H2OfficeSolutionsH2OfficeSolutions

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

10 Minute 10 Minute IntroductioIntroductio

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A well designed Windows A well designed Windows programprogram

Stand-alone workstation or Stand-alone workstation or Local Area Network readyLocal Area Network ready

Uses tabbed pages to Uses tabbed pages to organize and group organize and group information and related information and related processesprocesses

Customizable screen: Customizable screen: Operator selectable tab Operator selectable tab pages and command pages and command buttons, re-sizeablebuttons, re-sizeable

Menu system Menu system Right-click menusRight-click menus ToolbarsToolbars TooltipsTooltips

A typical dayA typical day Review today’s scheduleReview today’s schedule Assign jobs to to

employeesemployees Print job tickets and Print job tickets and

optional materialsoptional materials Dispatch employeesDispatch employees

Receive customer callsReceive customer calls Locate (or add) Locate (or add)

customer records customer records Review customer statusReview customer status Schedule customer jobsSchedule customer jobs

Customer CentricCustomer Centric You put your customers 1You put your customers 1stst, ,

and so does H2OSand so does H2OS Easy to find (and add) Easy to find (and add)

customer recordscustomer records Single click commands to Single click commands to

schedule a job, send an schedule a job, send an email note, etc. for the email note, etc. for the currently selected customercurrently selected customer

Rules can be used to Rules can be used to highlight special information highlight special information about customersabout customers

Audit trails store historical Audit trails store historical record of changes to record of changes to customer and job recordscustomer and job records

Customer informationCustomer information Customer records store Customer records store

customer names & addresses, customer names & addresses, telephone numbers, notes, telephone numbers, notes, photos and customer status photos and customer status

Additionally, customer Additionally, customer records store information records store information specific to your business; specific to your business; such as customer prices, job such as customer prices, job site info, zones info, backflow site info, zones info, backflow devices and inspection devices and inspection results. results.

Customer record format can Customer record format can be extended to include new be extended to include new fieldsfields

Customer addresses can be Customer addresses can be USPS standardized (ZIP4 USPS standardized (ZIP4 codes added)codes added)

Contact records can be used Contact records can be used to track store and track to track store and track customer contacts requiring customer contacts requiring follow-upsfollow-ups

Add a CustomerAdd a Customer

Minimal required Minimal required entries for quick-entries for quick-add operationadd operation

Relevant customer Relevant customer and job site and job site information can be information can be entered at this time entered at this time in fields providedin fields provided

MapsMaps

H2OS can access H2OS can access Microsoft Virtual Earth Microsoft Virtual Earth mapping service to mapping service to obtain detailed street obtain detailed street maps and topographical maps and topographical views of work locations views of work locations

Zoom in or outZoom in or out PrintPrint A map can be saved A map can be saved

with a customer’s with a customer’s recordrecord

Saved maps can be Saved maps can be printed with customer printed with customer job ticketsjob tickets

Customer photosCustomer photos

Store any number Store any number of photos with your of photos with your customer recordscustomer records

Great for recalling Great for recalling and discussing and discussing complex complex installations and for installations and for simply simply remembering remembering jobsite details at a jobsite details at a later date.later date.

Finding a customerFinding a customer

Search on 1st Search on 1st characters of last characters of last name (see example name (see example on left), oron left), or

Last 4 digits of Last 4 digits of phone #, or phone #, or

(partial) address, or (partial) address, or Scan the barcode Scan the barcode

printed on job printed on job ticketstickets

Customer StatusCustomer Status

Uses rules to Uses rules to examine and report examine and report on a variety of on a variety of conditions related to conditions related to this customerthis customer

Shows service datesShows service dates Shows “Always call Shows “Always call

ahead” and “No ahead” and “No Service” checkboxes Service” checkboxes

Customer job historyCustomer job history

Shows complete Shows complete job history for the job history for the current customercurrent customer

For details, For details, double-click a row double-click a row

Click Tools for Click Tools for facilities to browse facilities to browse and work with this and work with this customer’s jobscustomer’s jobs

The Jobs ScheduleThe Jobs Schedule Shows 1 row for each day Shows 1 row for each day

in the currently selected in the currently selected periodperiod

Click a row for daily job Click a row for daily job detailsdetails

Helps group jobs by areas, Helps group jobs by areas, towns, and employeestowns, and employees

Prints job tickets with all Prints job tickets with all needed job data, with needed job data, with summarysummary

Date blocking, holidays Date blocking, holidays (color coded)(color coded)

Has commands to access Has commands to access job schedule related job schedule related screensscreens

Job Scheduling – add a Job Scheduling – add a jobjob

Click the JOB command to Click the JOB command to schedule a jobschedule a job

Pre-fills with the job ticket Pre-fills with the job ticket with current customer infowith current customer info

Select or confirm the Job Select or confirm the Job Type and Brief DescriptionType and Brief Description

If needed, add information If needed, add information to the DETAILS sectionto the DETAILS section

Click SAVE (or SAVE Click SAVE (or SAVE RECURRING, see RECURRING, see recurring jobs))

H2OS keeps a history of H2OS keeps a history of changes to job records. changes to job records.

