Santa Software Project (SOS Santa Office Scheduler) ‘Things this business software must include the following areas 1. Cloud based? 2. Yearly fee for calendar year only. $90.00 Similar to Turbo Tax, sign in, User email and password, payment portal 3. Website domain name (SOS.com? ) 4, $08 to be broken into 6 areas. (each with icons for easy use)Santa Claus Profil: Santa Name: (what do you go by in your portrayal of Santa) egal first Name: (what is your legal name) Legal Middle Name: (what is your legal middle name) Legal Last Name: (what is your legal last name) What is vour address: (home base address) ‘Whaat is your City: (home base city) What is your State: (home base state) What is your Zip: (home base zip code) What is your Cell: (cell number) ‘What is your email address: (email address) What is your website address: ( website address) Legal business name: (do you have a LLC) What is your Santa Dollar goal for the year? (dollar goal)Customer Profile Section: Below is listed all the items needed and why Customer: If assigning a customer number Event Day: (Day of the week) Event Date: (actual date, this can be typed in or hit calendar icon and pop up with month/day) Event Start time: (time that account wants you there) (with a.m. or p.m. bubble) Event End time: (time that the event officially ends) Event Prep time: (includes dressing and drive time) This would be cool to have a base location address in the program where once the customer profile address is put in, the GPS calculates the drive time and mileage to the event and puts it automatically into the calendar along with a 15 minute dress time (or in the Santa start- up page we have a section that asks how long does it take for you to get dressed for event; some Santas dress prior to the event some do not Mileage: 's mileage being charged bubble Yes or No (if yes, itis added to amount due box below) Mileage Reimbursement: per mile reimbursement being charged to contact (type in box) Mileage Round Trip: Based on Contacts address and Santa's base address it takes the amount above and multiplies it to give mileage driven for event. Mile: ¢ to Customer: This is the Roundtrip miles amount calculated x reimbursement amount. Total Pay $: This is a dollar amount typed into the Customer profile Deposit Pay $: This is a deposit $ amount if required Deposit Due Date: Date when Deposit is required Amount $ due: Total pay minus Deposit pay + mileage charge to customer = amount due Invoice date: Date when invoice should be sent When the customers to pay: Pre-pay bubble, Pay at the event bubble, How the customer is to pay: Cash bubble, Credit card bubble, check bubble Charity Event: Name of Charity Charity Donated dollar Amount: Amount of Charity donation Customer Paid: Yes or NO bubble Date Booked: this is the date when the customer booked with Santa How did Customer find you: Website bubble, Facebook bubble, Instagram bubble, Word of Mouth bubble, Gig Masters bubble, Gig Salad bubble, Other bubble Customer Name: Name of Individual booking you Group Name: Name of Group that Individual is representing ‘Contact’s Mobile phone number: Phone that can be reached on day of event. 2% Phone number for Contact: Phone that can be reached in case the first one is not available, ‘Address of Event: Physical Address of the event location. Street, Apartment #, City, State, Zip. Event Location type: Home bubble, Apartment bubble (if apartment is hit, open box for building and or apartment #), Corporate office bubble, Hotel bubble, Gated community bubble, (if gated is hit open box for security gate code), Clubhouse bubble, Email Address: email address of Contact person: Click Here for support: Click here for support to be sent to the email address. (under this section, a Santa can come back and click any bubble at anytime to have the pre-loaded information sent to their contact by clicking bubble and hitting enter to send to the contact. It would be great if they sent out information that it was recorded on the Contact persons profile at the bottom in a Santa’s activities section)Quote for visit bubble W-9 bubble Invoice for Visit bubble Pricing Page bubble (pricing page is generally hourly or appearance pricing) = Pre-Visit Welcome and hints for successful visit bubble Post Visit Thank you bubble (automatically gets sent within 24 hours of event) Rebooking Email bubble (seeks dates and times for the following year) Back ground check bubble Insurance information bubble Gallery of Pictures bubble Website link bubble Referral Request bubble Type of Visit: Home visit bubble, HOA Clubhouse visit bubble, Corporate Party bubble, Photography ‘Shoot bubble, Hospital bubble, Parade bubble, Tree lighting bubble, other bubble Number of Kids: Projected number of kids at the event (type in number) Projected # of giveaways: Projected number of giveaways, candy canes, stickers, etc. to be given away Will Gifts be handed out: YES or NO bubble if Yes, where will gifts be located? IF Yes, will additional Santa Toy bags be required? How many? ‘Type of Santa Suit Worn: Notes for Santa Visit: Box of 10 lines for text on visit instructions Directions: Box of 4 lines for specific directions Notes from Santa's Activities: Section where items sent, and dates were deposited, dates of visits, etc.Santa Profile: list of things for the santa signing up to the service. Customer Profile Calendar i. Week ata glance for entire year Calendar ii, Hours to be shown per day 6 a.m. to 12 midnight iii. Color coded boxes Expenses (all expenses associated with business in IRS tax categories) Support Material i. Marketing page (similar to website with services) uploaded and linked ii. Gallery of pictures to be uploaded and housed (max 10 pics) ili. Insurance information, able to be sent to customer iv. Background check verification v. Pricing for Santa Visits page vi. Quote for Visit vil. Invoice for Visit vill, WS ix. Pre- Visit letter/email (hints for a successful visit) x. Post Visit letter/email (thank you letter within 24 hours of the visit) xi, Rebooking email xii, Referral Request email Dashboard: i, Total visits booked (year) ii, Type of Visits booked (year) ili, Total number of kids seen (year) iv, Total Charity gigs (year) /. Total Charity Dollars donated (year) Total Prep time (year) ‘Total Visit time (year) i. Total income for season (year) ix. Total income for Day (click on calendar day to get amount) x. Average income per Day (total income divided by booked days) xi. Total Expenses for Season — i._ Profit and Loss Statement