RepMaster: THE Software Built for the Rep Business

As a McQuay Rep, you need a number of things to make sure your business is successful.

• When bidding a job, you need to be able to:

• put together a well organized Bill of Materials to match the needs of a job, to be able to communicate it clearly to your (potential) customer, and to know you have the costs pinned down so you know what to charge to achieve a given margin
• track different Bills of Materials for the same job for different customers / bidders and to monitor the bidding process, with a ‘% Probable’ on each bid
• keep track of all the different jobs at different stages and follow up without fail as appropriate
• generate forecasts of equipment potentially needed, supplier by supplier
• track how reps are doing compared to quota, supplier by supplier, and how the company as a whole is doing compared to quota, supplier by supplier

• Once awarded a job, you need to be able to

• generate an acknowledgement to your customer
• automatically generate POs and Agency orders based on the successful Bill and to send them efficiently (e.g. by email) to suppliers - you benefit by avoiding a great deal of (potentially error generating) manual work
• expedite and track shipments and supplier invoices against POs and to have a streamlined way to have each invoice approved by the appropriate person
• bill your customer in a timely way
• track agency order commissions and reconcile actual to expected
• track costs expected (based on POs) and costs invoiced
• track revenue expected, billed (based on invoices), and paid (based on customer payments)
• track profits and commissions expected, earned (based on invoices out) and due (based on payments)
• allocate and pay commissions based on profits due – and communicate commissions clearly to the sales reps so that they are confident that the commissions are correct
• track time spent by some if not all employees, e.g. the people in Service or Controls
• not only drill down to see whatever data you need on the screen, but also act on it (e.g. email the supplier on a PO to expedite)
• set up automatic reminders in the system (e.g. an email with a list of late shipments) to make sure nothing falls through the cracks

• For Parts, you need a fully featured Sales Order Processing system with appropriate Sales Analysis.

• You need a foundation that includes an accounting suite (AR, AP, GL, Bank Rec) that is fully integrated with all other modules, one that streamlines collections and the tracking and paying of bills, and makes it easy to reconcile the bank and to create a financial statement.

• You need a company overview that allows you to keep your finger on the pulse of your business.

All these things that you need, you get with the Cherniak Software ‘RepMaster’ Software, a fully integrated system with a very powerful graphical user interface that will make your people effective as they work to make your business successful.