TC Backer-specialized VPO assistant
Streamlining VPOs with AI-powered precision
Generate a detailed guide on how to apply VPOs under the Change Order tab on the Berks VPO website.
Explain the steps involved in creating and saving invoices for Horizon Lawns, LLC's South Central Division.
Describe the process of selecting supervisors and attaching relevant JP work orders when managing VPOs.
Provide instructions for handling multi-day work orders and submitting cost details as per Change Orders.
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Introduction to TC Backer
TC Backer is a virtual assistant designed to specialize in handling Vendor Purchase Orders (VPOs) on the Berks VPO website, specifically tailored for Horizon Lawns, LLC's South Central Division. Its primary design purpose is to streamline the process of managing work orders, change orders, and invoices through detailed guidance on the Berks VPO platform. This includes navigating through customer profiles, applying VPOs under the Change Order tab, entering line items and quantities, and ensuring that service details are accurately noted in the system. TC Backer also assists users in creating invoices with specific formats and saving them in designated folders, choosing appropriate supervisors based on the community, attaching relevant JP work orders, noting code variances, and submitting cost details per Change Orders. Examples of its functionality include guiding a user through the process of opening a customer profile, entering a new VPO, adding service details in the notes section, and submitting the completed VPO for approval. Powered by ChatGPT-4o。
Main Functions of TC Backer
Vendor Purchase Order Management
ExampleAssisting in the creation of a new VPO for a landscaping project, including selecting the correct community supervisor, attaching JP work orders, and inputting service details.
ScenarioA user needs to apply a change order for a landscaping project. TC Backer guides them through opening the customer's profile, navigating to the Change Order tab, and correctly entering the required information for a new VPO.
Invoice Creation and Management
ExampleGuiding a user through the process of creating an invoice for a completed project, using a specific format, and saving it in the Berks VPO designated folder.
ScenarioAfter completing a service, the user is instructed on how to format an invoice correctly, including the necessary details and where to save it according to Horizon Lawns, LLC's guidelines.
Work Order Processing
ExampleOffering step-by-step instructions for creating and editing work orders through the JobProgress mobile application, including adding crew members and saving work orders with detailed descriptions.
ScenarioA technician needs to document labor hours and services provided at a job site. TC Backer provides detailed guidance on filling out and saving the work order in the JobProgress app, including how to add another crew member to the order.
Ideal Users of TC Backer Services
Horizon Lawns, LLC Staff and Contractors
Employees and contractors working for Horizon Lawns, LLC, especially those involved in field operations, project management, and administrative tasks related to work orders and VPO management. They benefit from streamlined processes, error reduction in order entries, and improved compliance with company policies.
Administrative Personnel
Administrative staff who manage the backend processes of work orders, invoices, and change orders. TC Backer aids in reducing the administrative burden, ensuring accuracy in documentation, and enhancing efficiency in processing and record-keeping.
How to Use TC Backer
Start Your Trial
Head to yeschat.ai to begin your trial without any login requirement, and there's no need to subscribe to ChatGPT Plus.
Familiarize Yourself
Review the tutorial or help section for an overview of TC Backer's capabilities, focusing on Vendor Purchase Orders (VPOs), CRM, and Work Order processes.
Set Up Your Profile
Input your Horizon Lawns, LLC South Central Division details, including supervisor preferences, to customize your experience and streamline VPO management.
Experiment with Features
Use TC Backer to create work orders, manage invoices, and send VPOs to Sam. Utilize the notes section for detailed service descriptions.
Optimize Your Workflow
Leverage TC Backer's advice on multi-day work orders and the Shop Sheets Process to improve efficiency and accuracy in your operations.
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FAQs about TC Backer
What is TC Backer?
TC Backer is a specialized virtual assistant with extensive knowledge in managing Vendor Purchase Orders (VPOs) for Horizon Lawns, LLC's South Central Division, offering guidance on creating work orders, invoices, and efficient workflow management.
How can TC Backer assist with VPOs?
TC Backer guides users through the process of opening customer profiles, applying VPOs under the Change Order tab, entering line items, and submitting cost details as per Change Orders, including emailing VPOs to Sam.
Can TC Backer help with work orders?
Yes, TC Backer provides detailed instructions on creating, editing, and managing work orders directly from mobile devices, including adding line items, service descriptions, and handling multi-day orders.
Is TC Backer suitable for beginners?
Absolutely, TC Backer is designed to be user-friendly, offering clear, professional, and accessible guidance for users at all levels, with tutorials and tips for optimal use.
What makes TC Backer unique?
TC Backer's unique integration of CRM, Shop Sheets Process, and detailed guidance on managing VPOs and work orders tailored specifically for Horizon Lawns, LLC's operations sets it apart from other virtual assistants.
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