1. ElectroTechnical Association 2009 Infusion Software Presentation

2. Infusion Software Ltd - Background
Infusion have been involved in the sale, support and development of accounting and business software for the last 16 years.
From 1993 through to 2009 the business has grown to employ twelve full time staff and now offers a complete range of Software, Hardware and associated IT Services. In addition to our local staff we have 75 Certified Partners across New Zealand.

3. Infusion Software Ltd - Background
Infusion now has over 1,500 sites across New Zealand supported by a network of 75 Certified Partners and the Christchurch based support team of seven

4. Infusion Software Ltd - Range of Software
The Infusion range of software covers the standard Cashbook and General Ledger through to an extensive Job Management / Service Workshop solution.
The Appliances (Customer Items module) provides the ability to track and manage items sold to or owned by your Customers eg. Washing Machines, Dishwashers, Gas Fires, Heat Pumps, TV’s etc

5. General
The entire system is Date Driven so there is no closing off of months or accounting periods
Quick and easy navigation around the software with shortcut keys and screens personalised per User
Historical data is always available.

6. General Strong Security and Audit control
System is customised to individual users allowing personalised changes to screens, printer and menu options.
Emphasis on improving efficiencies within the business saving time and money and introducing new technologies.

7. Your Customers are Important !

8. Google Maps

9. Marketing Referrals

10. Customer Types

11. Customer Groups

12. Customer Deferred Payments

13. Managing your Customers
Built in Customer Loyalty Scheme
Marketing and Survey Reporting
Store Multiple Contacts
Store Multiple Addresses for Customers with a number of businesses
Credit Management, Finance Charges Overdue and Debt Collection letters.
Extensive Sales and performance reporting

14. Sales and Performance Reporting

15. Management Console

16. ing and Texting
Ability to Invoices, Quotes and Statements to your Customers
Purchase Orders and Remittance Advice Slips to your Suppliers
TXT messages to Customers for account reminders or marketing.
TXT messages for Service reminders

17. Emailing and Texting All Reports can be : Printed
Sent to Word or Excel
Sent to a PDF File for ing or Electronic Storage.

18. “The process of creating a job must be as simple as possible”
To Create or Raise a new Job
“The process of creating a job must be as simple as possible”

19. Service Workshop

20. Single Screen for all Job Cost Entry

21. Track Services against Appliances

22. Track and Manage Job Types

23. Track and Manage Job by Status

24. Standard Text Libraries
A library of pre-defined text information can be selected and inserted into a Job reducing the amount of data entry required by the operator. This text will then print on the Job Card and flow through to the Invoice and Customer History.

25. Job Status

26. EDI For Warranty Claims
Invoices may be sent via EDI to a number of your Suppliers including
Electrolux
F+P
No need to print, fax or them.
We are talking with a number of other Suppliers as well.

27. Warranty Invoices

28. Warranty Invoices
When a new Job is created you can select the Job Type as Warranty.
When the Invoice is processed the system will create two invoices - one for the Customer and one for the Warranty company

29. Warranty Invoices

30. Calendar

31. Use Your Phone
Send Jobs directly to your Service Tech in the field with SmartTrade

32. Job Cards
Job cards are informative, easy to read and contain information about the Item being serviced
Details include the Date of Sale, Warranty Details, Make, Model and Serial Number along with Customer contact information and account status

33. Appliances Module
Using the Appliances (Customer Items) module allows you to track the Items sold from the initial Invoice and all subsequent Service Invoices.
Services may be scheduled automatically creating proactive work for the service department

34. Regular Services
As soon as you sell an Item the software will automatically create pre-determined Service events
When you sell an Item a Service job will be created for the first free service and the yearly service
You may then run a report listing all future services due, send an , TXT or a letter to the Customer notifying them of this.

35. Regular Services

36. Regular Services
When the Customer rings to book in the service, two clicks of the mouse and a job is created with all the appropriate details

37. Service History

38. TXT Messaging Personalisation of TXT Message Dear John
Our Serviceman will be onsite to repair your washing machine on Tuesday the 17th at am

39. TXT Messaging
TXT Messages can be sent to remind Customers about overdue accounts
Dear Tom
We note that we have not received a payment for last
month’s account. Can you please attend to this.
Thanks Jane. Acme Plumbers

40. TXT Messaging Infusion keeps a log of all TXT messages sent
The running cost is less than 10 cents per txt message with TXT messages purchased in blocks of 400 for $40

41. CRM

42. Products and Pricelists
Eight Selling price levels
Landed Cost
Promotional Prices and QTY Price Breaks
Contract Prices
Images and Notes
Barcodes

43. Purchase Orders
Auto orders for Suppliers based on stored Minimum and Maximum figures
Purchase Orders can be ed directly to the Supplier
Order Items directly from the Supplier’s price book
Items can be assigned directly to Jobs
Multiple Supplier Price Books

44. Importing of Supplier Invoices
Supplier Invoice files can be imported into Infusion reducing the amount of time spent on this task.
Purchased products can be allocated directly to Jobs.

45. Financials Entirely Date Driven
Four financial years available at any time
Download transactions directly from the bank
Extensive range of financial reports
Data can be exported to your Accountant

46. Data Migration from Existing Packages
We can currently import data from the following packages:
SAM
Orion
Retail Manager
MYOB Accounting
NZAGold
Aurora One
Rees Software
Exonet

47. Support is available 7 days, 7am to 7pm
Support from Infusion Certified Partner
Using the Infusion Single Click solution we can dial into your PC and show you how to do things or make changes for you.
Support is available 7 days, 7am to 7pm

48. Monthly Software Maintenance and Support
Includes :
0800 Telephone support
7 days a week 7am to 7pm
and Fax support
Infusion Remote Access - Single Click !
All Software updates and upgrades
$95 per month

49. Software / Installation Costs
Infusion Service Manager $1,995
Additional Users $395
Installation Set up + Training $1,000
Installation and training will vary on the number of users and the skills of the operator.

50. Infusion Software - Our Commitment to our Users
To provide a software solution to help run and manage your business
To provide a high level of support 7 days a week 7am to 7pm
To continue to develop our software taking advantage of new technologies
– EDI – TXT Messages – Web Site Integration – Handheld Solutions

51. Infusion Software Our Commitment to our Users
“To be available to help you when you need it”
Work Smarter Not Harder !

52. Infusion Software Our Commitment to our Users
Information Packs are available.
Our Certified Partners are available across New Zealand to provide a free one on one demo.
As Directors of Infusion both Mike and myself are always available to talk to.