E SS SS SS SS See ee Date CustID E 122 Reports What is the upcoming payments report for Question What is the upcoming payments report for Answer If you use the barcode scanner to scan in payments and a customer doesn t return the payment stub from the invoice where the barcode is located you can instead use this report to scan the payment Make sure you are on the reports section Click on the Billing tab and then click on the Upcoming Payments button eT Print invoices Statements Print statements Invoice List List of Invoices Accounts Receivable Accounts receivable aging report
65. entally generated them A Common Problem e If you are new to using Gopher a common situation that happens is you set up some customers do some scheduled work mark the jobs complete and then generate You do this again the next week and throughout the month At the end of the month you have multiple invoices for one customer when you only wanted one invoice per customer Solution EE Unpaid Curent 1 30 31 60 61 90 e For example say you have multiple invoices Customer for your customers and you only want one ss invoice per customer go to the invoice page Schedule Make sure you are on the Invoice section of ae ee re Gopher and choose the appropriate tab at top S Payment 2 28 05 possibly ALL INVOICES Then you can Route 2 28 05 25 00 highlight the invoice you want to ungenerate a Derice drea a 35 00 by left clicking on it 5 Material e Then right click your mouse and left click on 55 T 55 00 Ungenerate Invoice e What if you have many invoices you want to ungenerate Delete e You can highlight multiple invoice by doing one of two things If you want to highlight all your invoices the easiest way is to left click on the first invoice then hold the SHIFT key down scroll down to your last invoice and left click on it If you did this properly you will see all the invoices highlighted and you will then be able to right click on them and choose ungenerate invoices and it will ungenerate all the invoices you hi
66. es Schedule Job List Tab Question What does the Job List tab do Answer The Job List tab allows you to review Scheduled Jobs and Upcoming Job Dates You can Add or Delete Upcoming Job Dates You can also Edit or Delete Scheduled Jobs e Choose a job in the Scheduled Jobs list and the jobs Upcoming Job Dates will appear on the right You can then highlight and manipulate the jobs as needed b Welcome Job Calendar Job Cluster Job List Completed Jobs Job Series Customer Scheduled Jobs 5 Invoice amp Payment Route MAIN Acme Co Jones Property 2 786 Mour Lawn Mowing Service MAIN Acme Co Jones Property 1 100 Main Lawn Mowing Material AMAIN Acme Co Property 1 100 Main Lawn Mowing Estimate MAIN Pete Thomas Thomas 34 Main Street Lawn Mowing E Contract MAIN Chris Walker Walker 939 Ocean Ave Lawn Mowing oe Hint Mew re Edit Job T Delete Job Mass Reschedule Update Prices ears Route Customer Last Hame Property Job Description Al Upcoming Job Dates For selected job C New Date Ti Delete Date Mass Reschedule button Highlight jobs in your scheduled jobs list To Highlight multiple jobs at once hold down your ctrl key as you click on jobs or use your shift key When you have chosen the jobs you want to reschedule click the mass reschedule button and then it will allow you to choose a new start and end date for these jobs Use this at the beginning of the sea
67. for Invoice 56 225 00 AMOUNT DUE 330 00 DATE DESCRIPTION AMOUNT Balance Forward 105 00 310 05 Lawn Mowing 31705 Lawn Mowing W24 05 Lawn Mowing 31 05 Lawn Mowing Total for Invoice 755 225 00 AMOUNT DUE a 330 00 This aute billing line item shows the monthly maintenance fee for NEXT month whichis April T2 Schedule What does the Job List Tab do Question What does the Job List tab do Answer The Job List tab allows you to review Scheduled Jobs and Upcoming Job Dates You can Add or Delete Upcoming Job Dates You can also Edit or Delete Scheduled Jobs e Choose a job in the Scheduled Jobs list and the jobs Upcoming Job Dates will appear on the right You can then highlight and manipulate the jobs as needed b Welcome Job Calendar Job Cluster Job List Completed Jobs Job Series Customer Scheduled Jobs Upcoming Job Dates lt The at For selected job F E Edit Job Tif Delete Job Mass Reschedule Update Prices Hint New lFor selected job for custom New Date Ps 8 Payment Route Customer Last Mame Property Job Description Route MAIN Acme o Jones Property 2 786 Mour Lawn Mowing T Delete Date Service MAIN Acme Co Jones Property 1 100 Main Lawn Mowing Material a haa Ed Acme Co Property 1 100 Main Lawn Mowing fa Estimate MAIN Pete Thomas Thomas 34 Main Street Lawn Mowing Contract MAIN Chris Walker Walker 939 Ocean Ave Lawn Mowing 73
68. formation on the chemicals applied make sure you have scheduled your job to include chemical applications e Check the option to print chemical information on the invoice In the Options section Billing button Program Settings Billing Printing Address Walues Invoice W Display payment stub on invoice W Display Company Name Address on invoice M Display account balance on invoice Hide ertical Lines on Invoices Display accounts receivable aging on invoice W Display barcode on invoices and statements W Display invoice total amp amount due inline item area fw Display chemical application info on invoices Use company logo on invoices and estimates i Display unit quantity amp price for invoice line items e Then when you print your invoice it should include the chemical information as highlighted in blue below My Lawn Care Company 50 Any Street Invoice My Town USA 09832 888 372 8547 myemail yahoo com rria ii Tom Jones DUE DATE TERMS 13006 Net 30 Acme Co AMOUNT DUE 308 75 100 Main St Your Town NY 19832 DATE DESCRIPTION AMOUNT Balance Forward Property 1 100 Man Sireet 12 2 05 Lawn Mowing and Fertilizer Application Chercdcalbpplication amp intormation Description Lawn Feed Chemical Lawn Feed Chemical LaunFeed Plange stay Off laun for 24 here Mizstur e Apoigst LLB Granular Application Bate 1 Lb per 1 50 FT Chemical LawenFe
69. g a new Category Details This category will include all expenses attributed to equipment Expense Category that will track our equipment expenses e Enter the Category Description and Category Details then click the OK button Click the OK button e Step 3 Only use this step for expenses that are reoccurring 100 Expense How to enter a new Expense e Click on the Expense Template tab and click the new button b Welcome Customer 5 Invoice i Schedule R Payment Expense History Expense Categoies Epea M F Help Epes TE Ed Bene ieme lhal you use On a f gular bai so hal pou dont have to ty E Route H clearing supplies 45 00 a water Bil 55 00 YIG Tepa ai Tiuek Lease 200 00 t Material Red Truck Gas Fil Up 35 00 Estimate Building Lease 1 200 00 E Contract T Matrix i Equipment 4 Chemical Employee The Expense Template section is designed for expenses that are reoccur ng e Step 4 Choose the Expense Category in the drop down box Enter the amount Description and Details if needed Click OK when completed Expense Item fE quipment Expenses Automatically add this expense tem to all scheduled jobs Click the OK button 101 Expense How to enter a new Expense e Or schedule them in the schedule section p 55 Step 2 of 7 Service Step 2 of 7 Service Service Expense ltem qi fF r 19 04 l E p 25 Main Street L
