Types of Services

We offer a full suite of training, consulting and add-on options to help you maximize your results with InTempo Enterprise. Whether you’re new to Enterprise and need a crash course or a long-time customer looking to get the most out of the system, we’ve got something for everyone and every budget. Work one-on-one with InTempo experts who understand your organization, your challenges and goals. Sessions can be held on location at your business, via WebEx, or a combination of both. 

Full System Health Check

Make your life easier and your business run better. We’ll look at your operations and finance processes from top to bottom. After our assessment, we'll make recommendations big and small and help you execute. The Full System Health Check is tailored to your business with a combination of on-site visits and online WebEx sessions. We can work with you to:

  • Document steps on how your to better utilize the system
  • Train new hires and offer refresher courses for current employees 
  • Uncover areas of the system you may not know about 
  • Explore new feature enhancements 
  • Suggest modifications for your business
  • Perform security and access health checks  
  • Automate reports and build custom dashboards
  • Prepare for an acquisition
  • Create a deployment plan and schedule milestones

Accounting, Payables & Receivables

Save time instantly and eliminate headaches that result from inefficiency. We’ll assess your current accounting processes to provide guidance on best practices and uncover errors your team may be making. We can work with you to:

  • Automate your manual processes
  • Review month end reporting and reconciliation 
  • Use journal entry uploads
  • Use bulk uploads
  • Restructure G/L accounts and distributions to improve reporting
  • Integrate electronic customer payments with cash receipts

Operations, Purchasing and Work Orders

Odds are good that when using the system to its fullest extent, you’ll be able to save time  and decrease operational costs. We’ll work with you to identify features that can help you work smarter and maximize profitability on every transaction. We can work with you to help you:

  • Implement work order processes
  • Manage merchandise
  • Evaluate inventory
  • Run regular cycle counts
  • Implement dispatch management
  • Use barcodes to manage parts and merchandise
  • Set up auto-print ready tags and safety sheets during rental transactions
  • Implement ancillary fees
  • Use fleet configurations and options to manage equipment purchases

Reporter

Get insights into your entire business from one place. Whether you want training or custom-built dashboards, we’ll show you how to use this powerful package to make smarter decisions and get better results. We can:

  • Provide training on all aspects of Reporter 
  • Build custom reports and dashboards
  • Schedule reports for automated delivery 

Add Ons

Take your business to the next level. We’ll show you a variety of modules and tools that can be added to Enterprise. Add on's include:

  • Customer Portal - Enable your customers to access their account information online. They can see what equipment is on rent, request a termination, pay invoices with a credit card and more. 
  • Intra Portal - Put customer information at your sales team's fingertips. With Intra Portal reps can view invoices, contracts, equipment on rent and more from a web browser.
  • Reporter - Make better decisions with Reporter. Create "drag and drop" reports and dashboards and schedule them for delivery.
  • Group System Tools - Manage and standardize your data across multiple companies by creating consistent records, naming conventions, category classes and more. Group System Tools pushes data from a control company to one or more member companies.
  • Integration Architecture- Integrate your data with other critical business solutions to provide seamless access to all your systems. Simple web services APIs integrate your data with other software including CRM, telematics, financial and other systems.
  • Job Management - The Job Management module is a project management tool that allows you to create a budget and track costs for large-scale projects. Track equipment, labor and consumable usage and create flexible billing throughout the project. Report on project costs and margins.
  • Mobile Solutions - Protect your equipment and give your sales team on-the-go tools. Your reps can look up customer information, check inventory and create opportunities from their mobile device. Drivers can take time/date/geo-stamped photos of equipment, get turn-by-turn directions, and collect signatures upon pickup or delivery.
  • Asset Advisor - Asset Advisor is a web-based application that allows your organization to plan and manage fleet sales. You can view information about your entire rental fleet and make planning decisions about which equipment to buy, sell or transfer in the coming planning period. 
  • Web Tools  - Web Tools is a suite of applications designed to simplify accountancy and sales operations. Toggle a single parameter on an equipment record instantly displays the asset on your website with sales information, or upload several rows of journal entries to your general ledger from one spreadsheet. The Web Tools suite includes batch uploads and downloads for journal entry, AP invoices, hierarchy, price lists, price agreements and users.  
  • Forms - FormTastic® is used to create custom designed forms, checks, and barcode labels to create your public facing documents. Customize your forms to include your specific brand information.

Training

Training for all of your employees can make your team work faster, smarter and better. New hires can learn the in's and out's of the software according to best practices. Current employees can learn shortcuts they never knew existed and correct mistakes they make have picked up from somebody else. Whatever area you need training in, our team has the experience to help.

  • New user training 
  • Refresher "crash courses" 
  • Reporter training 

Case Studies

Aerial Access Equipment Works with InTempo’s DeAnna Freeman to Reduce Month-End Close Time and Train Employees

Aerial Access Equipment is an independent aerial work platform and forklift rental specialist company serving Gulf Coast customers from five locations. DeAnna Freeman, a former InTempo customer and current member of our Professional Services team, spent several days onsite at Aerial Access Equipment to analyze their system processes and make recommendations. Controller Fawn Robicheaux talks about the experience.

