Route Activity

Things to Know:  Are all employees assigned to the correct routes for the date of this route activity?

Select the date that you want to do Route Activity for and then click search.  It will bring up a grid like the one below.  Click on the pencil in front of the first customer you want to do route activity for.

You will now see the route activity entry screen for the customer you selected.  You will notice that Time In is highlighted yellow, that is where route activity entry begins.

Enter the time into the customers home, all four spots need to have information entered, so if the time is 7:30am – you need to enter 0730 the am will populate for you, if the time entering the home is 10:30am you would enter 1030 and the am will populate for you.

Verify that the correct employees are assigned to the clean

You can use the arrow keys up and down to select the payment type.

CHECK is the First Option. To get to this option, click the drop down and select check.    Verify that the check amount matches the clean price.  Click Auto to populate the clean price into the amount box.

If the check is not for the exact amount of the clean, you can enter the amount of the check into the amount box.

Enter the check number into the check # box.  Add any additional notes if necessary into the Note box.  Click the plus button to record the payment.

You can see in the screen shot below that the payment has been entered and the end balance is $0.00.

CREDIT CARD is the Second Option for payment.  To get to this option, click the drop down and select credit card.  It will automatically populate the type and last 4 digits of the cc number.  Click the Auto button to populate the amount that needs to be charged – including your CC Convenience Fee.

To process payment, click on the charge button.  An authorization will be recorded if using E-processing Network.

You can see in the screen shot below that the payment has been entered and the end balance is $0.00.

CASH is the third Option for payment.  To get to this option, click the drop down and select cash.  Verify that the cash matches the clean price shown, click auto for the amount to populate and click the plus button to record.  If the cash is not for the exact amount of the clean, you can enter the amount of the cash into the box manually.

Click the plus button to record the payment.

GIFT CERTIFCATE is the fourth Option for payment.  To get to this option, click the drop down and select gift certificate.  Next to the word payment you will see a little cart, that tells you there is a Gift Certificate available.  Select which gift certificate you want to use and it will show you all of the information about that GC.

Input the amount of the clean and click the plus button to record the payment.

You can see in the screen shot below that the payment has been entered and the end balance is $0.00.