Section 1: Introduction Overview License Agreement Copyright and Trademarks How At Your Service - Repair Centre Will Pay For Itself General Features What's New? New Features in Version 3.2 New Features in Version 3.1 New Features in Version 3.0 New Features in Version 2.7 New Features in Version 2.6 New Features in Version 2.5 New Features in Version 2.4 New Features in Version 2.3 New Features in Version 2.2 New Features in Version 2.1 System Requirements Typography Installation Installing on a Workstation Installing on a Local Area Network Installing on a Wide Area Network Installing on Non-Windows Operating Systems Checking for Program Updates Installing a Service Pack Repairing Program Installation Uninstalling Installing a New or Updated License Installing Microsoft Data Access Components (MDAC) Installing MySQL Installing Microsoft SQL Server Express Installing Adobe Acrobat Reader Installing QuickBooks Foundation Classes Installing X-Charge Server Installing a Web Browser Getting Help Electronic Help File Tool Tips Video Tutorials Help on the Web Program Tips Paid Support Section 2: Getting Started Quick Start Essential Program Configuration Optimizing the Program for Speed Running the Program Starting the Program Accepting the License Agreement Evaluating Editions Logging In and Out Exiting the Program Working with Microsoft Access Databases Creating a New Empty Access Database Opening an Existing Access Database Closing an Access Database Saving a Backup Copy of an Access Database Saving a Zipped Backup Copy of an Access Database Automatically Backing Up an Access Database Repairing and Compacting an Access Database Archiving an Access Database Working With MySQL Databases Creating a New Empty MySQL Database Importing an Access Database to a New MySQL Database Opening an Existing MySQL Database Closing a MySQL Database Saving a Backup Copy of a MySQL Database Saving a Zipped Backup Copy of a MySQL Database Moving a MySQL Database to a Different Server Repairing a MySQL Database MySQL Database Administration Working With Microsoft SQL Server Databases Creating a New Empty Microsoft SQL Server Database Importing an Access Database to a New Microsoft SQL Server Database Opening an Existing Microsoft SQL Server Database Closing a Microsoft SQL Server Database Saving a Backup Copy of a Microsoft SQL Server Database Saving a Zipped Backup Copy of a Microsoft SQL Server Database Moving a Microsoft SQL Server Database to a Different Server Repairing a Microsoft SQL Server Database Microsoft SQL Server Database Administration Working With Mobile Edition Databases Mobile Edition Overview Configuring a Master Database for Mobile Workstations Configuring a Mobile Workstation Synchronizing a Mobile Edition Database User Security User Security Overview Browsing Users Editing Users Working With Users Changing a Password Viewing Logged-In Users Reporting on User Security User Edit History User Edit History Overview Browsing the User Edit History Working with the User Edit History Section 3: Navigating and Data Entry Navigation Tools Toolbar Window Bar Status Bar Arranging Windows Entering and Selecting Data Data Entry Overview Menus Moving Between Fields Selecting Tabs Entering Text Entering Numbers Entering Dates Selecting Options Selecting From Lists Selecting from an Expandable Tree View Attachments Using a Bar Code Reader Browsing Tables Browsing Tables Overview Adding Records Viewing Records Editing Records Deleting Records Sorting Data Sorting Column Orders Resizing Columns Hiding Columns Filtering or Searching Data by Column (Field Filters) Group Filters Limiting the Size of Search Results Refreshing Data Optional Dialog Windows AutoMaximizing Context Menus Exporting Data from Browse Windows Closing Browse Windows Tools Using the Windows Clipboard Communication Tools Spell Check Stopwatch Keystroke Macros Standard Notes Standard Notes Overview Browsing Standard Notes Editing Standard Notes Inserting Standard Notes Section 4: Setup Setup Overview Business Locations Business Locations Overview Browsing Business Locations Editing Business Locations Reporting on Business Locations Custom Captions Custom Captions Overview Browsing Custom Captions Editing Custom