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• The first requirement is to tell the FACS
  system about your business
• To accomplish this you select the Maintenance Tab

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Click on the Input My Companys Data Button.
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• Insert your information about your company into
  the system with this easy to use form. When
  completed just click on theFinished button to
  continue.
• It is mainly used for Letterhead on Billing and
  Reports.

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Next, you need to enter information about the
Client Companies that you do business
with. Proceed to the Client company form by
clicking this button.
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• Add or Change Client Companies that you do
  business with.
• You can set a default charge for services that
  will automatically entered into the Assignment
  Record
• The email address is used to send the completed
  Assignment Report

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Next, you need to enter information about your
Field Agents that you do business with. Proceed
to the Field Agent input form by clicking this
button.
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• This form is used to Input information about
  your Field Agents
• The information is primary used to pay them and
  prepare tax documents.

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Next, you need to enter information about the
Types of Assignments that you perform. Proceed
to the Assignment Types input form by clicking
this button.
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• Enter the Types of Assignments that you perform
  along with a standard code.

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• The last button on this form can be used to
  force a backup to a backup server.
• This example uses the domains web server for
  backups.

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Now it time to do some work.Click on the Main
Processes tab to return to the Main Menu.
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• The Input Assignment button is used to Add or
  Edit an inspection assignment record

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• The Assignment Tab is where Assignments received
  by phone or fax are entered into the system.
• Editing or reference to existing records also
  occurs on this tab.

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• The Client Tab provides convenient information
  about the Client requesting the assignment.

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• The Field Agent Tab provides convenient
  information about the assigned agent. It is
  useful if you must contact him about the
  assignment.

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• The Status Tab provides a convenient place to
  determine the status of an assignment when
  inquiring.

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• The Comments Tab is a convenient place to record
  notes about the assignment.
• A Memo to the Insurance company can be generated
  here.
• Clicking the Close Button will return you to the
  Main Menu

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• The Run Assignment Notification button is used to
  prepare a letter to the Field Agents listing
  their new assignments.
• This process also updates the database that the
  record was assigned.

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• The Speed Bill button is used to quickly update
  the database that an assignment has been
  completed but has not be mailed.

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• The Prepare Transmittal button produces a report
  of completed assignments that can be mailed to
  the client.

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• The Assign Count button produces a statistical
  report of assignments for the current month
  broken down by day and summarized.

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• The Load Raw Web Orders button obtains the orders
  placed on the web site and loads them into a
  temporary table for review.

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• The Edit Raw Web Orders button lets staff review
  the order and allows them to added application
  specific information such as field agent.

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• The Format Transfer Raw Web Orders moves these
  order to the assignments table for further
  processing with staff intervention
• A report of orders tickets received from the web
  is printed.

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• Now is the time to issue bill and make and
  collect payments.

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• Now we prepare bills and set up Accruals to pay
  the Field Agents.

• An invoice to your client is prepared and a
  receivable is created.

• Accruals to pay agents are set up and a payable
  is created.

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• The Next button allows you to record Client
  payments in two ways

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• The First button provides an easy method when
  the Client pays a complete invoice.

• You select the Client from the drop down list and
  then select the Bill from the list of active
  Bills provided.

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• The Second button provides a method when the
  Client pays a partial invoice. You can also
  get to partial payment from Complete Paysments.

• You select the Client from the drop down list and
  are present with all assignments. You can
  click the Record Payt button or type in payment
  info.

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• When All of the receipts are records you hit the
  Print Proof and Close button.

• A Proof of Receipts reports is now prepared to
  verify receipts recorded.

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• The Next Tab is for Reporting.

• Here you can reprint necessary reports if you
  have printer issues or prepare various
  analytical reports..

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• The Next Tab is for Year End Processing.

• Here you print necessary 1099s, prepare
  year-end reports and purge older records form
  the database.

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Thank You for Your Interest in
Field Agent Control System
by
For more information Contact UIC _at_ (877)
998-6115 or E-Mail info_at_uicinspection.com