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How to get started using Gopher

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  • How to get started using Gopher

    How to get started using Gopher: You can also watch the training video here.

    STEP 1. Enter your customers.

    Click on the "Customer" section that runs along the green bar at the left of the screen. Click the "New" button and enter your customers. You can also import your customer database from QuickBooks. To import click on "File" at the top left of Gopher and click on "Import," then choose "Quickbooks Customer List."
    If you are a Gopher 98 user, you can import your customer database from that program. Click on "File" at the top left of Gopher click on "Import" then choose "
    Gopher 98 Entire Database."

    Click the "New" button.

  • #2
    A "Name" window will appear.
    Enter the customer's "Full Name."
    Click the "OK" button.

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    • #3
      A "Customer" window will appear.
      Enter the relevant customer information
      Click the "OK" button.

      Do this for all of your customers.

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      • #4
        STEP 2. Enter your services.

        Click on the Service section of Gopher
        Make sure you are on the tab "Service List."
        Click the "New" button.

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        • #5
          A "Service Setup" window will appear. This window has four tabs: "Service", "Customer Prices", "Comment" and "Chemical."
          Click on the "Service" tab.

          "Service ID" - Enter the Service ID.
          "Service Description" - Enter the description of the service.
          "Billing Option" - Choose "Flat-Rate."
          "Standard Price" - Enter the default price for this service or leave it blank.

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          • #6
            Click on the Customer Prices tab and click the new button.

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            • #7
              Here is where you will set this service's specific price for each customer.
              Click the "OK" button.

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              • #8
                STEP 3. Create your routes.

                Set up you routes. Click on the "Route" section that runs along the green bar at the left of the screen.

                Remember: The order in which your customers are set in the Route page is the order they are printed out in your daily job schedules. Order the customers as if you were going to visit one after the other straight through the entire route. Normally you will have 1 route per crew.

                Make sure you are on the tab "Route List."

                Click the "New" button.

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                • #9
                  A "Geographic Route" window will appear. This window has two tabs: "Route" and "Crew Assignment."
                  Click on the "Route" tab.
                  "Route ID" - Enter a route ID for example: 'North Route' or 'route 1.'
                  "Description" - Enter a description for this route. Ex. "northern side of town."
                  "Crew" - Use the drop down box to apply a crew if applicable.
                  Highlight properties from the "All Other Properties" list and use the Red Arrow buttons to move the properties up to the "Current Route" list that will be included in this route. You can also drag and drop the customers from one window to the other.

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                  • #10
                    When you have moved up all the properties that will be serviced into the "Current Route" list, use the "First", "Prior", "Next", and "Last" buttons to order the property list in geographic order.

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                    • #11
                      Or you can drag and drop the customers into their proper geographic position.

                      "Clear Route" button - This will remove all the properties in the "Current Route" list.

                      "Show Addresses" button - This will show the address of the properties in your list.

                      Click the "OK" button when finished.

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                      • #12
                        STEP 4. Create your scheduled jobs.

                        Make sure you are in the Schedule section of Gopher and on the tab "Job Calendar."

                        Click the "New" button. Or use your mouse and right click on the calendar day and choose to "schedule job."

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                        • #13
                          A "Please Select Customer for Scheduled Job" window will appear.
                          Use the drop down box in one of the three options to select a customer.
                          Click the "OK" button.

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                          • #14
                            A "Service" window will appear.
                            "Job Description" - Choose a service from the drop down box. The services that appear here are those you have previously entered in the "Service" page. You can also type in a service name such as Lawn Mowing.
                            Click the "Next" button at the bottom of the window.

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                            • #15
                              Continue to click the "Next" button past the following windows "Equipment", "Chemical Application" until you get to the window "Frequency."
                              Choose the Custom tab.
                              "Interval" - If you service this lawn once a week then leave the Interval at "1 - Week(s)". If you service the lawn every two weeks then set the Interval to "2 - Week(s)". If you service the lawn once a month then set the Interval to "1 - Month(s)".

                              We also set the Requested Day to Thursday.

                              Click the "Next" button at the bottom of the window.

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