Job schedule – Daily viewJob schedule – Daily view Assign today’s jobs to Assign today’s jobs to

employeesemployees Jobs are assigned by Jobs are assigned by

dragging jobs from the dragging jobs from the unassigned column unassigned column into the AM or PM into the AM or PM section of the section of the employee’s columnemployee’s column

Use drag and drop to Use drag and drop to re-assigning jobs re-assigning jobs between employeesbetween employees

Double-click a job to Double-click a job to view job ticket detailsview job ticket details

Job Schedule – Weekly Job Schedule – Weekly viewview

Shows this week’s jobs Shows this week’s jobs in calendar formatin calendar format

Scroll to early and later Scroll to early and later weeksweeks

Drag and drop a job to Drag and drop a job to re-schedulere-schedule

Double-click a job to drill Double-click a job to drill down to job ticket down to job ticket detailsdetails

Color codes can be set to Color codes can be set to highlight selected job highlight selected job types, employees or types, employees or time of daytime of day

You can drag and drop a job to re-schedule

Job Schedule – Employee Job Schedule – Employee viewview

Shows jobs by Shows jobs by assigned employee for assigned employee for the selected datethe selected date

Drag and drop a job to Drag and drop a job to re-schedulere-schedule

Double-click a job to Double-click a job to drill down to job drill down to job ticket detailsticket details

You can drag and drop a job to re-assign

Job Scheduling – Job Scheduling – recurring jobsrecurring jobs Use this screen to schedule a Use this screen to schedule a

series of jobs for a customer (1 series of jobs for a customer (1 ticket for each job).ticket for each job).

Click the JOBS command or Click the JOBS command or SAVE RECURRING on the job SAVE RECURRING on the job entry screen to schedule a entry screen to schedule a recurring jobrecurring job

Operator selects the job type, Operator selects the job type, frequency of scheduling, frequency of scheduling, starting date, and the number starting date, and the number of jobs to be scheduled or of jobs to be scheduled or ending dateending date

Rules are used for optional Rules are used for optional scheduling on weekends, scheduling on weekends, holidays and blocked datesholidays and blocked dates

Rules are used for preserving Rules are used for preserving day of week scheduling and day of week scheduling and whether the end date can be whether the end date can be extended to fulfill the number extended to fulfill the number of jobs entered.of jobs entered.

Job TicketsJob Tickets Printed Job tickets are Printed Job tickets are

formatted to be easy to read formatted to be easy to read and to contain all and to contain all information needed by your information needed by your service personservice person

Estimate worksheets, maps Estimate worksheets, maps and photos can be printed and photos can be printed with ticketswith tickets

Job tickets close-out process Job tickets close-out process helps ensure that all jobs helps ensure that all jobs are completed and are completed and accounted foraccounted for

Complete job history is kept Complete job history is kept for each customer that can for each customer that can be searched and reported be searched and reported on.on.

Old tickets can be archivedOld tickets can be archived

Service contractsService contracts Optional feature for Optional feature for

tracking customer service tracking customer service contractscontracts

Service contracts help Service contracts help ensure continued ensure continued patronage by your patronage by your customers customers

Special pricing incentives Special pricing incentives encourage customers to encourage customers to “buy in” at discounted “buy in” at discounted current prices. current prices.

EmployeesEmployees Stores employee Stores employee

information and information and photosphotos

Use the employees Use the employees toolbar with photos toolbar with photos for assigning jobs for assigning jobs (drag and drop) to (drag and drop) to employeesemployees

Optional employee Optional employee commissions system commissions system helps manage helps manage incentives for your incentives for your most productive most productive employeesemployees

VehiclesVehicles Store important Store important

vehicle informationvehicle information Store photosStore photos Store vehicle Store vehicle

maintenance maintenance recordsrecords

Auto reminders for Auto reminders for insurance, insurance, inspection, and inspection, and registrations due registrations due datesdates

AccountingAccounting Integrates with Integrates with

QuickBooks by sync’ing QuickBooks by sync’ing customers in both customers in both databasesdatabases

Send cash receipts, Send cash receipts, invoices and payments invoices and payments from H2OS to from H2OS to QuickBooksQuickBooks

Obtain account balances Obtain account balances from QuickBooksfrom QuickBooks

Optionally raises a flag Optionally raises a flag when a customer has an when a customer has an outstanding balanceoutstanding balance

Backup and RecoveryBackup and Recovery Supports one-click Supports one-click

and automated and automated backups at start-up, backups at start-up, shut down or anytimeshut down or anytime

Uses WinZip or our Uses WinZip or our built-in built-in compression/backup compression/backup software (included)software (included)

Backups can be Backups can be emailed or FTP’ed off-emailed or FTP’ed off-site.site.