70. ghlighted Ungenerate 2 Selected Invoices Refresh 2 Selected Invoices e If you want to ungenerate many invoices but be able to pick and choose which ones you can also hold down the CTRL key and left click on all the invoices you want to ungenerate If you hightlight one in error simply click on it again and it will unhighlight it e Once you have ungenerated the invoices you chose you can now click on the generate button and recompile all those completed jobs into one invoice per customer ee CEEE Job Calendar Job Cluster Job List Completed Jobs Job Series e The invoice line items Customer l TEE that have been ener Add Service Add Material EA E T Delete SPa up onorate ODAR E Date Customer Property Description the Schedule page SEATLA F 2 28 05 Acme Co 100 Main St Monthly maintena Completed Jobs tab Route 2 28 05 Acme Co 100 Main St Monthly maintena They are highlighted gt Service a efeovOG Acme Co 100 Main St Monthly maintena blue n H ef 14 05 Chris Walker 939 Ocean Ave Lawn Mowing Cono Ral M antraet 47 Invoice I see many duplicate prices in my invoices What did I do wrong Problem After generating my invoices for the first time I see many duplicate prices in my invoices What did I do wrong e The most common mistake we find happens when first starting off is that a Gopher user will set up a customer with a monthly contract fee and then will also charge the customer per sched
71. he New Edit and Delete buttons to operate your Service database Frequently Ask Questions for the service section e How to enter a new Service Page 80 79 Service How to enter a new service Make sure you are on the tab Service List Click the New button A Service Setup window will appear This window has four tabs Service Customer Prices Comment and Chemical Click on the Service tab Service ID Enter the Service ID Service Description Enter the description of the service Billing Option Choose Flat Rate Standard Price Enter the default price for this service or leave it blank Click on the Customer Prices tab and click the new button Here is where you will set this service s specific price for each customer Click the OK button b Welcome Customer S Invoice EEEO TEE Serice Service Description Default Service Lawn Mowing Yard Cleat io Service List P DEFAULT LAWNMOW YARDCLEA 8 Payment Beren tep Click the New Price button Delete Price Customer Service Setup fx Customer Info Customer ID 5 Customer Name Mike Hanson 792 North Place Property Service Comment Tax Billing Option Flat Rate Hourly C Aea Service Info Service ID LAWNMO W Description Lawn Mowing Details Flat Rate Billing Standar
72. hly maintenance fee tach Maintenance fee for uty Monthly service fee imm Serice fee for catch Maintenance fee for the month of amak Service fee for the month of cak e Line Item Details Use this field to enter a longer detail for your contract e Service Price Enter the service price for the contract e Material Price Enter the material price for the contract e Click on the Billing Frequency tab e Bill contract every Choose 1 Month if you want to bill this contract once a month e First Billing Date Choose the first date you want this customer billed for this contract e Last Billing Date Choose the last date you want this customer billed for this contract e Number of Billings This field will be generated by calculating the difference in your first and last billing dates You can also edit this field e For example Say a customer calls up and tells you they want you to perform a contract service but only want to be billed X amount of times You can set the frequency start date and then enter the number of billings Build the contract dates by clicking on the button and you are all set e Bill on the last day of the month check box Check this box if you want this contract to be generated pr te EE e Generate Contract Dates button Click this button to recalculate the Contract Billing dates if you have manipulated the dates e Edit Date Click this button to
73. ial E Estimate Contract Matrix SS Expense options page then click on the Stub Text button Equipment amp Chemical Employee e Here is where the stub text is printed out on the invoice PLEASE DETACH AND RETURN WITH YOUR PAYMENT Here is where the stub text prints out on the invoice Invoice Mo Customer 1 Acme Co Amount Due 269 75 137 Options Tax Region Tab Set up your different sales tax regions here The highlighted yellow b Welcome entry is your default sales tax region Learn more about how to print Customer a tax summary report here A Schedule e Step 1 You want to make sure you are on the Options page and Payment click on the Tax Region tab located at the top Route S Service a Material e The yellow signifies this is the default sales tax region You f Estimate can t delete the default region but you can edit it Fa Contract T Matrix SEEE Equipment amp Chemical Employee E RegionlO Tax Region Description PASSLEST PA Sales Tax HAE NY Sales Tax The yellow signifies our default sales tax region This 1s where all new customers will be placed unless you put them elsewhere e Step 2 Click the new button to create a new region or click the edit button to edit a region already created Optional Use the secondary tax if you need to collect a municipal
74. imate All agreements contingant upon strikes accidents or delays beyond our control Owner to carry fire tornado and other necessary insurance Gur workers are fully covered by Workman s Compensation Insurance Acceptance of Proposal The above prices specifications and conditions are satisfactory and are hereby accepted You are authorized to do the work as specified Payments will be made as outlined above Customer Signature Your Company Signature 86 Contract The contract feature is used when you are going to charge a customer a flat rate fee each month regardless of how often you service them that month It has a begin and end date You wouldn t use the contract feature to present your customers with something to sign For that you would do is use the estimate feature p 83 You would use the contract feature in Gopher when you charge a customer a flat service fee every month regardless of how often you service their property At the top of the Contract window you will see one tab Contract List Use the New Edit and Delete buttons to operate your contract database At the bottom of the screen you can use the Sort Contract List By drop down box to sort your contract list Wo LastName CE The Contract feature is similar to the Auto Billing feature located in the Customer page except that a Contract has a set start date and end date Frequently Ask Questions for the contracts section Question Will setting u
75. ing 1 6 inches SNOP LOA now Plowing 6 12 inches Matrix Material List SALT SAND Matris Customer List John Smith Phone 201 555 7621 15 Main St Morristown MJ 07342 check off which services or Tale Check off services done on site 2 fs Ala SEE At the end of the day run Gopher and pull up the Matrix screen Choose the Double click on the corresponding item in the grid that you checked off on the form and that will materials you applied at the Fete Jones Phone 201 555 2356 53 5 Street Newark MJ O07332 site Matrix you want to complete and click the Complete Matrix button quickly enter your services or materials used This totally eliminates the need to add line items to your invoices later or have to schedule in these as individual jobs When you are finished you will find all the completed Matrix jobs in the Schedule page under the Completed Jobs tab awaiting invoice generation 97 Matrix Snow Plow Example e You may also want to create a Spring Clean up Matrix or a Fall Clean up Matrix as well At the top of the Matrix window you will see one tab Matrix Use the New Edit Delete and Complete Matrix buttons to operate your Matrix database To create a new Matrix item be sure you are on the Matrix page located on the green navigation bar that runs along the left side of the screen Continue by following the example below 98 Expense The basic fun
76. led job Make sure you are on the tab Job Calendar Welcome Job Calendar Job Cluster Job List Completed Customer amp Invoice Click the New button Or use your mouse and right click on the calendar day and choose to schedule job Payment Route gt Service Material Estimate ka Contract Matrix S Expense Equipment 4 Chemical A Please Select Customer for Scheduled hom Select Customer for Scheduled Job Job window will appear Use the drop down box in one of the three options to select a customer Click the OK button Customer Customer ID iv Last Name Hanson v Customer Name Mike Hanson N WV Hide Inactive Customers X Cancel Click the OK button A Step 2 of 8 Service window will appear Step 2 of 5 Service Job Description Choose a service from the ai Service Material Expense Crew Comment Private Comment ervice 1 i R LAwNMOW T Hide Line It Invoi drop down box The services that appear here are SevicelD EMIT z F Hide Line tem on Invoice Job Description Lawn Mowing those you have previously entered in the Aas Service page You can also type in a service name such as Lawn Mowing Optional You can also J Bale schedule any materials needed cs service i i as eos for this job by clicking on the mares Oty Subtotal material tab Service Material Expense Crew Comment Private Comment Delete
