Ask us how to receive a free demo of the all new Service Assistant 5.

Foundation to any successful service-based business. It is

accessible from your home, vehicle or office with seamless 24/7 access.

800.422.747www.realgreen.com/brochures

Service ASSISTANT ®

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• On-site training• Toll-free support line• Online support and update downloads• Video Tutorials• Online Training Platform with testing and validation

Software can be complex and confusing, Real Green Systems products would not be complete without service after the sale.

We have one of the largest training and support staffs in the industry!

Offering

training & SUPPORT

“After looking at all the programs out there, Service Assistant was the most thought out and capable system.”

– Kyle Owens, Florida’s Finest Pest Control

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Your Business on your time

• Complete CRM

• Complete Customer History

• Detailed Call Log

• Marketing

• Personal Online Training

• Process Invoices & Payments

• Robust Reporting

• Routing & Scheduling Mapping

• Technical Support

• Web Based Measuring and Estimating

• And much more...

Let your data come to you.

Download & Go!

Compatible with: PC’s and Android!

Apple Devices!

Service ASSISTANT ®

How will our software help your service company?

The integrated sales and contact management system, known as

“contact manager,” allows you to track communication with your

customers improving response time and customer satisfaction.

Customer database performs a "neighbor search" for previously

measured or active customers on the same street or even the

same postal carrier route.

"Measure" properties online in seconds using high resolution

imagery and precise measuring tools

(Measurement Assistant®

required).

In states that require “neighbor pre-notification,” build a list

of your customers’ neighbors that will need to be notified of

upcoming applications. (Required in New York)

Using our Mobile Technology, you are able to

generate valuable management information, such as

"technician truck tracking" reports along with maps

that show you where your trucks have been all day.

Perform customer duplicate detection, enter in new

prospects, customer estimate measurement, or a

rejected lead in seconds with the “quick data entry” utility.

With our “suggested service price” button, quote a price

for any service you offer with just a click of the mouse.

The "prepay calculator" eliminates manual calculation

errors and ensures the quoted amount matches

Service Assistant's prepayment requirements.

Generate a “customer list by distance” that displays the neighbors

via a map. This feature significantly improves “neighbor marketing”

and is great for creating a list of possible referrals

(Routing Assistant required).

Advanced “scheduling” tools allow you to set dates and times for

services. View color-coded calendars by distance, service, routes

and more.

Copy all relevant customer information (name, address, etc.) by

clicking the “copy to clipboard” button, then paste it into outside

applications such as an email or Microsoft Word (Measurement

Assistant required).

“Routing Assistant” pinpoints a customer’s location on a map

and records key information to store for future use.

Track an employee’s hours with our built in “time

clock” feature. The feature allows you to see when an

employee clocks in and out, as well as keep track of

vacation days and sick days.

“Print” work orders, prepay letters, collection letters,

contracts, postcards, WDI/WDO and more.

Keep track of account changes, when they are made

and by whom with “change log.”

Create “report favorites” so you can run any number of

reports by clicking a single button. There’s no need to

refresh report criteria, as the “favorites” does this for you!

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What is Service Assistant 5?Service Assistant is the foundation to any successful service-based business. It is accessible from your home, vehicle or office

with seamless 24/7 access. It works on any platform – from Apple to Windows. The software not only automates daily operations,

but it also helps with marketing! Service Assistant is the software solution to grow and manage your business!

Benefits• Remote access on any mobile device or desktop.• Detailed customer information.• Schedule unlimited programs and services.• Full and permanent account history.• Schedule mowing, snow plowing, pest control, virtually any service.• Detailed contact history (letters, marketing campaigns, and call log entries).• Customized note fields.• User-defined call aheads.• Detailed property inventory, such as grass type, or common pests.• Specific service hold & cancel reasons.• Customer flag codes.• Account balance information.• Advanced Technologies - .NET based HTML5, Angular JS, and Google API’s to name a few.• Enhanced search engine - Using Google API’s for our searching capabilities, and customer entry.• Deployability -Deploying updates to a single location quickly without any user interruption.• Responsive- Users can access the web application from a tablet or cell phone. • Data Accessibility - Web application that allows users to work remotely anywhere they have internet access, with any device.