Recovery manager Recovery manager restores backupsrestores backups

Database Integrity Database Integrity

Uses audit trails to Uses audit trails to permit reconstruction permit reconstruction of lost or damaged of lost or damaged data and for problem data and for problem investigationinvestigation

Uses buffering to Uses buffering to avoid data loss due to avoid data loss due to system or hardware system or hardware failure failure

Send e-MailingsSend e-Mailings Send e-mail notes to individual Send e-mail notes to individual

or groups of customersor groups of customers Use “textmerge” to add data Use “textmerge” to add data

from your database to from your database to outgoing e-mailsoutgoing e-mails

Use Microsoft Outlook or Use Microsoft Outlook or SMTP (included with H2OS)SMTP (included with H2OS)

Sends e-mails when possible, Sends e-mails when possible, prints mailing prints mailing labels/cards/forms for labels/cards/forms for “leftovers” missing email “leftovers” missing email addresses addresses

Several boilerplate email Several boilerplate email notes included such as Spring notes included such as Spring reminder, Winterization, Mid-reminder, Winterization, Mid-Summer special, and Job Summer special, and Job ConfirmationConfirmation

Send Text Messages Send Text Messages Send a text messages to Send a text messages to

an employee, customer or an employee, customer or other individual for whom other individual for whom you have Mobile you have Mobile Telephone numbers and Telephone numbers and Carrier names stored.Carrier names stored.

Reports Reports

Includes over 40 chart Includes over 40 chart and tabular reports and tabular reports for customers, jobs, for customers, jobs, etcetc

View and run reports View and run reports from the Reports from the Reports GalleryGallery

Group reports into Group reports into tours for viewing as a tours for viewing as a setset

Create custom reports Create custom reports (tech skill required)(tech skill required)

Print mailing labelsPrint mailing labels

Print standard Avery Print standard Avery format labelsformat labels

Print in order by Zip Print in order by Zip Code, Alpha, Other…Code, Alpha, Other…

Use SQL SELECT Use SQL SELECT commands to select commands to select addressesaddresses

Supports Seiko Supports Seiko single label printer single label printer for individual for individual mailing labelsmailing labels

Print FormsPrint Forms

H2OS ships with H2OS ships with several standard several standard forms (such as an forms (such as an Estimate Estimate Worksheet)Worksheet)

Plug-in your local Plug-in your local water district’s water district’s specific backflow specific backflow test formtest form

Ease of UseEase of Use

Intuitive DesignIntuitive Design Help everywhereHelp everywhere Personalize your Personalize your

main screenmain screen Profiles remember Profiles remember

datadata Plain English Plain English Single or recurring Single or recurring

job schedulingjob scheduling Rapid schedulingRapid scheduling

H2OS Systems H2OS Systems ManagementManagement

Internet based software Internet based software and maintenance and maintenance distributiondistribution

Problem managementProblem management Simple Interview helps Simple Interview helps

get you started get you started Commands historyCommands history Remote console supportRemote console support System trace included System trace included

for diagnostics for diagnostics collectioncollection

Advanced toolsAdvanced tools

SQL SELECT commands SQL SELECT commands librarylibrary

Filter commands libraryFilter commands library

These libraries make it These libraries make it possible to add new record possible to add new record selection and filtering selection and filtering commands over time to meet commands over time to meet your ongoing needsyour ongoing needs

Extra GoodiesExtra Goodies Built-in backup and restore Built-in backup and restore

featuresfeatures Sample Rolodex databaseSample Rolodex database Sample Prospects databaseSample Prospects database Duplicate detection (for new Duplicate detection (for new

customers being added)customers being added) Matchcodes used for Matchcodes used for

duplicate customer record duplicate customer record detection and sortingdetection and sorting

RemindersReminders ProceduresProcedures Do-list Import/exportImport/export Calculators Calculators Birthdays Birthdays Recipes Recipes

Do-ListDo-List Helps organize your Helps organize your

do-list activitiesdo-list activities Over time the do-list Over time the do-list

will prove itself more will prove itself more and more valuableand more valuable

An Internet based An Internet based client/server (shared) client/server (shared) version is availableversion is available

Software Maintenance Software Maintenance PlanPlan

11stst year included with year included with selling priceselling price

Download new Download new features and features and enhancements as they enhancements as they become availablebecome available

Receive customer Receive customer support and support and assistance with assistance with H2OS-related H2OS-related problem solvingproblem solving

Annual renewal Annual renewal

Getting HelpGetting Help Tooltips for virtually all Tooltips for virtually all

fields on screens (hover fields on screens (hover your mouse over a field)your mouse over a field)

H2OS Customer GuideH2OS Customer Guide Help menu access to Help menu access to

Customer guideCustomer guide Shorthelp (?) screens on Shorthelp (?) screens on

each pageeach page Support page– send a note Support page– send a note

to H2OS support to H2OS support Tips offer suggestions to Tips offer suggestions to

get more from H2OSget more from H2OS Remote console support Remote console support

lets us share screenslets us share screens

The FutureThe Future H2OS has evolved H2OS has evolved

considerably over the considerably over the last 20 years, and we last 20 years, and we are committed to are committed to ongoing improvements ongoing improvements well into the futurewell into the future

We see exciting We see exciting opportunities with opportunities with smartphones and smartphones and artificial intelligenceartificial intelligence

Please send us your Please send us your thoughtsthoughts