1. ePaperlessOffice
Setup, Use & Marketing

2. Benefits of ePaperlessOffice
Increase productivity of office personnel
Reduce or eliminate filing
Reduced postage and stationery costs
Reduce phone calls to your staff concerning invoices
Get statements to customers in a more timely fashion
Access specific information on invoices, by searching
Have information concerning balances, payments, returns at your fingertips
Promote sales, company events and other pertinent information via
Maintain closer contact with Installer customers
Another dimension of service to the Professional Installer
Direct your Installer customers to ePartConnection

3. (AIS, Autologue, Datatron) Accessible by Installer and Jobber
Current Applications
Direct upload to Autologue Central servers from Autologue products
Internet
Autologue
Central
Jobber on
ACS Product
(AIS, Autologue, Datatron)
Accessible by Installer and Jobber

4. Current Applications
Direct upload from Autologue supplied LINUX servers, connected to ANY management system
Accessible by Installer and Jobber
Internet
Printer Output
Jobber on
NON-ACS Product
(Prism, A-DIS, TAMS, Eclipse, AS400)
Reformatted Invoice w/Barcode
Autologue
Central
LINUX Server

5. Current Applications
Direct upload from non-ACS systems in “batch mode” from transaction registers
Internet
Custom Formatted “batch” Sent Daily
Jobber on
NON-ACS Product
(Prism, A-DIS, TAMS, Eclipse, AS400)
Accessible by Installer and Jobber
Autologue
Central

6. Accessible by Installer and Jobber
Current Applications
Autologue supplied SDK for programming non-ACS systems for direct upload
Internet
Autologue
Central
Jobber on
NON-ACS Product
Using SDK
Accessible by Installer and Jobber

7. Current Applications
Currently helping customers running on ADIS, TAMS, PRISM, JCON, EAGLE, ECLIPSE, ULTIMATE, Vision and AS400

8. (Customers can also log in from this page)
Login to Jobber Page
The Jobber will log in to the ePaperlessOffice Administrative page at:
This login will direct you to the admin page for the jobber
(Customers can also log in from this page)

9. This is the “Main Screen” for the jobber
Administrative page
This is the “Main Screen” for the jobber

10. You must select a customer to begin
Select Customer
You must select a customer to begin

11. Customer Selected - Invoice Recall Tab
After selecting a customer on the admin page, you may see current invoices or find invoices by any number of criteria

12. Clicking the Invoice number displays the data on the invoice
Invoice Data
Clicking the Invoice number displays the data on the invoice

13. Click “View Scanned Invoice” to display .pdf of the invoice

14. Search For An Invoice
You can search for a specific invoice from the “Admin Options” screen, even without selecting a customer

15. Show Scanned Invoices
You can search for invoices which have a signed copy attached, by customer

16. Show Scanned Invoices
You can search for invoices which have a signed copy attached, by customer

17. Download Scanned Invoices For Flagged Customers
“Flagged” customers are a group that might require a printout or an of their signed invoices at month end

18. Show Invoices Missing Scanned Copies
Eliminate CASH Invoices and Credits From
“Invoices Missing Scanned Copies”
Report

19. Show Invoices Missing Scanned Copies
Helps identify invoices that haven’t been scanned or turned in by drivers

20. Show Invoices Missing Scanned Copies
Reconcile Missing Scanned Copies

21. Show A Summary Report of Invoices By Date Range
See what items were sold, and to which customer

22. Show A Summary Report of Invoices By Date Range
See what items were sold, and to which customer

23. Display Customers With Statements using “Statements Report”

24. Display Customers With Statements using “Statements Report”
See who received statements, by date range

25. Display Customers With Statements using “Statements Report”
Make sure you have addresses for your customers!!
Use to verify addresses for each customer

26. Display eOffice Usage by Customer
See if your customers are viewing their statements Online

27. Display eOffice Usage by Customer
See if your customers are viewing their statements Online

28. New “Drop-Up” Menu with Options
Admin Options
New “Drop-Up” Menu with Options

29. Set Online Statement Message
Complete Format Control Of
Online Statement Message
(Previously Plain Text)
This message will be seen by your customers on their statement while viewing it in eOffice

30. Statement
This message will be sent to your customers’ address telling them their statement is available online

31. Invoice
This message will be sent to your customers’ address showing the invoice information. A separate can have the invoice pdf attached

32. Customer s
Import addresses or export a list of s to verify customers’ missing s

33. Change A Customer Number In eOffice
If a customer number is changed on the management system, this assures all invoices remain attached to the new customer number

34. Delete All Invoices and Statements For A Customer
If a customer goes out of business, you can eliminate all the invoices and statements you have stored for him

35. Send Email To All Customers
After you create the , you can send it to ALL eOffice users

36. Send Email To All Customers
Customize the Statement template for just this one , then send to all customers

37. Statement Tab

38. Statement
Ready to Print !

39. Statement Reconciling
“Check” Invoices to Remove From View

40. See a customer’s account balance at a glance
Current Balances Tab
See a customer’s account balance at a glance

41. Payments Tab

42. Access ALL dispatches for ALL customers
eDelivery Tab
Access ALL dispatches for ALL customers

43. This is where the customer’s email address is entered
Setup Tab
This is where the customer’s address is entered
Separate s for invoices and statements are allowed

44. ePaperless Office
Most Customers scan signed invoices with a multi page scanner, the barcode matches the scanned invoice to the original
Some customers opt to use an ePad signature capture device at the counter
This option eliminates scanning as it prints the invoice with the signature on it and sends it to eOffice.

45. Signature Capture Devices Counter Unit Mobile Driver’s Unit

46. Signature Capture Devices
Counter Unit Mobile Driver’s Unit
ePaperless Office
Benefits
View/Print Invoice
View/Print Statement
View/Print Payment
View/Print Credit
eOffice only costs 30¢ per charge customer per mo.

47. Access training aids for eOffice
Online Help Tab
Access training aids for eOffice

48. Access training aids for eOffice
Online Help Tab
Access training aids for eOffice

49. Access training aids for eOffice
Online Help Tab
Access training aids for eOffice