VERSION 22 and 23: GENERAL SETUP AND TOOLS
Setting Up Your Master Files
The Master Files is the "Heart" of your program. Set up your important company information and enter commonly used data like Cities, Brands, Counties in order to choose from them on various menus. This will help reduce typing errors and speed up data entry.
(8 minutes)
Attaching a Logo
Do you have a company logo? If so, you can attach it to documents in the SAFE Program. (5 minutes)
linking Documents and Files
You can link documents like pdf's or picture files to your customer records for easy reference. (10 minutes)
Setting up MS Outlook to Email from SAFE
Step by step instructions on how to setup the Microsoft Outlook Email Program with your email address, make it your default email program, and then automate the email functionality in SAFE. (10 minutes)
Entering Customers
Quickly enter customers into the Customer Menu along with system specs, contract info, inspection dates, financials, and much more!
(18 minutes)
FINANCIALS
Learn how to enter proposals, invoices, and payments. You will also become an expert in producing reports, listings, and getting the most out of your financial datasheets.
(22 minutes)
CONTRACTS
Contracts (Pt 1)
Learn how to enter Contract information
(6 minutes)
Contracts (Pt 2)
More about Contracts (14 minutes)
Contracts (Pt 3)
Keep going, you're almost finished
(14 minutes)
INSPECTIONS
Inspections (Pt 1)
Learn how to enter Inspection Information
(6 minutes)
Inspections (Pt2)
Learn how to run listings, reports, and various mapping functions.
(16 minutes)
Sending Inspections to Regulatory Authorities
If your Health Department / Environmental Permitting office is using the SAFE Agency version, then you can email them a file of inspection results that will update their corresponding permit records.
(16 minutes)
CUSTOM INSPECTIONS (NON-AEROBIC)
Learn how to create, edit, print, email, and schedule CUSTOM (non-aerobic) Inspections for your customers.
(10 minutes)
WORK ORDERS
Learn how to create, edit, print, email, and schedule Work Orders for your customers. Also print listings and organize them in a calendar.
(12 minutes)
CREATING AREAS
Learn how to create, edit, and assign areas to your customers. This will help group them together for more efficient service and inspections. (11 minutes)
MORE TUTORIAL VIDEOS
MAPPING DATA
Learn how to send your desired listings to an online map. This is a wonderful way to see all of your data (like Inspections Due, Work Orders, Contracts Due, etc.) on a map.
PUMPING SECTION SETUP
If you are a Pumping Company small, medium, or large, the SAFE Program is for you! Easily track customers, system details, pumping schedules, and disposal transactions. You can also create documents, letters, listings, and manifests in a few clicks of a button. Watch this video to become a pro!
(14 minutes)
SETTING UP DISPOSAL SITES AND ENTERING PUMPING TRANSACTIONS
This section explains how to properly set up Disposal Sites, entering the Pumping Transaction for that customer, and then creating a Disposal Site Transaction.
(7 minutes)
RENTALS
Learn how to set up rental inventory, record transactions for your rental customers, and then run reports for service, delivery, and pickups.
(22 Minutes)
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