Captions Working with Custom Captions Reporting on Custom Captions Language Language of Data Entry Language of Communication Spell Check Dictionary Americanized Spelling Reporting on Language Repair Statuses Repair Statuses Overview Editing Repair Statuses Reporting on Repair Statuses Taxes Taxes Overview Editing Default Tax Categories and Rules Working with Taxes Working with Batches of Taxes Reporting on Taxes Advertising Methods Advertising Methods Overview Browsing Advertising Methods Editing Advertising Methods Working with Advertising Methods Working with Batches of Advertising Methods Reporting on Advertising Methods Approval/Refusal Methods Approval/Refusal Methods Overview Browsing Approval/Refusal Methods Editing Approval/Refusal Methods Working with Approval/Refusal Methods Working with Batches of Approval/Refusal Methods Reporting on Approval/Refusal Methods Conditions Conditions Overview Browsing Conditions Editing Conditions Working with Conditions Working with Batches of Conditions Reporting on Conditions Fault Codes Fault Codes Overview Browsing Fault Codes Editing Fault Codes Working with Fault Codes Working with Batches of Fault Codes Reporting on Fault Codes Payment Methods Payment Methods Overview Editing Payment Methods Working with Payment Methods Working with Batches of Payment Methods Reporting on Payment Methods Payment Terms Payment Terms Overview Editing Payment Terms Working with Payment Terms Working with Batches of Payment Terms Reporting on Payment Terms Repair Steps Repair Steps Overview Browsing Repair Steps Editing Repair Steps Working with Repair Steps Working with Batches of Repair Steps Reporting on Repair Steps Shipping Methods Shipping Methods Overview Browsing Shipping Methods Editing Shipping Methods Working with Shipping Methods Working with Batches of Shipping Methods Reporting on Shipping Methods Technicians Technicians Overview Browsing Technicians Editing Technicians Working with Technicians Working with Batches of Technicians Reporting on Technicians Warranty Plans Warranty Plans Overview Browsing Warranty Plans Editing Warranty Plans Working with Warranty Plans Working with Batches of Warranty Plans Reporting on Warranty Plans Warranty Terms Warranty Terms Overview Editing Warranty Terms Working with Warranty Terms Working with Batches of Warranty Terms Reporting on Warranty Terms Makes and Models Makes and Models Overview Browsing Makes and Models Editing Makes and Models Working with Makes and Models Working with Batches of Makes and Models Reporting on Makes and Models Serial Number Notices Serial Number Notices Overview Browsing Serial Number Notices Editing Serial Number Notices Working with Serial Number Notices Working with Batches of Serial Number Notices Reporting on Serial Number Notices Module Options Module Options Overview General Module Options Setup Module Options Customer Module Options Vendor Module Options Repair Order Module Options Sales Invoice Module Options Credit Note Module Options Purchase Order Module Options Inventory Module Options Package Code Module Options Warranty Card Module Options Form Options Form Options Overview Repair Order Form Options Repair Estimate Form Options Repair Assignment Form Options Repair Subcontract Form Options Repair Subcontract Packing Slip Form Options Customer Repair Invoice Form Options Third-Party Billing Repair Invoice Form Options Repair Invoice Packing Slip Form Options Customer Sales Invoice Form Options Third-Party Billing Sales Invoice Form Options Sales Invoice Packing Slip Form Options Customer Credit Note Form Options Third-Party Billing Credit Note Form Options Statement Form Options Purchase Order Form Options Purchase Return Form Options Purchase Return Packing Slip Form Options Label Options Label Options Overview 1-Inch Repair Label Options 2-Inch Repair Label Options 3-Inch Repair Label Options Communication Options Communication Options Overview Communication Options - E-mail Tab Communication Options - Fax Tab Communication Options - SMS Text Messaging Tab Communication Options - Digital Camera Tab Repair Status Communication Options Repair Status Communication Options Overview Repair Status Communication Options - Main Area Repair Status