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.
Do you have a company logo? If so, you can attach it to documents in the SAFE Program. (5 minutes)
Quickly enter customers into the Customer Menu along with system specs, contract info, inspection dates, financials, and much more!
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.
Learn how to enter Contract information
More about Contracts (14 minutes)
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Learn how to enter Inspection Information
Learn how to run listings, reports, and various mapping functions.
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.
Learn how to create, edit, print, email, and schedule Work Orders for your customers. Also print listings and organize them in a calendar.
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)
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!
This section explains how to properly set up Disposal Sites, entering the Pumping Transaction for that customer, and then creating a Disposal Site Transaction.
Learn how to set up rental inventory, record transactions for your rental customers, and then run reports for service, delivery, and pickups.
Do the systems you service have Remote Auto-dialer Alarm units on them? If so, you can track these units and send out Monitoring Contracts and schedule service easily with SAFE.
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