77. mate Fa Contract Payment String Matrix S Expense aKa Equipment aT on 4 Chemical pale Employee Invoice settings e Invoice Stub toggle on off l e Turn Display Account Balance on Invoice on off e Toggle invoice to display chemical information on off Program Settings Billing Printing Address Values Invoice W Display payment stub on invoice W Display Company Name Address on invoice W Display account balance on invoice Hide Vertical Lines on Invoices Display accounts receivable aging on invoice i Display barcode on invoices and statements W Display invoice total amp amount due in line item area Use company logo on invoices and estimates i Display unit quantity amp price for invoice line items 134 Options Options Tab Billing Button Printing Tab To add a logo to your invoice e Click the Select Company Logo button to choose a bitmap or jpeg image to appear at the top left of your invoice e Your logo image should be either a bmp or jpg file The program will make the image 1 high and maintain the image proportions e Make sure your logo is saved on your computer hard drive and not on a floppy e Also make sure the Use company logo on invoice box is checked Program Settings Billing Printing Address Values Invoice mw Display payment stub on invoice 3 Display accounts receivable aging on invoice mw Display invoice total amp
78. me Co a 7 20 di IF 7 OO in 44 Invoice How can I print out multiple invoices e Or you can go to your Report section and click on the Invoices button in the Customer billing tab anvo e S Service Material Equipment Chemical e Choose the invoice date range or click on the preset buttons such as this month e The invoices highlighted in blue are aini inypicnz Select Invoices to Print the ones which will be printed when pae ae oe JED Customer Name aj ee Se d 2 28 05 55 00 IEA A tart Date you click on the print button You S 13 f simon one Co coc BEET onion b 2 28 08 ra i ston 00 Co can unhighlight certain invoices by 2728 0 lameco MERE E holding down the ctrl key and 2 28 05 5 MkeHansn clicking on the invoices you don t 32 25 00 3 Chris Waker want printed lt 3 ii Billing Revenue Customer Expense Sales Tax Billing Reports Click the Invoices button Accounts Recernvable Accounts recer Upcoming Payments List of upcomire Received Payments List payments re Service List List services an Material List List materials ar Invoice Date Range Start Date 2f 152005 Finish Date 2 15 2005 Yesterday m ar Last Month e Include paid invoices Select All Unselect All Sort By Customer Name F Select Recent Invoices Click the Print button Hint To select multiple invoices h
79. n Material i z monthly invoice E Estimate s Fa Contract Payment String Payment Stub Remit t Matrix e Make sure you are on the Options page and click on Expense Tax Region Sales Tax Setup Set the Billing button a 8 Equipment cenit Edit County List 4 Chemical l Employee tz Reports e Click on the values tab Program Settings Billing Printing Address Invoice Displ 7 Fri sak Select the Values tab e You can choose sequential numbers or Printing Address alues Fi mi IT mem n equential numbers e g 5 6 7 8 9 f Customer specific fe g 853 13 853 14 for customer 853 ip Farment gt Mob Costing Delay payment deposit until later date Job cost hour Payment Stub position from bottom 4 inches Select the Sequential numbers e g 5 6 7 8 9 radio button You can also set what the invoices should start at Printing Address Values e Y n h t mer ifi Invoice ID FRO EEE EO rere a ou can choose customer speciric fSequential numbers e g 5 6 7 5 9 numbers Customer specific e g 853 13 853 14 for customer 853 Payment Job Costing E Delay payment deposit until later date Job cost hour Payment Stub position from bottom 4 Inches Or Select the Customer specific e g 853 13 853 14 for customer 853 radio
80. n the customer page section when you edit a customer s information Description of Late Fee Penalty is the way Calculate Late Fees for invoices which are at least 30 days past due as of 7 7 05 ri M Only include customers with LATE FEE option enabled Description of Late Fee Penalty LATE FEE Date for new Late Fee Penalty records 7 7 05 m Penalty Calculator Invoice Assignment Flat Fee Amount fo Add line item to past due invoice and or Add line item to next generated invoice Percentage fo z M Gombine multiple late fees for each customer inte one Hint The Flat Fee Amount and Percentage calculations are cumulative Example If you specify a Flat Fee Amount of 5 and a Percentage of 3 then the late fee for a 100 invoice would be 8 Help Cancel the line item will appear in the invoice to explain the charge T Only include customers with LATE FEE option enabled Penalty Calculator allows you to choose if a flat fee amout and or a percentage will be applied to the invoice Invoice Assignment allows you to choose if you will have the late fee apply to current invoices Invoice Assignmen f Add line item to past due invoice Add line item to next generated invoice or as a completed job that will await the next time you generate your invoices Choose Add line item to past due invoice If you want to add a late fee line item to an already generated in
81. ndow Add Job Date eh e week a e Review the Job Dates Add or remove any Delete dob Date ran ursday dates desired and click the Next button Thursday Build Dates Thursday Thursday Thursday Thursday Thursday Thursday Thursday Thursday Thursday Thursday Thursday 57 Schedule How to enter a new scheduled job e You should be on the Billing window now e Service Price Enter the fee for this service Step 5 of 5 Billing Billing Billing Type f Standard Hourly Area Standard Billin Service Price 35 00 Hourly Gillin Hourly Fate 0 00 Han Hours 0 Billing Area Billin Unit Price Property Size e Click the Finished button at the bottom of the window e You should now be back at the main Schedule page Look at the calendar and you should see a day that is green Click on that day and you will see the job appear in the job list below the calendar 58 Schedule How do I make my invoices automatically from scheduled jobs by generating them e The generate button will combine all completed jobs contracts and auto billing items that have been created since the last time you have generated your invoices You can review your list of completed jobs by clicking on the Schedule section of Gopher and then clicking on the Completed Jobs Tab e When you generate your i Hew EA itt T Ea Print Jobs invoices you have the option of a gene
82. ning of May e No Later Than I will set this date to the beginning of June e Click the OK button Step 3 Series Job Definition Fou find Fes re ee Erect Va are Ng ae ne E ne eae ee Oe yourself mA B E1604 M backat Le peo E the Job List tab Ba M We have complete d step two in our example Job Series let s continue on to step three e Stay on the Job List tab e Click the New Job button e The Series Job Definition window will re appear e Grub Control Example e Choose the Service ID from a service you have already entered into your Service section of Gopher e Enter the Item Name e Choose a Default Date optional e Choose a No Earlier Than Date optional e Choose a No Later Than Date optional e optional You can use a default date with no earlier or later than date or e use the earlier or later than date with no default date or Use them all 64 Schedule Creating a 4 or 5 Step Lawn Application Program Step 4 e You will find yourself back at the Job List tab We have completed step three in our example Job Series let s continue on to step four e Stay on the Job List tab e Click the New Job button e The Series Job Definition window will re appear e Service ID This time we will choose the fourth step of our example Job Series which will be the service of applying Winterizer e Item Name This field will show that the service Winterizer has