Communication Options - Forms to Print Tab Repair Status Communication Options - Technician Notice Tab Repair Status Communication Options - Technician E-mail To Tab Repair Status Communication Options - Technician Forms to E-mail Tab Repair Status Communication Options - Customer Notice Tab Repair Status Communication Options - Customer E-mail To Tab Repair Status Communication Options - Customer Forms to E-mail Tab Toolbar Options Customizations Section 5: Main Modules Customers Customers Overview Browsing Customers Editing Customers Working with Customers Working with Batches of Customers Reporting on Customers Vendors Vendors Overview Browsing Vendors Editing Vendors Working with Vendors Working with Batches of Vendors Reporting on Vendors Repair Orders/Invoices Repair Orders Overview Browsing Repair Orders Editing Repair Orders Working with Repair Orders Working with Repair Orders On-Line Working with Batches of Repair Orders Reporting on Repair Orders Sales Invoices Sales Invoices Overview Browsing Sales Invoices Editing Sales Invoices Working with Sales Invoices Working with Batches of Sales Invoices Reporting on Sales Invoices Credit Notes Credit Notes Overview Browsing Credit Notes Editing Credit Notes Working with Credit Notes Working with Batches of Credit Notes Reporting on Credit Notes Purchase Orders Purchase Orders Overview Browsing Purchase Orders Editing Purchase Orders Working with Purchase Orders Working with Batches of Purchase Orders Reporting on Purchase Orders Inventory Inventory Overview Browsing the Inventory Editing Inventory Items Working with Inventory Items Working with Batches of Inventory Items Reporting on the Inventory Service Codes Service Codes Overview Browsing Service Codes Editing Service Codes Working with Service Codes Working with Batches of Service Codes Reporting on Service Codes Package Codes Package Codes Overview Browsing Package Codes Editing Package Codes Working with Package Codes Reporting on Package Codes Warranty Cards Warranty Cards Overview Browsing Warranty Cards Editing Warranty Cards Working with Warranty Cards Working with Batches of Warranty Cards Reporting on Warranty Cards Section 6: Accounting Invoicing Invoicing Overview Repair Invoices Sales Invoices Credit Notes Statements Payments Payments Overview Paying Individual Invoices Paying Batches of Invoices Reporting on Payments Processing Credit and Debit Card Transactions with X-Charge X-Charge Overview Processing Credit Card Purchase Transactions Processing Credit Card Return Transactions Processing Debit Card Purchase Transactions Processing Debit Card Return Transactions Auditing Ledgers Audit Reports Accounting Reports Importing from QuickBooks Overview QuickBooks Import Options Importing Customer Accounts from QuickBooks Importing Vendor Accounts from QuickBooks Exporting to QuickBooks Overview Technical Requirements QuickBooks Export Options Exporting Customer Accounts to QuickBooks Exporting Vendor Accounts to QuickBooks Exporting Invoices to QuickBooks Exporting Purchase Orders to QuickBooks Resolving QuickBooks Export Errors QuickBooks Integration QuickBooks Integration Overview Technical Requirements QuickBooks Integration Modules Section 7: Forms Forms Overview Form Types Repair Order Repair Estimate Repair Assignment Repair Subcontract Repair Subcontract Packing Slip Customer Repair Invoice Third-Party Billing Repair Invoice Repair Invoice Packing Slip Customer Sales Invoice Third-Party Billing Sales Invoice Sales Invoice Packing Slip Customer Credit Note Third-Party Billing Credit Note Statement Purchase Order Purchase Return Purchase Return Packing Slip Selecting a Form Selecting a Form from a Browse Window Printing Forms While Saving a New or Edited Record Viewing, Printing, or Sending a Form Viewing a Form Printing a Form Faxing a Form E-mailing a Form Exporting a Form Batch Printing Forms Batch Printing Forms from a Browse Window Batch Printing from the Batch Printing Dialog Window Custom Forms Custom Forms Overview Standard Form Options Customizing Forms Yourself Having Forms Customized For You Section 8: Reports Reports Overview Selecting a Report Reports Window Context Reports Viewing, Printing, or Sending a Report Viewing a Report