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.

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

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

Do this for all of your customers.

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.

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.

Click on the Customer Prices tab and click the new button.

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

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.

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.

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.