83. o Eup lowe dlame Equil pest Chasica lane Lain Fead Chemical EPA Peg f Formatii 0 g0 PUE Q OD Cheni 2h Peo D OO e Atthe end of the day mark your jobs complete as Customer ai 5 Invoice _ Enw New T dee you normally would m Q Complete amp 3 Postpone Gener S Payment uae Route gt Service Material f Estimate ka Contract Matrix 8 Expense Equipment 4 Chemical Complete Jobs Eg ad Choose the some J obs button Which jobs were completed on Wednesday December 21 2005 All Jobs Complete all jobs scheduled for Wednesday December 21 2005 List all jobs scheduled for Wednesday December 21 2005 This feature allows you to complete individual jobs Click the Some Jobs button Route Last Name C Customer ID Timesheets Build employee timesheets for Wednesday December 21 2005 X Cancel 111 Chemical How can I enter weather conditions after applying chemicals Choose the select all button Then click the finish button at the bottom right Complete Jobs 12 21 05 ed Wen were the jobs completed Chess On ther scheduled dates _ cow SS il Dn tha folowing date TA 7E Mak jobs as incompiste when scanned hace are Depla property ackiess Click the Select All button Daa Aate ID Cust ID Cushorres Hame deb Desorption 12 71 05 MAIN 1 Acat Co Laven hipan Unselect Jobjs Let s now highlight this specific job and click the edit details but
84. o get the barcode scanner working e First thing you need to do is go to the Options page at the bottom of the green bar that runs along the left side of your program e Click on the register Gopher button e Click on the modules tab and enter the barcode registration number that was sent to you in your invoice e Make sure you have the barcode plug hooked into the Y connector with the keyboard and then into the keyboard input e Click on your schedule section of the program click the complete button then the some jobs button then scan across the job sheets to mark the jobs complete e What do you do if your customers don t send back their payment stub What will you scan in Use the upcoming payments report e You can toggle the barcode printing on the schedule page within the options section Scheduled Jobs Thursday February 17 2005 CREA Main Crew ROUTE Main Route 1 CUSTOMER Mike Hanson 52 North Place 752 North Place Your Town AZ Phone oog 239 0192 Job Description Lawn Mowing Job Time start Time Finish Time Here is a sample how your daily job sheets will look e To enter your payments click on the payment section and click the scan Invoice Mao button then scan your payment barcodes Customer 1 Acme Co Amount Due Payment 76 Route The basic function of the Route page is to set up a geographic grouping of customers to be serviced by a crew In most cases you will have one ro
85. ob List Completed Jobs Job Series Customer Invoice EH Mein ret Edit it Delete L pan x Route n gt fap Service a TD Let s now generate an invoice for this Material specific customer to show youthe f al Estimate E results ka Contract o Fae sel ana Wet Click the Generate button Matrix lt BELAR PERE ES S Expense f Calendar Legend Equipment v Job I i i t4 Chemical E P ermnlinvao Gh ait ay eee m LLP a at Eite OIE A U E 92 Contract Contracts Special Fields Example e Step 6 Here is a sample invoice showing two months of contracts This example shows you how Gopher can use the Contract features Special Fields to dynamically change invoice line item text My Lawn Care Company 30 Any Street My Town USA 09832 C INVOICE NO H l se nae INVOICE DATE aye DUE DATE TERMS So Liban 100 Main St 5 Your Town NY 19832 DESCRIPTION AMOUNT 700 Maan St 21405 Monthly maintenance fee March Contract 3 of 7 total bills 4 1405 Monthly maintenance fee April Contract 4 of 7 total bills This invoice example shows two month s of contract billings to show you the difference You can see how Gopher has changed the month names and the contract increment so the customer knows how many billings are left in the contract 93 Matrix The basic function of the Matrix page is to apply a service s and or material s to a single or group of customers at once
86. old down the CTRL key while clicking on invoice list f TR To select consecutive invoices hold down the SHIFT key while clicking on invoice list x Cancel 45 Invoice How to get my phone number in the invoice e Here are some suggestions on how to get your phone number on your invoice e Go to the Options section on the left side of Gopher Employee e Click on the Company baton b Welcome Options Tax Region Payment Terms Account List County Dat Customer Company Information Mame and Address amp Invoice e After your address you can put your telephone number Program Settings Company Company Info and e mail Company Marne AMARNE a E e You can also do this under stub text or Address 50 Any Street invoice message you My Town USA 03832 fate a i ee a myemalitrahon corr might want to try different things and see the results e Another way is to use MS Paint or another like program to make a bitmap file with your Logo optional Name address phone email if desired etc You can choose your favorite fonts for each lline Then go to options Check Use company logo Uncheck Display company name Use Select Company Logo to locate the file you made It will take some trial and error to get what you want from MS Paint however Use save as in MSPaint and select 24bit bitmap as the file type 46 Invoice How do I ungenerate invoices when you accid
87. operty customers x Cancel e Invoice Date is the date that will appear on the top of your invoice You can set this to whatever you want Line item date range determines which completed jobs will be included in this invoice 59 Schedule How do I make my invoices automatically from scheduled jobs by generating them Separate Invoices for each property e Ifa customer has multiple properties and wants a separate invoice for each property check the Separate invoices checkbox Last Month Yesterday I Include Auto Biling items I Include all jobs through Through date Ignore From date This Week i Hey sate te i Include Inactive Customers W Separate invoice for each property multiple property customers Click ok when ready If you had completed jobs for the correctly set a line item date range and customers chosen you will see this confirmation window otherwise recheck your settings Confirm 2 new invoicels created Prink new invoices mowr Ushomers Click the Yes button for each pre 60 Schedule How to schedule a one time job If you have a customer who calls and wants you to schedule them for a one time job follow this example Make sure you are on the schedule section of Gopher and RIGHT click on the day in the calendar A sub menu will appear LEFT click on one time job Welcome Customer 5 Invoice ao a amp Payment Route Service a Material H Estim
88. or them and you don t plan on doing anything further with them Or the customer moves etc You just might want to only see active customers in your customer list e Select a customer and click the edit button b Welcome 5 Invoice i Schedule S Payme nt Jones Acme Co Route 2 Thomas Pete Thomas a Serice 3 Walker Chris Walker Last Name e Set this customer to active or inactive Account Hame Acme Co Foute Main Route Y E mail Address tom acme com Customer Status amp Active C nactre e Click Ok when completed e Back on the customer page at the top Click on the check box that says Hide Inactive customers You will no longer see inactive customers in your customer list Welcome Customer List Mena List Customer Categories i iit Delete Search Hide Inactive Customers Invoice 28 Customer How to enter an initial balance e When you are entering your new customers into Gopher you may want to include an initial balance To do this make sure you are on the customer section Click new to enter a new customer or highlight a specific customer and click the edit button Choose the billing tab at top Enter the initial balance in the section marked initial balance e The initial balance will then appear on the customer s invoice DATE DESCRIPTION AMOUNT 6 20 04 Beginning Balance 100 00 Total 0 00 7 70 04 Ending Balance 100 00 29 Custome
