SRA One Click Feature

A new feature has been added to SRA. We call this feature “One Click.” When working within the equipment worksheet of SRA, a double click was required to open the “Customer Information”, “Worksheet Information”, “Equipment...

Generic Worksheet for SRA

When using SRA to create a new forklift proposal, the equipment and financial worksheets bring together all of the important data that you have selected during the process and imports that data into your customized proposal and order. We understand that  in certain...

Backup Your SRA Worksheets

It is very important that you backup your saved SRA worksheets! These worksheet files are a record of the equipment configurations for your customer’s quotes. Additionally,  they are used by SRA to create your customer database which populates the “To” field in...

Are You Using SRA to Its Greatest Potential?

Sales Rep’s Assistant (SRA) is a very powerful tool. We recently took the time to write out a laundry list of the features and benefits of SRA. We made note of 75 individual features and benefits, and I think, if we really wanted to get down into the minutia, we...