Service ASSISTANT ®

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Customer service is the foundation of any successful service industry

business. Service Assistant offers a user-friendly, detail-oriented

contact management system, known as the Contact Manager. It

stores as much detail as possible, in an easy to read format, keeping

you current on prior contacts with every customer.

Built-In Contact ManagementSales • Collections • Customer Service

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Document Management in Service Assistant links all communications with the appropriate customer. It archives documents giving you added security. All documentation is trackable and easily retrieved. Scan paper documents using a scanner and link your document – saving on paper storage. Link any product, photo or landscape design directly to the customer.

Select one of the Master Documents

Click to record voice, scan, link a file, view, print, or email

Load customer correspondence you send on a regular basis

into Master Documents. With just a few clicks, create a

customized mail-merge document. Link it to the customer

and you are ready to print, or send an email.

The Document Manager and Master Documents make it easy to fill out

WDI/WDO or state regulation forms…

Let Service Assistant do them for you!

Service ASSISTANT ®

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Load customer correspondence you send into Master Documents on a regular basis. With just a few mouse clicks, create a customized mail-merge document. Link it to the customer, and

you are ready to print or send an email.

• WDI / WDO Documentation (important for Pest Control)

• Estimate Cover Letters

• Customer Thank You or Referral Letters

• State Regulation Documentation

• Landscaping or Pest Service Contracts

• Service Confirmation Letters

Use the “Automatically Link” feature to link batch letters. For example:

PrePay or Renewal letters

Master Documents

The Document Manager and Master Documents make it easy to complete WDI / WDO or state

regulation forms…

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“Window shades”– It’s an excellent utilization of technology that allows

us to provide critical information quickly to the user, without disturbing

their current work.

“Accordions” – Save Space and allow quick access to expanded details.

“Hovering” – The way we are creatively using hover technologies to

display additional useful information without cluttering the screen.

“Accordions”

“Hovering”

Navigation Points

“Window shades”

Service ASSISTANT ®

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“Toolbox”– Similar to the Window shades but more interactive than just providing more information. We utilize this as quick execution

of other modules (quick notes, call log notes, etc) - We will be adding other applications and features to it as we find efficient.

Short cuts to common daily functions in the “tool box area or drawers.”

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Sending a Text Message

Installments – Step 1 - Selecting Services. Wizard based setup process.

Service ASSISTANT ®

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Installments – Step 2 - Creating the payment schedule. Automatically calculates and creates the schedule.

Installments – Step 3 - Reviewing and confirming the installment plan.

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Customer Entry Wizard - We are also using Google API for our customer entry. This significantly assists in 2 ways. First, it

makes customer entry extremely fast as Google intelligently returned the customer to our form. Secondly, the information being

returned is already postal address standardized as Google has already done that work for us. So that means no more typos or

incorrect customer information!

Service ASSISTANT ®

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Scheduler - The scheduler allows users to easily and quickly schedule services to the correct Route Tech and date.Scheduler -

Scheduler Filters - Multiple View and format options allow users to customize their screen for maximum efficiency.

The scheduler allows users to easily and quickly schedule services to the correct Route Tech and date.

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Service ASSISTANT ®

Measurement Assistant reduces time and cost expenditures in acquiring new customers, and allows you to give accurate estimates in seconds.

The integration with Service Assistant allows you to capture property images, create estimates, email and/or save them in Document Manager for future use on marketing pieces.

#1 Software for the Service Industry

Marketing Integration, Direct Mail & List Services

Mobile Technology, Mapping, Scheduling & Routing

Direct Mail, Business Forms, Lawn Signs, & Custom Printing

Contact, Customer & Document Management

Training & Support

Web Access for Your CustomersScan this QR code with your smartphone for quick access to all products at www.realgreen.com

4375 Pineview Dr. Commerce Twp., MI 48390 Toll Free: 800.422.7478 l www.realgreen.com/brochures