89. p a contract automatically schedule that customer into my scheduled jobs Answer No Creating a contract does not schedule a job To schedule a job associated with a contract follow the example on the Schedule p 55 page in this manual When you schedule a job associated with a contract set the schedule job price to 0 00 so the customer isn t double billed e How to enter a new Contract Page 88 e Contracted Services How to example Page 90 e How to use the Contract Special Fields example Page 91 87 Contract How to enter a new Contract e Make sure you are on the tab Contract List Click on the New button e lt A Select Customer for New Contract window will appear e Choose the customer Select cuctomer lot new contiact e Click the OK button e A Contract window will appear e Property Use the drop down box to choose a property if this customer has multiple properties e Click on the Contract Definition tab e Contract ID Enter a contract ID e Line Item Description Use the drop down box to choose a line item description or type in your own Note the Special Fields at the right of the window You can use these Special Fields to customize your description remember that you must type them in the exact way they appear on the right A Special Field of M will insert the current month s name in it s place 88 Contract How to enter a new Contract Mont
90. pment Repair Maintenance U Equipment Category O New EJ Edit ff Delete 3 1 05 GREENMOW Green Mower You can see a record has been _ Saar een monet created to show 2 hours of usage soen Tower for this piece of equipment 108 Chemical The basic function of the Chemical page is to keep track of the chemicals you apply At the top of the Chemical window you will see four tabs Chemical List Usage History Chemical Units and Reason Use the New Edit and Delete buttons to operate your Chemical database To create a new chemical record be sure you are on the Chemical page located on the green navigation bar that runs along the left side of the screen Continue by following the example below You have the option to show chemical application information on your invoices your state may or may not require this Go to the Options section on the left side of your screen on the green bar then click the Billing button and you will see a display chemical application info on invoices Frequently Ask Questions for the chemical section e How to enter a new Chemical record Page 110 e Can Ihave my invoices show information on the chemicals appied Page 54 e How can I print out a report on the chemicals I apply for state audits Page 128 e How can I enter weather conditions after applying chemicals Page 111 109 Chemical How to enter a new Chemical record e Make sure you are on the
91. ption Job Details Job Crew Use Click the Next gt button Help Cancel Continue to click the Next button past the following windows Equipment Chemical Application until you get to the window Frequency 61 Schedule How to schedule a one time job e On the Frequency window you should Step 5 of 6 i Freguency be on the one time tab and the appropriate Schedule schedule ype date should already f Simple f One Time C7 Custom Seria be entered Frequency e Click next Simple Une Time Custom Seres Job Cluster When should this jab occur 2 21 705 This job will occur only once e You should be on the Billing window now e Service Price Enter the fee for this service Billi Billing iling Billing Type fe Standard f Hourly Standard Billing Service Price 35 00 Hourly Billing Hourly A ate 0 00 Man Hours 0 mArea Billing Unit Price per Property Size 0 Er FT Click the Finish button Cancel lt Back e Click the Finished button at the bottom of the window e You should now be back at the main Schedule page Look at the calendar and you should see a day that is green Click on that day and you will see the job appear in the job list below the calendar 62 Schedule Creating a 4 or 5 Step Lawn Application Program Here is an example of entering a 4 or 5 step lawn care application Step 1 e Remember you can define
92. r How to export a list of ACTIVE customers e To export your customer list into a tab delimited file click on File at the top left of the screen e Choose Export Customer List e If you want to export a customer list of only ACTIVE customers click on the check box Export only active customers E 30 Customer How to set up customer categories for daily and monthly billing If you have some clients that you want to generate invoices for daily and others that you want to generate invoices for monthly Please follow this example e Step 1 Make sure bp Welcome Customer List Memo List Customer Categories you are on the fea poe p acne unm eiedes emg customer page and B Invoice i Schedule fg ap ER EEEE choose the top Payment customer categories S y 4 Smith Paul 45 amp Route 5 Hanson Mike Hanson 105 00 888 2390192 7821 tab gt Service 3 Walker Chris Walker 20 00 888 243 9543 9391 Material 1 Jones Acme Co l 0 00 988 482 0931 1001 amp Estimate 2 Thomas Pete Thomas 455 05 565 543 6453 34M Ea Contract 7 Matrix amp Expense Equipment amp Chemical Employee Example You want to bill some customers daily but others monthly Here is how you set this up e Step 2 Let s choose our b Welcome Customer List Memo List Customer Categories monthly billing customers z e ee ee first Highlight Monthly 5 Inyoice Billing Frequency and Schedule click the Edit
93. r the Top Details This will appear below the header and is indented as well as in normal text e This would appear on your estimate in the highlighted RED area below ltems Comment op Bottom Agreement Top Header Top Header Top Details We hereby submit specications and estimates for We propose hereby to furnish material and labor complete in accordance with above specifications for the sum of e Click on the Bottom tab e Bottom Header Enter the Bottom Header This will appear as a bold line of text below the line items e Bottom Details Enter the Bottom Details This will appear below the header and is indented as well as in normal text e This would appear on your estimate in the highlighted YELLOW area below Agreement Bottom Header All material i guaranteed to be as specified All work to be completed in a workmanlike manner according to standard practices Any alteration or deviation from above specications involving extra costs will be executed only upon written orders and will become an extra change over and above the estimate All agreements contingant upon strikes accidents or delays beyond our control Owner to carry fire tomado and other necessary insurance Our workers are fully covered by Workman s Compensation Insurance Acceptance of Proposal The above prices specifications and conditions are satistactory and are hereby accepted You are authorized to do the work as specited Payment
94. ract feature Page 87 When do you use the paid checkbox and when do you use the special check box Page 53 How do I print out information of chemical applications on the invoice Page 54 How do I toggle printing the chemical information on the invoice Page 134 41 Invoice How do I make a new manual invoice without scheduling my jobs Make sure you are in the invoice section of Gopher g Click the New button Welcome Customer e lt A Select Customer for New Invoice window will appear e You have three ways to choose the customer e Choose the Customer by their Customer ID e Choose the Customer by their Last Name e Orchoose the Customer by their Customer Name e Click the OK button e An Invoice window will now appear e Click Add Item e Click the Service button e Type ina Service Description e Type ina Sub Total e Click the OK button e Click the OK button again 42 Invoice What type of envelopes do I use for invoices Gopher is designed to print invoices and statements that are folded three ways and inserted into a clear windowed envelope Since envelope design may vary a little based on the manufacturer take along a printed invoice when you visit your local office supply store to see which envelope works best for you e Gopher invoices work ideally with a 3 7 8 inch x 8 7 8 inch invoice size double window envelope e Such as the Staples brand with SKU 266759
