Setting up The Work Order File Video

How to customize the work order file and set up the menus video, 7 minutes.

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Networking Setup Overview

Networking FrameReady to two or more devices (computer or iPad) is accomplished by setting up a LAN (local area network) and installing FileMaker Pro (FMP) on each computer and FileMaker Go on each iPad. Getting Started If you are unsure of

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Setting up FrameReady for Multi-User

Although FileMaker Pro comes “bundled” with FrameReady, a separate license must be purchased from SoftTouch Solutions for each additional device on which FMP is installed. Please call 1-888-281-3303. How to set up FrameReady for Multi-User On the Host computer open FrameReady by double-clicking on

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Shared Files Overview

The FileMaker platform allows you to safely share your FileMaker information with Windows, Mac and iPad users. FrameReady information is stored in FileMaker files. Those files, in order to be shared, must be stored on a Host computer. The Host

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Setting Up The Time Card

How to set up the Time Card file

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Creating / Saving / Sending a PDF

Invoices and documents from the Work Order file may be conveniently sent to customers as an email PDF attachment.

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Footnotes – Creating & Editing

These disclaimers appear on the printed forms only: Work Order, Blind Estimate, Invoice, Statement, and Gift Certificate documents.

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Setting Up Purchase Orders

FrameReady can be set up to automatically create your order list for individual suppliers.

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Setting up Default Settings on a Network

If you are operating FrameReady on a network, the default settings must be set up on the Host, otherwise they will revert back to their original setting when you shut down.

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Keywords – Contacts File

Keywords (or Customer Preferences) provide an excellent way to track certain mailing lists, advertising campaigns, group discount members, coupons, and other important marketing information. Keywords can be of great statistical help when used in conjunction with the Find feature.

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Getting Started Checklist

Print this handy CHECKLIST to help you set up your program.

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Receipt Printer Set Up – Windows for Multi User

Steps for setting up FrameReady with a Receipt Printer using Windows for Multi User Open FrameReady with the level4 password. Click on the Perform menu. Select Restore Full Menus. User Name Set Up Click Edit. Select Preferences. Take note of the

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Receipt Printer Set Up – Macintosh

Steps for setting up FrameReady with a Receipt Printer using a Macintosh Open FrameReady with the level4 password. Click on the Perform menu. Select Restore Full Menus. User Name Set Up Click FileMaker Pro. Select Preferences. Take note of the

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Auto Update of Inventory

When you set up the Auto Update of Inventory feature in the Main Menu > Work Order >  Options > More Options > General tab > Auto Update of Materials Inventory (mark X box) this is what happens:

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Customizing Work Order Drop-down Lists

One of the first steps in setting up your program is to make sure you have the drop-down lists in the Work Order file set up to meet your shop’s needs.

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