Overview
PRO Lite is an entry-level software package designed for small to medium-sized portable toilet rental companies. It provides a straightforward solution for managing sales, routing, and dispatching. With over 50 preconfigured product templates, unit types, and more, PRO Lite allows you to get started quickly by simply customizing the details to match your business.
Key Features
- User Capacity: Up to 20 users
- Rental Order Entry: Simplified process for entering new rentals
- Basic Invoicing and Payments (supported through Clover)
- Sending Invoices To Customers and Payments
- Routing and Dispatching: Efficiently manage routes and dispatch services
- Lite Driver Dashboard: Basic dashboard for drivers to manage their tasks with AI-powered queue management
Supported Functionality and Automations
One of PRO Lite’s biggest advantages is its automation capabilities, designed to streamline operations and reduce manual workload. Here are the major automations included in PRO Lite:
- Auto Creation of Scheduled Routes from Static Routes
- Auto Syncing of Customer and Invoice Data to QuickBooks Online
- Auto Linking of Default Driver to Scheduled Routes Each Day
- Auto Creation of Invoices on a Schedule (Every 28 days, Monthly, Weekly, and Daily)
- Automatic Emailing of PDF Route Sheets to Dispatcher Daily
- Automatic Emailing of PDF Route Sheets to Drivers Daily
- LooGuru Basic Dispatching Scheduled Routes: LooGuru automatically adds work orders grouped by Special Division Category to an IDK Route on the scheduled date of the work order
- LooGuru Basic Dispatching Static Routes: LooGuru adds new recurring rentals to IDK Static Routes based on their recurrence (e.g., Mon, Wed, Fri)
- Automatic Inventory System: Inventory is created and assigned to Site Locations automatically, driven by pickups and dropoffs on work orders. Drivers can adjust inventory on their dashboard for accurate tracking. Archived equipment remains attached to the Site Location for reporting and auditing.
- Automatic Posting to a Channel When an Action Occurs (for pickups, dropoffs, additions to static routes)
Pricing
PRO Lite is available for $299 per month for up to 20 users. Additional users are $15 per month per user. A 30-day money-back guarantee is offered, ensuring that you can try PRO Lite with confidence.
Additional Information
- Support: Email support available 24/7
- Onboarding: Free virtual onboarding session included with one of our trainers
- Data Transfer: We offer data transfer services via API connections or provided data formats
- Customization: Basic customization options for themes and addon modules
- Payment Integration: Payments are managed through QuickBooks, with seamless invoicing and payment processing
- 30 day money back guarantee