Getting Started / Setup

Setting up your business:

Before you begin using Real Time Manager there’s just a couple of steps you need to do on the Admin page to ensure optimal use of the system.

Our specialists will customize Real Time Manager with your company name, service type, phone numbers, contact name and other information as part of your unique identity. Once you begin using Real Time Manager it is particularly important to setup your hours of operation, because scheduling and commission rates will be based on this information. If, on a specific day, your hours of operation are such that additional commission must be paid (generally this applies on weekends), then you must adjust your opening time for one minute past the starting hour.

1. Input Company Information
2. Set day and night time
3. Set service zone
4. Assign employee to zone
5. Create common service types for your business
6. Create common comments for your business
7. Setup Techs
8. Setup Providers

Changing your company name or creating a new company will result in the loss of your stored data, so please consult us with any issues regarding your company setup. If you want to use Real Time Manager with any other company, you will need to purchase an additional license. Information other than your company’s name can be changed without consulting us.

Credit Card Processing can be setup with any merchant that supports HTTP POST transaction processing. Establishing communication with your merchant is included in the set-up with a minimum 3 month contract.