Q: How did you decide to work with DeAnna?

Aerial Access Equipment InTempo Software CustomerFawn: We’ve known we needed some training for quite a while. When I started at Aerial Access Equipment, the CFO was also new. Now we’re trying to learn as much as we can about the software. We open tickets with InTempo’s Customer Support team when we need assistance, but I knew it was time to be proactive about getting training. And while DeAnna did provide training, she also opened our eyes to some things Enterprise can do that we weren’t aware of.

Q: Did you have one major ‘pain point’ or problem you were looking to solve?

Fawn: Yes, we wanted to reduce the time it takes to close the books each month. DeAnna is helping us make process improvements, like automating the many month-end reports we run. We’re working on the solution together, and once it’s done there will be a huge time-savings for me. Right now, I probably spend about four hours each month running just the bookkeeping reports. We also have a KPI (key performance indicator) report that goes out to management. DeAnna is helping us automate this report too, so we don’t have to go in and manually plug in the numbers every day. 

Q: What areas of training did she provide that were particularly helpful to you?

Fawn: DeAnna spent time with me, and with our AR and AP people, and watched us work. From there, she started to make recommendations. She was able to show us how to do some things more easily or efficiently, and use shortcuts in the system. For example, one of our employees had been entering invoice headers in a way that created unnecessary work, which led to inaccuracies. DeAnna showed her how she could improve the process. Another example is that DeAnna showed me how to enter items in the system as prepaid, which automatically creates a journal entry every month. This is huge for me, so I don’t have to do manual entries. We also got training on Roleplay and Reporter. Like the saying goes, “You don’t know what you don’t know!” Even the small tips DeAnna gave us are going to add up over time in terms of data accuracy in the system and ease of doing everyday tasks.

Read the full Aerial Access Equipment case study >>

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B&G Equipment and Supply Uses Web Services to Cut Down on Month-End Close Time

B&G Equipment and Supply rents and sells a wide range of equipment (earthmoving, aerial, compaction, marine, tools, and cranes) across six locations throughout the Southeast. DeAnna helped the accounting department at BGES automate repetitive processes and cut hours off of month end. Controller Betsy Lumpkin talks about her experience. 

Q: What lead you to work with DeAnna?

B&G Equipment InTempo Customer

Betsy: I was looking for a way to cut down on a time-consuming process. If you’re entering an invoice in Accounts Payable, you have to key in the vendor number, invoice number, and dollar amount. Then, if the invoice doesn’t have a PO number associated with it, you have to key in the GL number. This can take up a lot of time, especially for recurring invoices you get on a monthly basis...We were looking for a way to make this more efficient, so that’s where DeAnna started working with us.

Q: How was she able to help?

Betsy: She set us up with a web-based tool called AP Upload. What it does is enable us to use a spreadsheet (accountants love spreadsheets!) and then import the file for recurring invoices. DeAnna and the InTempo team set up templates for us. We know the GL numbers that are normally used, so all we have to do in the templates is key in the invoice numbers and dollar amounts. It cuts down on keystrokes—now it’s just two fields that need to be entered. Say we have ten power bills to pay, our AP accountant can go in and just change a few lines. It is so much easier using one spreadsheet than going through the various screens to key in the vendor number, invoice number, distribution line, and description, while hitting “enter” each time. After updating the two fields on the template, there are just two screens to validate the data and import it, and it’s done. At month end and crunch time is on—especially when you have a large volume of invoices—AP Upload saves us a few hours.

Q: What set up and training was involved? 

Besty: It was very simple. The only learning curve is relaly the new template as far as what fields to fill in, but DeAnna provided step-by-step instructions. It's pretty intuitive and you can learn it in a day.

Q: Is there anything else you've used to help you streamline and automate your processes?

Betsy: Journal Entry Upload is fantastic.  You can do multiple journal entries all from one spreadsheet, and post up to five different days on one journal entry. You can see the dollar amount and make sure everything adds up to zero, which reduces manual errors. This way you don’t have to worry about whether you’ve keyed into the correct GL number. Journal Entry Upload is especially useful to me because I do a lot of repetitive month-end journal entries. I have a template that’s saved, and I just go right into Enterprise and hit import. It validates the data and then it’s sitting there in the journal entry posting field so I can double-check that it is exactly what I want to post. I’m able to do within a minute what would otherwise be a long and error-prone process. We’re also using Reporter which is great because you can create your own ad-hoc reports. I like that I can export easily and manipulate reports within Excel. We have reports like inventory and open contracts that are scheduled every day. We can also verify rates for those contracts before they’re set up to cycle bill. Since the reports are automated and go directly to our email, nobody has to think about running them.

Read the full B&G Equipment & Supply case study >>

 

"Are there things you’ve been meaning to do but haven’t, because you lack the time or don’t know enough about the system? Just by observing your processes, I can make recommendations that will save you time and give you better results. Even simple changes can make a world of difference to you and your staff." -DeAnna Freeman

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Meet Our Customer Success Team

Kaj Huusfeldt
Chris Kennedy
DeAnna Freeman
Joel Munivez
John Daniels
Richard Beigal

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