95. rating for all of your Q Complete amp d EES 2 Hep customers chosen billing lt gt February eu E T T E sare a oe Click the Generate button category customers or a specific Completed jobs total for February customer k e First step is to be on the schedule 26 Calendar Legend age and click on the Generate ane Job button Generate Automatic Invoices Remember If you send out This screen will create invoices for jabs that were scheduled amp completed on the schedule screen The Line ltem Date Range specifies which completed jobs will be included in the new invoices The Invoice Date specifies the Invoice Date for the new invoices For whom do you want to generate invoices Invoice Date 2 15 2005 fe All Customers C Other Category your invoices once a month at the end of the month only Line Item Date Range Billing Category f Specific Customer s From 2 15 2005 penerate a a All Customers Billing Category Other Category Specitic Customer Through 2 15 2005 at the end of the month Include All Customers ThisMonth Month Today In this ex ample we are going T Exclude customers who have been generated as recently az ef 15 2005 de Auto Billing items to generate our invoices for de all jobs through Through date Ignore From date Th Click the This Month button Je Inactive Customers the month ie parate invoice for each property multiple pr
96. reen Click the New button and enter your customers You can also import your customer database from QuickBooks To import click on File at the top left of Gopher and click on Import then choose Quickbooks Customer List If you are a Gopher 98 user you can import your customer database from that program Click on File at the top left of Gopher click on Import then choose Gopher 98 Entire Database e Click the New button t Welcome 5 Invoice e A Name window will appear Lunia Enter the customer s Full Name Click the OK button e A Customer window will appear Enter the relevant customer information Click the OK button Quick Start Step 2 Enter your services e Make sure you are on the tab Click the New button Customer D N Invoice _ Di New Schedule A Service Setup window will appear This window has four tabs Service Customer Prices Comment and Chemical b Welcome Service List Service List Delete Service ID Serice Description SEEM P DEFAULT Default Service LAWNMOW Lawn Mowing _ YARDCLEA Yard Clear Click on the Service tab Service ID Enter the Service ID Service Description Enter the description of the service Billing Option Choose Flat Rate Standard Price Enter the default price for this service or leave it blank Click on the Customer Prices tab
97. s Print Route Sheets for which dapfe Print barcode with scheduled jobs IE 3 9008 thru E 9 HOOF Print material amp equipment summaries for each crew Quick Date Select Print map info for each customer Print new page for each job This Week Today l l Print property size Next Week Tomorrow Print phone number Print property address Print property description M Cancel Extra blank lines intext e Optional If you want to print only specific pages of your scheduled jobs click preview Selected Printer Report Destination f Printer 15 e Optional Then choose which page you a Report Preview want to print out Fie Page Zoom scheduled Jobs CREW EQUIPMENT for Main Crews Truck 1 TRUCK ROUTE Main Route 1 CUSTOMER Acme Co 100 Job Description Lawn Mowing Here is a sample of how your job sheets will look Scheduled Jobs Thursday February 17 2005 CREW Main Crew ROUTE Main Route t CUSTOMER Mike Hanson o2 North Place 62 North Place Your Town AZ Phone ooo 39 1 4 Job Description Lawn Mowing Job Time Start Time Finish Time Here is a sample how your daily job sheets will look 16 Quick Start Step 6 Complete your jobs e At the end of each day highlight the calendar day by clicking on a specific job day in the calendar and then click the e Completed jobs button to let Gopher know those jobs have been completed idles ies Job Calend
98. s will be made as outlined above 85 Estimate Default settings Click on the Agreement tab Signature Line Bottom Left Enter the text that will appear below the bottom left signature line Signature Line Bottom Right Enter the text that will appear below the bottom right signature line Here is some sample wording you can use for the AGREEMENT section This would appear on your estimate in the highlighted GREEN area below Items Comment Top Bottom Agreement Approval Approval Date Approved By Signature Line Bottom Left Signature Line Bottom Aight Customer Signature Your Company Signature This is how your sample estimate would appear My Lawn Care Company 50 Any Street Estimate Title My Town USA 098532 888 372 8547 myemail yahoo com a oes ce CUSTOMER ESTIMATE TITLE NO 1 170505 e ESTIMATE TITLE DATE 12 5105 100 Main St Your Town MY 19832 Top Header Ve hereby submit specifications and estimates for Ve propose hereby to furnish material and labor complete in accordance with above specifications for the sum of Lawn Mowing 39 00 Total 39 00 Bottom Header All material is guaranteed to be as specified All work to be completed in a workmanlike manner according to Standard practices Any alteration or deviation from above specifications involving extra costs will be executed only Upon written orders and will become an extra charge over and above the est
99. se the date range you want your expenses report from 3 1 005 Through 4 6 2005 Click the OK button e Preview or print your Expense Report Your Expense Categories are highlighted orange in this example Expense Report Page 1 FOS through 416 05 Your different expense categories appear here 111 00 es PSI sc SO VS inci OOT a eaaa a esi MADS oe O Tuck Leapa iii eai oiee TOTAL 130 Reports How can I print out an Expense Report e Expense History items are shown here in blue highlight Expense Report Page 1 FDS through 4605 aE 100 00 piniis MAA iiio MSR MUCK Lgeb eee resoccoten sn iniaeeaa naana Expense History items appear here 131 Reports How to print mailing labels e Remember your invoices are designed to be folded and PE citing Revenue Customer ERR inserted into a clear windowed envelope so you Customer shouldn t need to print mailing labels to send out your 5 Invoice Invoices Schedule S Payment as a e Make sure you are on the Report section Route Customer History S Service e Click on the Customer tab and then the Mailing Labels RAM ETGIEI button Estimate ka Contract t Matrix amp Expense Equipment amp Chemical Employee e A mailing labels window will FLAVIAN appear Sort by Hame l Label type Avery A160 Category optional e Choose how you want the labels sorted e The label type n
100. son to reschedule your jobs from the past year 70 Schedule Complete jobs for the wrong job date What do I do now If you have accidentally completed jobs on the wrong day in your schedule You can do a couple of things to resolve this 1 Go into your Completed Jobs Tab p 68 in the Schedule page and edit the job to reflect the correct completed job date 2 Delete p 67 the completed jobs and reschedule them Use the one time job p 61 schedule feature Edit that job in your schedule to include the date missed and click the Build Dates button 71 Schedule How to bill in advance e Create an auto billing p 24 line item which will say something to the effect of monthly maintenance fee Auto billing items are added to your invoice when you generate e Then schedule p 56 your weekly cuts as you normally would with a fee of 0 00 so that you don t double bill your customers e Atthe end of the month or the beginning generate your invoices Your invoice will then have a line item that will show a monthly maintenance fee for the upcoming month and the dates you had previously serviced their lawn e Here is an example of the invoice you could create The customer will see each date of the lawn mowing There is na charge for each cut DATE DESCRIPTION AMOUNT Balance Forward 4105 00 310 05 Lawn Mowing 31705 Lawn Mowing W24 05 Lawn Mowing W31 05 Lawn Mowing Monthly maintenance for April p225 00 Total
