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Help Table of Contents
Getting Started
Menu
Toolbar
Maintain Data Forms
Entering Employees
Entering Customers
Entering Service Calls
Data Grids
Reports
Dispatch Board
Mapping
Invoices
Service Contracts
Optional Forms & Features
Administration
FAQs
Menu
File
Tools
Operational Link
Forms
Help
New Item
Print Setup
Refresh Cabinet
Refresh Cabinet Combo Box
Change Password
Log On as Different User
Administration
Exit
Print Setup
Refresh Cabinet
Refresh Cabinet Combo Box
Change Password
Log On as Different User
Administration
Exit
Tools
Sending Text
Text Settings
Map
New Service Call
Show Cabinet Button Bar
Show Cabinet Tree View
Hide Tree or Bar
Options
Text Settings
Map
New Service Call
Show Cabinet Button Bar
Show Cabinet Tree View
Hide Tree or Bar
Options
Operational Link
Forms
Help
Toolbar
Maintain Data Forms
Employee
Technician
Customer
Location
Contact
Equipment
Equipment Type
Location Equipment
Service Call
Service Contract
Inventory Item
Invoice
Customer
Location
Contact
Equipment
Equipment Type
Location Equipment
Service Call
Service Contract
Inventory Item
Invoice
Entering Employees
Entering Customers
Verify Customer with Database
Adding a New Customer
Automatic Location for Customer
The Customer-Location Relation
Entering a New Customer from the New Service Call Form
Adding a New Location to an Existing Customer
Move Existing Location to New Customer from the New Service Call Form
Move an Existing Location to an Existing Customer from the New Service Call Form
Adding a New Customer
Automatic Location for Customer
The Customer-Location Relation
Entering a New Customer from the New Service Call Form
Adding a New Location to an Existing Customer
Move Existing Location to New Customer from the New Service Call Form
Move an Existing Location to an Existing Customer from the New Service Call Form
Entering Service Calls
Entering A New Service Call
Copying A Service Call
Creating A Site Visit
Sending Text with Service Call Information
Copying A Service Call
Creating A Site Visit
Sending Text with Service Call Information
Data Grids
Data Grid Types
Creating A Grid
Adding Prompts
Sorting by Column Heading
Filtering by Filter Text
Using the Filter/Sort Button
Using Wildcards (%)
Filtering by Customer Name
Filtiering by Phone Number
Creating A Grid
Adding Prompts
Sorting by Column Heading
Filtering by Filter Text
Using the Filter/Sort Button
Using Wildcards (%)
Filtering by Customer Name
Filtiering by Phone Number
Reports
Reports Overview
Generating A Report
Emailing A Report
Report Templates
Adding Company Logos to Invoices
Formatting Date/Time
Generating A Report
Emailing A Report
Report Templates
Adding Company Logos to Invoices
Formatting Date/Time
Dispatch Board
Dispatch Board
Board Types
Manipulating the Board
Changing Tech Status
Board Options
Board Data Options
Service Call Map
Color Schemes
Board Types
Manipulating the Board
Changing Tech Status
Board Options
Board Data Options
Service Call Map
Color Schemes
Mapping
Invoices
Invoices Overview
Generating An Invoice
Adding Charges
Adding Labor
Exporting & Importing
Export Inventory Items
Generating An Invoice
Adding Charges
Adding Labor
Exporting & Importing
Export Inventory Items
Service Contracts
Creating A Service Contract
Scheduling Planned Maintenance
Adding Equipment
Generating An Invoice
Renewing Service Contracts
Scheduling Planned Maintenance
Adding Equipment
Generating An Invoice
Renewing Service Contracts
Optional Forms & Features
Administration
Application Configuration
List Maintenance
Application Options
Cabinets/Folders
Users
View Users Logged On
Update Map Coordinates
Import Data
Export Data
Database Utilities
List Maintenance
Application Options
Cabinets/Folders
Cabinets/Folders Overview
Default Start Folder
Cabinets
Folders
Forms
Data Grids List
Reports
Report Templates
Special Rights
Tasks
Default Start Folder
Cabinets
Folders
Forms
Data Grids List
Reports
Report Templates
Special Rights
Tasks
Users
View Users Logged On
Update Map Coordinates
Import Data
Export Data
Database Utilities
FAQs