H2OfficeSolutions The H2OS software product is the product of a collaborative and ongoing effort between a successful lawn sprinkler service business owner and a team of accomplished database software developers 10 Minute Introduction

A well designed Windows program Stand-alone workstation or Local Area Network ready Uses tabbed pages to organize and group information and related processes Customizable screen: Operator selectable tab pages and command buttons, re-sizeable Menu system Right-click menus Toolbars Tooltips

A typical day Review today’s schedule Assign jobs to employees Assign jobs Print job tickets and optional materials Dispatch employees Receive customer calls Locate (or add) customer records Review customer status Schedule customer jobs

Customer Centric You put your customers 1 st, and so does H2OS Easy to find (and add) customer records Single click commands to schedule a job, send an note, etc. for the currently selected customer Rules can be used to highlight special information about customers Audit trails store historical record of changes to customer and job records

Customer information Customer records store customer names & addresses, telephone numbers, notes, photos and customer status Additionally, customer records store information specific to your business; such as customer prices, job site info, zones info, backflow devices and inspection results. Customer record format can be extended to include new fields Customer addresses can be USPS standardized (ZIP4 codes added) Contact records can be used to track store and track customer contacts requiring follow-ups

Add a Customer Minimal required entries for quick-add operation Relevant customer and job site information can be entered at this time in fields provided

Maps H2OS can access Microsoft Virtual Earth mapping service to obtain detailed street maps and topographical views of work locations Zoom in or out Print A map can be saved with a customer’s record Saved maps can be printed with customer job tickets

Customer photos Store any number of photos with your customer records Great for recalling and discussing complex installations and for simply remembering jobsite details at a later date.

Finding a customer Search on 1st characters of last name (see example on left), or Last 4 digits of phone #, or (partial) address, or Scan the barcode printed on job tickets

Customer Status Uses rules to examine and report on a variety of conditions related to this customer Shows service dates Shows “Always call ahead” and “No Service” checkboxes

Customer job history Shows complete job history for the current customer For details, double-click a row Click Tools for facilities to browse and work with this customer’s jobs

The Jobs Schedule Shows 1 row for each day in the currently selected period Click a row for daily job details Helps group jobs by areas, towns, and employees Prints job tickets with all needed job data, with summary Date blocking, holidays (color coded) Has commands to access job schedule related screens

Job Scheduling – add a job Click the JOB command to schedule a job Pre-fills with the job ticket with current customer info Select or confirm the Job Type and Brief Description If needed, add information to the DETAILS section Click SAVE (or SAVE RECURRING, see recurring jobs)recurring jobs H2OS keeps a history of changes to job records.

Job schedule – Daily view Assign today’s jobs to employees Jobs are assigned by dragging jobs from the unassigned column into the AM or PM section of the employee’s column Use drag and drop to re- assigning jobs between employees Double-click a job to view job ticket details

Job Schedule – Weekly view Shows this week’s jobs in calendar format Scroll to early and later weeks Drag and drop a job to re- schedule Double-click a job to drill down to job ticket details Color codes can be set to highlight selected job types, employees or time of day You can drag and drop a job to re-schedule

Job Schedule – Employee view Shows jobs by assigned employee for the selected date Drag and drop a job to re- schedule Double-click a job to drill down to job ticket details You can drag and drop a job to re-assign

Job Scheduling – recurring jobs Use this screen to schedule a series of jobs for a customer (1 ticket for each job). Click the JOBS command or SAVE RECURRING on the job entry screen to schedule a recurring job Operator selects the job type, frequency of scheduling, starting date, and the number of jobs to be scheduled or ending date Rules are used for optional scheduling on weekends, holidays and blocked dates Rules are used for preserving day of week scheduling and whether the end date can be extended to fulfill the number of jobs entered.

Job Tickets Printed Job tickets are formatted to be easy to read and to contain all information needed by your service person Estimate worksheets, maps and photos can be printed with tickets Job tickets close-out process helps ensure that all jobs are completed and accounted for Complete job history is kept for each customer that can be searched and reported on. Old tickets can be archived

Service contracts Optional feature for tracking customer service contracts Optional feature for tracking customer service contracts Service contracts help ensure continued patronage by your customers Service contracts help ensure continued patronage by your customers Special pricing incentives encourage customers to “buy in” at discounted current prices. Special pricing incentives encourage customers to “buy in” at discounted current prices.

Employees Stores employee information and photos Use the employees toolbar with photos for assigning jobs (drag and drop) to employees Optional employee commissions system helps manage incentives for your most productive employees

Vehicles Store important vehicle information Store photos Store vehicle maintenance records Auto reminders for insurance, inspection, and registrations due dates

Accounting Integrates with QuickBooks by sync’ing customers in both databases Send cash receipts, invoices and payments from H2OS to QuickBooks Obtain account balances from QuickBooks Optionally raises a flag when a customer has an outstanding balance

Backup and Recovery Supports one-click and automated backups at start- up, shut down or anytime Uses WinZip or our built-in compression/backup software (included) Backups can be ed or FTP’ed off-site. Recovery manager restores backups

Database Integrity Uses audit trails to permit reconstruction of lost or damaged data and for problem investigation Uses buffering to avoid data loss due to system or hardware failure

Send ings Send notes to individual or groups of customers Use “textmerge” to add data from your database to outgoing s Use Microsoft Outlook or SMTP (included with H2OS) Sends s when possible, prints mailing labels/cards/forms for “leftovers” missing addresses Several boilerplate notes included such as Spring reminder, Winterization, Mid-Summer special, and Job Confirmation

Send Text Messages Send a text messages to an employee, customer or other individual for whom you have Mobile Telephone numbers and Carrier names stored.

Reports Reports Includes over 40 chart and tabular reports for customers, jobs, etc View and run reports from the Reports Gallery Group reports into tours for viewing as a set Create custom reports (tech skill required)

Print mailing labels Print standard Avery format labels Print in order by Zip Code, Alpha, Other… Use SQL SELECT commands to select addresses Supports Seiko single label printer for individual mailing labels

Print Forms H2OS ships with several standard forms (such as an Estimate Worksheet) Plug-in your local water district’s specific backflow test form

Ease of Use Intuitive Design Help everywhere Personalize your main screen Profiles remember data Plain English Single or recurring job scheduling Rapid scheduling

H2OS Systems Management Internet based software and maintenance distribution Problem management Simple Interview helps get you started Commands history Remote console support System trace included for diagnostics collection

Advanced tools SQL SELECT commands library Filter commands library These libraries make it possible to add new record selection and filtering commands over time to meet your ongoing needs

Extra Goodies Built-in backup and restore features Sample Rolodex database Sample Prospects database Duplicate detection (for new customers being added) Matchcodes used for duplicate customer record detection and sorting Reminders Procedures Do-list Import/export Calculators Birthdays Recipes

Do-List Helps organize your do-list activities Over time the do-list will prove itself more and more valuable An Internet based client/server (shared) version is available

Software Maintenance Plan 1 st year included with selling price Download new features and enhancements as they become available Receive customer support and assistance with H2OS-related problem solving Annual renewal

Getting Help Tooltips for virtually all fields on screens (hover your mouse over a field) H2OS Customer Guide Help menu access to Customer guide Shorthelp (?) screens on each page Support page– send a note to H2OS support Tips offer suggestions to get more from H2OS Remote console support lets us share screens

The Future H2OS has evolved considerably over the last 20 years, and we are committed to ongoing improvements well into the future We see exciting opportunities with smartphones and artificial intelligence Please send us your thoughts