diamond connection solutions - table of contents

diamond connection solutions - table of contents
Truck Tracker ® Software
Getting Started Guide
This guide will walk you through the recommended steps to begin using Truck
Tracker software. If you follow the steps below, you will have a good base to begin
using Truck Tracker in the most effective way.
Step 1: Installation of Software (See User Manual, Chapter 2)
Step 2: Login to the software as Manager
a. There are two default logins that you can use. The first is - Username:
Manager and Password: pass. The second is - Username: Mechanic
with no password.
b. Manager will give you full access to the system while the Mechanic
only has limited access, which you can modify (See User Manual,
Chapter 16).
Step 3: Register Software (See User Manual, Chapter 4)
a. After you logon for the first time, you will need to enter the registration
details issued by FleetSoft. Contact support for further assistance in
registration.
Step 4: Global Configuration (See User Manual, Chapter 4)
a. In the software if you choose the File menu and choose the Settings
option, you will be able to configure some global company information.
b. Change the Company Name field to the name of your company
c. Click on the Global Settings tab. You must decide if you would like to
use Average or Actual costing for your inventory management. You
can also review the other settings located here.
Step 5: Site Configuration (See User Manual, Chapter 4)
a. In the software if you choose the File menu and choose the Settings
option, you will be able to configure some information for the current
site.
b. Setup you site’s address info, Vehicle User-Defined fields, WO default
settings, Parts Inventory default settings and Barcode settings.
c. If you intend to scan manufacturer barcodes, remember to set the
Barcode Scanner Prefix Character site setting. Then program your
barcode scanner to include the chosen character as the prefix of each
scan.
Truck Tracker ® Software
Step 6: Configure Security (See User Manual, Chapter 15)
a. You can optionally configure user and group security settings, which
allows you to password protect certain areas of the software, by
clicking the security button on the toolbar. This area allows you to add
users, groups of users, configure security settings for each, and
change passwords.
b. All users have Delete permission disabled by default.
Step 7: Set up Drop Down Lists (See User Manual, Chapter 4)
a. By choosing the Lists menu and selecting Drop Down Lists, you will be
able to insert, change, or delete items from the drop down lists in the
software such as Color, License, Make, Model, Year, Meter Types, etc.
Step 8: Now you must create and/or organize the Vendor List (Ch.5), Customer
List (Ch.6), Staff List (Ch.7), Service Code List (Ch.8), Vehicle list
(Ch.9), and Parts Inventory (Ch.13). Most of these can be found either
on the toolbar or in the Lists drop down on the main menu
a. It is recommended that you enter the data in the order that it appears in
Step 8.
Step 9: Setup Preventive Maintenance (PMs) (See User Manual, Chapter 10)
a. Once you have created all of your vehicles and configured your service
codes, be sure to create your PM schedule by clicking on the PMs
button on the toolbar.
Step 10: You are now ready to begin using the software!
a. Work Orders can be created using either the Vehicles or WOs buttons
on the toolbar, (See User Manual, Chapter 11).
b. In Truck Tracker, printed work orders show you the internal cost for the
repair while printed invoices show you the marked up prices and labor
rates you charge your customers with sales taxes added.
c. For detailed information on the different levels, overriding of parts
markup percents, and labor rates see the “Work Order Information”
section in Chapter 11 of the user manual.
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