Transcript RMT Management System

RMT Management System
www.competitive-edge.on.ca
Key Notes
• Manages customer information such as
address, phone numbers, treatments and
account data
• Schedules client appointments
• Tracks inventory and sales information
• Advanced report capabilities for viewing,
compiling and analyzing data
A Customer-Oriented Business
The RMT Management System allows you to strengthen your
relationship with your customers. This is accomplished by
tracking detailed treatment information, how the individual
became your client, and the person’s interests. This information
can be used to track the type of music the client likes to listen to
while being massaged, whether or not they like to talk during the
treatment and topics of conversation, etc.
Key Features for Customers
• a note system that allows you to record individual personal
and treatment information after each visit that can be accessed
easily in order to ensure timely follow-up
• allows you to enter additional information to enable effective
communication between you and your customer
• ability to easily locate existing information anywhere within
the system
The Customer Information Window
Managing Your Time Wisely
A fundamental aspect of the RMT Management System is
the scheduling component. This section of the software
allows you to record and manage appointments for each
RMT. The schedules can be accessed, altered and printed
easily. Scheduled appointments can also be invoiced with
one single click.
Key Features for Schedules
• easy access to the date, time, customer name and
appointment type for each appointment
• show all information for the selected customer at the click
of a button
• ability to schedule multiple RMTs
• create an invoice directly from the schedule
The Schedule Windows
View 2 employee schedules at once
View multiple days at one time.
Invoicing, Payments and Receipts
The RMT Management System includes convenient Invoicing
and Payment capabilities. In a matter of seconds, the system
will allow you to bill a customer for a visit, receive payment
from them and print a receipt.
Key Features for Invoices
• automatically retrieves price for the product or service
• manages inventory levels
• calculates tax amounts
• easily enter payments for current or previous invoices
• tracks information necessary for insurance claims
The Invoice Window
Key Features for Expenses
• tracks supplier, date, type of expense, amounts and description
• view and print expenses by specified type, date or supplier
• automatically totals expense and tax amounts for bookkeeping
purposes
The Expenses Window
Key Features for Gift Certificates
• manage all purchased and redeemed gift certificates
• quickly find unused gift certificates that are about to expire.
• easily pay an invoice using a gift certificate
The Gift Certificate Window
Reports
The RMT Management System enables you to access any
information that you have entered into the system.
An example of some of the reports include:
• Accounts Receivable
• Customer lists, envelopes and mailing labels
• Customer treatment history
• Sales and inventory reports
• and many, many more.
Accounting Data
The RMT Management System enables you to export your
invoice and payment data to an accounting package. Your data
is automatically converted to a form that can be used by 3
major accounting programs.
Behind the System
University of Waterloo - Corey W. Cruickshank (Bachelor of
Math), Mark J. Ross (Bachelor of Applied Science - Computer
Engineering)
• founded Competitive Edge Information Systems in 1994
• extensive background in software design and development
• specialize in custom business systems for a variety of industries
• developed a number of software systems sold internationally in
sectors such as jewellery, naturopathic medicine and corporate
law.