Printing a Report Faxing a Report E-mailing a Report Exporting a Report Repair Reports Abandoned Repair Orders Average Repair Times and Charges Average Repair Vendor Performance Average Repair Vendor Times and Costs Completed Repair Orders Expired Warranty Cards Expiring Warranty Cards Fault Codes Analysis Make and Model Default Estimates Outstanding Deadline Repairs Outstanding Subcontracted Repairs Outstanding Warranty Repairs Part Fault Analysis Repair Completion Statistics Repair Knowledge Base Repair Orders Awaiting Arrival or Dispatch Repair Orders Awaiting Estimate Repair Orders Awaiting Parts Repair Orders Awaiting Repair or Repair In Process Repair Orders Received Repair Orders Refused by Technician Repair Status Listing Repair Status Summary Repair Time Bottlenecks Repairs by Repair Vendors that were Re-Repaired Repairs by Technicians that were Re-Repaired Repairs that were Re-Repaired Repeat Repairs Repeat Repairs by Repair Vendors Repeat Repairs by Technicians Serial Number Notice References Service Codes Analysis Subcontracted Repair Orders Awaiting Estimate Technician Assignments Warranty Cards Listing Warranty Repairs Listing Inventory Reports Inventory Bar Code Listing Inventory Listing Inventory Ledger Listing Outstanding Backordered Items Outstanding Ordered Items Outstanding Purchase Orders Parts Order Worksheet Parts Usage Purchase Summary by Part Purchase Summary by Vendor Serialized Inventory Listing Accounting Reports Aged Miscellaneous Receivables Aged Receivables Audit Invoice Ledger for Balances Audit Invoice Ledger for Missing Transactions Audit Payment Ledger for Balances Audit Payment Ledger for Missing Transactions Credit Note Listing Customer Account Balances Customer Statements (Ledger) Customer Statements (Open Item) Customers Over Their Credit Limit Daily Payment Summary by Entry Date Daily Payment Summary by Transaction Date Invoice Ledger Listing Miscellaneous Customer Account Balances Payment Ledger Listing Payment Summary by Entry Date Payment Summary by Transaction Date Prepayment Summary Profit Summary by Category Profit Summary by Customer Profit Summary by Make Profit Summary by Repair Vendor Profit Summary by Technician Repair Invoice Listing Repair Vendor Costs Repeat Miscellaneous Customers Revenue Summary (Ledger) Revenue Summary (Open Item) Revenue Summary by Advertising Method Revenue Summary by Category Revenue Summary by City Revenue Summary by Country Revenue Summary by Customer (Ledger) Revenue Summary by Customer (Open Item) Revenue Summary by Fault Code Revenue Summary by Make Revenue Summary by Province/State Revenue Summary by Repair Vendor Revenue Summary by Service Code Revenue Summary by Technician Sales Invoice Listing Taxes by Province/State (Ledger) Taxes by Province/State (Open Item) Technician Commissions Unapplied Credits Listing Reports Advertising Methods Listing Approval/Refusal Methods Listing Business Locations Address Listing Business Locations Communication Listing Business Locations Configuration Listing Categories Listing Categorized Makes and Models Listing Conditions Listing Custom Captions Listing Customer Address Listing Customer Bar Code Listing Customer Communication Listing Customer Configuration Listing Customer Contacts Listing Fault Codes Listing Makes and Models Bar Code Listing Makes and Models Listing Makes Bar Code Listing Makes Listing Package Codes Bar Code Listing Package Codes Listing Repair Steps Listing Serial Number Notices Listing Service Codes Bar Code Listing Service Codes Listing Shipping Methods Listing Technicians Listing Vendor Address Listing Vendor Bar Code Listing Vendor Communication Listing Vendor Configuration Listing Vendor Contacts Listing Warranty Plans Listing Security Reports User Security Users Listing Custom Reports Custom Reports Overview Standard Report Options Customizing Reports Yourself Having Reports Customized For You Section 9: Labels Labels Overview Label Types 1-Inch Repair Label 2-Inch Repair Label 3-Inch Repair Label Selecting a Label Selecting a Label from a Browse Window Printing Labels While Saving a New Record Viewing or Printing a Label Viewing a Label Printing a Label Batch Printing Labels Batch Printing Labels from a Browse