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RMT Management System

RMT Management System. www.competitive-edge.on.ca. The Bottom Line Key Notes. Manages customer information such as address, phone numbers, treatments and account data Schedules client appointments Tracks inventory and sales information

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RMT Management System

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  1. RMT Management System www.competitive-edge.on.ca

  2. The Bottom LineKey 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

  3. 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.

  4. 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

  5. The Customer Information Window

  6. 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.

  7. 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

  8. The Schedule Windows View 2 employee schedules at once View multiple days at one time.

  9. 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.

  10. 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

  11. The Invoice Window

  12. 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

  13. The Expenses Window

  14. 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

  15. The Gift Certificate Window

  16. 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.

  17. 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.

  18. 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.

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