Every O-tomate automation task has custom setup features that allow you to determine update frequency so you’re always getting the most current information.
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Contract Expiration Notifier
- Sends e-mail notification of contracts about to expire by volume, date, or both
- Helps salespeople to focus on getting contracts renewed on time
Warranty Expiration Notifier
- Sends e-mail notification of equipment with warranties about to expire by volume, date, or both
- Helps salespeople generate new contracts on equipment with nearly expired warranties
Invoice Collection Reminder
- Sends e-mail notification of most important invoices prior to due date
- Helps collections personnel to proactively ensure that invoices are paid on time
Customer Hold Status Notifier
- Sets customer hold status based on credit limit and past due balance
- Flags orders and service calls placed by customers on hold
- Provides collections personnel insight to customer status
Inventory Level Notifier
- Sends e-mail notification if an item drops below a set stock level
- Saves managers time by notifying them of low inventory levels
Inventory Transfer Request Notifier
- Creates an inventory request to transfer items to each technician's bins
- Requests inventory items that have fallen below a set minimum stock level
- Saves technicians time while increasing inventory transfer accuracy
Past Due Service Call Notifier
- Sends e-mail notification of past due service calls to service manager
- Allows managers to proactively resolve service obstacles before the problem escalates
- Improves service by ensuring all service calls are handled in a prompt, attentive manner
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 True Windows® functionality allows you to resize, adjust, minimize, maximize, cascade, and tile windows
 Complete online help system
 Give customers online access to account and equipment information
 Easily view technician’s location, service calls, and routes |
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