101. tax or in Canada if you need to collect GST tax Tax Region Setup Tax Region Ge Info Tax Region ID PASALEST Tas Region Description PA Sales Tax Comment M Frima Tas Secondary Tas Service Tas Aate J e Service Tas Aate Material Tax Aate E r Material Tas Aate ot ot x Cancel 138 Options Tax Region Tab e Step 3 Now to edit the tax region for a customer click f Welcome on the Customer section highlight a customer and x click the edit button U 7 Schedule S amp S Payment Route Service l I l l I I l l 3 Walker Chris Walker e Step 4 A customer window will appear Make sure you click on the Billing tab You can then choose which tax region this customer lives in Click ok when finished Customer Acme Co Main Billing Auto Billing Property Category Material Service Mer Biling Settings Sales Tas Region Payment Terms Hest Invoice H 139 Options Payment Terms Tab e Set up your invoice payment terms here The entry that z is in green is your default payment term setting Employee iz Reports e Choose the options page along the left side of the G Li Options screen Select the Options item e Select the payment terms tab Welcome Options Tax Region Account List County Database Customer 5
102. tings cccceeceseees 85 Estimate Entering a New Estimate 84 EXPENSE ccsassatrasdesduvesatnaueetmeniraialucsauenisahsnetets 99 Expense New Expense ccccsscscnsceeceees 100 I TAV OIC a eae ee cae aes 40 Invoice Account Balance Toggle 134 Invoice Creating a New Manual Invoice 42 Invoice Display Chemical Information Toggle N AE aa cee ashe dca esta aa E A 134 Invoice Duplicate Prices Problem 48 Invoice Envelope S126 Susreo ai 43 Invoice Inserting Phone Number In Invoice 46 Moes bate CCS eke ee ae as tecceaiat 49 Invoice Logon A EA 135 Invoice Logo Position osc ciicnceesiceverd ceseans 136 Invoice Numbering Option Setting 141 Invoice Paid amp Special Checkbox 53 Invoice Payment Stub Height 0 8 51 Invoice Printing Chemical Info on Invoices 54 Invoice Printing Multiple Invoices 44 Invoice Quick Payres ene wrap E 52 Invoice Separate Invoices for each property 60 Inyot SMD Tex iaei an ER 137 INVOICG lt StD fogt leeru 134 Invoice Femplaites ixiiabvesassencctde reread 50 Invoice Ungenerate Invoices ceeeeee 47 M WEATCP Ia csrcriconendse senate oe e A 81 Material Entering a New Material 82 MAIR arere ohare 94 Matrix New Matix a nt o a 95 Matrix Snow Plow Example cce 97 O ODORS 3 err Shree tac tee a
103. to make it a legally binding contract At the top of the Estimate window you will see one tab Estimate List Use the New Edit and Delete buttons to operate your estimate database The Convert To Invoice button allows you convert a highlighted estimate into an invoice Simply highlight the estimate in your list that you want to convert to an invoice and click the Convert To Invoice button The Set Defaults button p 85 allows you to set up default settings for your estimates so you don t have to repeat the same information every time you create an estimate To set the defaults follow the example below The Clear Defaults button allows you to clear the defaults you have previously entered Remember You can set default values p 85 so you don t have to re enter the same data every time Frequently Ask Questions for the estimate section e How to enter anew Estimate Page 84 e Sample estimate header footer wording Page 85 e How can I change the estimate title Page 85 e How to set estimate defaults Page 85 83 Estimate How to enter a new estimate e Make sure you are on the estimate section of Gopher and the estimate list tab e Click on the New button e lt A Select Customer for New Estimate window will appear e Choose the customer e An Estimate window will appear e Estimate Date The date this estimate is created e Estimate ID The unique ID for this estimate e Expiration
104. ton s Complete Jobs Result The following jobs were completed ou can edit the job details by highlighting the job and clicking Edit Details Date Description Customer Location 12721405 Lawn Mowing Property 1 100 i Let s edit this job s chemical eee application Information to include weather conditions Completed Job Acme Co Click on the chemical tab Service Date Service ID Service D e iption Service Details Completed Job Acme Co Highlight the chemical application Service Labor Expense Chemical Equipment Comments New Chemical Application Edit Chemical Application description item and click the chemical application button Lawn Feed ails Click the Edit Chemical Application button 112 Chemical How can I enter weather conditions after applying chemicals Select the weather tab Chemical Application Application Additional Chemicals Comments Customer Select the Weather tab Chemical Code e Enter the weather information as needed Chemical Application and click the ok button Application Additional Chemicals eather Co Wind Speed PS Window Direction No l Temperature O 5 Conditions dy e This information will now be available for you to be printed out on your invoices or chemical history reports 113 Employee The basic function of the Employee page is to k
105. tory tab and you will see your 5 hour initial meter New Usage E a ip E Edt Usage reading item When you are Leics a finished click the OK Delete Usage An equipment usage record has been started by showing this button at the bottom right of piece of equipment has 5 hours on it s hour meter this window Customer Invoice _ Ska E ooe B Bint Jobs e Step 8 Next let s go to the Schedule oyeee LO eoe O rowaro arna 2 He Route lt gt March 2005S 2 total jobs for Monday March 07 2005 7 Service Completed jobs total for 3 7 05 is 0 00 page and choose to edit Chris Walker s Material a EEEE Completed jobs total for the week of 2 6 05 is 135 00 Estimate Completed jobs total for March is 700 00 scheduled job We do this by pao Matrix i S Expense Calenda Legend h obf highlighting the job below the Equipment EE OEN OAP 1 E vob Chris Walker to show we will be Chemical E Late Job using the blower approx 2 hours AAO ho Jobs for the highlighted Reports Dy Wine SN I ek C Postponed L Options calendar and then clicking on the Edit 933 Ocean Lawn Mowing 37705 MAJN Acme Co 100 Mam St Lawn Mowing button e Step 9 Click the Next button until you come to the Equipment step of the schedule process Then click the Add button 107 Equipment How to track equipment usage with the schedule jobs e
106. uled cut That will cause the customer to be billed twice They are being charged per cut and then a flat rate at the end of the month Solution e In order to solve this if you use the contract feature and charge the customer a flat rate each month set the scheduled job fee to 0 00 Try this and see if it helps e Also something to consider is are you generating at the end of the month Or at different times throughout the month Ultimately if you want to send your bills out at the end of the month only generate at the end of the month You can ungenerate invoices and then regenerate them if you need to Go to the invoice page and then right click on the invoice you want to ungenerate then left click on the menu that appears Then you can generate your invoices again which will combine all your line items into one invoice 48 Invoice How do I add late fees to my invoices e To add late fees to your invoices Fie He e Click on the top program menu Function e Click Calculate Late Fees Update Customer Balances Update Contract Dates Database Management e You have a few options when you calculate your late fees Late Fee Penalties amp Interest x e Choose which invoices will have late fees applied to them The only include customer with Late Fee option enabled check box allows you to determine which customers will get late fees You can set the late fee option for each specific customer i
