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New Invoicing features for ParaPlan Desktop

01 May

 

Amazon WorkSpaces

We have added two new features to our billing and invoicing system that make it more powerful than ever. 

Export to Excel

Data portability is so important. Information moves faster than ever these days. Removing manual data entry means that you can work more quickly and with fewer mistakes. ParaPlan already supports automatic importing of trips from popular trip brokerage providers like LogistiCare, Southeastrans, MTM and others. We also support exporting to Excel for all of our custom queries and many of our 100+ custom reports. This means that you can print a nicely formatted report that displays your ridership statistics or you can export a data-only file to feed into other systems.

We extended this Excel functionality to Invoices today. This is very exciting as it allows our clients to create raw Excel files that can be uploaded into 3rd party systems for quicker and more accurate payments.

Automation gets us giddy. Now our clients can perform the following workflow for trips from acceptance to payment without entering a single piece of data!

-Dispatcher Claire downloads new batch trip import file from brokerage.

-Claire imports trips into ParaPlan. Not a single name, address nor time has to be typed.

-Claire uses ParaPlan Autoschedule to determine the best routes for the new imported trips.

-Driver Joe gets an alert on his iPad that he has new trips to perform and starts his route.

-As Joe performs his trips, he swipes on his iPad to mark that he picked up and dropped off his clients. ParaPlan Mobile automatically keeps track of his odometer and the times that he performed the trips. Now Joe doesn’t have to write anything down, so he can focus on getting to his stops safely and on time. If a client isn’t there, he can No-Show them directly from his iPad.

-At the end of the day, Claire opens up ParaPlan Invoicing. She can select all the trips that were done today (and the No-Shows if she desires) and generate an Excel file of the actual times, odometers and any other information the brokerage may request for payments. We can even capture a client signature for Claire.

-The Excel file is uploaded to the broker for quick and easy payments.

Multiple Invoice Templates

Previously, users had to go through the hassle of changing the default system Invoice template if they wanted to generate differently formatted invoices. Now it is as simple as selecting the template you’d like to use before clicking the print button. Of course, your default template is pre-selected, so no extra clicks are needed to perform normal invoicing. 

Find out more

Today, we made our software easier and removed manual steps in our client’s workflow. If you would like to learn more about how EnGraph can simplify your Paratransit or NEMT operation, contact us or call Kyle at 913-735-6651.

 

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