Window Custom Labels Standard Label Options Customizing Labels Yourself Having Labels Customized For You Section 10: Importing Data Importing Overview Selecting a File to Import Data Import Formats Data Import Options Matching Import Fields Standard Import Options Processing the Data Import Import Testing Import Processing Data Imports for Setup Modules Importing Advertising Methods Importing Approval/Refusal Methods Importing Conditions Importing Fault Codes Importing Makes and Models Importing Repair Steps Importing Serial Number Notices Importing Shipping Methods Importing Technicians Importing Warranty Plans Data Imports for Main Modules Importing Courier Tracking Data Importing Customer Contacts Importing Customers Importing Inventory Importing Inventory Serial Numbers Importing New Repair Orders Importing Service Codes Importing Vendor Contacts Importing Vendors Importing Warranty Cards Data Imports for Tools Modules Importing Standard Notes Custom Data Imports Custom Data Imports Overview Having Data Imports Customized For You Section 11: Exporting Data Exporting Overview Selecting a Data Export Data Export Options Standard Export Options Data Export Formats Selecting Which Fields to Export Saving or Sending a Data Export Saving a Data Export to Disk E-mailing a Data Export Uploading a Data Export via FTP Data Exports from Setup Modules Exporting Advertising Methods Exporting Approval/Refusal Methods Exporting Conditions Exporting Fault Codes Exporting Makes and Models Exporting Repair Steps Exporting Serial Number Notices Exporting Shipping Methods Exporting Technicians Exporting Warranty Plans Data Exports from Main Modules Exporting Customer Contacts Exporting Customers Exporting Customers with Contacts Exporting Inventory Exporting Serialized Inventory Exporting Service Codes Exporting Vendor Contacts Exporting Vendors Exporting Vendors with Contacts Exporting Warranty Cards Data Exports from Tools Modules Exporting Standard Notes Data Exports from Ledgers Exporting Payments Ledger Exporting Inventory Ledger Custom Data Exports Custom Data Exports Overview Having Data Exports Customized For You Section 12: Internet Utility Getting Started Internet Utility Overview Installing the Internet Utility as a System Tray Application Installing the Internet Utility as a Server Service Internet Utility Licensing Quick Start Running the Internet Utility Main Internet Utility Program Window Opening a Database Processing Minimizing the Internet Utility to the System Tray Exiting the Internet Utility General Setup Overview Custom Captions Language Logging Communication Options Communication Options Overview Communication Options - Proxy Tab Communication Options - FTP Tab Communication Options - POP3 Tab Communication Options - E-mail Tab Communication Options - Fax Tab Communication Options - SMS Text Messaging Tab Communication Options - Printer Tab Mobile Synchronization Mobile Synchronization Overview Setup Mobile Synchronization Processing Mobile Synchronization On-line Repair Order Entry On-line Repair Order Entry Overview Setup Receive New Repair Orders Processing Receive New Repair Orders Repair Status Notices Repair Status Notices Overview Setup Send Repair Status Notices - Estimated Notice Setup Send Repair Status Notices - Pickup Notice Setup Send Repair Status Notices - Overdue Notice Processing Send Repair Status Notices Repair Status Listing Reports Repair Status Listing Reports Overview Setup Send Repair Status Listing Reports Processing Send Repair Status Listing Reports Repair Status Web Site Repair Status Web Site Overview Setup Generate Repair Status Web Site Processing Generate Repair Status Web Site Section 13: Database Repair Utility Getting Started Database Repair Utility Overview Installing the Database Repair Utility Running the Database Repair Utility Main Database Repair Utility Program Window Exiting the Database Repair Utility Repairing a Database Automatically Repairing a Database Sending a Database File for Manual Repair Restoring a Backup Database Automatically Restoring a Backup Database File Manually Restoring a Backup Database File Appendices Appendix A: Buttons and Icons Appendix B: Keyboard Shortcuts Appendix C: Glossary of Terms