107. umber Hide inactive customers e The customer category or Horizontal Offset 0 ae leave blank for all customers eal jo inches e Also choose if you don t want to include inactive customers e You can then choose to preview the mailing labels report and then print File Page Zoom a ee db bl Page ji of 1 AAs Zoorn IM 7 E Tom Jones Fete Thomas Acme Co 34 Main Street 100 Main St Your Town CA 90572 Your Town MY 19932 132 Options The basic function of the Options page is to configure the settings in your Gopher program At the top of the Options window you will see five tabs Options Tax Region Payment Terms County and Database Frequently Ask Questions for the options section e How can I add a logo image to my invoice Page 135 e How can i move the placement of the addresses on the invoice Page 136 e What does the stub text do Page 137 e How do I set up different sales tax regions Page 138 e How do I set default payment terms Page 140 133 Options Options Tab Billing Button Printing Tab e Make sure you are on the Options section and then 7 z click on the Billing button Welcome Options Tax Region Customer 5 Invoice Company zi Schedule Payment Route Invoice Message v Service a Material Stub Text kf Esti
108. ute per crew At the top of the Route window you will see two main tabs Route List and Crew List You will see database navigation buttons at top Use the New Edit and Delete buttons to operate your Route database The order in which your customers are set in the Route page is the order they are printed out in your daily job schedules Order the customers as if you were going to visit one after the other straight through the entire route Frequently Ask Questions for the route section e How to enter a new route Page 78 e How do I order customers in job sheets Page 8 e want to print out a report of my routes and the customers in each route Page 119 TI Route How to enter a new route Remember The order in which your customers are set in the Route page is the order they are printed out in your daily job schedules Order the customers as if you were going to visit one after the other straight through the entire route Normally you will have 1 route per crew Make sure you are on the tab Route List Click the New button A Geographic Route window will appear This window has two tabs Route and Crew Assignment Click on the Route tab Route ID Enter a route ID for example North Route or route 1 Description Enter a description for this route Ex northern side of town Crew Use the drop down box to apply a crew if applicable Highlight properties from the All Other Properties
109. utton This will show the address of the properties in your list Click the OK button when finished Quick Start Step 4 Schedule your jobs e Make sure you are in the Schedule section of Gopher and on the tab Job Calendar e Click the New button Or use your mouse and right click on the calendar day and choose to schedule job CEEE Job Calendar Job Cluster Job List Completed Customer i Es muue a a 8 Payment Route v Service Material E Estimate Contract Matrix S Expense Equipment amp Chemical e A Please Select Customer for Scheduled Job window will appear e Use the drop down box in one of the three options to select a customer e Click the OK button Please Select Customer for Scheduled Job Customer Customer ID D Last Name Hanson Customer Name Mike Hanzon 7 i Hide Inactive Customers x Cancel Click the OK button 10 A Service window will appear e Job Description Choose a service from the drop down box The services that appear here are those you have previously entered in the Service page You can also type in a service name such as Lawn Mowing Click the Next button at the bottom of the window Step of 5 Service x SEIvICE Material Expense Crew Comment Private Comment Service eer Sap oe Service ID Law bOI Hide Line ltem on Invoice Job Description Lawn Mowing Job Details
110. voice This is not often used Choose Add line item to next generated invoice If you want the late fee line item to be put into the Schedule Completed Jobs tab to wait until your next generated invoices Most common way to use this feature 49 Invoice Do you offer Invoice Template Designs If you would like to add more color to your invoices visit our website to download our free invoice templates http www gophersoftware com e Here is a sample fall invoice template 50 Invoice How do I change the height of the invoice payment stub e You can change the payment stub position at the bottom of your invoice by clicking OPTIONS b Welcome Options Tas Region BILLING Button VALUES Customer A 7 Schedule S Payment Route v Service Material stub Text Company Invoice Message a Contract Payment String t Matrix 8 Expense Equipment amp Chemical Employee Tas Region e Alter the position from bottom until you achieve your desired results Program Settings Billing 51 Invoice How to quickly enter payments for invoices with Quick Pay To quickly enter payments for a specific Welcome Unpaid Curent 1 20 31 60 E invoice make sure you are on the invoice Customer section e Left click on the specific invoice 77 Schedule S Payment p ET Route 2 21 405 es Serice 2 18 05 M Material adits W Ectimata 2 16 05 e Then Right click on the invoice
111. wed eeloa these ete 133 Options Options Tab Billing Button Address Tabee ae r A sagt oaeenrene lite 136 Options Options Tab Billing Button Value Ta De A E E nee ee guteds 141 Options Payment Terms Tab 140 Options Stub Texno R 137 Options Tax Region Tab eee eee ees 139 P PAV INCI irnos a E S 74 Payment Entering a New Payment 75 Payment Using Barcode Wand 08 76 Q COUIC Kk Std a E E N E A E E 4 Quick Start Step 1 Enter Your Customers 5 Quick Start Step 2 Enter Your Services 6 Quick Start Step 3 Set Up Your Routes 8 Quick Start Step 4 Schedule Your Jobs 10 Quick Start Step 5 Print Your Jobs 15 Quick Start Step 6 Complete Your Jobs 17 Quick Start Step 7 Generate Your Invoices 20 R Report Difference Between Invoices and SUALCINETILS 46 7 42 Me Suet See Nears te cate Mees 120 Sly 00 Scone at Dre ees Ree at Re De TRON a eC ADEN CN ret 118 Reports Accounts Receivable 0 22 Reports Chemical History ccceeeeees 128 Reports Creating a PDF Statement 124 Reports Customer Listen shee tie ae 121 Repons Expense anon e gatas 130 143 Reports Mailing Labels o e 132 Reports Route Listahan iets 119 Reports Sales Tax Summary 00000 126 Reports Service Revenue cceceeeneee ees 129 Reports
112. x report You can see the different sales tax regions Seena o a N Y state is THA H m _ pa highlighted in this ooo Contract example Contract Exampi EE i SEE Fone Itt ee 56 00 nee 30 ST paaa A E 126 Reports How can I print a sales tax summary report e The P A state region is highlighted in orange for our example Tax Summary Report aes For invoices created between TONOS and 1239005 Tax Region NY Sales Tax STATE Categor This area contains information on our P A sales tax region E T Rinne ee Pe a Ree PE Pd Ieee EL Le SC Ts EE ET EN TA cee oe T I E a PR ee lk 2k Ta i h dfe a i Tao dik 127 Reports How can I print a chemical history report e To print aa report of your chemical a illi Chemical history click on the reports section of Welcome Billing Revenue Customer Expense Sales Tax emica Gopher A E z Schedule Chemical History Chemical History Report e Step 1 Make sure you are on the reports 8 Payment a section Then click on the Chemical tab Foute at top Then click the Chemical History gt Serice button Material Estimate Ea Contract t Matrix S Expense Equipment amp Chemical Employee Chemical History Report Ed e Step 2 Choose the date range for the Chernical Application Date Range report Start Date 17 1 2005 Finish Date 127 7 2005 x Cancel

User Manual - Gopher Lawn Care Software Support

Contents

Download Pdf Manuals

Related Search

Related Contents